I've had the opportunity to dabble with a number of CRM systems throughout my professional career. Although the purpose of using such software was to make my life as a salesperson easier, I often danced along the emotional lines of frustration and disappointment because the CRM wouldn't store or track the information I needed it to.
And then, I was introduced to HubSpot.
I had no expectations for HubSpot's new CRM at first. In my mind, I considered it another new software that I had to learn how to use. However, my initial reaction was quickly proved wrong as I began to learn how intuitive the system truly is.
Here are the most useful tools I've found since using the HubSpot CRM since September:
#1 Streamlined Communication
The "Communicator" within each prospect record is my favorite feature in HubSpot's CRM. Being able to log notes, send emails, place calls, and schedule meetings all in one central place increases my efficiency tremendously. Long gone are the days when I had to keep multiple tabs and windows open and switch back and forth with my email to figure out where I am in my communication with someone. The Communicator keeps me organized and saves me so much time; I am able to reach out to more people each day.
#2 Email in Less Time
Another tool I've found valuable is the capability to save email templates. Something that seems to be so obvious and relatively simple isn't available in competing CRM systems. As a salesperson, time is money. I want to reach out to my contacts with the information they need without scrambling over what to say. Being able to have several email templates already crafted allows for minimal editing, which means I can quickly move on to the next person.
#3 Chronological Correspondence
Because the Communicator and email templates allow for ease of contacting leads, accessing historical communication data needs to be right on par. The CRM’s “Timeline” allows the user to see the dates and times an email is both sent and delivered, and if and when the message has been opened. I really like that Timeline also tracks when your lead comes back to your website and views new pages and posts, and if they convert again. These touch points and more are extremely important for a salesperson to analyze in order to know what kinds of content matter to their prospects.
#4 Database Driven
Once a lead converts, HubSpot’s CRM intelligence pulls relevant information on their company, such as company size, location, and additional contact information, and then uploads it into the prospect record. This is handy because it means the CRM is in effect doing the research for you, enabling you to see if there are other decision makers in the database that you could be reaching out to.
At the end of the day, the number one reason why I am such a huge fan of HubSpot’s CRM versus other CRM systems is that most of its tools are designed with the salesperson in mind. With it, there’s no longer a need to spend so much time logging calls and emails. Instead, we salespeople can get back to what we do best—selling.