My primary use case involves working with HubSpot CRM integrated with Salesforce. My role is to assist in integrating HubSpot's activities into Salesforce, specifically to view recent activity from HubSpot within Salesforce. I serve as an end user, logging in to address issues identified by others in the Salesforce team.
Chief Innovation Officer - FOUNDER- Channels Strategy - Nebulai - A Digital Transformation Corp. at Nebulai
Real User
Top 20
2024-06-21T14:06:00Z
Jun 21, 2024
We use the solution to host all our customer management and sales. We also use it for lead tracking. We see what's working and move in different stages. We have several stages of the sales process. The solution helps us follow up with the sales team members and see their efforts with a specific client or opportunity. We also have a tier-two campaign. If the campaign becomes a lead, it goes into HubSpot for follow-up and engagement. We use Apollo. It ties to HubSpot when it gets a lead. The lead is sent to HubSpot and is followed up with.
Our goal was to get the accuracy of data and process it. So, we have integrated a bunch of things so that the accuracy of the data can be increased once the impact ratio of the data is increased. We have created a campaign for emails and a funnel to trace each and every client we are targeting.
In my organization, we are using it for account-based marketing. Basically, sales management and lead management. That's pretty much the use case at our organization.
Support Associate - Remote at ConfidentialConfidential
Real User
Top 10
2023-09-22T06:52:53Z
Sep 22, 2023
The primary purpose is to efficiently manage client interactions, including tracking who needs follow-up, and who should be contacted, planning communication strategies, setting reminders, making notes of any client concerns, and ensuring that my team is informed about the progress with each specific client.
Since HubSpot CRM has the most reliable and user-friendly options, we decided to use it to create a pipeline for sales and understand our customer's journey from scratch to integration.
Sr. Lead (Sales Support) - Intelligent Automation at UST Global
Vendor
Top 10
2023-02-09T11:41:00Z
Feb 9, 2023
I use it mostly to add customer details for those I get a chance to interact with. These details could be those related to a prospect, an ongoing discussion, a converted prospect, or a non-converted contact, and so on. We use it to keep track of and record leads created as well as their ongoing status. It helps me to recover any lead using a name, company name, etc. You can also add lead sources as created from any campaign, external or internal inquiries, or your own sourcing. Also keeps a track record of emails sent and opened by the target audience and helps in figuring out genuine interest.
We use this solution for client management. It is connected to my email and to ClickUp. It keeps track of all my clients and my projects. It keeps tracks of what needs to be done and sends reminders for emails that need to be sent. It helps me with creating templates and helps organize my client portfolios.
We use HubSpot CRM mostly for marketing and ensuring that we have our client database in there. We also use the solution for scheduling meetings and interacting with our clients.
We use HubSpot for marketing and sales purposes. We use it to create blog posts, and our website is also hosted on HubSpot. We monitor website traffic and can see how much traffic is generated through social media. We also run different email campaigns and utilize the newsletter functions as well to create newsletters and send them to all of the customers. We have two types of teams: enterprise and demand generation teams. If a new lead comes, they will add all the details to HubSpot, track the leads, and know where they come from, whether they are from partners or direct customers. We can send all the emails to HubSpot and call customers from HubSpot as well because the calls are recorded to HubSpot.
An example of our use of HubSpot CRM is for our client based in the UK, e.g. a company with many small offices, which requires us to buy a professional solution such as HubSpot, or another cloud-based solution, as it can be useful for them. Our clients have employees who work remotely, and employees who work from the main office, which can be difficult, but HubSpot CRM makes it easier and is very useful in that type of situation. It's also a solution that can be used for marketing purposes.
HubSpot CRM is a comprehensive customer relationship management software that helps businesses manage their sales, marketing, and customer service activities. It offers a wide range of features, including contact management, email tracking, deal tracking, and task management.
With its intuitive interface and easy-to-use tools, HubSpot CRM allows users to streamline their sales processes, track customer interactions, and improve overall productivity. It also integrates seamlessly with...
