Customer Relationship Management (CRM) is an essential tool for sales and marketing for any business. If you don’t have a CRM or some other formal system, then it’s likely that your customer relationships, contact notes, dialogue and key data, primarily resides in the minds of your key staff. When that staff member goes on holidays or leaves, you are left looking through job sheets, invoices and email strings.
The function of a CRM is to pull all the elements that comprise a relationship, into one place. Phone calls, meetings, texts, emails, messages, action reminders, documents, everything. The CRM therefore needs to be integrated into the daily fabric of all business activity. A good system will do this quite seamlessly.
There are literally hundreds of CRM systems. Salesforce is the undisputed leader. It requires a significant investment in implementation and user fees.
HubSpot is a rising star. Internationally recognised, full-service features across sales and marketing functions, native integration with leading technology platforms. HubSpot’s base CRM is free and offers an amazing range of features that cover the initial needs of most businesses. Paid versions expand into a full service inbound marketing platform. We use it for CompanyHQ and many clients.
HQ will set up your HubSpot account, load all staff users, configure a chat bot to manage initial web dialogue, design and load a contact form and integrate the HubSpot CRM with the business website*.
Note: Full CRM integration and implementation can become a significant project for some businesses. This package is intended only as a configuration starting point. HubSpot offer wide ranging documentation that is well structured and easy to use, that guides the use and function of the system. They also provide an Academy for training in HubSpot operations and inbound marketing methodology.
* requires compatible web platform or content management system.