Onboarding process of integrating business with HubSpot

What are CRMs and HubSpot?

CRM platforms are software solutions that help companies manage customer relationships. They enable the organization and tracking of contacts, interactions, and transactions with customers, resulting in a better understanding of their needs and providing a foundation for long-term business relationships. HubSpot is one of the leading customer relationship management (CRM) platforms. In addition to traditional CRM functionalities, HubSpot also offers tools for marketing automation, analytics, content management, and social media, all integrated into one platform. This makes HubSpot a popular choice for small and medium-sized businesses looking for a comprehensive solution to manage their marketing and sales processes.

Choosing a Subscription Level

HubSpot offers several different subscription levels to meet the varying needs and budgets of users. Some of these levels include Free, Starter, Professional, and Enterprise. The Free level provides basic tools for managing contacts and marketing, while the Starter level adds more advanced features such as marketing automation. The Professional level offers deeper analytics, content personalization, and integrations with other tools, while the Enterprise level provides the highest level of support, advanced security features, and customization for large companies with complex needs. Each subscription level gives users the ability to choose options that best fit their goals and resources.

For more information on subscription levels, visit the following link: https://legal.hubspot.com/hubspot-product-and-services-catalog

Creating Accounts, Defining Roles, and Integrating Communication Methods

After selecting a subscription level, it is necessary to create HubSpot accounts for your employees, which will be integrated with your company by sending invitations to team members via email addresses or simply by clicking on personalized links. Each team member can be assigned a role that grants them access rights over objects and processes within the CRM. The number of organization members and the ability to form teams depend on the subscription level chosen by the client. Users can integrate their communication methods with HubSpot platform through shared or private inboxes, providing them with a more detailed insight into all their contacts in one place.

Familiarizing with CRM Objects

After roles are created, your employees will become familiar with a range of key objects that facilitate the organization and management of customer data. These include contacts, companies, deals, and activities. Familiarizing with these objects enables users to effectively track communication with customers, sales progress, and manage marketing campaigns. Additionally, it is possible to define custom objects and properties of existing ones to customize them according to your business needs.

Setting Up Your Website, Blog, and Landing Pages

If your business requires a website, you can integrate your existing website with the HubSpot service or create a completely new website tailored to your needs, with the option to retain your existing domain. HubSpot allows you to create web pages, blog posts, and landing pages for your successful marketing campaigns, with an intuitive interface that allows employees to edit page content without prior knowledge of programming languages and extensive technical experience. Integrating your website with HubSpot will provide you with a complete overview of visits to your website by both current and potential customers, as well as advanced analytics.

Marketing Setup

Creating marketing campaigns through the HubSpot platform enables users to easily plan, execute, and track the effectiveness of marketing activities. Through an intuitive interface, users can define campaign goals, target audience, and engagement strategy. Branding your company by defining logos and colors enables personalized communication with customers through automated email messages. If you opt for a paid version of HubSpot, one of the options is to integrate social media with the platform, allowing users to easily manage and analyze their presence on networks such as Facebook, Twitter, and LinkedIn, while tracking audience engagement and aligning marketing activities with marketing strategies. Together, this enables a coherent and effective approach to digital marketing.

Contact Us

If you believe that integrating your business with the HubSpot platform is the right choice, contact us. If you want to learn more, read our articles on HubSpot Sales and Service modules, or visit the HubSpot company knowledge base.