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Hubspot CRM how to use it? Everything you need to know!

Gustavo Goncalves
Gustavo Goncalves

Apr 26, 2024

Hubspot CRM how to use it? Everything you need to know!

Any company that wants to get better results with your marketing strategies needs to know how to use Hubspot CRM. The software has a series of free tools that simplify campaign management and enhance results.

It is possible to sell more and better by integrating the resources necessary for the marketing and sales teams on the same platform. However, it is not enough to have access to the software, you need to know how to make the best of it.

Keep reading this article to discover what Hubspot CRM can do for your business. Furthermore, you will learn about the innovative way in which Mkt4edu works with this tool and guarantees maximum efficiency for its customers.

What is Hubspot CRM and how does it work?

CRM software is used by companies to manage relationships with their customers. The program records the entire customer journey, from the first interaction. By tracking their trajectory, teams can know which strategies are working and what can be optimized.

Instead of keeping relevant data in separate spreadsheets or using different services, companies can aggregate everything into a single platform. CRM allows everything from scheduling meetings between the team, with partners or customers to carrying out tests to better understand the public's desires.

The available tools depend on the degree of complexity of the program. Hubspot's CRM is very complete, free and has exclusive features to do more through Inbound MarkeHubSpot CRMting.

Software operation

Know how to configure Hubspot CRM It is essential for the platform to function correctly and the objectives of its use to be achieved. Overall, CRM is a complex and unintuitive system, especially for those who are not familiar with this type of tool.

With this in mind, Hubspot developed a very accessible CRM, without neglecting all the possibilities it offers for business growth. One of the most important parts of implementation is configuring the sales funnel, which will guide the actions of the marketing and sales teams.

Next, it is essential to import the contacts. This is the time to say goodbye to endless spreadsheets and discover a much simpler way of managing all the contacts that are generated. Files can be automatically imported from the archive where they are stored.

This way, management is much simpler and more integrated, making it possible to send emails, make calls and monitor all interactions with the company. The integration of Hubspot platforms, CRM and Marketing Sales tool, for example, makes all this work much easier. Furthermore, there are no wasted sales opportunities.

One of Hubspot CRM's biggest differentiators is the fact that it works using cloud computing. This means that it is not necessary to have the program installed on the company's servers. All information is stored in the cloud, navigation is easy and it is possible to work remotely.

Hubspot CRM how to use it? blogpost

What can you do with the most intuitive CRM on the market?

The CRM market is one of the fastest growing in the world. According to Customer Relationship Management Market Report 2021-2028, estimates show that around 91% of companies with more than 10 employees use this type of platform. The same survey also states that growth in the commercialization of these software is approximately 10.6% by 2028.

In this scenario, the representation of Hubspot CRM is growing.

Full sales funnel view

The sales pipeline or funnel is an essential guide for the company's entire commercial process. After all, it is through him and his management that the team can visualize business opportunities. With an efficient CRM like Hubspot, this task becomes more agile.

All information is gathered in a single place that the entire team has access to. Everyone can define and analyze the metrics that matter for carrying out their work. This way, it is possible to obtain better results in each sector and, consequently, excellent global performance for the company.

Integration of all information about 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 different profiles.

The qualification, enchantment and retention process ends up being more useful, as the actions are segmented with greater precision. This type of optimization of work and strategy guarantees much more sustainable growth and a consistent increase in revenue.

Various channels of communication with customers

Customer relationships are a very important tool for any business. Because it is this communication, the speed of responses and the availability to solve 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 respond to emails, as mentioned previously, or even configure bots for customer service and carrying out automatic processes.

The platform also records how and with whom the last contacts were. This way, it is possible to resume conversations where they left off and know exactly what should be addressed.

Increased sales and retention rates

With a more organized workflow and better relationships with customers, the results can only be positive. CRM allows for a broader view of the business, even facilitating the early identification of strategies that are not bringing in the expected revenue.

According to the report “The State of Inbound Marketing in Brazil”, published in 2015, companies that use CRM software identified an increase of around 24% in sales. The increase in retention rates comes as a result of closer monitoring and strategies aligned with customers' current times.

Optimizing the use of Hubspot CRM with Mkt4edu

Mkt4edu not only makes use of Hubspot CRM, as well as being among the select group of Elite agencies. This classification is given by the company to agencies that have obtained very significant results with the integration of Hubspot tools. In other words, Mkt4edu's expertise is recognized and brings clear advantages to customers.

Our knowledge in Educational Marketing is applied to the use of Inbound Marketing tools, which optimize work and campaign planning, with Hubspot CRM. No wonder, we guarantee educational institutions better rates of student acquisition and retention for educational marketing and other areas at a lower cost than through Outbound Marketing.

Our team, made up of experts from different sectors, is trained to make the best possible use of the platform's features. After all, it's not enough to have access and set up an account; results arise when there is a conscious use of tools, with well-defined strategic objectives.

At Mkt4edu, CRM and marketing go hand in hand, and that's why we're able to optimize the numbers. Hubspot's features allow us to use automation to make certain tasks more efficient. The software allows the configuration of different message templates and automatic triggering important for email marketing.

This nutrition flow is essential mainly for converting leads. Once your behavior has been identified, the platform is responsible for delivering content that meets expectations. There is, therefore, more agility and focus in the process, resulting in more conversions.

In Mkt4edu's partnership with Hubspot, the biggest beneficiaries are the customers, who have access to an innovative platform operated by a team that has authority on the subject. Our highlight is based on data and the positive experience of hundreds of customers spread across Brazil and the world.

Take your educational institution's student retention and acquisition actions to another level with Mkt4edu and Hubspot. Contact us to learn more about the advantages of using CRM!

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Technologies we use

The world changes all the time and technology is no different! Here at Mkt4Edu, technology is in our DNA, we work with many different softwares to make the whole process of automation and artificial intelligence work more efficiently and achieve more results.

Here, new softwares are tested all the time. Modern tools and new functionalities are tested all the time, there were already more than 200 tests so you can have the best result in your institution.

From customer acquisition to retention: Mkt4edu can make the difference in your marketing operation.


Increase your leads’ capture


Improve your customers’ retention


Save conversion costs