Any company that wants to get better results from its marketing strategies needs to know how to use Hubspot CRM. The software has a series of free tools that simplify campaign management and boost results.It is possible to sell more and better by integrating the resources needed by the marketing and sales teams on the same platform. However, it's not enough to have access to the software, you need to know how to get the best out of it.
Read on to find out what Hubspot CRM can do for your business. You'll also learn about the innovative way in which Mkt4edu works with this tool and guarantees maximum efficiency for its clients.
What is Hubspot CRM and how does it work?
Today, HubSpot positions itself as a customer platform with a unified Smart CRM that connects Marketing, Sales, Support, Operations and Content. The former CMS Hub has been renamed Content Hub, incorporating AI capabilities to create, manage and distribute content throughout the entire journey. This alignment organizes data in one place and reduces rework between teams.
CRM software is used by companies to manage customer relationships. The program records the entire customer journey, from the very first interaction. By following their trajectory, teams can find out which strategies are working and what can be optimized.
Instead of keeping the relevant data in loose spreadsheets or using different services, companies can aggregate everything on a single platform. CRM allows everything from scheduling meetings between staff, with partners or clients to carrying out tests to better understand the public's wishes.
The tools available depend on how complex the program is. Hubspot's CRM is very complete, free and has exclusive features for doing more through Inbound Marketing.
How the software works
Knowing how to configure the Hubspot CRM is essential if the platform is to work properly and the objectives of its use are to be achieved. In general, CRM is a complex and unintuitive system, especially for those who are not familiar with this type of tool.
With this in mind, Hubspot has developed a very accessible CRM, without neglecting all the possibilities it offers for business growth. One of the most important parts of the implementation is setting up the sales funnel, which will guide the actions of the marketing and sales teams.
Next, it's essential to import the contacts. This is the moment to say goodbye to endless spreadsheets and discover a much simpler way of managing all the contacts that are generated. Files can be imported automatically from the archive in which they are stored.
This way, management is much simpler and more integrated, making it possible to send emails, make calls and track all interactions with the company. The integration of Hubspot's platforms, CRM and Marketing Sales tool, for example, makes all this work much easier. What's more, no sales opportunities are wasted.
One of Hubspot CRM's biggest differentials is the fact that it works with cloud computing. This means that it is not necessary to have the program installed on the company's servers. All the information is stored in the cloud, navigation is made easier and you can work remotely.
Being 100% cloud-based, HubSpot CRM runs directly in the browser, without its own servers or local installations. The free plan comes with meeting scheduling, live chat and email tracking, speeding up onboarding and reducing IT costs.
Image: HubSpot CRM: How to Use and Everything You Need to Know
What can you do with the most intuitive CRM on the market?
The global CRM market continues to expand consistently: Mordor Intelligence projects the sector to grow from US$ 81.20 billion in 2025 to US$ 123.24 billion in 2030, with a compound annual growth rate (CAGR) of 8.7%. This current figure reinforces how strategic the adoption of CRMs is for companies of all sizes.
In this scenario, Hubspot CRM is becoming increasingly important.
Complete visualization of the sales funnel
The sales pipeline or funnel is an essential guide for the company's entire commercial process. After all, it is based on it and its management that the team is able to visualize business opportunities. With an efficient CRM like Hubspot's, this task becomes more agile.
All the information is gathered in a single place to which the whole team has access. Everyone can define and analyze the metrics that matter for their work. In this way, it is possible to obtain better results in each sector and, consequently, excellent overall company performance.
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Integration of all information on leads, prospects and customers
And speaking of integration, this is one of the main benefits of using CRM. Hubspot customers have access to a database that makes it easier to analyze the different profiles.
The process of qualifying, delighting and retaining them ends up being more fruitful, as actions are segmented with greater precision. This kind of optimization of work and strategy guarantees much more sustainable growth and a consistent increase in revenue.
Various communication channels with customers
Customer relations are a very important tool for any business. Not least because it is this communication, the speed of responses and the availability to resolve problems that directly influence the retention or closing of a sale.
Hubspot CRM has an inbox that aggregates all interactions and allows you to contact customers directly through the platform. It is possible to reply to emails, as mentioned above, or even set up bots to respond and carry out automatic processes.
To centralize contacts, HubSpot offers chatflows with bots by rules, routing and fluid transfer to human agents via the Inbox. It is also possible to add chat to the website (including WordPress) and track bot metrics, keeping the entire history within the CRM.
The platform also records how and with whom the last contacts were made. This makes it possible to pick up conversations where they left off and know exactly what needs to be addressed.
