HubSpot CRM - The Single Source of Truth for Your Business

Discover how to elevate your business to new heights with HubSpot CRM - the single source of truth for managing customer relationships, sales, and marketing.



If growth is a key objective for your business, you need to have a robust and reliable Customer Relationship Management (CRM) system in place to manage all of your customer relationships, as well as your sales and marketing efforts.  

Why? Because as your customer base grows, you need to ensure that you provide excellent customer service to every single one of them. And customer expectations have never been higher - they want to feel valued and understood by the businesses they choose to buy from.  

That's where HubSpot’s CRM system can really benefit your business.  


What is a Customer Relationship Management (CRM) system?

A CRM is a system you can use to manage your relationships with potential and existing customers. Your whole team can keep track of their interactions, notes, and data on customers and prospects within the CRM, which creates one single source of truth within your organisation.

What is CRM

Key Benefits of HubSpot CRM

On this page, we’ll share how HubSpot CRM can help you to:

  1. Understand your customers 
  2. Streamline your sales and marketing processes
  3. Improve your efficiency and productivity
  4. Boost team collaboration and communication
  5. Analyse and optimise your campaigns
  6. Seize a host of additional benefits

Whether you're a small business aiming for high growth, or a large enterprise striving to take your customer service to the next level, HubSpot CRM has all the features you need to succeed.


1. Understand your customers

Crucially, HubSpot CRM gives you total visibility of all your interactions with your customers. The system provides a centralised location where you can view any interactions your team has with your customers, from email correspondence to phone calls to social media interactions, in one place. This allows you to comprehensively understand each customer, from their needs and preferences to their buying habits.

HubSpot's CRM system offers a robust set of tools for managing customer data, including contact and company records, notes, tasks, and deals. You can integrate the system with other tools and platforms you already use, such as your email and marketing automation systems, for example. This means it couldn’t be easier for your team to add to your customer data, no matter how busy they are.

With all of this information in one place, it’s also simple to track and analyse customer behaviour and interactions over time. HubSpot’s powerful reporting and analytics features allow you to track your sales and marketing efforts, and gain insights into your customer behaviour. This means that you can identify patterns, trends, and opportunities that you may have otherwise missed, and use this insight to optimise your marketing strategy.

2. Streamline your sales and marketing processes

Streamlining your sales and marketing processes is essential if your business is looking to grow its customer base and increase revenue. HubSpot CRM is designed to do just that by providing a comprehensive and integrated platform for managing your customer relationships, sales, and marketing.

HubSpot CRM offers a range of sales and marketing tools, including lead capture forms, email templates, and marketing automation workflows. You can use HubSpot’s landing page builder to set up dedicated web pages for your campaigns, for example, and their free forms enable you to capture customer and prospect data. With these useful tools to hand, you can set up new campaigns - or optimise existing campaigns - quickly and easily. 

Your sales team’s lives will also be easier with HubSpot on board. The CRM enables your salespeople to add company and contact records with a single click, log sales activities automatically, and easily keep your records up to date. And it’s designed to scale with your business - you can create up to 1,000,000 contact records that populate and update automatically.

As HubSpot CRM integrates with your existing tools and platforms, you can easily import data from other systems for use in HubSpot. This way, you can ensure all of your sales and marketing activity is aligned and create a unified view of your sales and marketing data. This allows you to break down the siloes that often exist between sales and marketing teams, and come together to create brilliant sales and marketing campaigns.


3. Improve your efficiency and productivity

If you want to be able to do more with less, HubSpot CRM can help you to boost your team’s efficiency and productivity by automating many manual tasks. With a multitude of tools and features that allow you to automate tasks from data entry and lead management, HubSpot can free up your team to focus on more important tasks, such as closing deals and generating leads.

When it comes to lead management, for example, you can create forms that automatically capture lead information and assign it to the appropriate sales representative. HubSpot's CRM system also allows you to automate follow-up tasks, such as sending email templates and scheduling calls, which can help to increase the efficiency of your sales process.

