Let's be honest, your biggest concern about switching to the new CRM is that it’s going to be laborious and hard to master.
Well I have good news for you, it’s not.
It’s easy, I promise.
Hubspot CRM uses the same clean design and neatly categorized, tabs-on-top style as the HubSpot marketing platform. It gives users a simplistic and straightforward sales dashboard that categorizes each stage of the sales process into deal forecast, productivity and pipeline.
The home screen allows you to see everything from how many calls you’ve placed this month, to how many deals you’ve won.
How easy is it?
Think about this.
You don’t even have to close the software to send an email.
The new CRM syncs with almost any email account (Gmail, Outlook, Apple Mail), allowing the user to craft that quick email without having to click around looking for the Outlook window, or logging in to their Gmail account for the seventh time today.
It’s inline with the marketing platform
Passing a lead from marketing to sales used to involve a lot more.
There was a lot going on.
With HubSpot CRM, all of the information from HubSpot marketing is easily accessible and at a salesperson’s fingertips.
More communication between marketing and sales
Less trying to manage duplicate leads
More knowledge on the impact of your marketing efforts
You can visualize your deals
Need a visual? HubSpot’s new deal task board allows you to drag deals from stage to stage as the sale advances, providing an easy way for you to view your progress and prioritize based on what’s furthest along.
This feature proves to be a pivot point for Tom DiScipio, CSO at Impact Branding and Design.
“The new deals dashboard does a much better job of showing the progress of a sale from start to finish,” DiScipio said.
“It really puts things in perspective as to what’s going on from a sales end. The new dashboard further affirms that the HubSpot CRM is a great way to keep marketing and sales in touch with each other.”
The integrated phone tool is perfect
The phone tool lets you create a queue line of phone calls to make throughout the day. Click once to call, then let the automatic redial feature call the next person in line after 40 seconds.
Tired of trying to log call notes while simultaneously working the sale?
The HubSpot phone tool will record your calls and log your call notes automatically.
Additionally, the phone tool syncs with Google calendar, making for an easy way to create or view previously scheduled appointments. In short, the phone tool allows for the salesperson to give their undivided attention to the client and focus on that “delight” stage of the inbound methodology.
Less work – more data
HubSpot claims that consumers are likely 60% finished with their buyer’s journey before they contact a sales rep. With that in mind, wouldn’t it make sense to go in with some ammo?
The new HubSpot CRM has got you covered.
The contact profile page gives the salesperson a timeline chronicling prior conversations that have taken place with the client, what websites they have visited recently and their recent social media trends. Can it get any easier to find an interest point with a client?
Perhaps the most talked about feature of the new software is the Sidekick email add-on.
Previously HubSpot’s Signals product, Sidekick works with your inbox to give you the information you need on companies and clients you interact with. Sidekick makes it easy to track your contacts engagement with your marketing content.