Increased sales and retention rates
With a more organized workflow and a better relationship with customers, the results can only be positive. CRM provides a broader view of the business, making it easier to identify strategies that aren't bringing in the expected revenue.
Instead of old data from 2015, it's worth looking at current adoption and relevance: research by the HubSpot Blog indicates that 79% of sales teams already use a CRM and 88% consider the tool to be important for the sales process. The focus is no longer on a single percentage gain, but on the maturity and impact of CRM on operations.
Optimizing the use of Hubspot CRM with Mkt4edu
Not only does Mkt4edu use Hubspot CRM, it is also among the select group of Elite agencies. This classification is awarded by the company to agencies that have achieved significant results by integrating Hubspot tools. In other words, Mkt4edu's expertise is recognized and brings clear advantages to clients.
Our knowledge of Educational Marketing is applied to the use of Inbound Marketing tools, which optimize the work and planning of campaigns, with Hubspot CRM. Not surprisingly, we guarantee educational institutions better student acquisition and retention rates for educational marketing and other areas at a lower cost than through Outbound Marketing.
Our team, made up of specialists from different sectors, is trained to make the most of the platform's features. After all, it's not enough to have access and set up an account; the results come when there is a conscious use of the tools, with well-defined strategic objectives.
At Mkt4edu, CRM and marketing go hand in hand, and that's why we're able to optimize our figures. Hubspot's features allow us to use automation to make certain tasks more efficient. The software allows us to set up different message templates and automatic triggers - important for email marketing.
This nurturing flow is particularly essential for converting leads. Once you have identified their behavior, the platform takes care of delivering content that meets their expectations. There is then more agility and focus in the process, resulting in more conversions.
In Mkt4edu's partnership with Hubspot, the biggest beneficiaries are the clients, who have access to an innovative platform operated by a team that is an authority on the subject. Our prominence is based on the data and the positive experience of hundreds of clients throughout Brazil and the world.
Mkt4edu/4RevOps is a HubSpot Elite Partner, an official credential that recognizes performance and volume in projects. Including the link to the directory strengthens the social proof of this section and facilitates validation by the reader.
Summary: HubSpot CRM is a complete, free platform that centralizes marketing, sales, support and content in a unified Smart CRM, facilitating contact management, sales funnels, automation and customer relations. 100% cloud-based and intuitive, the software offers features such as meeting scheduling, email tracking, chatbots and integration with inbound marketing tools. It allows you to follow the entire customer journey, organize pipelines, increase conversions and improve retention based on data. Mkt4edu, HubSpot's Elite partner, applies CRM to educational marketing to boost campaigns, attract and retain students, combining strategic expertise with technology to deliver predictable sales and sustainable growth.
Take your educational institution's student retention and acquisition actions to the next level with Mkt4edu and Hubspot. Contact us to find out more about the advantages of using CRM!
HubSpot CRM: How to Use and Leverage the Features for Your Business
What is HubSpot CRM and how does it work?
HubSpot CRM is a free and intuitive platform that unifies Marketing, Sales, Support, Operations and Content in a Smart CRM. It records the entire customer journey from the first interaction, organizes data in one place and facilitates collaboration between teams.
What are the main features of HubSpot CRM?
The software offers features such as sales funnel management, contact import, meeting scheduling, email tracking, live chat, marketing automation and service bots. All of this works 100% in the cloud, with no need for local installation.
How does HubSpot CRM help with sales management?
The platform allows you to view the entire sales funnel in real time, track metrics and identify opportunities. This integrated view makes it easier to organize teams, improves lead conversion and reduces losses along the pipeline.
How important is HubSpot CRM integration?
HubSpot CRM centralizes information on leads, prospects and customers in a single database. This makes profile analysis more accurate, increases efficiency in segmentation and strengthens the process of enchantment and retention.
How does HubSpot CRM improve customer relations?
The tool integrates communication channels such as e-mail and chat, allowing for agile service and a complete history of interactions. In this way, the company maintains the continuity of conversations and offers a personalized experience.
What impact does HubSpot CRM have on sales and retention?
By organizing data and optimizing processes, CRM improves relationships, increases sales and raises retention rates. Recent research shows that 79% of sales teams already use CRM and 88% consider it an essential tool in the sales process.
How does Mkt4edu boost results with HubSpot CRM?
Mkt4edu is an Elite partner of HubSpot, applying CRM to Inbound Marketing strategies aimed at the education sector. With expertise in the platform, the agency guarantees greater student recruitment and loyalty, cost reduction and sales predictability.
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