Marketing Automation Software Platforms 🏆 Small Business Automation

Marketing Automation Software Platforms 🏆 Small Business Automation


Marketing Automation Software Platforms – Small Business Automation hi I’m Brian Halligan co-founder and CEO
of HubSpot whether you’re in marketing or sales own a business or run an agency
one thing’s probably true it’s your job to help drive growth since 2006 HubSpot
has helped tens of thousands of companies do just that
by giving our customers an inbound methodology that helps them take a
modern approach to marketing and sales by giving them an all-in-one tool set to
get the job done and real help along the way in this video a few members of our
team we’re going to take you through a tour of the entire HubSpot growth stack
first you’ll see how our HubSpot marketing can help you attract new
interested prospects convert them into leads and nurture them with useful
content then we’ll take a look at how HubSpot sales helps your sales team in a
modern efficient and inbound e way finally we’ll see how HubSpot CRM keeps
everything organized in one place I’m Ginny a marketer here at HubSpot and I’m
going to take you on the first part of our journey starting with HubSpot
marketing let’s start where almost all marketing discussions start with your
website it’s one of the most important aspects your company has and as a
marketer it’s up to you to get the most out of it with HubSpot you can either
connect your existing website to our tools through a simple setup process or
move over to the HubSpot website platform if you make the choice to move
the HubSpot website platform puts full control in your hands creating new pages
or making updates is easy and never requires any technical work if you
choose to make the move migrating your existing website to HubSpot is a simple
process and will do most of the work for you if you want to move to HubSpot as
part of a redesign you’ll have a couple options one option is to work with one
of thousands of HubSpot partners who know our platform and will take the time
to get to know your business or if you’ve got a designer or developer on
your team they’ll find that they’ll have full access to your website’s code and
robust tools to build on hub spots platform websites built on hubs by are
connected to every other tool in our platform which means that everything you
need is all in one place using an all-in-one
also makes amazing things not only just possible but also easy take
personalization for example because my website is built out on HubSpot I can
easily personalize any block of content for a specific audience maybe I want to
show visitors from different countries different content on my website in
HubSpot that’s not hard to do for visitors who are contacts in my database
I can even target content based on granular factors for example I could
show different content to contacts who worked in different industries or change
up my content based on where in the buyers journey a contact is websites
built in hub spot are also modern in every way take viewing your website on a
mobile device for example every website page built on hub spot is responsive
meaning it automatically fits to any size or type of device that’s being
viewed on creating new content is an important part of any marketing strategy
and it’s a big part of inbound marketing in hub spot creating new content is easy
to do with the hub spot blog tool blogging using hub spot is the best way
to create a steady stream of new content but more important than helping you
create content it’s helping you optimize that content to attract new relevant
visitors to your website the keywords tool in hub spot helps you uncover new
keywords that are relevant to your business that real people are searching
for every day in keywords you’ll find new ideas for content and useful data on
which keywords are the best ones to target back in your blog as you type hub
spot services useful suggestions about where and how to optimize your content
for the keywords you’ve chosen the end result is blog content that pulls in new
traffic and visitors to your website for as long as your website lives on when it
comes to optimizing the rest of your site the page performance report gives
you detailed suggestions for where you can improve each and every page on your
website your website is up running and connected to hub spot you’re building
your lead generation machine by creating a steady stream of new content but what
are some other ways to attract some of the right people to your website and
your brand this is where campaigns comes in
marketing campaigns come in all shapes and sizes but the campaign stolen
HubSpot supports them all campaigns is a centralized home for all of the pieces
that are part of your marketing campaign campaigns keep you organized and roll up
the most important performance data all in one place in addition to campaigns
projects is a great way to keep your team organized around a campaign pretty
much any kind of marketing project you can add tasks collaborate with your team
and follow progress right inside of HubSpot in this campaign we’ve created
some blog content an offer and promoted it on social media in HubSpot social
media shines through in many of the different tools social publishing is
where you’ll go to create publish and analyze the results of posts to Twitter
Facebook LinkedIn and other popular platforms scheduled posts to go live to
multiple networks and through multiple accounts at exactly the right moment all
of your landing pages blog posts and images are close at hand
HubSpot even suggests times when your post is likely to perform best and after
you publish you’ll see useful details on how your post is performing and who is
engaging with it for many marketing teams targeted ads are an important part
of their marketing campaigns ads that help tap into existing demand like
Google AdWords ads or ads that help you promote content like Facebook ads or
