In our previous blog posts we made several references to HubSpot, including top 3 things you can do with HubSpot. But what exactly is HubSpot and what can you use it for?

Whether you’re a digital markter working for a local content marketing agency, or you’re a DIY kind of person that likes to learn everything, HubSpot is one of those tools that you need to know at one point or another.

So, we have decided to make a 3-part introductory post about HubSpot and help you get started with it.

In this post, we will walk you through the basics and then discuss a very useful API to meet your customer relationship automation, sales and inbound marketing needs for your online business.

What is HubSpot?

HubSpot is an aptly named company that is a hub for all your CRM, marketing, sales and service requirements.

Its CRM hub is free while it offers multiple integrations along with customizations to meet needs for both small and large enterprises. HubSpot helps grow your business, by helping attract visitors, convert leads and help successfully close customers while bringing multiple functionalities together.

This allows marketing and sales to co-exist in one place with content creation, social media sharing, workflow automation, lead captures, CRM, sales pipeline mapping and performance tracking.

You want to use HubSpot if you want to equip your business to manage all the above-mentioned functionalities effectively while saving costs and increasing reach with automation and customizations.

Now we are going to quickly introduce its four hubs.

Marketing

Sales

Service

CRM

Marketing Hub

The marketing hub provides you with inbound marketing solutions for customer engagement and lead conversions for sales growth. The marketing hub provides drag-and-drop functionality for creating landing pages and email templates eliminating the necessity of developers. It also allows blog post creation with responsive content, increasing your presence online.

Use the marketing hub by creating SEO optimized web pages to drive traffic towards specific web pages in real-time. Also, there are social media promotion tools and online advertising functionality allowing you to drive targeted traffic onto key pages. This makes your marketing campaigns more streamlined and easier to launch, increasing your turnover by

It also helps drive traffic to specific web pages with real-time SEO optimization, along with targeted traffic driven to key pages through its social media promotion tools and online advertising. This allows you to launch your marketing campaigns with ease while increasing turnover by leading calls-to-action leading customers into a funnel and message personalization based on filters such as traffic source, devices, location and more without the need for coding.

During your marketing campaign, its wide range of tools helps convert visitors into qualified leads by using landing pages and an attached form to help you run easy A/B testing. This allows you to quickly increase conversions by engaging more visitors with easy test page creations making your website have higher ROI. HubSpot also offers a live chat integration if required.

The range of tools offered goes further to convert the leads generated into customers, with options for creating personalized purchases, emails and drip campaigns for providing the required funnel for getting paying customers. Every interaction can be designed to take the customer to the next step in the sales flow.

While this happens, you can track the customers with HubSpot Salesforce, giving you automation in recording and organizing customer interactions with your business. You can then use this data along with multi-touch revenue to see the impact of marketing in the bottom line while gaining insights into marketing assets that are having the most impact.

Finally, its marketing hubs also provide an easy method to create your teams and keep them organized. This functionality increases efficiency, by partitioning for allocation of marketing assets by teams, providing specific access to each user in the team while creating hierarchical structures.

There are three pricing tiers you can buy for HubSpot Marketing Hub: Starter, Professional and Enterprise. Depending on your business needs, pick one of them and you can get started. There is also a free option, where you can set up to get started.

Sales Hub

The sales hub provides you analytics into your prospects while helping automate your work allowing you to close quicker. This tool helps you save time at every stage of the sales funnel starting with the automation of personalized outreach, with sequenced follow-ups in the form of emails and reminders. You can use the sales hub to create email templates and measure performance in a quantitative way, further allowing you to share templates that work best within teams.

The sales hub allows you to also efficiently follow up on prospects by notifying you when an action by a prospect is taken almost immediately. This can involve your prospect opening an email or attachment or clicking a link. Further, the sales hub provides you an opportunity to have live chat with your prospects and eliminate the need for emails and calls. You can simply send a link to select a meeting time, giving a simple method to assign and carry meetings.

You can further avoid the necessity for data entry tasks which require manual entry, as the sales hub provides click logs, email opens and contact information automation. The sales hub provides a wide range of automation including lead rotation, task creation. You can track your entire pipeline by syncing with the CRM, to see which deals work, and don’t or are in progress. Also allowing you to see which sales representatives are performing the best, and data-driven insights into why.

The sales hub gives you the power to uncover new leads, connecting with them while closing your deals faster. It provides actionable insights to help you manage your pipeline and provides a lot of automation which can help decrease your overhead costs.

You can get started on setting up a basic sales hub for free but there are three pricing tiers offered, which include Starter, Professional and Enterprise. Pick one of them to get started and help meet your business’s sales requirements.

