HubSpot implementation

What is HubSpot?

HubSpot is a software platform that provides comprehensive CRM software. It includes automation tools and packages that help everyone involved in the customer relationship management process work more efficiently. It assists a wide range of professionals, including customer service representatives, marketers, salespeople, developers, and operations managers, in completing tasks at all stages of the sales funnel.

HubSpot - key functionalities

The program's free version is really powerful, and the HubSpot implementation in the advanced version is already a real combo, comprehensively supporting 5 hubs, i.e. thematic modules. You can opt for one or more hubs at a time, in the following levels: Starter, Professional and Enterprise. Each successive level includes expanded features of the previous one as well as new solutions.

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HubSpot implementation: Marketing Hub

The basic version includes tools for:

• creating forms and pop-ups;
• email marketing;
• ad management;
• communications;
• performance reporting;
• making SEO improvements;
• securing the site with SSL protocol.

Additionally, the Starter version includes:

• email health analysis;
• individual technical support;
• option to add up to 5 currencies to your account.

The Professional version of Marketing Hub further includes:

• integration with Google Search Console, Salesforce and social media channels;
• tools for organizing communication within the team;
• filtered analytics view;
• product library;
• creating personalized CTAs.

Implementing HubSpot at the Enterprise level also allows you to use features such as:

• YouTube analytics integration;
• log in as another user;
• give authority to team members;
• create lead rankings;
• trigger automated actions, such as notifications.

HubSpot implementation: Sales Hub

The free version of the sales tools and CRM system primarily includes:

• live chat and chatbots;
• quote and message templates;
• scheduling and monitoring of meetings and messages;
• creation of a library of commercial documents;
• analytics dashboard;
• Integrations with, e.g. App Marketplace, Stripe, Gmail, Outlook Microsoft Exchange programs.

The Starter level also involves:

• individual technical support;
• option to add up to 5 currencies to your account.
• up to 500 minutes of voice calls;
• call routing, that is, assigning recipients to team members.

At the Professional level, you can also use:

• electronic signature;
• suggestions for optimal messaging times;
• video communication;
• classification of contacts, transactions and companies based on 5 attributes;
• Salesforce integration.

The Sales module in the Enterprise level includes features such as:

• salesforce custom object sync;
• AI-based conversation analysis;
• managing administrator notifications;
• granting privileges to users;
• automatic ranking of leads.

HubSpot implementation: Customer Service Hub

In addition to chatbots and message templates found in other modules, the free version of Customer Service Hub includes:

• slack integration;
• marketing event data management;
• switching the communication channel, such as from chat to email, while retaining the full content of the message.

The tools in the Starter version will be appreciated by those who value also:

• individual technical support via email or app;
• simple ticketing automation;
• call routing and 500 minutes of free calls;
• creating automatic lists and task queues.

The Customer Service Professional module also includes:

• video news;
• a multilingual knowledge base for customers;
• video content hosting and management;
• redirecting requests;
• custom reports.

The Enterprise option further includes:

• tracking recurring revenues;
• notification management;
• granting permissions to team members;
• call transcriptions;
• salesforce custom object sync;

HubSpot implementation: CMS Hub

The free version of the content management tools includes:

• blog creation;
• SSL certificate;
• up to 25 pages per site;
• CDN-based hosting;
• creating content in multiple languages;
• 24/7 security monitoring;
• Messenger integration and live chat.

At the Starter level, you can also find:

• individual technical support;
• URL mapping;
• option to add up to 5 currencies to your account.

The Professional version also includes:

• CTA creation;
• dynamic personalization;
• Google Search Console integration;
• A/B testing;
• product library.

The most advanced option additionally includes:

• restricting access to sites for non-logged-in users;
• custom applications;
• activity log;
• scanning content for errors;
• salesforce object sync.

HubSpot implementation: Operations Hub

Everyone can use options such as:

• managing contacts, transactions or tasks;
• App Marketplace integration;
• email health reporting;
• list segmentation.

