Today, for businesses to grow, building better relationships with customers is necessary. There are many customer relationship management software available in the market that can help businesses streamline their marketing, sales, and processes.
A CRM system helps your marketing team identify new clients faster by storing and managing customer information intelligently. Using this tool, your sales personnel will be able to close more deals in less time.
Located in the UAE, Bisdesk assists businesses in locating premises that meet their needs for business setups. To build brand awareness, generate and manage leads, and automate the internal process of developing and allocating chances, they were looking for a CRM software solution.
Choosing the right CRM that can help you achieve your business goals is also important. Bisdesk wanted a CRM that is easy to understand and operate for their sales and marketing activities. The best CRM software that fit their requirements was HubSpot CRM.
Setting up a CRM might not be an easy task, especially for mid-range and large companies with lots of contacts. Being a HubSpot Diamond Partner, webdew's certified HubSpot experts were able to identify the requirements, devise a strategy, and implement the same so that Bisdesk can smoothly operate their business using HubSpot.
Setting up the CRM
The HubSpot team understood the requirements of Bisdesk and set up the CRM by solving all 5 challenges that involved automating deals, setting up workflows, email marketing, blog migration, and creating products in the product library of HubSpot.
Let us understand how webdew's HubSpot professionals were able to make the most out of HubSpot CRM, thereby helping Bisdesk in creating brand awareness and streamlining the sales process.
Syncing Leads from Website to HubSpot
On Bisdesk's website, there are properties/facilities listed out for visitors so as to enable them to make inquiries through a form. One of their requirements was to track all the information collected through these forms in their CRM software.
HubSpot has excellent lead management and tracking features that will help businesses using HubSpot CRM to manage all lead records in one centralized database, track and score leads, view communication history, create segmented lists, streamline outreach, and more.
HubSpot experts, by placing the HubSpot tracking code on Bisdesk's website, were able to bring all the inquiry data to the CRM. Also, as many of the form fields were not syncing the values in HubSpot, the required properties in HubSpot were created, and lead data was synced from the website to CRM.
HubSpot Workflows to create and assign Deals
Bisdesk operates and provides services in the UAE, India, and the UK. Due to this, they had to track deals and inquiries separately to assist and attend to customers of different locations accordingly.
Incorporating workflows into your business processes can boost marketing efforts and output. In addition to saving time, workflows can help streamline the creation and processing of inbound leads.
webdew's HubSpot team was able to set up workflows to create and assign deals to Bisdesk teams location-wise. To do this, three deal pipelines for all three locations were created first.
After having created three deal pipelines, the next step that webdew's HubSpot professionals took was to create a workflow with the page view-based triggers. This workflow will create deals based on page visits by contacts in the respective deal pipelines.
Email Marketing Campaign to nurture Cold Leads
Bisdesk had a hefty database of contacts with unassigned and cold leads. Be it any business; leads need to be nurtured. One of the best ways to nurture leads is by implementing email marketing campaigns.
To nurture the cold leads, webdew HubSpot experts created an 'ice-breaker' email campaign to create buzz about Bisdesk. It included the services provided by Bisdesk and also Bisdesk's YouTube videos. Incorporating videos into your email marketing strategy can enhance engagement and conversions, as 83% of marketers believe the impact of videos will only expand.
Blog Migration to HubSpot
Bidesk used to publish blogs on their website from their backend portal, which they had to optimize on an external tool. Therefore, the blog had to be migrated to HubSpot.
HubSpot experts at webdew connected the website domain with HubSpot to publish content on blog pages. Then the customizations were made for the header and footer of the blog on HubSpot to match the website.
Along with the featured image in blogs, the client wanted to post videos as well, so the options for uploading videos were also added. Another requirement was that they wanted an option for visitors to share the blogs directly on their social media pages, that is, Facebook, Twitter, and LinkedIn. As HubSpot allows for social media integration, webdew's HubSpot experts were able to get it done for the client.
Creating Products in HubSpot Product Library
On the Bisdesk website, visitors can create their accounts and list their facilities if they want to rent them out. While listing the properties on the website, if the user uploads more than one facility, the information in HubSpot was getting overwritten.
To overcome this problem, webdew's HubSpot experts suggested that the client import facility data from their backend portal to HubSpot via APIs. With the APIs, facilities can be added as HubSpot products. After this, a deal pipeline was created to associate the product with the deals and contacts.
HubSpot's product libraries make it easy to create and manage deals that include many products or services. You can specify whether the cost is periodic or constant and add a description as well.
With the right expertise and assistance from webdew's HubSpot team, Bisdesk was able to efficiently make use of HubSpot CRM software. The main aim was to switch to using an effective CRM that can help create brand awareness and streamline their sales process.
Starting with syncing leads from the website to HubSpot to setting up workflows, creating email marketing campaigns, migrating client blogs to HubSpot, and leveraging APIs to create products in the product library of HubSpot, everything was done so as to meet the client needs and make most of HubSpot features.
HubSpot is a customer relationship management platform that centralizes all of the tools a rapidly expanding business needs to provide a world-class customer service experience. The software promotes team development by providing tools that are effective individually but exponentially more so when used in tandem.
HubSpot puts the client first, makes customization easy, and brings together teams in one centralized customer relationship management system. To guide you through the process, you might need assistance from HubSpot professionals as efficiently as webdew's HubSpot experts.
You might also be interested in knowing how eCommerce industry utilize HubSpot to scale up their business. HubSpot CRM can be put to use by any type of industry to align to the business goals.
Get a free consultation with our HubSpot professionals and find out how you can make the most out of HubSpot CRM to level up your marketing and sales.
Frequently Asked Questions
How does HubSpot help sales?
HubSpot Sales Hub is a valuable set of tools designed to make the sales process smoother and more effective. It helps by simplifying tasks, providing data for informed choices, strengthening connections with customers, and ultimately boosting sales. It's an all-in-one solution for improving your sales efforts and achieving your sales goals.
What are the sales stages in HubSpot?
In HubSpot's default sales pipeline, there are seven key sales stages. It starts with "Appointment scheduled" at 20%, signifying initial contact. Then, it progresses to "Qualified to buy" at 40%, indicating potential interest. Next is "Presentation scheduled" at 60%, showing advancing discussions. After that is "Decision maker bought-in" at 80%, suggesting growing commitment. "Contract sent" comes at 90%, indicating a pending agreement. Ultimately, there's "Closed won" at 100%, symbolizing a successful sale, and "Closed lost" at 0%, representing an unsuccessful outcome. These stages help track and manage the sales process efficiently.
How do I create a sales process in HubSpot?
To create a sales process in HubSpot, start by defining your steps. In this process, you'll have nine key stages. Begin with identification, connection, and meetings in the first three steps. Proceed to step four for demos and evaluations, and then follow up. Move on to discussions, negotiations, and educate and evaluate in steps six, seven, and eight. Finally, in step nine, aim for approval. Customizing these stages within HubSpot CRM allows you to systematically guide leads and prospects through your sales journey, ensuring a structured and effective sales approach.
How do I use workflows in HubSpot sales?
In HubSpot sales, workflows help automate and streamline tasks. To create one, log into your HubSpot account, then go to Automation and select Workflows. You can start from scratch or use a template. To build a new workflow from the ground up, click on Create workflow in the upper right and select "From scratch." This way, you can design your own custom workflow to suit your specific needs.