Service Hub

The service hub has all the tools necessary to contact your customers to reach out to them and engage them to turn your customers into promoters. The sole purpose of the service hub is to service customers and make them have an amazing experience. The service hub attempts to provide you with all the necessary tools to create the best experience for your customers and grow your customer base.

In the service hub, you can use ticket routing, task creation and escalation to automate the service processes, using the feedback responses for automation to do emailing and create internal notifications for teams. It also allows the creation of knowledge base by turning the frequently asked support queries and tickets into help articles and documentation available search engines.

Furthermore, you can create team email aliases to turn emails into tickets or be directed to the conversations dashboard. Another feature that was present in other hubs is its live chat functionality. The live chat allows representatives to engage in customer service conversation, personalized to each customer with real-time functionality.

If you want more functionality, then HubSpot’s service hub also contains the implementation of bots to converse with your customers. It allows one to one conversation by directing customers to correct documentation and chat agents, with more functionality to be customized.

To help you get insights the service hub also provides easy reporting to measure the effectiveness of your business’s efforts. It helps you get data on knowledge base usage, ticket volumes, response time, customer feedback and more. There is also a goal creation functionality, use goals to report on metrics related to these goals and then to track and meet SLAs.

There are three pricing tiers you can buy for HubSpot Service Hub: Starter, Professional and Enterprise. Depending on your business needs, pick one of them and you can get started. There is also a free option, where you can set up to get familiar with the platform.

What’s the Fastest Way to Get Started With HubSpot

Now that we have learned about a snapshot and pricing of basic features offered by HubSpot, we will learn about how we can use quickly jump in and start using HubSpot. We will start with setting up the CRM and get things running as soon as possible.

  1. Register

The very first process is actually creating a free account, go to www.hubspot.com

On the top right, select “Get HubSpot for free” button. This will take you to the products page.

From there for a quick set up, simply select “Get free CRM” button which will take you to the sign-up page.

Follow the prompts, using either google accounts to sign up or an email. You will be asked details such as website name and your company name, along with some more information enter them and continue the process.

Follow the prompts, using either google accounts to sign up or an email. You will be asked details such as website name and your company name, along with some more information enter them and continue the process.

Once you have finished signing up, it will take you to the demo, you can continue with the demo or exit it.
It will then take you to the following page if you exited the demo:

  1. Setup Your Pipeline

First, we will start by quickly customizing the deal stage. The deal stage is where you can set up your pipeline. Open the button “Customize Deal Stage” in a new page.

Under the Deals, you can set up properties, and customize your team views. We are going to discuss all of the functionalities later in the blog, for now, simply scroll down and set up an estimated flow of your deal and probability of a close happening.

In this section, you will describe the process of making a sale in your business, and you can add deal stages by simply clicking the “+ Add a deal stage” button.

You can further see the “</>”  button which will be later useful as it is the unique ID generated to reference the name.

You can also create multiple pipelines, while with the free feature you only get one pipeline. Which you can rename to your liking.

Next, go back to the starting page and select import contacts and open it in a new tab.

  1. Import Contacts

You can either create a contact or the option often used if you already have a working business is to import these contacts. Select “Import” button and create a spreadsheet of your contacts you want to import. The import formats should be .csv, .xlsx and .xls files.

We are going to now import all the information you currently have for Contacts, Companies, and Deals to quickly shift the data into the CRM. For a guide on creating the spreadsheets in the correct format please refer to the section: “Example spreadsheet formats for successful imports”. Select “Start and Import”

We will initially select files from the computer, you can select and import an opt-out list for customers who do not want to receive emails.

You will be prompted to select one file or multiple files with associations, Example Spreadsheet Formats covers more information about this. We will just upload a single file initially unless we have set it up with associations. There will be a four-step process.

Select how many objects you have, whether there are just contacts for example or two objects such as companies and contacts.

If you selected one object you will only be able to choose one, whereas if you selected multiple you can choose a combination that also allows notes.

Upload the file which is correctly formatted, you have an option for “update existing records using the Object ID exported from HubSpot’s”. As we do not have any existing records because we are getting set up, ignore this and drop your formatted file containing the objects selected.

Once you have completed your upload go to the next option, Map, this will help you associate your data. You can select the HubSpot property associated with the headers. After completing this simply click next and…

Confirm the details and select the prompts required, and finish the import. You will receive an email once the import is complete. This way you can shift all of your current contacts, companies, deals, and tickets quickly into HubSpot syncing your current data. Now go back to the Account Setup page.