LinkedIn sponsored updates can be a great complement to your inbound
strategy hub sports ads add-on takes the confusion and heavy lifting out of
building tracking and optimizing your advertising campaigns in the ads add-on
I can build new campaigns in the familiar and helpful HubSpot interface
as my ads run performance data and useful suggestions for how to optimize
my campaigns populate right inside of HubSpot and because HubSpot is
all-in-one the ROI of my ad campaigns populates instantly without any
complicated setup we’re creating content and running campaigns to drive new
relevant visitors to our website but how is our website set up to convert those
visitors into leads or re-engage people who are coming back to our website let’s
take the load landing pages are where visitors become leads and in HubSpot
creating optimized landing pages is easy every HubSpot account comes preloaded
with templates that match your website so you can create new landing pages that
blend seamlessly with your website in minutes creating and editing your
landing pages is as simple as clicking and typing no coding or technical skills
needed adding a form to your landing page is as simple as choosing an
existing form or creating a new one by dragging the questions or fields you
want into place you can also easily embed forms on an external website by
grabbing the code that’s just the beginning of how forms work in HubSpot
because the forms tool is already integrated with the other tools in
HubSpot things that are complicated and other tools are seamless process for
example there’s no point in me asking questions at a forum I already know the
answers to with progressive profiling HubSpot forums ask different people
different questions based on the questions I’ve prioritized and what
they’ve already answered this helps me keep my form short and gather more
valuable data about my contacts over time HubSpot forums can even change the
questions that each user sees on a forum based on their country device type
referral source or their answers as they fill out the form in real time in places
where you don’t want to take someone out of their flow of browsing your content
lead flows are a great alternative lead flows our friendlier form of pop up that
allows you to prompt a user to sign up subscribe or download a piece of useful
content you can customize every aspect of how your lead flow works and every
lead flow is optimized for mobile to get the most out of the new visitors to your
blog or website calls to action are a great way to create a path to your
landing pages the call to action tool in HubSpot makes it possible to create
optimized calls to action that look great it can be easily added to any blog
post or page on your website you’ll have full control over the design and it’s
easy to run a be test to hone in on the best variations but calls to action and
HubSpot go even further you’ll even be able to serve different calls to action
or content within the calls to action based on who is viewing it show
different offers to visitors from different countries or
even target different calls to action based on the attributes of individual
visitors you’re creating optimized content generating new traffic and
converting visitors on your website now let’s take a look at how marketers can
help leads turn into qualified opportunities for your sales team once a
visitor completes a form on your website they’re instantly added to the contacts
database in HubSpot here’s an example of a contact who just filled out the form
on our website in addition to the details they filled out on our form how
spa automatically added their past page view history to the record and filled in
a number of useful details on our company in HubSpot enterprise predictive
lead scoring automatically scores our lead and gives us useful details about
why each of our leads is good or bad in addition to the leads you’ll generate
from landing pages and forums it’s easy to add contacts from many different
sources to HubSpot import records through a CSV file sync them in from
your CRM system atom in through integrations or use our API is to
connect your HubSpot database to virtually any other system you’re
generating leads and it’s time to turn them into qualified opportunities this
is where email and marketing automation comes in but first we’ll need to pick
out the different segments we want to market to in HubSpot this is where list
segmentation comes in list segmentation helps you create groups of contacts
based on pretty much any kind of data like details from form submissions or
imports pageviews company attributes email data and even sales interactions
email marketing is an important part of almost every marketing strategy email
and HubSpot is the perfect balance of being easy to use powerful in ways that
standalone email tools can never be HubSpot comes pre-loaded with dozens of
clean layouts to choose from and you can always build your own editing your email
is a straightforward process – you can add text images and change virtually
every element of the design and personalizing your email with the
details from your database about an individual contact or their company is
easy as you design your email HubSpot helps you optimize your son to
perform its very best get useful suggestions about how to better optimize
your as you type test your layout to see what
your message will look like on different devices or even in different email
clients set up an a/b test to try two variations against one another just make
a change to a copy of your email and HubSpot takes care of running a test
calculating the results and sending the winning variation to your segment
choosing who to send your email to is as easy as selecting an existing list or
creating a new one send your message immediately at a scheduled day and time
or at the exact right moment for each recipient based on their time zone after
you send your email hub site instantly starts collecting deep details on the