At the Starter level you will also find:

• custom role mapping;
• technical support;
• digital payment links.

In the Professional version you will also benefit from:

• data quality automation;
• classification of contacts, transactions and companies by 5 attributes;
• data formatting recommendations;
• creating association labels between CRM elements;
• user permissions configuration;

Enterprise level also includes:

• data clustering;
• single sign-on;
• advanced data calculation;
• Snowflake integration;
• notification management.

Advantages of HubSpot implementation

The most significant benefit of this solution stems from the breadth and diversity of its offerings. What can a HubSpot implementation do for you and your company? Well, quite a lot. The biggest advantages of the platform include:

• an all-in-one solution that allows full control over the entire customer acquisition, retention, and after-sales care process;
• accessible charts, enriching reports, transaction history and other analytical data;
• intuitive interface allowing efficient navigation, filtering of information and quick access to individual segments of the dashboard;
• Polish language support, introduced at the end of 2021;
• extensive automation of each task;
• cloud storage – hosted in the US or EU;
• synchronization of data and processes carried out by different teams in the company;
• comfort and support while scaling the business;
• matching communication methods to different customer touch points;
• easy integration with external tools.

How to implement HubSpot?

To begin implementing HubSpot, you must first create an account on the platform. You can do this by logging in with your Google account or by entering your email address. If you chose the second option, the next step is to enter your name. Logging in with a Google account takes you directly to the next step, which is to select your industry.

Following that, you specify your position, enter your company name and number of employees, as well as your web address, and then choose a testing location. The final step in creating a HubSpot account is to select your level of familiarity with the platform. You should now decide where you want to begin implementing HubSpot. You can choose one function or gain general knowledge of the entire system.

Tips for further steps and tasks appear on the screen. However, choosing the optimal solutions from among the available modules can be difficult. How can you tell which aspects of the offer will have the most impact on the quality of your company's CRM? This issue is best left to marketing automation experts, who will assist you in selecting the most advantageous technological solutions to meet your company's needs. They will also teach you how to implement HubSpot or will do it for you.

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What is the price of HubSpot?

The basic version of the system is completely free. However, you will only understand the true value of HubSpot after introducing additional hubs. A monthly subscription in the annual billing option costs:

• from €21 at the Starter level of the CMS module to more than €3,300 for the Enterprise level in the Marketing Hub module;
• From €41 for the entire package (all modules) at the Starter level to over €4,593 for the Enterprise level;
• individually – if you want to compose your own package and customize all the components yourself. This option allows you to combine different levels of modules while keeping your budget in mind.

If you're not sure how to get started with HubSpot, start with a free 14-day trial. It will enable you to test individual features before paying for them.

Who will benefit from HubSpot implementation?

Knowing how to implement HubSpot and what you can realistically gain from using the platform for advanced CRM will undoubtedly help anyone whose job involves the flow and quality of customer interactions.

HubSpot's comprehensive solutions are primarily geared towards:

• marketers, providing high-tech marketing automation tools and support in website content management (CSS);
• salespeople and sales leaders, saving, for example, the time needed to manually prepare reports and exercise control over the customer journey;
• customer service specialists, helping to organize communication with potential and current customers;
• developers and IT teams, offering the ability to design websites using preferred tools and ensure their security and reliability;
• operations managers, ensuring efficient management of teams' work with the option to integrate with the company's current systems;
• business owners such as startups, SMEs, as well as large companies, who want to have under control all processes related to the construction and implementation of the various stages of the sales funnel.

Summary of marketing automation with HubSpot

According to Brian Halligan, founder of HubSpot, the customer is the side of the relationship that can take the first step toward the brand. However, it is not only Inbound Marketing that requires automated solutions to streamline the operations. HubSpot's implementation is a higher level of marketing automation and it's hard to find other software with as many features as HubSpot. If you want to use Hubspot in your business, write to us - we will provide you with the best Hubspot experts - frelancers right away!