Have you ever found that it takes a lot of time to monitor prospects, save their contacts, respond to support queries, or oversee marketing efforts on several platforms? Or do you need to alternate between several CRM, marketing, and customer support software? Integration between Hubspot and Salesforce is the answer to this issue. Using Hubspot CRM, you can quickly maximize utilization by connecting Salesforce. Hubspot CRM offers amazing capabilities for managing your sales and leads funnel and providing inbound marketing tools across numerous media. Hubspot and Salesforce do not even have to compete because they work wonderfully in tandem. Let’s start by getting to know how both tools work.
What Does Hubspot Do Exactly?
Hubspot is a CRM solution that assists businesses in monitoring client interactions, data, and notes. With top-tier Hubspot marketing solutions, you can collect crucial data KPIs and actively monitor them to capitalize on performance gaps. More than just a marketing automation tool, Hubspot is a robust, all-in-one application based on CRM that allows you to connect your staff with your customers. Hubspot reduces the platforms needed to complete your duties by combining marketing, sales, customer service, and operations in a single CMS platform.
What Does Salesforce Do Exactly?
On the other hand, Salesforce is the leading cloud-based sales platform, offering various applications and advanced customer relationship management functionality. It is popular because it provides endless CRM and sales customization options. Salesforce helps you manage customer data, analyze consumer preferences, store customer data, and access information from a single perspective. It is an excellent sales and customer service platform, but marketers may need help finding marketing alternatives.
Also Read: Top 10 Reasons Small Businesses Need a CRM
How Hubspot and Salesforce Transform Your Business
Hubspot is among the most widely used platforms for marketing automation, so these are a few of the most important justifications for using it.
Power of inbound marketing
Hubspot and Salesforce are quite useful for firms involved in inbound marketing. Companies may efficiently target consumers and build strong customer connections by leveraging powerful marketing automation and attribution reporting technologies. With the integration of Hubspot and Salesforce, businesses can turn website visitors into leads and nurture them into clients. Furthermore, Hubspot’s capabilities include tracking revenue and monitoring various marketing strategies, making it an unparalleled choice for businesses seeking sustainable growth and success.
Improving sales
When you sync records from HubSpot with Salesforce, you can set up the automatic sending of important lead information to your team, such as web activity, opening emails, submitting forms, and segmenting leads based on their readiness to purchase. Scoring lead data helps your sellers determine hot leads ready to interact instead of wasting time with “cold” customers who are not moving through the sales funnel. This can help noticeably shorten sales cycles.
Enhanced customer experience
Customer experience is essential for inbound businesses. Customers can contact you in any way through Hubspot. For DIY solutions, it will help with chatbots and knowledge bases, your blog, or assisted channels like emails, live chats, and calls, making it easy for anyone to get in touch, regardless of their preference.
Plus, you can process your customers’ requests as tickets so your team can access the entire contact history. This prevents them from sending irrelevant or repeated information.
Effective personalization
The HubSpot Salesforce integration enables sales-marketing alignment to simplify processes, free up your team’s time, and keep everything running smoothly. It also helps marketing, sales, and customer service teams communicate seamlessly regardless of the recipient’s lifecycle stage.
You can synchronize your Hubspot and Salesforce pipelines after connection. After the leads are referred to the sales team, marketing may monitor the leads’ subsequent actions, and your sales team can monitor how the marketing team is interacting with your leads. This enables your marketing team to adjust strategies based on data, taking into account the effectiveness of your sales force in turning leads into paying clients.
Advanced analytics and reporting
Keep up your marketing efforts with Hubspot’s web analytics dashboard to ensure you’re always up to date with your website’s metrics. The dashboard provides all the information you need to track user activity like:
With the Hubspot and Salesforce integration, you’ll receive real-time updates on your sales pipeline so you can stay on top of things. You’ll also be able to view sessions, visitors per source, engagement, the status of each lead, and the stage of the sales process. This will help you identify any opportunities that might still need to be qualified and give you an idea of how much time you should spend on each.
