Why does your agency need a CRM?

With a CRM tool, agencies can create a unified sales process and collect data that will produce clear, actionable insights they can use to improve their sales process, forecast more accurately, and understand their most profitable clients.

Identify the Right Prospects

By pairing forms on your site with an intuitive CRM that shows historical data, you can sort prospects by qualifiers that help you understand the prospects most likely to buy. Your team can go into a pitch or proposal process knowing that the prospect is the right fit.

Recognize your Best Clients

With a CRM and marketing automation platform integration, you can view the full timeline of a lead’s journey to becoming a client. Collecting and analyzing this data will you help you understand the clients who become long-term relationships and those who jump to another agency after one engagement.

Increase Sales Productivity

With a CRM that logs emails and phone conversations, provides insights on the company or person you are working with, and connects the dots between on and offline interactions, your sales team can do what you hired them to do — land new and profitable clients.

  • 31% of all agencies don’t use a CRM to manage leads

  • Of agencies who do manage their leads

    30% use Excel in place of a traditional CRM system

Here’s why you’ll love HubSpot CRM

Learn in Minutes, Not Months

Get a tool that adapts to your process, won’t slow down sales and doesn’t need IT. HubSpot’s Free CRM is easy to learn and a breeze to customize, so you can focus on selling instead of learning a tool.

Automate the Boring Stuff

Say goodbye to the tedious logging and manual data entry. HubSpot CRM automates the tasks you hate and connects with the tools you already use, so staying organized is effortless.

Track Every Interaction

See your entire pipeline at a glance and know where every relationship is at. HubSpot CRM tracks customer interactions automatically – whether they’re on your website, in an email, across social media or on a call.

Leave a comment