![]() ![]() ![]() We'll eventually provide a way to do imports of these types of contacts, but we aren't there yet. While it's now possible to store contacts that aren't associated with an email address in HubSpot's database (which are accessible by both the marketing product and CRM), we are still working on giving you more avenues to add these types of contacts. With the rollout of the CRM, that policy has changed. But what about providing one unified customer database? As long as every contact record has to have an email address, having one comprehensive database in HS will be impossible for my organization and any others who have people they communicate with only via mail and/or phone.Ī: In the past, the HubSpot marketing product required an email address in order for you to create a record in our system. Q: It's great that HubSpot wants to provide "one unified customer record." This is the primary selling point for being a HubSpot customer. This is one small example, but it's the tip of the iceberg of what's possible. #DOES POLYMAIL WORK WITH HUBSPOT FREE#To give you one example, internally, our teams use HubSpot's free sales tools along with features of HubSpot CRM to track customer visits to certain pages of our website. With that record and that data as a foundation, there will be a lot you can do to foster relationships with contacts at every stage of the lifecycle. (It's a vision a lot of people before us have sold, but we don't really think has been nailed.) The biggest piece of that is providing one unified customer record that's organized, up-to-date, and easy to understand. Our focus up until this point has been on building the fundamentals of CRM that will be important to every stage of the customer lifecycle. What customer relationship management functions did you take into account when building HubSpot CRM? What post-acquisition activities are represented in the software?Ī: Considering that it's still early days for HubSpot CRM, we haven't gone very far down the road of building functionality that's specific to post-acquisition. #DOES POLYMAIL WORK WITH HUBSPOT SOFTWARE#Q: Before CRM as a software tool, there was Customer Relationship Management as a methodology and strategy. I think you'll see those types of integrations in time. Q: What is the plan for integrations into financial systems?Ī: We'd love to integrate with financial systems, billing systems, accounting systems, etc. Our vision for HubSpot CRM is for it to be "aware" of the world beyond just what a sales rep or account manager enters in about a prospect or customer. Many CRM systems really only reflect the data about a prospect or customer that is manually entered in. We want to fix this.Ī second high-level theme you'll see us continue to build off of - we believe there is a huge disparity in the amount of information on prospects and customers that is available, and what many sales folks have surfaced to them at the right time, in the right place. ![]() A lot of reps spend a big chunk of their day on "tool time" - logging calls, logging emails, and managing data - which eats into the amount of time they actually spend selling. When we looked at many of the other systems on the market today, it became clear that most systems ask a lot of the rep, but don't give all that much back in return. Q: What differentiates HubSpot CRM from others on the market?Ī: First and foremost, it's built with the needs of the end user (the salesperson) in mind. Here is a sampling of attendees' most pressing questions with the team's answers for your reference. HubSpot Product Managers Andy Pitre and Danielle Greco and Product Marketing Manager Jeff Russo participated in an AMA session on, fielding any and all HubSpot CRM questions that came their way. Who is the intended user of the HubSpot CRM? What differentiates it from other CRM systems? What the heck is it anyway? Brian Halligan even had an Oprah moment.īut after the initial fanfare settled a bit, questions started cropping up. Naturally, we got pretty excited about this. ![]()
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