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CRM HubSpot: Easy to use, automate your workflows

Gustavo Goncalves
Gustavo Goncalves

Jul 29, 2024

CRM HubSpot: Easy to use, automate your workflows
6:44

There are many companies that want to have better results with their marketing strategies, and for this to be possible, one of the fundamental points is knowing how to use Hubspot CRM. This platform offers a series of free tools that simplify campaign management and boost results.

Furthermore, HubSpot also allows you to sell more and better, integrating the necessary resources for marketing and sales teams into the same software.

What you will see in this post:

Optimizing your workflows;

Organization of your sales funnel or flywheel;

Workflow automation;

Nurturing Flow Tracking in HubSpot;

Marketing automation and CRM;

Greater customer retention.

Good reading!

Optimizing your workflows

Through Using the Hubspot CRM platform, your company will have a wide variety of tools available to optimize your workflows. Below, we will discuss some of the main features of the platform and how they positively impact the integration and execution of your internal processes:

Organization of your sales funnel or flywheel

Hubspot's sales CRM platform goes far beyond managing and organizing your contacts. With the tools available, there is the possibility of integration between your teams in a centralized and intuitive space.

Thus, the Allocation of your leads within your sales funnel can be aligned more assertively. This will allow you to develop more effective strategies when it comes to impacting your customers’ purchasing journey, regardless of whether they are current or potential.

Centralizing this information on the platform will also give your company a much clearer view of the data collected from your leads, giving you more autonomy and assertiveness in interpreting this information, as well as in preparing plans aimed at increasing your revenue.

This way, managing your pipeline becomes much more intuitive, in addition to allowing several internal activities to be automated, generating a considerable increase in your teams' productivity.

Check out some examples of tasks that can be done within the platform:

  • Monitoring of tasks in real time by team leaders.
  • Sending internal notifications as new tickets are created.
  • Smart ticket updates that can be made by sending an email.

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Workflow automation

Once your teams are well integrated with Hubspot tools, tracking your leads through the sales funnel will also become easier more intuitive, as the platform itself will be able to send notifications when business opportunities are ready to be closed, which is a considerable advantage for your sales team, which will be able to focus on this specific SQL (Sales Qualified Lead).

It is worth adding that the Hubspot platform also allows responsibility for this lead to be assigned to a specific salesperson, who will be in charge of making contacts and monitoring the customer throughout the entire process.

In addition, teams will also be able to count on several actions relevant to their workflows, such as:

  • Preparation, sending and monitoring of email sequences;
  • Fully automated emails;
  • Commercial automation.

Nurturing Flow Tracking in HubSpot

Through Hubspot's CRM, it is also possible to create lead nurturing flows in a fully automated way, allowing relevant emails to be sent to customers whenever a specific action is taken, which can generate more engagement and also make them advance through your sales funnel.

Based on the behavior of your leads, you can also manage your contacts and segment them according to your internal organization.

In addition, the platform also has the functionality to automatically associate a person most capable of handling that lead according to the data recorded during the contact.

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Marketing automation and CRM

In addition to the tools that enable greater fluidity in executing your workflows, in Hubspot, you will also have different functions of marketing automation and CRM in a single integrated environment.

With marketing automation and CRM, your company will be better prepared to optimize the sales process and the conversion of your leads, as, by using both tools, there will be a considerable gain in efficiency and productivity for your teams, whether marketing, or sales.

This integration, which is possible through a fully customized CRM platform that adapts to the needs of your company and customers, will be a differentiating factor for your brand. In addition, several advantages will also be added to your processes and brand, such as:

  • Greater data quality: through fully digital systems, there are no failures in the transmission of information;
  • More assertive customer management: with an integrated database, the platform can determine what is most important for each lead and indicate the best courses of action;
  • Increased productivity: with all the tools arranged in a single environment, employees have greater autonomy in their roles.

Furthermore, nurturing leads with relevant content that adds value to your brand and your customers' purchasing experience also becomes much more efficient when processes are automated through the platform.

CRM HubSpot

Greater customer retention

With the reliability that Hubspot's CRM platform provides to your company when it comes to not only automating but also optimizing your processes, there is a considerable margin of opportunity that will allow your teams to increase both capture and customer retention.

Once your customer's purchasing journey is made up of simple steps and the relationship between them and your brand is as pleasant as possible, their loyalty will increase, as will the value of your brand to your target audience.

Through more reliable automated processes that add value for both parties involved, your customer satisfaction increases, directly impacting your retention results.

Summary: Hubspot's CRM platform allows the implementation of automated processes that, in addition to being intuitive, also allow for a more personalized experience for the needs of your company and customers. Making the workflow simpler and enabling marketing automation to be more assertive, CRM is the perfect tool for optimizing processes and ensuring customer satisfaction.

To learn even more about how an integrated system can boost your results and increase your number of sales, check out our article on the advantages of the CRM platform for your company.

What are the advantages of CRM for your company and how to sell more

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