O que é HubSpot CRM? Ótima ferramenta para sua campanha de marketing online?

Have you heard of HubSpot? Are you thinking about whether HubSpot’s software is right for your company? No problem! This article will share more information about HubSpot CRM

HubSpot is a US-based software company that provides web-based software services for Marketing, Sales, and Customer Service. HubSpot is now a publicly traded US stock company with a market capitalization of over $6 billion USD.

What kind of company is HubSpot for?

If your company is thinking of implementing Inbound marketing, HubSpot is the perfect software for you, inbound marketing a concept developed by HubSpot co-founder Brian Halligen.

If you want to leverage content to market your products, HubSpot is the perfect software for “inbound marketing”.

HubSpot is suitable for all types of companies, such as B2B, B2C or e-commerce companies. HubSpot started as a marketing CRM software, so their online marketing features are very powerful. If your company only needs a Sales “business management system” or a Service “customer service system”, you can also purchase these features separately.

HubSpot’s CRM can link sales, marketing & service, so you can seamlessly connect all departments of your company’s customer information with just one system!

Is HubSpot suitable for your company? Generally speaking, if your products are more expensive or have a longer sales cycle, then you are particularly suited to HubSpot’s software.

“It helps companies to consolidate customer data, improve business efficiency and have a complete reporting system to manage the performance of each individual salesperson. Companies with “customer service needs” are also a good fit for HubSpot, as it provides a convenient customer management system to solve every problem your customers have.

HubSpot and Inbound marketing are also suitable for e-commerce companies. However, there are many different kinds of e-commerce companies, so not every industry is suitable for HubSpot, but usually companies that want to “run repeat customers” or companies that want to run VIP customers are particularly suitable. You can use the HubSpot system to segment your customers and promote product offers to them in a timely manner.

With HubSpot’s CRM system, you can filter your most important customers and interact with them through various channels such as email, Facebook, Google, and LINE. You can also use HubSpot’s marketing automation tools to send “customized” messages to these important customers. With HubSpot’s powerful marketing automation system, you no longer have to send emails or push out advertising messages by hand. With HubSpot’s backend logic, you can send the most appropriate content to your prospects at the most appropriate time.

Why Use HubSpot?

If you are familiar with online marketing, you may ask: Why use HubSpot?

Maybe you think Google Analytic is for analyzing data, WordPress is for setting up websites and landing pages, Facebook backend is for posting and advertising, Mailchimp is for sending newsletters. Why should I use HubSpot?

Each of these features is a point-based solution, and they are all great tools, and they are all fine, but the advantage of HubSpot is that it is a centralized system, with a CRM function at its core, and HubSpot can link each of these features to their CRM, and record the data.

Because HubSpot has this core data, it can identify the most potential customer segments.

Let’s take two cases as examples. The first is a B2B company with a high product price and a long sales process. Because of the high price of the product, the buyer must spend a lot of time studying the advantages and disadvantages of the product, and also needs to listen to the company’s evaluation, service quality and details. Assuming this process takes 6-12 months, we are not sure when is the best time to ask the company’s “sales force” to sell the product to the other party’s “buyer”.

But with the HubSpot system, I can track the current status of my buyers. For example, if they clicked on my Linkedin ad, or read our website, downloaded our company brochure, etc., we can track the customer’s complete path. And let’s say when a customer visits the “price page” on our website, we can reasonably assume that the customer is researching prices and is ready to make a spending decision, and at that point, we can use the HubSpot system to filter out those customers and ask our salespeople to contact them by email or phone. Because of the customer’s demand, the return rate and closing rate will be greatly increased.

Another example is an e-commerce company. Say you are a vitamin company and you have a group of loyal customers who return many times a year. You can use HubSpot to record these customers in the HubSpot CRM backend, and then when there are specific holidays, you can push out customized content. For example, Mr. Smith has a birthday on November 19, and his favorite purchase is lutein because he uses his computer a lot. Then you can send him regular “eye protection” notifications and ask HubSpot to automatically send him birthday offers on his birthday, November 19. You can set it up so that HubSpot automatically sends him the “Lutein” offer because it’s the item he uses the most.

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If you have thousands or tens of thousands of customers, and you have hundreds of products, you can use HubSpot to drive repeat business, increase customer spend or increase customer LTV (Lifetime Value).

Let’s go back and think about it. If we use a single channel to organize customer information, how do we organize the data above? You might have to use Google analytic to connect to a free CRM, then use UTM tag to classify customers, and then log into 5+ platforms (ad placement system, email system, wordpress, marketing automation system, data analysis system, etc.). The process is too cumbersome, and important information will be missed, which is more expensive in terms of labor.

Therefore, HubSpot’s functions can effectively classify customers, reduce staffing costs, improve marketing and sales effectiveness, and ultimately help companies grow.

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HubSpot CRM Is The Core Of The Product

HubSpot CRM is the core of the product, like our heart. Each of the other features is a vital organ, just like our hands and feet.