performance of your send and the actions each individual recipient took email
marketing is a great way to keep in touch with your contacts but the best
way to turn leads into sales ready opportunities is with timely
personalized nurturing workflows HubSpot marketing automation tool makes
effortless work out of nurturing leads and carrying out many other types of
tasks building a workflow starts with setting a trigger when a contact meets
these criteria they’ll be enrolled next we’ll choose
our first step sending out emails is as simple as choosing the message you want
to use from the drop-down after our first step we’ll add in a
delay after the delay we’ll add in a branch that checks a condition to
determine what the next step should be workflows can do much more than just
send emails internal notifications make it possible to trigger an email to a
leads owner or a specific member of your team when a contact takes a specific
action or meets a certain threshold workflows can also automate common sales
actions like creating deals or tasks in your CRM or rotating leads evenly to
specific members of your team even as they come in you can even update data in
your CRM or HubSpot database using workflows as your workflows run you’ll
be gathering useful data on how your workflows are performing and most
importantly whether or not they’re succeeding at helping you meet your
goals you’ve generated new leads nurtured them and they’re finally ready
to pass to your sales team HubSpot marketing Connect
to many popular CRM systems syncing not just leads but also rich detail on each
and every lead that your sales team can then use to take a more personal
approach when they reach out if your team uses Salesforce the HubSpot
Salesforce integration makes fast reliable syncing between your marketing
and CRM is easy we’ll help you configure which types of
data to sync and when they should thank based on your team specific needs new
contacts sync into Salesforce seamlessly and updates constantly sync between the
two systems inside Salesforce your sales team won’t just get a steady flow of
inbound leads with each and every one the HubSpot intelligence object delivers
powerful contacts about a lead like their score recent interactions and
other important details that help them sell in a more relevant effective way
your CRM system is just the beginning of all the tools you can integrate with
HubSpot how do I connect is hub spots integration platform it’s a library of
carefully selected quality integrations with some of the most popular sales and
marketing tools browsing integrations and connect the tools that are an
important part of your marketing machine in minutes setup is easy and there’s no
additional cost for the integration your marketing machine is fully up and
running and it’s time to analyze your results to understand what’s working
well each tool in HubSpot has its own Marketing Automation Software Platforms Top Automation Software Tools set of reports let’s focus on what’s
under the reports tab there are plenty of tools that can help you understand
the traffic coming to your website or the makeup of your marketing database
what makes analytics and reporting in HubSpot special is that HubSpot marries
data from every part of your marketing strategy giving you insight into what’s
really working the sources report in Marketing Automation Software Platforms – Small Business Automation effective at driving traffic leads and
ultimately new customers a difficult question to answer when you’re using
disparate tools drilling into a specific source is an easy way to understand how
specific campaigns referral sources where other marketing efforts are
working you can even customize and save different versions of your sources
report and get regular email updates on what’s changing you probably know that
it’s rarely a single campaign or marketing effort that generates a new
customer most customers touch many different campaign
two channels overtime attribution reporting in HubSpot helps you
understand how different campaigns and content are influencing your context on
your journey from converting as leads to becoming customers for the ultimate
reporting experience in HubSpot the reporting add-on puts deep custom
reporting capabilities in your hands build an unlimited number of custom
dashboards that you can keep to yourself or share with other members of your team
adding reports to your dashboard is as simple as choosing from a library of
dozens of reports and answer the most important marketing and sales questions
the report builder lets you build granular reports on contacts companies
revenue and opportunities and activity data that you have in HubSpot or your
integrated CRM system you’ve just seen how the tools and HubSpot helped you
attract new people to your website convert them as leads and then hand them
off to your sales team now I’m going to hand it over to Jeff to take the story
from here hi I’m Jeff a product marketer here at HubSpot I’m gonna pick up the
story from here to talk about how HubSpot CRM and HubSpot sales are an
easy integrated and free way to get your sales team organized and selling in an
inbound way Before we jump into the CRM it’s worth mentioning that HubSpot CRM
is a hundred percent free and you can get started with a CRM account in
minutes at HubSpot comm if you want to try it yourself
connecting HubSpot marketing and HubSpot sales to your CRM account is also easy
whether you want to do that now or later okay let’s dive in
you heard a minute ago that HubSpot connects to many popular CRM systems but
what if you don’t have a CRM system or maybe you have one but you’ve never
really hit a stride with it that’s where HubSpot CRM comes in
HubSpot CRM is a completely free CRM system that you can use to get your
sales team organized and help them start adopting an inbound sales process if
you’re using HubSpot marketing turning on HubSpot CRM only takes a minute
you’ll be able to easily control who on your team has access to which tools for
