HubSpot CRM
Most mid-market teams use separate tools for each function. HubSpot runs marketing campaigns, sales pipeline and customer support in one place.
Why It Matters
A lead moves from campaign, to a marketing-qualified lead, to a sales opportunity, to a closed deal, and finally becomes a support relationship.
Run email campaigns straight from HubSpot, track deal progress through the sales team, and manage support tickets from the same customer record.
Capture leads and nurture them until they are ready for sales. Landing pages, forms and lead scoring identify high-potential prospects. Automation nurtures them with email sequences and sales gets notified when ready to engage.
Deals move through defined stages with probability. The system forecasts revenue by stage and by rep, and automations move deals forward without manual re-entry.
Support tickets come in from email or phone. Agents see full customer history and the knowledge base helps resolve issues faster.
Create, send and track campaigns to lists with open and click rates.
Capture leads, score them and nurture until sales-ready.
Track deals through stages and forecast revenue.
Campaign, sales and customer dashboards.
Support ticketing and knowledge base.
Connect ERP, accounting and other tools.
Form, landing page, ad
Email sequence, scoring
Handed to sales as deal
Won deal, new customer
Service team onboards
How marketing, sales and service work today.
Set up properties, workflows and automations.
Contacts, companies and deals loaded.
Each team learns their portion.
Go-live with all three teams.
Customer record, not three databases
Data re-entry between teams
Lead to customer cycle
Customer support experience
Visibility across lifecycle
Platform to learn and use
Marketing, sales and service have different needs, and we set up HubSpot for all.
HubSpot's simplicity means we get you live in two to four months.
ERP, accounting and other tools connect from go-live.
Training and early wins so all three teams use the platform.
Workflows change as your business scales.
HubSpot is an all-in-one platform for marketing, sales and customer service. It lets teams work together in one system.
HubSpot suits growing mid-market businesses that want one integrated platform with a fast implementation. Salesforce fits larger organizations with complex requirements.
A standard HubSpot rollout runs two to four months. It is faster than Salesforce because the product is simpler.
Yes. We build integrations to your ERP, accounting software and other tools.
HubSpot handles the full funnel: lead capture, scoring, nurturing and handoff to sales.
We stay on as your support team: questions, new workflows, integrations as the business evolves.
Related
The other services in this section, and related pages from TCB Infotech.
Book a free consultation. We will walk through how marketing, sales and service would connect.
