As a HubSpot CRM specialist working with businesses across Southeast Asia, I've seen firsthand how the right CRM can transform business operations. Today, I'm excited to share three immediate benefits of using CRM that you can achieve with HubSpot CRM within days, not months.
Before we dive into the quick wins, let's understand why HubSpot CRM stands out for small businesses:
Now, let's explore how to achieve these benefits with three quick implementations!
Stop deals from slipping through the cracks! One of the immediate benefits of using HubSpot CRM is automated deal monitoring. Define "stalled" for your business (e.g., no activity for 14 days) and identify key pipeline stages to monitor. The key is to monitor multiple types of inactivity. Your workflow should watch for deals with no recent email interactions, no newly created tasks, no added notes, and no scheduled meetings. This comprehensive monitoring ensures no deal slips through the cracks. Then, send alerts to the managers and sales rep.
When setting up your alert emails, include all the essential information your team needs to take immediate action. I recommend including the deal value, last activity date, and a direct link to the deal in HubSpot CRM. This approach saves your team valuable time and enables quick responses to at-risk opportunities.
One of the major benefits of using CRM is the ability to automatically identify your most promising leads. HubSpot CRM makes this incredibly simple with its built-in lead scoring capabilities.
Instead of using complex scoring models, you should focus on key actions that indicate genuine interest, typically beginning by tracking website engagement, email interactions, and company fit.
Forms and email campaigns are a powerful combination for capturing and nurturing leads, especially when paired with HubSpot CRM. One of the biggest benefits of using CRM is how effortlessly it allows small businesses to leverage these tools for immediate results. It starts with creating simple yet engaging forms on your website. For example, a contact form on your homepage might invite visitors to “Book a Free Consultation,” while a newsletter signup form could offer exclusive updates or valuable resources. With HubSpot CRM, you can design these forms to be visually appealing and mobile-friendly, ensuring maximum submissions. Once a visitor fills out a form, their information is automatically logged into the CRM, making it easy to track and follow up.
After a form submission, you can use HubSpot’s email marketing tools to set up automated campaigns. You can share more about your services, showcase customer success stories, or provide tips tailored to their interests. Over time, these emails build trust and keep your business top-of-mind.
If you're still wondering about the benefits of using CRM for your specific business needs, let's have a conversation. I've helped numerous businesses implement HubSpot CRM successfully, and I can help you understand:
Schedule your consultation now.