Furthermore, this detailed reporting allows you to create business forecasts and make informed decisions.
Tools integration
Hubspot easily integrates with various products and platforms, enhancing your company’s operations. With Hubspot’s marketplace, a business can accomplish the same tasks with many tools available at its disposal features, including customer service tickets, chatbots for your website, polls, automated sales emails, and more. Social networking sites and email service providers may be integrated with your Salesforce much more quickly, ensuring consistent user experiences across all platforms and easy data transfer.
Also Read: 10 Reasons Why You Must Integrate Landing Pages With Your CRM
Lead generation forms
The HubSpot platform provides lead creation, monitoring, organization, and nurturing capabilities. The sales team can target their marketing efforts more precisely by acquiring insights into leads and sharing them with Salesforce. Compiling more comprehensive consumer profiles across platforms results from integrating customer data. You can dynamically allocate contacts from Hubspot to particular Salesforce campaigns based on particular behavior and engagement. With Hubspot’s workflow management, assigning tasks in Salesforce based on particular actions will be simple. For instance, it might automatically assign a prospect an extra assignment if they visit a product page four times a week.
Top-notched ticketing system
It provides a consolidated platform for managing client inquiries, monitoring interactions, and customizing assistance. Open tickets from your dashboard or chat mailbox to keep track of customer correspondence and always provide thoughtful, personalized replies.
There’s no need to sacrifice speed and efficiency. With each customer issue logged as a ticket, the system tracks each ticket from submission to resolution, providing transparency and accountability. This feature helps businesses maintain high customer service standards, which is essential for retaining customers and building a positive reputation.
Streamlines customer interactions
Now for the robust CRM functionalities. A Hubspot contact is formed when a form is submitted, initiating your relationship. Using the integration, you can see who has been contacted, where they are in the sales cycle, and even when they last communicated with you. It’s simple to stay on top so that everything gets noticed and your sales staff can access the most recent data.
Also Read: The Benefits of CRM Software for 5 Types of Small Businesses
Save time and increase efficiency
Time savings is the main advantage of automation. Streamlining repetitive processes like lead generation, lead nurturing, data collection and entry, and meeting setup can be automated to increase departmental efficiency. One can reallocate time traditionally spent on these laborious processes to higher-return endeavors, like building and growing the marketing and sales funnel. Your sales and marketing teams must know one another’s projects to work together seamlessly. Automated workflows are simple to set up and maintain, allowing users to ensure constant and effective task completion.
For instance, they can automate tasks with automated email campaigns to nurture prospects. They can even set up internal notifications to be sent out when certain events take place. This, in turn, facilitates productive teamwork and helps users maintain control over their to-do lists. To keep everyone working together, managers can assign tasks, establish deadlines, and monitor progress in real-time.
Data-driven decision making
Analyses and reporting are crucial for assessing the performance of your company. Data can be obtained via social media, email, live chat, marketing materials, company website, and phone calls. You may find out which platforms are being used by most customers to contact you by looking at the data analysis or if more leads contact you via email or phone. How many individuals are reading your emails, or what kind of material persuades them to make a purchase when they’re ready? Identifying customer and product concerns, risk mitigation with predictive analytics, analytics integration into the agent workspace, and more are all possible with appropriate data analysis.
Conclusion
If you’re already on SalesForce, integrating Hubspot is like adding a booster rocket to charge up sales. Use the power of inbound marketing and integrate sales channels to align internal teams managing both functions.
That’s because integrating Hubspot and Salesforce opens up immense possibilities. Hubspot and Salesforce share an open relationship, allowing your marketing and sales to work together to meet company goals. Both companies have similar audiences and features, but they serve different purposes.
While Salesforce’s CRM is the foundation for the company’s thousands of apps, integrations, and features, Hubspot is a complementary addition to the primary software for sales and marketing teams. Additionally, since both businesses provide integrations, you may benefit from the best of both worlds.
