Top 10 HubSpot Features And Benefits
HubSpot is the first choice of SMBs or startups integrating a CRM solution into their sales and marketing infrastructure. The low-cost plans combined with its easy-to-use features and tons of integration options make HubSpot an ideal choice for businesses of all types and sizes.
What started as a one-man business has grown to become a large organization with 2000+ employees . From sales tracking to lead generation to customer management to other core business operations, HubSpot organizes everything in a single centralized platform.
HubSpot works for all – be it a help desk company offering after hours call handling service or a small retail store that wants a robust CRM solution. HubSpot is packed with hundreds of features that streamline your sales, marketing, customer management, and other operations.
In this post, we’ve rounded up the ten best HubSpot features that make it the unrivaled leader in the CRM world. Let’s get started.
Understanding HubSpot
HubSpot is an all-in-one customer relationship management solution that manages the four vital aspects of your business:
Sales : Every sale-oriented business can use HubSpot’s contact management, customer nurturing, and other sale management features that drive revenue growth and help you track and manage your sales effectively.
Marketing : HubSpot has designed marketing tools to streamline lead generation, increase conversions, boost customer engagement and retention, and more. The end goal is to help you close as many deals as possible.
Customer Service : It consists of the ticketing system that helps your support service department track user queries from the initiation phase to the resolution. It gathers all tickets generated from multiple support channels into a single place.
Content Management : HubSpot’s content management tools let users make a seamless digital transition by developing a personalized website. The platform offers hosting, excellent themes, a drag-and-drop editor, and other web development tools that make web designing a breeze.
It has varying plans, each catering to businesses of different sizes and requirements. The software is mainly known for its user-friendly interface and easy setup options.
Although it has consolidated a vast array of functionalities into a single place, HubSpot has kept a simple learning curve for newcomers. It has a set of scalable tools that grow, in terms of functionality, with your business.
Check out its three main membership plans, which are loaded with different functionalities, and choose the one that fits your goals.
Overall, HubSpot is your go-to CRM solution for automating the above key areas of your business. Whether you are a B2B organization or a small general store planning to scale your company, HubSpot can help.
Let’s get to the best features of HubSpot.
10 Robust Features of HubSpot 1. Contact Management
Key Features –
Store customer information in a centralized database
Use content segmentation
Track each customer’s activity
Import customer data from your inbox
The most crucial yet challenging part of your customer management service is handling your customers’ contact information. Logging their activities on your website and tracking their interactions are important for better customer management.
HubSpot makes it easier for your team to manage customer databases, including their contact details, such as emails and phone numbers, in one place.
Now, creating and organizing large datasets is no longer a challenge. With HubSpot’s contact management tools, you can create thousands of customer profiles and have their data updated automatically.
These tools help improve your customer relationship by allowing your team to provide a personalized user experience based on the customer’s profile. They can collect your customer information, the history of their interactions with your agents, their past activities on your website, and so on.
Simply put, the main goal of HubSpot’s contact management tools is to nurture your leads and organize their contacts in your system so you can provide them with an experience that lives up to their expectations.
2. Call Tracking
Key Features –
Track and log each call in your CRM
Make calls from the HubSpot dashboard
Line up your calls based on their priority
Your sales team knows the struggle of calling each prospect, maintaining their records, and sending follow-ups.
HubSpot’s call tracking system enables your sales reps to schedule calls and make them directly from their HubSpot dashboard.
You can also set a priority level for each call so it’s easier to know which prospect to call first. The call logs are automatically recorded in your CRM database.
Your sales team can track each call and get insights into your customer’s journey on your platform.
3. Live Chat
Key Features –
Customize the live chat window to match it to your website’s theme
Offer real-time assistance to each customer
Connect your customers to agents based on their queries and agent availability.
Refer your prospects to the sales team.
Customers can’t wait hours for your team to reply to their emails. If you want to close more deals and provide seamless support, you need dedicated live chat software.
HubSpot’s live chat tools allow businesses to offer real-time support to their customers. You can connect each prospect to a live agent. Use its chatbot builder to integrate a chatbot into your live chat support system. It will answer the basic customer questions instantly.
Businesses appreciate HubSpot’s robust live chat tools that not only connect customers to the right agent who offers prompt responses but also store their interactions within the CRM system for future reference.
You can track these interactions anytime you want. In fact, users can create tickets within the live chat window. These tickets are assigned to a professional IT agent who updates the ticket status, resolves them, escalates them if needed, and keeps the customer notified about their progress.
4. Task Management
Key Features –
Create and assign tasks to your team within HubSpot
Integrate it with email, calendar, and other apps to avoid switching different screens
Set priority levels for each task
Check task status, its description, due date, and the assignee details
There is no need to switch between email, HubSpot, and web pages. Now, all tasks can be managed within HubSpot. It has built-in task management software that offers task creation, assigning, updates, automation, tracking, and reporting in one place.
HubSpot’s task dashboard clearly displays the tasks assigned to the user with details like when the task is due, completed tasks, and task type.
You can also mention priority levels for each task so that the assignee knows which task is urgent and needs to be done on priority.
The tool lets you view the task status, i.e., whether it’s in progress or completed. It also allows you to set reminders for each task so your team can meet the deadlines for each assigned project.
