What is HubSpot?

HubSpot is an all-in-one platform that offers a suite of tools and software for sales, marketing, and customer service. It is designed to help businesses attract, engage, and delight customers. The Sales Hub provides tools for managing and organizing leads, tracking deals, and automating sales processes. On the other hand, the Marketing Hub offers solutions for creating and executing marketing campaigns, generating leads, and analyzing marketing performance. With HubSpot, businesses can streamline their sales and marketing efforts, improve customer interactions, and ultimately drive growth and success.

Why do we want to use HubSpot?

In order to streamline our sales activities and effectively manage customer relationships, the TLEX Team has decided to implement a ‘sales process’ using HubSpot. By utilizing HubSpot's Sales Hub and its CRM capabilities, we can centralize and automate our sales processes, track leads and deals, and improve overall efficiency. With HubSpot, we can better manage our customer interactions, gain valuable insights into our sales performance, and ultimately drive growth and success for the team.

Next Project Steps

  1. Building a pilot for forms and lead stages ✅
  2. Clean Pipedrive contacts
  3. First briefing with the team
  4. Team training (HubSpot in general, sales process)
  5. Start using HubSpot

Additionally:

<aside> ⚠️ Rollout & Start: 12/01/23

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