HubSpot CRM implementation for engineering, technical and industrial companies

Implementing a CRM system correctly can improve productivity and customer satisfaction for your customers, which can have a big impact on your bottom line. The HubSpot CRM can help you take your efforts to the next level.

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What is HubSpot’s CRM?

HubSpot’s CRM (customer relationship management) software is 100% free to use and aims to support sales leaders, salespeople, marketers, customer service operations and business owners.

Nearly half of all businesses operate without a CRM system, instead, choosing spreadsheets, post-it notes, pen and paper or memory to keep track of their customers. Others use a complex system, such as Salesforce or Microsoft Dynamics, which has a low user adoption because of manual data entry, poor data and insights, lack of training and a view of little or no value.

The HubSpot CRM is easy to use and has features for everyone:

Sales manager – reporting dashboard, company insights, deal tracking, prospect tracking and pipeline management

Salespeople – contact management, deals and tasks, company insights, pipeline management, email tracking and notifications, email templates, meeting scheduling, live chat, prospect tracking

Marketers – forms, ad management, live chat, chatbot builder, email marketing, contact website activity and landing pages

Customer service teams – ticketing, conversations inbox, live chat, chatbots, tickets closed reports, time-to-close reports, email templates and team email

Operations managers – third party integrations, productivity tools, forms, contact management, deals and tasks and prospect tracking

Business owners – contact management, prospect tracking, pipeline management, reporting dashboards, deals and ticketing

A CRM is used by an entire business, not just sales, to house centralised data, improve communication, simplify management and sustain growth. To use it to its full potential, it needs to be implemented successfully to understand the sales process and lead ownership, move data, map the CRM to the sales process and monitor systems and data.

A typical CRM implementation process would include:

  • Creating a CRM account
  • Setting up users and permissions
  • Creating custom properties
  • Building lead/contact views inside the CRM
  • Defining your deal stages
  • Importing existing data
  • Identifying lead ownership and territory carving
  • Connecting the email extension for your team
  • Installing additional integrations
  • Identifying which reports and dashboards will be beneficial
  • Training your team on using the CRM

What are the benefits of CRM implementation

#1

Centralised data

Quick cross-team access to data on any customer or prospect in a shared location.

#2

Follow up tasks

Increase the chances of converting a prospect with follow up reminders.

#3

Automate data entry

Emails, calls, meetings and interactions can be automatically collected within the system.

#4

Segment customers

Sort contacts by data you have collected about them over time.

#5

Create sales reports

Sales dashboards and reports helps to evaluate performance, goals, quotas and revenue.

#6

Scale your sales process

Identify patterns on which sales processes are working and which can be improved.

75%

of sales managers say using a CRM helps drive and increase sales.

34%

increase in sales team productivity.

8-14%

Sales cycle is shorted by 8-14% with the data accessibility of a CRM.

Our Clients

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HubSpot Gold Solutions Partner

Fresh is proud to be a HubSpot Gold Solutions Partner as it demonstrates our commitment to delivering inbound strategies to attract, engage and delight to really help businesses in the industrial, technical and manufacturing sectors grow.

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Get in touch!

We’ve successfully got many industrial, engineering and manufacturing companies up and running with their HubSpot CRM. If you’re looking to get started quickly with a partner that has sector-specific knowledge, then feel free to get in touch.

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Resources to help you

We want to help as many B2B marketeers that operate in technical sectors as much as possible. We’re passionate about engineering and want to see businesses succeed. Take a look at our resources and knowledge centre and start taking action today.

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