customer management relationship using hubspot CRM with a virtual assistant

Do you want to get started using Hubspot? Here is a comprehensive guide to help you get started using this platform in 2021.


Hubspot: A Complete Guide

The term CRM stands for customer relationship management, and it can revolutionize your company. In today’s digital world, it’s important to get the virtual assistance you need through Hubspot.

Hubspot allows you to track data, view tasks in one place, and translate customer data into resourcing and marketing decisions.

If you’re looking to outsource your virtual assistant work to the perfect platform, Hubspot is the place for you.

What Can Hubspot Do for Me?

Like good virtual assistant services, there are scoring criteria for good CRM platforms. Ideally, Hubspot will meet all your needs.

Start with business management. What contacts do you have and how should they be categorized? What information do you need to contact them reliably in case of a crisis?

This will help keep you organized. Hubspot help is like an old-fashioned phonebook with a searchable, digital touch.

Inventory management is an important Hubspot tool. It prevents the cost of crunch time when a customer places an order and you realize that you don’t have the products or materials available to fill it.

As you delve deeper into Hubspot, tracking customer behavior is also crucial. This will inform your website design, email marketing, social media posts, and more.

Hubspot shows you the following items in a usable, trackable way:

  • Customer spending patterns
  • Employee sales
  • Website sales
  • Click rates
  • Cart abandonment rates
  • Number of calls and how they convert to sales
  • Sales tracking toward goals

Of course, you’ll need lots more data to make good decisions, but this is a basic start for Hubspot.

Hubspot is also a great choice because of the ability to build emails and send marketing materials directly to consumers. Whether you’re promoting a new product or simply greeting new customers, it’s a great way to automate communications to your email list.

Integrations and Resource Management

It’s also worth noting what integrations Hubspot has. It works with social media, so you can schedule multiple posts at once. To save yourself time, it also gathers customer reviews and feedback so that you can course-correct from there.

Serving your customers through Hubspot is great. But it’s also crucial that it serves your employees well too.

Task and document management are some of the final perks of Hubspot. With good task management features, employees and managers alike can track progress on deliverables. There will never be a lack of clarity on who’s responsible for what, and when it’s due.

Keeping all your resources in one area is another Hubspot feature, too. This will make it easy to access documents you’ll use repeatedly, such as onboarding and sales training documents.

If you’re hesitant about training employees to use Hubspot, no worries! It’s an easy platform, and whether you’d prefer a Hubspot guide or a Hubspot tutorial, there are lots of great resources available on their website.

Leveraging Hubspot for Your Business

If you’re looking for tools that make your life easier, Hubspot is a great place to start. But getting the right people in place to use the right tools is also crucial.

If you’d like to leverage our resources to get quality virtual assistants on your team, contact us today! We’re happy to help you out.