Preface
Rated as the top-performing customer relationship management (CRM) platform by G2 Spring 2022 CRM Grid, HubSpot continues to help companies win on customer experience. A cloud-based CRM platform built from the ground up, not by acquisition, HubSpot has become a single source of truth for businesses to deliver a best-in-class customer experience.
With four main hubs – a marketing hub, a sales hub, a service hub, an operations hub, and CRM – as well as over 1,000 integrations available through its App Marketplace, HubSpot reduces friction from your customer experience. It seamlessly combines content, messaging, automation, reporting, and data all in one unified platform, making it easier for your teams to adapt and speed up their efficiency in order to improve the buyer's experience.
With this amount of functionality, it can be sometimes overwhelming to know where to begin, and even though HubSpot offers a wealth of resources through its academy, blogs, website, and even natively in the portal, there is nothing like an old-fashioned manual to walk you through the steps from A to Z. For this reason, this book was written.
This book is not meant to be a duplication of the vast output of resources of HubSpot that are readily available to all users; instead, it aims to serve as a guide to help marketing and sales teams understand where to begin, what to focus on, and what best practices to consider when implementing various tools. In addition, the last section aims to help you understand whether HubSpot is right for your business and also discusses some of the terminology used over the years, such as funnel, flywheel, and RevOps, that increased the demand for CRM platforms as companies aimed to scale.
It is important to point out that although we previously mentioned that HubSpot has four main hubs, including CRM, this book specifically focuses on the marketing and sales hubs and CRM. You can choose to focus on any of the chapters you wish or read all of them if you want to learn some best practices or simply double-check any of your previous setups or campaigns.
We do hope that you are able to implement some of the recommendations mentioned throughout the chapters, and we encourage you to share any lessons or tips learned in your reviews or feedback on the book.