A Beginner's Guide to Using a B2B Sales CRM - Part 4

Posted by David Terry on June 29, 2016

“Traditional sales technology is necessary but not sufficient. HubSpot’s Sales Platform is designed to arm sales teams with the context they need to improve how they engage with companies, prospects, and leads to drive Inbound Sales instead of driving people crazy.” - Brian Halligan, Hubspot CEO/Founder

Hubspot most famous for its marketing automation software, has introduced a number of new features and tools as they constantly improve and make it easier for marketers and salespeople to connect with their audience, manage and nurture their leads, and close sales. But one of the best new tools hands-down is their user-friendly & lightweight CRM software and the introduction of Inbound Sales Engagement.

If you aren’t familiar with CRMs and their purpose, we recommend you take a look at our previous blog posts in this educational series on CRMs:

Why Use Hubspot CRM?

There are lots of CRM tools out there, some much more complex, requiring training &  IT support - such as those from SAP, Microsoft Dynamics, and Salesforce.com. If you are using these types of CRMs successfully, Hubspot’s new CRM probably won’t replace all the functionality you have.

But Hubspot CRM is a tool for B2B businesses that aren’t already using a CRM or aren’t using the one they have to it’s fullest capacity, for one reason, or another - but will benefit hugely if they adopt one.

There are huge benefits to using Hubspot CRM, especially if you’re already a Hubspot user. Total and seamless integration with Hubspot's marketing automation platform is a big one, allowing for minimal setup and training.

Even if you don’t already use Hubspot, they have made this CRM so easy-to-use that it hardly requires any training at all. It has an "Apple OS-like" intuitiveness for users, that brings it a huge step above other available CRM software.

When you spend less time learning how to use a CRM and doing the admin tasks, you can spend more time SELLING. Which is exactly what Hubspot wants you to do. They have made this tool accessible and intuitive for sales reps, to follow the natural sales process so you can spend your time nurturing leads, instead of fiddling with a new process or new software.

HubSpot_CRM_Contacts_and_Companies__Product_Feature_Page_2016.pngBut ease-of-use is not the only reason the Hubspot CRM is a great choice. It’s also completely free to existing Hubspot users - no matter what their plan is. That means even if you’re only on a basic hubspot subscription, you can still take advantage of this amazing sales tool.


Hubspot CRM is Feature-Rich

Yes, this HubSpot tool is loaded with useful features:

  • Collect and auto-manage details on your contacts, companies, tasks, and deal time-lines
  • See timelines for your contacts easily see at-a-glance where your last conversation left off. Track emails, phone calls, and other communications including website visits and downloads!
  • Integrates with your email so you can send emails right from the Hubspot CRM tool
  • Integrates with your calendar so you can schedule meetings all within the CRM tool
  • Drag-and-drop “board” feature that lets you organize your tasks and deals in an intuitive way
  • Deal Stage, which allows you to see and track your prospective deals & sales pipelines and determine your closing probability.
  • Automatic integration & syncing between Hubspot’s marketing tools & sales tools

There are even some additional-cost features to further enrich the experience if you need - such as phone call integration and a meeting scheduling tool to avoid those pesky “well, when are YOU free?” back-and-forth emails.

Hubspot has filled a gap in the sales & marketing void - if you use Hubspot already for your Inbound Marketing needs, you’ll love this new completely free sales tool. With its task automation and ability to integrate with tools you already use, you won’t need to re-learn your sales process.

Hubspot CRM is a natural evolution in the way you already sell and will benefit your process by helping you stay organized, and avoid missing lead opportunities because you didn’t have the right tools to help you focus on selling.

If you’re curious as to how to set-up this amazing new tool and start doing Inbound Sales, or what to know more about Hubspot in general - give us a call today or schedule a free consultation.

Get Started Using The HubSpot B2B Sales CRM

THE BRIT AGENCY is a B2B Inbound Marketing Agency providing Inbound Marketing, Inbound Website Design and Inbound Sales services to companies around the world. We're focused on growing website traffic, qualified leads and sales, using the Inbound lead generation and marketing automation process.

THE BRIT AGENCY is a certified Gold Tier Hubspot Partner, a HubSpot COS certified Inbound Website Design Agency, a Shopify eCommerce Partner, and a certified "Google Badged Agency Partner". We have offices in Toronto and Barrie, Canada, and Salisbury, UK.

Topics: HubSpot, Inbound Sales