As an Inbound Writer for Lean Labs, Melissa writes about high-converting websites and customer-centric marketing. She's an avid traveler, with trips to Iceland, Ukraine, and Portugal under her belt. She currently resides in Wilmington, North Carolina with her dog, Morrie.
Your sales team is likely using a variety of different methods to contact potential leads and customers. On a day-to-day basis, your team holds these conversations across email, phone, social media, live chat, and more.
They may be keeping up with those conversations through spreadsheets or notes. Unfortunately, this kind of documentation is unreliable and consistent. It also uses up a lot of unnecessary time.
This is why a lot of businesses choose to implement a customer relationship management system, otherwise known as a CRM. With the right technology stack, you can increase productivity, sales, and customer retention.
HubSpot CRM vs. HubSpot Sales: The Relationship
We recommend utilizing HubSpot’s free CRM and combining that with HubSpot Sales to see the best results from your sales and marketing teams.
With all of your sales and marketing data in one place, you can finally close the loop on your reporting and know what activities are generating the most revenue for your company.
Let’s take a look at HubSpot’s CRM and Sales Suite and how they work together.
What is the HubSpot CRM?
HubSpot’s CRM is not just high on our recommendation list. The CRM also has a high ranking on both G2Crowd and Capterra. The customizable database and exceptional customer support make it easy to upload all of your contacts and get started quickly for free.
Let’s look at some of the top reason that it’s a game-changer for businesses.
Intuitive & Easy to Learn
"HubSpot CRM handles the basics of a CRM system -- contacts, companies, deals, tasks -- very well. The user interface is easy to use, and HubSpot updates both the UI and the features regularly. Support is easy to deal with and quick to respond. Plenty of training materials and not that hard for users to learn on their own." - Ken R.
HubSpot CRM it's easy to understand for any background or skill set. Instead of including a bunch of features that most people don't use or understand, they focused on the essential components that make up a good quality software for managing customer relationships.
On top of that, HubSpot provides a lot of additional resources, tools, and best practices for getting started with their CRM.
Provides Better Customer Insights
"The platform is great for tracking all prospect activity, from web and email activity to form completion. It's nice to see the history of the prospect over time so you can derive the value in that lead." - Alisa M.
By installing HubSpot’s tracking code to extract your data from non-HubSpot pages like your website, you can begin to collect a lot of data about your target leads, opportunities, and customers.
The tracking code provides the sales team with a lot of information so that they are in the best possible position to have insightful and meaningful conversations with leads.
Organizes Your Sales Pipeline
"Between the ability to call through the CRM, leave notes, schedule follow-ups, track deals, send emails all through one program, we have the ability to make sure that everyone is on the same page."- Sarah Z.
HubSpot’s CRM gives you a real-time view of your entire sales funnel. You'll be able to see notes, the meetings your sales reps hold, ongoing email correspondence, deals that are closing, and new leads that entered the pipeline.
By having an accurate sales pipeline, you'll be able to track and monitor how your sales team is performing.
What is HubSpot Sales?
HubSpot Sales is designed to be an upgrade to the free HubSpot CRM. It provides a suite of tools to help the sales team monitor, nurture, and close leads. It also gives additional insights back to the marketing team to help them determine if the leads they are sending over to sales are high-quality leads.
HubSpot Sales comes in four levels. Like most of their programs, they include a free tier that has some basic functionality, and then they offer three paid levels above that to unlock more features and remove limitations on features.
Their programs are designed to be a good fit for businesses in different capacities and business sizes. They market their Free and Starter tiers to individual salespeople, Professional to smaller sales teams, and Enterprise to a large sales team sustaining regular growth.
Let’s take a look at what each tier includes.
Breakdown of HubSpot Sales Packages & Features
As you can see, the Free and Starter are still pretty robust offerings, where the higher tiers are unlocking features that only larger sales teams with more robust processes would need.
To select the right package, examine the size of your sales team, as well as your goals and processes are before deciding on a tier.
How do HubSpot CRM & HubSpot Sales Work Together?
It should not be a major surprise to learn that these two products created by HubSpot are designed to work well together. HubSpot Sales is designed to work seamlessly with the CRM to provide additional value.
Let me show some of my favorite benefits to this integration.
Outlook & Gmail Integration
The HubSpot Sales app displays the contact information from the CRM directly on your screen inside your outlook or Gmail account.
This means that when I am reading an email from a contact that is in my CRM, I'm able to pull up all of the relevant information to help me frame my reply. I can also add this contact to my CRM with just a few clicks if they didn't already exist there.
You can also use HubSpot Sales to track emails and get notifications when the recipient opens the email. These emails are also pushed into the CRM so that you can see your contact history and open status inside the CRM on the contact record.
Use the Sales App on the Go
HubSpot Sales also includes a mobile app for iPhone and Android. It gives you access to all of your contact information from the CRM directly from your phone.
You can even utilize the live chat that's included for free and have conversations with people from inside of the app.
Also, because HubSpot Sales is connected to your email, the app provides push notifications when someone opens tracked emails that you sent.
How to Get Started with HubSpot
The HubSpot CRM and Sales suite will grow as your company grows. Even if you start with the free tools, you can easily upgrade later. You can also integrate your CRM and sales tools with their marketing and service suites as well.
The combination of all of HubSpot's powerhouse resources can give a business everything they need to execute on the perfect customer experience.
We work with teams that are implementing HubSpot all the time. We've learned how to save money with their software. In fact, you can save as much as 60% in your first year. Download the guide to learn how.
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