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HubSpot has built a tool that works with the three biggest email clients - and it's nothing short of fantastic! It has built-in tracking and login via email, so you can enrich your data in your CRM. So, are you using Google Gmail, Outlook, or Office 365? Hurry up and open up free CRM through HubSpot.
At MCB we use Gmail, and it is connected to HubSpot. Therefore, we can all quickly get an overview of the contact we are emailing, as well as enrich the existing data. We can always find the history of a given contact, saving us a lot of time by avoiding asking questions that have already been answered and running back and forth between each other to get the necessary information.
As a starting point, we "log" all emails, so they are automatically linked to the history of each contact. It is also possible to activate "Never log," which is particularly useful internally.
When you have installed HubSpot, you will notice that several fields become available to you. These include Templates, Sequences, Documents, Meetings, and Snippets.
Are you the type who sends many newsletters with the same message? Then you will love the template feature in HubSpot.
Here you get a structure that goes far beyond the traditional templates most email clients use. With HubSpot Templates, you leverage the vast knowledge and wide data layer you already have with your CRM - and that makes it a strong ally!
So forget ALL about having a template with fixed text, where you just have to remember to change the name, day of the week, or time. All of that can be managed with the data you have in your CRM using HubSpot. And that's why each email is both personal and relevant.
Once you have written an email that hits all the right notes, you can easily share it with the rest of your team, and they can use it without changing a single detail since you have already used variables from your CRM - it is smart!
And yes, of course, you can also take advantage of HubSpot's built-in calendar booking, documents, and much, much more
You can build automations with, for example, personalized emails or internal tasks with reminders for your sales team, ensuring that you are always updated with the latest information and never forget a customer
Grow your business with quick and secure payment for your customers in your CRM. You can manage customer purchase experience with quick refunds, payment notifications, and receipts.
HubSpot can be synced with your work calendar, allowing customers to easily book meetings directly with your sales team and find a date and time that works for both parties.
Add deals, assign tasks, and control sales processes with Sales Hub. You have an overview of your pipelines and the individual deal stages, so you can always see the status of a deal and work with customers individually.
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Stay connected with your customers while they are on your website with a live chat. You can easily rotate customers to the salesperson who can best help them.
Take sales on the go. Access customer information and make calls with customers, which can be recorded and saved in HubSpot, so you and your entire sales team are updated on the latest information about deals.
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Our custom integrations have helped many businesses synchronize data and automate repetitive tasks between HubSpot and their preferred systems. You can also benefit from our integrations and thus have more time to focus on increasing your revenue and building stronger relationships with your customers.
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