You can even integrate calendars into the task management system to let your team view the scheduled meetings, upcoming deadlines, and other crucial dates within HubSpot.
Let’s say one of your prospects has scheduled a meeting with you on Monday at a specific time. You are supposed to contact them to close the deal with them.
Using HubSpot’s task management, you can create a task for contacting the prospect, set the due date, and generate a reminder. You can also decide which team member will work on the task and its priority. This ensures that you won’t miss out on the crucial deadlines.
5. Customer Feedback Software
Key Features –
Use pre-built survey templates
Send the feedback form to your customers through email
Share their responses with your team
HubSpot aims to provide businesses with tools that help improve their customer engagement and satisfaction rate.
One way to achieve that is by using its customer feedback software. It consists of a customizable feedback and survey template.
You can add as many questions as you like. Share the survey form with your customers through web links or email and ask them to share their experience working with you.
You can share their responses with your team so that your employees can use the feedback to improve their customer service.
6. Email Tracking
Key Features –
Track prospects who open your email and interact with your brand
Personalize your email campaigns
Target the right audience
Send follow-ups to generate qualified leads
See the links your prospects opened, the documents they downloaded, or the website they visited—all in one place.
You send dozens of emails to your prospects, hoping that they will open it. But do you know only 21.5% of your customers tend to open their emails and engage with brands? Now, sending a follow-up to each prospect would be a waste of time. So, how do you know who’s interested in your business?
That’s where HubSpot’s email tracking tool comes in handy. The tool notifies you as soon as a customer opens your email and clicks the link inside it or takes the necessary action. These notifications give you clear insights into your target audience.
Based on this data, you can personalize your email campaigns and improve your customer relationship. The data is saved in your CRM database. You can use it to send follow-up emails to convert your prospects into leads.
The best part is you can send a follow-up immediately as your prospect opens your email. That way, you can target the right audience. Plus, there’s a greater chance they will take your desired action if they get a push notification right when they have shown interest in your offer.
7. Knowledge Base
Key Features –
Create a knowledge base to enable self-service for your customers
Customize the help articles to ensure they match your brand
Add categories to these articles for better navigation
Optimize the help guides for SEO
If your customer service department fails to cater to every small customer request, then HubSpot’s knowledge base can help.
Save your team’s time responding to each customer query. Knowledge base or the self-service portal are great options for businesses that receive thousands of queries every day.
You can create articles, guides, FAQs, and other self-service tools that enable your customers to find answers to the basic questions on their own.
Use HubSpot analytics to track the most commonly asked questions and turn these tickets into help articles. You can also categorize them so it’s easier for your customers to find relevant articles.
What else? You can optimize these help articles for SEO to improve your SERP ranking. Customization options are available if you want to change the look and feel of your knowledge base.
8. Reporting Tools
Key Features –
Get detailed insights into your business performance
Create custom reports
Use built-in report templates or create customized reports with unique layouts.
Set permission levels for users to restrict unnecessary access to confidential data
Building email campaigns, using PPC advertising, and trying other marketing strategies to build your customer base work only when you track their performances.
Knowing which source is generating the best results and how your customers respond to your campaigns is crucial to increasing your conversions.
In addition, you must know your customer satisfaction rate, churn rate, conversions, retention, and other key metrics to keep up their engagement. HubSpot offers a comprehensive reporting and analytics tool that’s easy enough for your team to understand and use.
These tools offer complete insights into your business performance by consolidating the data from sales, marketing, and CMS into a single dashboard.
HubSpot has pre-built report templates. You can choose the one that matches your brand’s style, or you can customize the layout using its drag-and-drop editor.
9. Ticketing System
Key Features –
Create tickets from different support channels
Automate ticket assigning and escalation
Track the ticket’s status, owner, and priority level
Check ticket analytics to identify common customer issues
There’s no need to check emails or other support channels frequently to answer your customer queries. You can convert their interactions into tickets and manage them in one centralized location.
Your IT help desk team can use HubSpot’s advanced ticketing system to provide unparalleled customer support service.
The tool lets you create a ticket and view the entire customer interaction history, contact information, ticket status, the agent, and other metrics in one dashboard.
You can set details like ticket owner, priority status, source, ticket name, and other details to make it easier to manage multiple tickets. It also provides complete visibility into your customer interaction with your business.
HubSpot ticketing system enables your IT team to assign tickets to the right agent and track the ticket’s status until it’s resolved. This ensures that no ticket is lost.
10. Website Builder
Key Features –
Create your own website from scratch using HubSpot’s drag-and-drop website builder.
Preview your content before publishing
Choose from the ready-made templates and modules
Get a custom domain
Building your website from scratch no longer requires coding knowledge or technical skills. HubSpot offers a free drag-and-drop website builder that lets you create a custom website.
Not only that, but you get a simple yet advanced content editor that lets you preview your content and how it will look on different devices before it’s published. You can choose from hundreds of built-in templates and switch them whenever you like.
HubSpot also has custom modules and multiple layouts that make it easier to customize your website to your audience’s preferences.
Conclusion
HubSpot is a robust CRM platform that combines different aspects of your business into a single, centralized dashboard. The system improves your business’ efficiency and makes management easier for your team.
From tracking your customer feedback and satisfaction to offering the best support through its advanced ticketing system and knowledge base, HubSpot does it all.
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