A Guide to HubSpot CRM - The Digital Prosperity Podcast - Season 5, Episode 11

A CRM (Customer Relationship Management) system is a useful tool for managing the relationships you have with your customers. Every CRM system is different but the majority will have features that allow you to keep track of contact information and communication history with new and existing customers.

At JDR Group, we use HubSpot’s CRM system ourselves and for our clients, and have done so for many years now, which is why in the latest episode of the Digital Prosperity Podcast, our directors Will Williamson and David Roberts go into great detail about Hubspot’s CRM system, what it involves and how it works.

Why Should You Use HubSpot’s CRM System?

Approximately half of all of the businesses that JDR Group have spoken to don’t have a CRM system on-hand to store key information regarding their customers. Instead, they’ll use Excel spreadsheets or even a pen and paper which can result in misplaced or lost information and cause issues with customers in the long run.

With Hubspot’s CRM system, you have one platform that stores customer information in a central database, eliminating unnecessary clutter and paperwork and can be accessed by multiple people within your organisation. Not only that, but a CRM system saves you time by allowing you to filter data by certain categories to allow you to find exactly what you’re looking for.

There are many businesses that might already have a CRM system like HubSpot, but they aren’t maximising it to their full potential. Using HubSpot effectively can help revolutionise your reporting systems, sales growth, and improve customer experience.

What Can Hubspot’s CRM System Do For Your Business?

HubSpot’s CRM system is integrated with your existing website and will store any information a potential customer has entered, whether that be their details in a form for a free guide or a telephone call, into a central database.

That data can be used as a single updated point of reference that can be used when you’re contacting the customer, as well as showing any previous interactions that they may have had, which is particularly useful if they’ve been in contact with multiple members of your business.

As Will mentions in the podcast, the main reason that HubSpot is a great option is that it’s simple, straightforward, intuitive and easy to use on any device, and that’s certainly the case when we adopt it for our clients. 

How HubSpot Improves Sales And Marketing

With HubSpot, the data is there to allow you to measure every element of your marketing, from the number of visitors to your website to the number of leads to the overall performance of ads, social media, and emails. By having access to this data, you can then make effective decisions that can improve your overall marketing direction in order to attract more customers.

You can also use HubSpot to measure data in your sales process by running forecasts, displaying conversion rate reports and observing the overall performance of your sales team as a collective and individually. With HubSpot, you can systemize parts of your sales process by scripting certain conversations or providing templates for certain emails etc. So yes, there are a lot of ways that HubSpot can help increase sales. 

There are also various different packages available depending on your preferences, and they include features such as automation, social media, sales and much more. So, if you are a business looking to scale up and grow with HubSpot you can start on a relatively low level as your business grows as the lowest package is free.

By having an effective CRM system such as HubSpot, you’ll be adopting a way of working that allows you to push through any market changes and ups and downs that will have an adverse effect on your competitors that use alternative methods.

If you’re a small or medium-sized business looking to get the most out of HubSpot to improve your digital marketing strategy, then download a free copy of our HubSpot CRM guide, or get in touch with our team today.

Click here to listen to the full podcast episode, and stay tuned for the next episode of the Digital Prosperity Podcast.

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