Another key benefit of HubSpot CRM is its ability to automate marketing tasks. For example, you can create email workflows that automatically send emails to your customers, adapt which emails they receive based on their actions (or inaction), and track performance. This way, you can optimise your campaigns and increase your ROI with minimal input from your team. 

And as HubSpot CRM can integrate with the tools and platforms you already use, you can easily import data from other systems, such as your email and marketing automation systems, for use in HubSpot. This helps to eliminate the need for manual data entry and means that your team no longer has to waste time going between different systems to get the information they need.


4. Boost team collaboration and communication

Your business can achieve better results when teams from across different departments work together. Your sales team will have crucial insight into the questions your prospects often ask, for example, which can be incredibly useful for your marketing team to know about when they’re building marketing campaigns. By enabling your teams to collaborate and communicate effectively, HubSpot CRM can help you to achieve better results across the board.

As HubSpot CRM centralises your customer data, all of your team members have access to the same information, which can help to eliminate confusion and improve communication. And if anyone does have a question about a customer or campaign, HubSpot CRM integrates with collaboration tools like Asana, Trello and Slack, which means they can easily contact someone who can answer their query.

It’s also simple for your teams to work together within HubSpot CRM thanks to the collaboration sidebar. They can use the collaboration sidebar to work with fellow team members on different HubSpot assets, as it enables them to comment on assets, review their own assigned tasks, and review the marketing calendar.

5. Analyse and optimise your campaigns

If your sales and marketing campaigns aren’t getting the results you’re looking for, then HubSpot CRM could be the platform you need to achieve your goals. With its range of reporting and analytics features, it couldn’t be easier to see how your campaigns are performing and make changes if necessary. 

As you can manage all of your marketing within HubSpot, you can track your campaigns from end-to-end and easily identify what’s working and what’s not. You can also track the complete customer lifecycle, from anonymous visitors to loyal customers, which will help you to create more targeted campaigns based on tactics that you know have worked well in the past. 

HubSpot CRM also offers a range of reporting tools out of the box, which means you can see detailed reports for every one of your marketing assets. From your emails, blog posts, social media ads to your website and landing page, HubSpot can give you unrivalled insight into your success. Reports can also be broken down by the contact or company-level properties in your database or CRM to discover key trends in your data over time. 

You can add all of these reports to your dashboard to track your most critical metrics all in one place, and easily share them with the rest of your team. With HubSpot’s integrated analytics, you’ll have all the data you need to make smarter, data-driven decisions that help you grow.


6. Other key benefits the HubSpot CRM offers:

Flexible pricing options: 

HubSpot CRM offers flexible pricing options, including a free version, to suit the needs and budget of businesses of all sizes.

Mobile app: 

Offers a mobile app that allows you to access and manage your customer data and sales activities on the go.

Customizable dashboards:  

Allows you to create custom dashboards, so you can easily access the data and metrics that are most important to your business.

Lead scoring: 

Allows you to assign a score to leads based on their behaviour and engagement, which can help you to prioritise leads and improve your sales process.

Advanced security: 

Offers advanced security features, such as two-factor authentication, to ensure that your customer data is safe and secure.

API and webhooks: 

Provides API and webhooks, which allows you to integrate it with other tools and platforms you already use, and automate your workflows.

Marketing and Sales alignment: 

Allows for a better alignment between sales and marketing teams, by providing a single platform for both teams to share data, information and collaborate on deals.

Advanced analytics and data visualisation: 

Offers advanced analytics and data visualisation tools, which allow you to gain deeper insights into your customer behaviour and track your performance over time.

HubSpot CRM is the ultimate solution for businesses looking to streamline their customer relationship management processes. With its robust set of features, businesses can easily manage their contacts, track deals, and automate workflows all in one place. This allows for a single source of truth, ensuring that all teams have access to the same information, and that data is accurate and up-to-date.

Now that you understand the key benefits of HubSpot CRM, we’re sure you’re keen to seize these benefits for your business. Start with a call with one of our HubSpot experts - they have extensive experience in helping businesses like yours to implement and get the most out of HubSpot, and they can answer any questions you may have.

Get in Touch

Whatever you’re aiming to achieve with HubSpot, our accredited HubSpot specialists can help you to get there.