My primary use case involves working with HubSpot CRM integrated with Salesforce. My role is to assist in integrating HubSpot's activities into Salesforce, specifically to view recent activity from HubSpot within Salesforce. I serve as an end user, logging in to address issues identified by others in the Salesforce team.
I am a commercial person who requires meetings with customers to get reports for sales funnel analysis.
We use the solution to host all our customer management and sales. We also use it for lead tracking. We see what's working and move in different stages. We have several stages of the sales process. The solution helps us follow up with the sales team members and see their efforts with a specific client or opportunity. We also have a tier-two campaign. If the campaign becomes a lead, it goes into HubSpot for follow-up and engagement. We use Apollo. It ties to HubSpot when it gets a lead. The lead is sent to HubSpot and is followed up with.
I mostly use it for CRM functionalities. I use it for online marketing automation, particularly email marketing.
Our goal was to get the accuracy of data and process it. So, we have integrated a bunch of things so that the accuracy of the data can be increased once the impact ratio of the data is increased. We have created a campaign for emails and a funnel to trace each and every client we are targeting.
In my organization, we are using it for account-based marketing. Basically, sales management and lead management. That's pretty much the use case at our organization.
The primary purpose is to efficiently manage client interactions, including tracking who needs follow-up, and who should be contacted, planning communication strategies, setting reminders, making notes of any client concerns, and ensuring that my team is informed about the progress with each specific client.
We use the product to manage our sales funnel and for marketing purposes. We do mass mailings.
We use HubSpot CRM to keep track of leads for sale.
Our customers use the product for CRM and to connect with customers.
Since HubSpot CRM has the most reliable and user-friendly options, we decided to use it to create a pipeline for sales and understand our customer's journey from scratch to integration.
We primarily use the solution as a CRM.
I use it mostly to add customer details for those I get a chance to interact with. These details could be those related to a prospect, an ongoing discussion, a converted prospect, or a non-converted contact, and so on. We use it to keep track of and record leads created as well as their ongoing status. It helps me to recover any lead using a name, company name, etc. You can also add lead sources as created from any campaign, external or internal inquiries, or your own sourcing. Also keeps a track record of emails sent and opened by the target audience and helps in figuring out genuine interest.
Our primary use case for the solution is marketing automation and managing the leads and opportunities related to our products.
We use this solution to track sales opportunities and lead generation.
We use this solution for client management. It is connected to my email and to ClickUp. It keeps track of all my clients and my projects. It keeps tracks of what needs to be done and sends reminders for emails that need to be sent. It helps me with creating templates and helps organize my client portfolios.
We use HubSpot CRM mostly for marketing and ensuring that we have our client database in there. We also use the solution for scheduling meetings and interacting with our clients.
HubSpot CRM is used as a CRM which we use for generating sales leads.
We use HubSpot for marketing and sales purposes. We use it to create blog posts, and our website is also hosted on HubSpot. We monitor website traffic and can see how much traffic is generated through social media. We also run different email campaigns and utilize the newsletter functions as well to create newsletters and send them to all of the customers. We have two types of teams: enterprise and demand generation teams. If a new lead comes, they will add all the details to HubSpot, track the leads, and know where they come from, whether they are from partners or direct customers. We can send all the emails to HubSpot and call customers from HubSpot as well because the calls are recorded to HubSpot.
I use HubSpot CRM for sales, pipeline forecasting, following up with contacts, contact management, task management, and organizing my activities.
We're working on HubSpot CRM for marketing aspects and sales.
An example of our use of HubSpot CRM is for our client based in the UK, e.g. a company with many small offices, which requires us to buy a professional solution such as HubSpot, or another cloud-based solution, as it can be useful for them. Our clients have employees who work remotely, and employees who work from the main office, which can be difficult, but HubSpot CRM makes it easier and is very useful in that type of situation. It's also a solution that can be used for marketing purposes.
We use the solution for tracking sales opportunities as they move through our sales pipeline.
We are using HubSpot CRM for managing our opportunity and sales cycles. For example, from prospecting to closing the sales.