managers and administrators switching between the two systems is easy the best
part is that because HubSpot marketing and HubSpot CRM run off the same
underlying database there’s no integration and no syncing
all of your data is just available in both places if you aren’t already using
HubSpot marketing how spot crm is actually still free in fact anyone can
sign up for an account in minutes at HubSpot comm slash CRM there’s no time
limits no storage limits and no user limits in the free version of HubSpot
CRM HubSpot CRM has the same major components of most CRM systems a way to
store contacts companies deals and tasks here we’re looking at a saved view of
contacts creating a new view is easy I can filter down to see exactly the
contacts that matter to me and I can easily choose which details I see about
those leads in my view for each contact in my database
HubSpot builds a detailed profile that puts everything a salesperson needs to
know about a contact in one place the timeline is a chronologically ordered
list of every interaction between this person and my company I can sort through
dozens of different types of interactions in the timeline marketing
emails sales touches page views and useful details from integrations are
just a few examples of the things that you’ll see in the timeline just above
the time line is the communicator from here your sales team can easily send
tracked emails log calls and notes set tasks and reminders even book meetings
through an integration with Google Calendar HubSpot CRM is deeply
integrated with HubSpot sales an optional premium set of sales tools that
helps your sales team adopt a modern efficient inbound sales process you’ll
find some features of HubSpot sales in the communicator email templates make
sending templated messages fast and easy calling makes it possible
to place calls right from your browser without ever touching a phone every call
is optionally recorded and automatically logged as you add contacts to HubSpot
CRM either through HubSpot marketing imports or through some other means
HubSpot CRM takes care of all of the details of organizing your contacts by
company for every new company HubSpot to text in your database will automatically
add dozens of useful details about that company that your sales team can use to
have more relevant personal conversations with your prospects in
addition to collecting deep details on the contacts and companies in your
database HubSpot CRM makes organizing your sales
process easy with deals and tasks the deal stages in HubSpot CRM are easy to
customize you can view your deals in a standard table view or an intuitive
board view where updating a deal stage is as simple as dragging it from one
column to the next tasks in HubSpot CRM are clean and simple too
your sales team can easily create and track tasks they plan on carrying out
you can even create tasks for them automatically using workflows and
HubSpot marketing as your sales team creates and updates their deals and
tasks the dashboard in HubSpot CRM automatically updates to give you a
bird’s-eye view of your sales performance you can filter down to
specific dates or specific sales reps and see the makeup of your forecast a
break out of your sales teams activity or how your pipeline is looking for the
month if you want more detailed reporting the reporting add-on and
HubSpot sales makes it possible to build custom dashboards to answer virtually
any kinds of sales questions you can build as many custom dashboards as you
want and fill up your dashboards by choosing from dozens of pre-built
reports or by creating your own reports you’ve just seen a rundown of why most
sales teams love HubSpot CRM it’s dead simple to use and it empowers your
salespeople to have better conversations by putting useful details where they
need the most what you haven’t seen yet is that HubSpot CRM also connects to
your inbox the free HubSpot sales email integration works with Gmail and other
popular email tools like Outlook to bring useful context about my contacts
and their companies out of HubSpot CRM and into my inbox where it’s easy to see
and put use logging emails to HubSpot CRM is as
easy as a single click and I can track the messages I send to get instant
notifications when they’re opened or clicked which helps me hone in on the
prospects who are most engaged I can even schedule meetings to be sent at the
exact right moment regardless of what I’m working the HubSpot Sales Chrome
extension also puts all the features of HubSpot sales at your fingertips like
email templates sequences documents and even calling you just heard me talk
about how HubSpot CRM connects to your inbox through HubSpot sales let’s go a
level deeper and get to know all the features of HubSpot sales a bit better
like HubSpot marketing and HubSpot CRM HubSpot sales also starts free if you
sign up at HubSpot com you’ll be able to try most of the features you see in a
minute if you decide to upgrade to the higher level of HubSpot sales you can do
that easily right inside the tool okay let’s see the features it all starts
with identifying the right companies to reach out to plenty of tools out there
can help you dig up a list of email addresses or phone numbers but they all
suffer from the same problem cold outreach with a generic pitch just isn’t
effective with HubSpot sales you’ll find new sources of interested prospects who
are thinking about your company right now prospects helps you identify the
companies visiting your website and gives you deep insight into how engaged
they are you’ll see how many people from an individual company are on your
website and what pages they’re viewing so you’ll know exactly who’s engaged
HubSpot sales doesn’t stop at telling you the companies that are on your
website messages makes it possible for you to engage with those visitors in
real time through live chat when a visitor arrives on your website they’ll
either see the face of the member of your team that they’re assigned to or a
