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HubSpot CRM and Sales Hub. What's the Difference and When to Enable Sales Hub?

Posted: Wed Dec 04, 2024 8:47 am
by shukla53621
Are you looking for a professional CRM that will allow you to manage your database more effectively? Or maybe you are already at the stage where CRM is the starting point for increasing the effectiveness of sales activities? HubSpot CRM is a space from which it is worth starting, turning on an additional engine in the form of Sales Hub at the right time.

HubSpot CRM – the core you get for free
HubSpot CRM is the command center. This is where all HubSpot Hubs get their information. This is where information about contacts, companies, and deals is stored. But that's not all: HubSpot CRM connects you to marketing, customer service, and business operations. So it lets you act in many directions. I'm convinced that anyone who needs to control a multitude of data and distribute it appropriately in the company will appreciate the practical dimension of this CRM.

HubSpot CRM is a range of extensive features, available in different slovakia business email list packages. However, many are offered right from the start, completely free of charge. There are quite a few of these unpaid features, and they are also regularly updated. The basic package includes, among others:

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contact management,
(limited) advertising management,
App Marketplace integration,
storing company details and company-related communications,
contacts website activity (knowing what customers are doing on your website),
transactions (storing, tracking, managing and reporting the transactions/opportunities you are working on),
Email templates (create, track, share, and report on your best performing emails)
Email tracking and notifications (limited to 200 notifications per month)
forms (standalone, pop-up, embedded and collected forms),
integration with Gmail and Outlook,
HubSpot mobile app,
planning meetings,
Messenger integration.
You will certainly appreciate that in addition to the basic package you get a set of free HubSpot Hubs features, such as:

conversational bots,
email marketing,
Landing pages (limited to 20 simple landing pages with the HubSpot logo)
list segmentation,
live chat,
mobile optimization,
pricing (but without connection to the product library, electronic signature, payment integration),
Team email (connects your entire team's emails to your conversation inbox)
reports on closed tickets and the time remaining until their closure.
How does this model work?
There’s no catch here. With HubSpot’s Free CRM, you can add up to 1,000,000 contacts and invite 5 users. HubSpot will of course encourage you to upgrade to the paid version of the tool, but if you don’t, it’s okay. This isn’t about burning through your budget, but about customizing a specific version to your needs and capabilities.

You can stay on the free version as long as you want and as long as it works for you. In this basic version, support is very limited for HubSpot's capabilities, which is what makes many customers want to upgrade. However, if it works for you, there's no reason to force yourself to make additional investments. Only you know if you have additional needs. I can help you find a solution in HubSpot that will meet them.

A huge plus of the whole model is that HubSpot allows you to connect free CRM users with those on paid versions. Not all of your coworkers need to have a paid license if you want to upgrade to Sales Hub or Service Hub. In this case, everyone gets access to the above-mentioned tools, and paid users gain the ability to use additional features thanks to the upgrade. Here, you really manage your IT resources and tools, making upgrades where they are really needed.

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What does the transition between HubSpot CRM and HubSpot Sales Hub look like?
HubSpot Sales Hub is designed as a natural progression for individuals and sales teams using free CRM. It’s a solution that lets you gain key functionalities that allow you to engage customers and close deals more effectively. Again, the first tier is free. A variety of packages lets you scale HubSpot Sales Hub depending on your needs.

When should you upgrade to paid HubSpot Sales Hub?
There is no room for theorizing here. There are specific needs that you need to address. These are the best indicators that it is time to consider an upgrade.

If:

you have a strong focus on increasing revenue, improving sales performance and closing rates,
you need additional sales pipelines,
you want to build and optimize your sales engine with documents, templates, e-signatures, sales automation and lead rotation,
you need more flexibility to customize HubSpot to your needs (multiple currencies, custom reports, etc.),
you are moving from another paid CRM such as SFDC or similar,
then HubSpot Sales is the solution for you. The Starter level gives you increased limits, access to HubSpot support and simple automation. At the Professional level, sales and portal automation are the key tools, and subsequent limits are either lifted or significantly increased. Finally, Sales Hub Enterprise is enterprise-class roles and permissions; SSO; custom objects. I will tell you more about the individual packages in the next blog posts .

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What features do free users get compared to paid users?
There is no need for the entire company to be on a paid license for upgrades. Generally speaking, only sales reps need to have a paid subscription. Unless you are in a role where you are working on deals and closing deals, having free user permissions should generally be sufficient (just make sure you set the appropriate user permissions).

HubSpot CRM: Summary
HubSpot offers a great set of tools for a wide range of businesses. The focus here is on continuous improvement, and the seamless integration of sales, customer service, and marketing into one view makes HubSpot CRM a tool that should be on the radar of most businesses looking to invest in a new CRM. As an added bonus, you can seamlessly transition to HubSpot Sales Hub, which offers a range of new capabilities that will increase your potential to engage and close deals. You can check out the HubSpot pricing table for the most up-to-date information on available features.

Going through all the features on your own can be a bit overwhelming, so we’re happy to walk you through them if you need us to. If you’d like to go beyond the theory and see what your HubSpot could look like, schedule a 30-minute demo with us to show you the features you’re interested in.