14 Hubspot CRM Features We Use Every Day
There are a ton of benefits that Hubspot CRM brings to sales and marketing teams. If you’ve never used Hubspot before, or are unfamiliar with what CRM (customer relationship management) systems are, this article will help. We run through 14 stand-out features of Hubspot CRM that we use all the time, from how it helps you to manage contacts to how you can use it to track social media.
Hubspot CRM Explained
Hubspot CRM is a SaaS platform for managing customer relationships through different integrated tools and apps. You can use it for free in automating data collection and managing some vital aspects of marketing, or you can upgrade to premium plans to make use of more in-depth features that will specifically benefit your business and help you achieve your goals.
Here are some of the major features of Hubspot CRM that we use on a daily basis both for LimeLight and for our clients:
1. Managing Contacts
Having thousands of leads and customers can be overwhelming if you can’t properly manage your interactions with them. It’s also important to remember that your interactions with leads and customers should not be passive; if you want to develop loyal relationships and drive conversions, your communications need to be engaging and relevant to the person you’re interacting with.
On the one hand, you need to convert leads into paying customers or clients. On the other hand, you also need to earn the loyalty of your existing customers. These require regular, customized, and non-spammy approaches to your marketing. Hubspot CRM gives you insights into how to best approach a customer based on collected data about them. Using this data, you can retrieve relevant information, such as age or location, so you can engage with your customers and leads in a way that feels personal.
2. Automating customer data collection
With Hubspot CRM, there’s no need to manually enter email addresses or log phone calls with leads and customers. All of this available data is automatically collected and organized into meaningful categories by the CRM system. This gives your sales team more time to focus on making calls, sending emails, and processing orders, instead of manually entering data into spreadsheets.
3. Content Repository
Marketing and salespeople usually spend a lot of time searching for relevant business content, such as sales brochures, email templates, or graphics. But you can cut down the time spent on content searching because Hubspot CRM serves as a content repository.
This means that members of your marketing or sales teams will be able to easily retrieve things like marketing email templates, rather than having to sift through various folders. This not only saves significant amounts of time, but it also increases productivity as a result.
4. Managing Workflow
Toggling between apps and various open windows on your computer can be distracting, annoying, and time-consuming. You can reduce these distractions and increase work efficiency with the help of the Hubspot CRM system because you only need to access one dashboard and scheduling system. It makes work life a lot simpler!
5. User-Friendly Dashboard
Customer service and sales representatives especially need real-time access to relevant customer data. Hubspot CRM provides convenient access to a common dashboard that shows the sales pipeline and progress and assigned tasks, which are all updated on a daily basis. This means your team can easily identify which aspects are actionable based on their assigned tasks.
Meanwhile, managers can effectively monitor the progress of their team according to different objectives and milestones. Not only does this provide an organized overview of how operations are running, but it also allows for more strategic flexibility.
6. Customer Journey Milestones
Marketing isn’t a one-size-fits-all solution: a lead at the beginning of their buyer’s journey won’t respond to the same marketing tactics that a lead at the middle or end of their buyer’s journey will.
To make your marketing approach more targeted, you can program your Hubspot CRM system to include multiple stages of the customer journey based on your sales and marketing funnel. You can make this as precise as you want, and it’s as easy as drag and drop. Using this feature, you can assign specific metrics and tasks to each stage of the buyer’s journey, and this enables you to target specific leads more effectively.
7. Data Reporting
The data collected by your CRM is only useful if it’s presented in an easy-to-digest manner. The data analytics provided by Hubspot CRM can be organized in a way that makes sense to your business, and you can even use filters to pull up specific bits of data or analytics. This gives important and easily-accessible insights to your teams, guiding them towards the best course of action so that they can implement strategies more effectively.
8. Live Notifications
Whatever device you’re using, be it a computer or cell, you can get up-to-date notifications if you grant CRM access to your devices. This is particularly useful in 2021 because it means you won’t need to go to the office to take action on urgent issues that need to be addressed; you can do it all remotely.
9. Mobile Device Compatibility
As a SaaS platform with cloud storage capabilities, Hubspot CRM can be accessed using mobile devices. This means that employees working remotely can conveniently log in to their accounts using laptops, tablets, or phones in order to access the tools and data that they need. As long as there’s a reliable internet connection, Hubspot CRM can be accessed from any location.
10. App Integrations
You can seamlessly integrate hundreds of apps with Hubspot CRM. This makes operations more convenient by bringing everything into one place, and also reduces the amount of clutter on your desktop. Whatever app you integrate, you can also share this with your employees, making work more streamlined and efficient.
11. Lead Scoring
Excellent salespeople have the skills and intuition to identify and secure potential customers. However, when there are hundreds or thousands of leads, this task becomes very difficult and time-consuming to do manually.
We use Hubspot CRM to automate the qualifying process by setting parameters for scoring leads based on their likelihood of converting. This means we can focus on those who have higher scores, i.e. a higher probability of becoming customers.
The automation feature means you can automate repetitive tasks, such as address book entries. You can also automate your timeline to be in-sync with your email and calendar. Additionally, email responses can be easily automated based on triggers, such as cart abandonment or even a customer’s birthday.
However you choose to do it, automation will save a lot of time and effort. As a result, the talent of your teams can be allocated to more important and complex tasks.
13. Email and Web Tracking
Each customer or lead has a unique timeline of interactions with your business, including website transactions, email communications, chats, and phone conversations.
We use Hubspot CRM to organize these various types of interactions, allowing us to track them individually and personalize the way we respond.
14. Social Media Tracking
Once you get permission from your customers, your CRM can follow their social media accounts. That means you’ll always be updated with their online behaviors, and you can also interact with them through their social media profiles in order to develop personal, engaging relationships.
Just like other CRM systems, Hubspot CRM has four categories of features:
- Organizing data
- Integrating apps
- Communicating with customers
- Automating tasks
Depending on the type of business you have and the scale of your operations, you may need a range of CRM tools and features – but in any case, you’ll definitely need at least one tool or feature from each category.
Want to find out how to use CRM to take your business to the next level? Let’s talk.