default person on your team as prospects engage with your sales team every
discussion is logged instantly to the prospects timeline you’ve found your
prospect and it’s time to reach out email templates are a huge time saver
but how many template tools help you learn which approaches actually work
best in HubSpot sales every message you send is tracked when a prospect opens
your message or clicks a link two things happen first
HubSpot sales lets you know in real time helping you zero in on the most engaged
prospects second HubSpot sales builds useful reports in the back
on all of the templates being used across your entire team it’s an easy way
to hone in on the most effective approaches templates can pull in basic
details about a prospect through personalization tokens and all of your
templates are available inside HubSpot sales or right in your inbox email templates aren’t the only kind of
Content that HubSpot sales can help you share track and optimize documents in
HubSpot sales lets you build a library of content like PDFs PowerPoint files
and Word documents that you can share right from HubSpot CRM or from your
inbox HubSpot sales builds detailed reports on
how different pieces of content are impacting the sales process and gives
you timely notifications when your prospects engage with your content when
it comes to following up with a prospect over time HubSpot sales has you covered
here too instead of setting a task or a reminder to yourself to do it later
sequences makes it easy to tee up a timed series of emails based off your
templates that get sent exactly when you want when you activate a sequence you’ll
be able to tailor each and every message to make it specific to your prospect if
your prospect replies sequences stops to let you take over
sequences lets you automate other parts of your process too with a single click
you can tee up emails to a prospect and set reminders for yourself creating
tasks in your CRM you’ve identified your prospect reached out and it’s time to
get a meeting on the books instead of the usual back-and-forth it takes to
find a time HubSpot sales connects to your calendar
to do the work for you meetings lets you set up a personalized booking screen
that you can send to your prospects they’ll see your availability in real
time and be able to book you in seconds you can use your meetings link anywhere
in emails your signature even right in the templates you send from HubSpot
sales ready to reach out calling lets you connect quickly and easily right
from your browser the call queue makes it easy to prioritize the best prospects
and tee them up as an entire day’s worth of calls you can take notes on the fly
even optionally record a call so you can go back to it later every detail is
automatically logged right to your CRM system when you’ve finished your calls
and rolling these prospects in a sequence is easy to the sales process is
progressing your prospect has visited your website you’ve exchanged some
emails and you’ve followed up with some useful content on your offering that you
sent from the documents librarian HubSpot sells now it’s all about
planning your next move with HubSpot sales you’ll never be left wondering if
it’s the right time to reach HubSpot sales feeds back useful context
about your prospects with real-time notifications and a useful stream of
recent engagements when a prospect opens an email or clicks a link you’ll know
about it instantly every message you send from HubSpot sales or your inbox is
logged to your crm and tracked with the click of a button as prospects engage
with the content you’ve sent them you’ll see real-time notifications and deep
engagement data right inside appspot sales and when a long-lost prospect
suddenly re-emerged on your website HubSpot sales will let you know that it
might be time to reach back out in addition to making sales teams faster
and more efficient HubSpot makes it possible for everyone on a team reps
their managers and marketers alike to access all of the most important data
and the most helpful features even when you’re away from your desk review your
marketing campaign performance or see recent notifications from HubSpot sales
find virtually any detail about a leader a customer inside of HubSpot CRM and
connect with them right inside the app see useful suggestions on things that
need your attention like deals that need updating and take action right then and
there it’s all easy to do right inside hub spots unified mobile app that’s a
brief overview of many of the tools that make up HubSpot sales the all-in-one
sales platform that works closely with HubSpot CRM to help your sales team
adopt a modern efficient sales process that’s better for your buyers and better
for your team I’m gonna hand it back over to Brian to wrap things up you’ve
just seen a rundown of HubSpot software from a few members of her team we’re
real proud of our software but it’s only one piece of what makes hub spots so
special for UPS my customers there’s a nearly endless supply of Education and
content that’s just for you HubSpot Academy is an ever-growing
series of live webinars that married best practices and HubSpot software they
help you drive results and continually Marketing Automation Software Platforms – Small Business Automation learn and grow when you’re getting
started with HubSpot you’ll use resources from our Academy team and the
rest of your team at HubSpot in our projects tool projects is a new
way to organize your team around getting started with HubSpot or pretty much any
other kind of marketing initiative in addition to educational resources real
help from HubSpot is never more than a click away you’ll have regular check-ins
with your customer success manager and our talented support team is always here
to help Sport inbox makes it easy to find quick
answers to pretty much any question need to talk to a human you can get in touch
with our talented team with just a couple of clicks you

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