Once we have collected customer names, emails, phone numbers, etc., we should enter the data into HubSpot CRM. HubSpot has recorded all these data in the CRM.

So through the HubSpot system, we can see who visited our website, when they opened our emails, and when they sent FB messages to our fan page If a salesperson calls a customer, we can also record all the conversations in our CRM.

We can use the CRM data to slice and dice our customer base. For example, who has downloaded XYZ e-book? Who has bought the initial product? Who are the VIP customers? Who has visited the blog in the last 30 days? In this way, we can increase conversion rates by customizing content.

HubSpot CRM provides hundreds of basic fields, such as name, email, phone, address, company name, company website, sales stage, etc. You can also customize your own content. You can also customize your own fields, such as the type of products you like to buy, total annual spending budget, etc. You can design any field and put it in the CRM & HubSpot website form.

hubspot crm

Introduction to MarketingHub, a marketing tool

In addition to CRM, HubSpot offers a number of important tools, both large and small, and is currently divided into MarketingHub, SalesHub and ServiceHub.

Let’s take a look at the key features of HubSpot’s Internet MarketingHub.

Landing page

HubSpot’s landing page tool allows you to quickly create a landing page by selecting a layout and dragging and dropping the blocks you need into the landing page design backend. You can upload images from your computer, modify the text on the landing page, embed HubSpot’s built-in forms, or put in the appropriate Call to action button.

Whether you need to set up a landing page and thank you page for downloading eBooks, or a one-page page to convince customers to leave information, you can do it quickly with HubSpot. The tool is so easy to use that any marketer can easily operate it. You no longer need the help of a web engineer to use HubSpot landing page tool to help you set up a one-page web page quickly!

HubSpot Blog

HubSpot MarketingHub is available in free, basic, professional, and enterprise editions. If you choose MarketingHub professional or above, HubSpot offers blog hosting capabilities. The HubSpot team will design a basic blog & landing page layout for you.

Many people wonder what is the difference between HubSpot blogs and WordPress. Simply put, WordPress is an open source, free system that costs nothing, but you need technical staff to help you set up the site and maintain the backend server, which is a big challenge for people who don’t know much about computer programming. Many times we choose a cheap server, but the blog speed becomes very slow, which eventually leads to SEO problems or high bounce rate of the website, all of which will jeopardize your company’s revenue.

So if your company doesn’t have the technical staff to set up WordPress, or if you think the labor costs are high, you should set up your blog on HubSpot, which has 24-hour server maintenance, so you don’t have to worry about speed, connection, or security problems. If you have a large company, you don’t have to worry about hacking, HubSpot has you covered.

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Finally, and most importantly, HubSpot’s blogs are integrated with the HubSpot system, and the backend will automatically connect and send data back to HubSpot CRM, but if you use an external system to set up your blog, you will have to manually transfer customer data. Although WordPress has integration with HubSpot, not all functions can be linked perfectly. If you want to adopt Inbound marketing, we recommend purchasing HubSpot Marketing Professional, which provides the most complete service.

Email marketing

You can send emails to your customers through HubSpot’s email marketing system, which provides a variety of email formats for you to choose from, and a drag-and-drop interface for adding images, text, CTA buttons, and other fields.

Once the email is sent, HubSpot also provides detailed data reports, such as click-through rates, open rates, open times, and other details. This information is recorded in the HubSpot CRM backend to help you understand the rate of customer interaction with you. You can also divide your customers into different lists and send specific emails to specific groups.

HubSpot’s email system also offers personalization features. For example, you can put a customer’s name in the email so that when they receive an email, it will say their name, providing a more customizable experience.

Marketing automation

Marketing automation is one of HubSpot’s most powerful features. The fact that 60% of the companies in the world that use Marketing Automation choose HubSpot means that they are really doing a great job with marketing automation.

After logging in to the marketing automation tool, you have to select the conditions that will trigger the automation system. Any criteria can be found in the HubSpot automation software, such as a customer who has downloaded an ABC eBook in the last 30 days and you want to automatically send them an email message, or a customer who has an appointment and you want to automatically send them a Zoom web meeting.

You can also set up the HubSpot automation system with a graphical system. For example, if you send an email to a customer, you can set it up so that within 3 days if he opens the email, you send him a second one, and if he doesn’t, you transfer the customer to your sales team and ask them to contact him by phone. You can use all kinds of logic to set up HubSpot automation, so in the future you won’t have to sort customers manually or send emails to them manually.

List segmentation

Customer lists are another common hubspot feature that allows you to place customers in different lists. A customer can be stored in many lists, which is very similar to the tagging systems seen on the market.

HubSpot’s lists are divided into two functions: Active list and Static list. The active list automatically adds or removes customers depending on their criteria. For example, if a customer was originally classified as a prospect, but then becomes a paying customer, HubSpot will either automatically remove the customer from the prospect list, or automatically add them to a new list. Static lists are lists that do not automatically update, and do not change unless we manually add or remove them.

When we categorize a customer, we are able to provide more detailed information to him and address his needs.

