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How to start using HubSpot?

HubSpot is a powerful tool that helps businesses of all sizes with their marketing, sales, customer service, content management, and operations processes. Designed with the premise of being a simple, but highly effective solution, HubSpot becomes your ally to address all your business needs.

Whether you're a freelancer or part of a larger team, this solution offers you a variety of features to streamline your sales and marketing efforts.

To start using this platform, you will first have to register and request a free demo. From that moment on, you will be able to take full advantage of everything it has to offer.

Complete vision of commercial and marketing actions

Once you have registered, you will have access to the platform's control panels. These show how the different areas of the company are behaving (sales, marketing, etc.). Here it is very important to configure these panels as the default home page, since this way, every time you access the platform, you will be able to see the performance of all the actions at a glance.

From this initial page, you can access the different options offered by the solution: Contacts, Conversations, Marketing, Sales, Service, Automation, Reports, among other sections that can be configured in a personalized way.

Let's look at the highlights you'll find in HubSpot to improve your marketing and sales actions.

All marketing tasks in one place

On the one hand, from the marketing menu, you can manage different aspects of your online presence such as landing pages or blogs, especially if your company's website is hosted on the HubSpot COS/ CMS .

You can also control ad campaigns on Google, Facebook or Linkedin, email campaigns, or schedule and plan posts on social networks, in addition to accessing metrics from past posts, among other key actions for your digital marketing strategy such as management of CTAs, forms and SEO .

With all this, you will get the tools for managing your website, advertising, email campaigns or social networks that you need to optimize your online presence, plan your activities and improve your digital marketing strategy efficiently.

Your company's sales in one place

On the other hand, in the sales section of HubSpot you have access to a variety of tools and resources to improve sales management and goal tracking. Likewise, from this area you can track the sales processes and deal flows established by your team and monitor your team's progress towards revenue goals and evaluate the performance of each member in a specific period. You can also create and manage tasks for yourself and other members of your team, and upload content for use across your organization, serving as a reference for brand communications, sales processes, and other relevant documents.

Also, from this section you can schedule sales calls and Zoom meetings directly on the calendar, in addition to monitoring the status of the projects and discovering the progress and payment of each one, among other options.

Together, these tools in the Sales section of HubSpot help streamline the sales process and keep track of billing activity and goals.

Do you want to start using HubSpot? With PGR Marketing & Technology the process of landing on this platform will be simple and fast.

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