The data you collect from all business channels is an asset, whether it's a phone call, an email, a message left in live chat. Even social or contacts exchanged offline at an event are not excluded.
Centrally managing all information and interaction flows, sharing them in real time with teams, is vital to any marketing, sales, or customer service strategy.
Nurturing relationships with current and future customers is easier when you know your stakeholders, regardless of the channel used.
Still today, many companies continue to save contact data on diaries, personal address books, Excell sheets, WhatsApp, different tools or CRMs developed in house. You probably don't know that you could immediately optimize the management and costs associated with your business tools, getting more business done.
In this article, we want to reiterate the importance of CRM (Customer Relationship Management) software for your business strategies as well as for managing all contacts, delving in detail into the opportunities offered by HubSpot.
If you use Google Workspace and Microsoft 365, for example, you know that thanks to the native integration with the CRM HubSpot you can access all contact information in the same Gmail window, to save time and leverage the information you collect to work better.
The same goes for HubSpot, from a single platform you can send emails and contextually open tasks, reminders, and access business offers.
What data does a CRM handle?
A CRM can optimize not onlymanagement of B2B contacts, but also B2C contacts, improve sales management for eCommerce, contract offers, customize and speed up customer service, as well as increase internal productivity. This applies to start-ups and enterprise companies.
Customer service, marketing automation (such as newsletters), but also all initiatives carried out by the sales team are business processes that produce or collect data, so they need software that enables data collection and management in a streamlined, secure, and integrated way.
We do not recommend that you create a CRM from scratch, it would involve an unsustainable investment of money and time especially in the long run. You can't start from scratch every time, you need to start building a solid foundation for your business.
Adopting CRM software means choosing an ally to easily manage all business interactions, personal information, sales offers, tasks and reminders, service tickets, billing data, but also to check internal performance.
A Customer Relationship Management system records customers' contact information, email address, phone numbers, job title, company they work for. In one platform you can also record those of companies, for each can have available notes, emails, tasks, meetings, economic information.
Clearly, not all CRMs are the same. Choosing a CRM that is integrated with your business tools is important so you don't lose information, put it in context, analyze it faster, and avoid tracking many tasks manually.
The CRM system is usually acloud-based solution, offering a complete overview of your stakeholders, organizing information to give you a comprehensive account of people and companies, so you can understand the evolution of your company's network of interactions.
Customer Relationship Management software as a tool for sales, service and marketing
A CRM is not just a useful tool for sales, many benefits also reverberate to other business areas such as customer service for example.
Performing sales pipelines
How much does the sales team produce? Which product is the most in demand? Who is falling behind on monthly goals? How often do you measure sales performance and how much do you spend on extrapolating this data?
Using CRM, sales teams can organize sales pipelines and filter team members' progress toward goals. You can get the answers you're looking for in just a few clicks; this applies to individual products as well as campaigns. You can easily identify the most desirable opportunities, how long until the monthly budget closes, understand time spent on qualification, and identify activities that need the most support.
Marketing automation and lead generation
If you use Mailchimp and are comfortable with it, hats off to you. If marketing automation is not your sole focus maybe you don't know that this tool helps your work partially. There are many features are not included that will force you to use new tools.
Why multiply business tools when you can do everything from one platform? With CRM, marketers can organize marketing automation, identify the most desirable opportunities to also qualify to track lead generation, understand what channels are preferred by their users, and focus strategies to support sales pipelines and improve user awareness.
This also makes it easy to schedule the most useful and interesting content for social and blogging, which is why you can focus on inbound marketing to organically generate new leads.
The right context for customer service
Whether you receive an inquiry or that of a return, whether you are dealing with an angry user or engaged in yet another purchase on your website you need to know, even if as an agent you are dealing with them for the first time.
Going from live chat, to social, from email to phone is a snap. It must have happened to you as a user: you try different channels for convenience, but also because you never know which ones are the most responsive.
Without customer relationship management software that collects all user interactions, you can miss important communications in the huge flow of information, risking unsatisfactory and untimely responses.
Constant updates, simplified IT management
Thanks to a CRM, the internal IT team, if you have one, can focus on more strategic aspects.
A CRM in the cloud receives constant updates, gives you a rich MarketPlace, native integrations, and ready-to-use public APIs to customize and develop ad hoc solutions.
Do you know how much you can save in terms of in-house development and support? In addition, reporting allows companies to compare supplier efficiency and manage the entire supply chain more effectively.
The benefits of HubSpot, calling it CRM is reductive
If you are not yet familiar with HubSpot we invite you to ask our team for a demo, some features should not only be told, but measured in the field.
power2Cloud is not only partner of HubSpot. We decided to implement this solution within our company as well: with HubSpot we manage all our contacts, business contracts, email marketing, sales pipelines, for example. To call it just CRM is reductive, since you can take care of marketing automation or pipelines for the sales team.
HubSpot is a comprehensive software:
- manage all your B2B and B2C contacts
- exploit native integrations with Google Workspace, Microsoft 365, social and eCommerce platforms
- increase team collaboration, even on the go
- improves productivity
- enables advanced sales management
- offers accurate sales forecasting
- access reliable reports in real time
- sales metrics are optimized
- improves customer experience and customer retention
- maximizes marketing ROI
- uses a single secure, high-performance, and fully customizable platform
- use the CMS platform for your site
Discover HubSpot features with power2Cloud
A natively integrated CRM not only to Google Workspace or Microsoft 365
If you already use Google Workspace or Microsoft 365, did you know that we can integrate HubSpot's CRM?
We are talking about a native integration that allows centralized management of many features in a one platform. This eliminates clicks and work windows that need to be consulted to access data, plus it automates many of the processes: logging an email, creating a task to engage a colleague, or triggering a notification as a reminder.
Of course these are a few examples and refer to email providers, there is a rich Marketplace as we said and public APIs for every need.
HubSpot has CRM at its core, but it provides different modules depending on the needs of each business, what are yours?
power2Cloud can guide you in the adoption of HubSpot, we can migrate your old CRM, if you have one, customize the platform and follow the training of the new tool for your teams, recommending the most suitable bundle.
Request the Customer Relationship Management software demo by writing to our team now.