Call to action button

Call to action buttons are an essential element of online marketing, taking customers to the next level and dramatically increasing web conversion rates. With HubSpot’s software, you can easily manage hundreds of different CTA buttons and add them to your website, email or landing page as you wish.

Hubspot’s mobile appeals feature also allows you to create beautiful CTA buttons. You can choose to upload your own design and turn it into a button, or use the HubSpot button design tool to quickly design a beautiful button. You can also turn text into CTAs that weave naturally into HubSpot article content.


The HubSpot Chatbot is another powerful feature, and the basic chat functionality is available in HubSpot Free!

You can set up the basic settings in HubSpot’s backend, paste a bunch of code into the website, and your chatbot will appear on the page. Your customers can send you messages at any time, and those messages will appear in the HubSpot backend so you can reply at any time. If you’re not at your computer, you can download HubSpot’s mobile app and reply to messages instantly from your phone – very convenient!

HubSpot also offers an advanced Chatflow feature. If you don’t have time to reply to a customer, you can set up an auto-reply chatbot system that will automatically collect data for you and transfer it to your CRM system. If the customer is already in the CRM back office, HubSpot will automatically recognize the customer and update the customer’s information.

Online Advertising Classified System (Ads)

The HubSpot system can also interface with Facebook and Google’s ad backend. You can use the HubSpot form feature to easily categorize your customers and then use the HubSpot backend to deliver ads to different groups. The main point of this feature is that you don’t have to download the data and then re-upload it to Facebook or Google’s backend.

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When a customer clicks on an ad, their actions are also recorded in HubSpot CRM, and you can use these records to segment your customers or trigger the marketing automation system to push different content to these potential customers.

Social network

HubSpot’s social network management feature is very useful. Every company has different social network systems, such as Facebook, Instagram, Twitter, or Linkedin, and it’s often cumbersome to manage different social networks, logging in one by one to respond to customers, and some platforms don’t even have permission management features, making it difficult to assign different features to different marketers. With HubSpot’s backend system, you can reply to all your messages on HubSpot and never miss a fan’s message again.

You can also use HubSpot’s data analytics platform to measure the effectiveness of each post, such as how many likes or how much exposure, and compare last week’s data to this week’s data.

Cloud for files, Forms, simple SEO tool, Editorial calendar

HubSpot also provides a cloud storage system where you can upload images, pdfs, videos, etc. to the HubSpot backend and then embed the files into websites, blogs, emails, and other systems at any time.

HubSpot also provides a form tool that allows you to create a form in the backend and place it on HubSpot’s website, or use code to place it on another platform, which is very useful. HubSpot also provides basic SEO tools to help you organize the relevance of keywords and articles in order to improve your website’s SEO ranking. Finally, HubSpot will record all the content (e.g. blogs, emails, landing pages, etc.) and then present the date of publication or scheduled upload date of each content in a calendar.

Data analysis reporting system, shorten URL service, etc. (Reporting, shorten URL, etc.)

HubSpot also provides a complete data analysis reporting system. You can use these reports to check the conversion rate of each customer and calculate the return on your advertising investment. You can also use the reporting system to find out the most effective sources of customers, whether it is from Facebook ads that have the highest conversion rate or from SEO. Or do you get the highest conversion rate from SEO? Once you have calculated the ROI accurately, you can invest more in this channel and maximize your company’s revenue.

HubSpot also offers the ability to shorten the URL. Just click on this URL and your customer’s actions will be recorded in the HubSpot CRM backend. This way, you can effectively track every action your customers take, and see if they click on your FB ads, or click on the links underneath your youtube videos.

Templates, marketplace

HubSpot also offers a variety of default templates for download, and they have a complete software ecosystem with many basic free templates. If you need more advanced templates, you can also buy beautiful templates from the marketing place.

Full integration with 100+ marketing tools

Another thing that HubSpot does very well is its one-click integration service. There are so many online marketing tools around the world that you probably already have a favorite online marketing software (e.g. wordpress, mailchimp, etc.) and HubSpot can connect to hundreds of the world’s most popular marketing software. For example, a landing page made with Unbounce software can be linked to HubSpot’s CRM backend, or HubSpot data can be linked to Google Analytics.

HubSpot Academy

If your English is good, you can learn the latest in online marketing through HubSpot’s online web courses, and they’re completely free!

HubSpot offers thousands of hours of online courses on a wide variety of topics including Inbound marketing, SEO, Email marketing, copywriting, online advertising, and more.

hubspot crm

HubSpot onboarding service user guide service

HubSpot has a wide variety of partners around the world, and HubSpot has made different categories for different partners.

HubSpot has 4 types of partners, which are.

  • Basic partners, no-tier (No-tier)
  • Silver-tier partner
  • Gold-tier partner
  • Platinum-tier partner
  • Diamond-tier partner

HubSpot’s certification is a demonstration of a partner’s ability to deliver, and generally speaking, the more advanced the partner, the more experience they have in Inbound marketing, but each partner also has their own specialties. Usually the customers who are using the HubSpot system properly means that they are doing well, so this is a good way to certify them.

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