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What is HubSpot and why do you need to use it?

HubSpot is an amazing CRM platform that seamlessly connects marketing, sales, content management, and customer service.

 At NCUK, we rely on HubSpot to create personalised and widespread communications for our valuable customers - university partners, study centres, and students.

With HubSpot, we have the power to check important notes and updates on all of our customers at a glance, generate leads, efficiently manage group inboxes, stay on top of events, create forms, and host webpages. It even helps us streamline our sales pipelines for study centres and forge new partnerships with universities, all while integrating smoothly with other systems.

Discover more about how you can enhance your day-to-day work with HubSpot by exploring our knowledge base articles. They are specifically designed to provide you with valuable insights and guidance.

We expect everyone in the organisation to follow these simple steps to basic set up. 

  1. Add HubSpot to your favourites and keep signed in for quick and easy access. 
  2. Connect your Outlook. This is important so we can track customer communication and have greater transparency across the organisation. Certain emails are blocked from HubSpot so don't worry, your internal emails will not track. 
  3. Fill in your name, image, phone number and email signature in profile & preferences so we can personalise email automations for your leads. Learn more here. Confirm you have been set the correct user permissions and assigned to your team in HubSpot.
  4. Integrate your calendar and create a meeting link so that leads can book in calls and viewings (remember to block out your calendar if unavailable) Learn more here
  5. Review your notification settings to ensure you stay up to date with everything that's going on. Learn more here.
  6. Check your HubSpot tasks to familiarise yourself and check if you have any set. Learn more here.

After you have completed the setup process, each team will have their own unique way of using HubSpot. However, it is important that everyone logs notes and meetings against company records as well as keep up to date with tasks. This enables us to stay updated on customer activity and provide a comprehensive and exceptional service.