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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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HubSpot CRM

One Platform for Marketing, Sales and Service

Most mid-market teams use separate tools for each function. HubSpot runs marketing campaigns, sales pipeline and customer support in one place.

50+ ERP and software projects. Zero failed projects since 2021.

One platform, three teams
Integrated
✉️
Marketing
Campaigns and leads
📊
Sales
Pipeline and deals
💬
Service
Tickets and support
Illustrative layout
1
Platform for three teams
2-4 mo
Typical implementation
No
Data silos between teams
0
Double-entry workflow
Why It Matters

Marketing, sales and service should not work in separate databases

Lead Handoff That Works

Marketing nurtures, sales closes, service takes over

A lead moves from campaign, to a marketing-qualified lead, to a sales opportunity, to a closed deal, and finally becomes a support relationship.

  • Lead scoring and nurturing in marketing.
  • Automatic handoff when ready for sales.
  • Customer service sees full history.
Teams collaborating on customer relationships
Integrated Workflows

Campaigns, deals and support tickets all in one place

Run email campaigns straight from HubSpot, track deal progress through the sales team, and manage support tickets from the same customer record.

  • Email and campaign automation.
  • Sales pipeline and forecasting.
  • Support ticketing and knowledge base.
Integrated marketing and sales workflows
Integration Points

Where marketing, sales and service come together

1
Lead captured
Form, landing page, ad
2
Nurtured
Email sequence, scoring
3
Qualified
Handed to sales as deal
4
Closed
Won deal, new customer
5
Supported
Service team onboards
How We Deliver

From current state to an integrated platform

1
Map processes
How marketing, sales and service work today.
2
Configure HubSpot
Set up properties, workflows and automations.
3
Migrate data
Contacts, companies and deals loaded.
4
Train teams
Each team learns their portion.
5
Launch and support
Go-live with all three teams.
What It Covers

Six core areas all mid-market teams need

✉️

Email and campaigns

Create, send and track campaigns to lists with open and click rates.

📊

Lead management

Capture leads, score them and nurture until sales-ready.

💼

Sales pipeline

Track deals through stages and forecast revenue.

🎯

Reporting

Campaign, sales and customer dashboards.

💬

Customer service

Support ticketing and knowledge base.

🔗

Integrations

Connect ERP, accounting and other tools.

The Difference

What one integrated platform changes

One
Customer record, not three databases
Zero
Data re-entry between teams
Faster
Lead to customer cycle
Better
Customer support experience
More
Visibility across lifecycle
Easier
Platform to learn and use
Why Us

Why growing businesses choose TCB Infotech for HubSpot

1
We understand all three teams
Marketing, sales and service have different needs, and we set up HubSpot for all.
2
Fast implementation
HubSpot's simplicity means we get you live in two to four months.
3
Integrations from day one
ERP, accounting and other tools connect from go-live.
4
Adoption is built in
Training and early wins so all three teams use the platform.
5
We grow with you
Workflows change as your business scales.
6
Proven delivery
50+ projects. Zero failed projects since 2021.
FAQ

HubSpot CRM questions

What is HubSpot CRM?
HubSpot is an all-in-one platform for marketing, sales and customer service. It lets teams work together in one system.
Is HubSpot right for us or should we use Salesforce?
HubSpot suits growing mid-market businesses that want one integrated platform with a fast implementation. Salesforce fits larger organizations with complex requirements.
How long does HubSpot implementation take?
A standard HubSpot rollout runs two to four months. It is faster than Salesforce because the product is simpler.
Can HubSpot connect to our ERP or accounting software?
Yes. We build integrations to your ERP, accounting software and other tools.
What about leads and marketing-to-sales handoff?
HubSpot handles the full funnel: lead capture, scoring, nurturing and handoff to sales.
What happens after go-live?
We stay on as your support team: questions, new workflows, integrations as the business evolves.

See HubSpot Working for Your Teams

Book a free consultation. We will walk through how marketing, sales and service would connect.

Book a Free Consultation →