Is HubSpot right for you? Are you using it to its full potential?
Is HubSpot right for you? Are you using it to its full potential?
Is your tech effectively supporting your sales, marketing and service?
Is your tech effectively supporting your sales, marketing and service?
Sign up for a review of the technology and services related to sales, marketing, service
Sign up for a review of the technology and services related to sales, marketing, service
Know before you invest too much time or money.
Know before you invest too much time or money.
We’re always looking for ambitious businesses who understand the world is changing, and are driven to adapt and thrive. Take the next step and book a call with our team.
We’re always looking for ambitious businesses who understand the world is changing, and are driven to adapt and thrive. Take the next step and book a call with our team.
Are you a motivated individual, looking to challenge yourself and make a positive impact on the business world? Take a look at our vacancies.
Are you a motivated individual, looking to challenge yourself and make a positive impact on the business world? Take a look at our vacancies.
Both HubSpot and Salesforce are some of the best CRM platforms out there, but choosing between the two can be daunting. Both have different strengths and weaknesses, so we’ve launched Huble’s first annual Mystery Shopper Challenge, where we get experts in two of the most popular CRM platforms, Salesforce vs HubSpot, to face off in a series of tasks. We've anonymised these experts, and will let you be the judge of which CRM software comes out on top.
Add 3 companies to the CRM and associate the contact to each of the companies but with different labels: Prior Employer, Channel Partner, Insurance Agent.
HubSpot: Add a new contact
Salesforce: Add a new contact
The first communication needs to be an email which is already written but is personalised with the contact's name and a prompt for the user to enter the sport they like. The second step, set to 3 days later, is for the assigned sales rep to call the contact with a provided script.
HubSpot: Enrol two contacts into a pre-built series
Salesforce: Enrol two contacts into a pre-built series
Apply a filter through this activity timeline, to only show the website visits that this contact has had on the website.
HubSpot: View the timeline of an opportunity/deal
Salesforce: View the timeline of an opportunity/deal
The marketing team is hosting an event. Create a list/campaign and add a prospect/lead and a customer contact to the event list/campaign.
HubSpot: Create a list and add contacts
Salesforce: Create a list and add contacts
A sales rep has left, but a new one has joined. Set up a new user, assign them to a team, and grant them a “sales rep” user security role. Move all the deals, leads, and accounts to the new user from the previous sales rep.
HubSpot: Set up a new user
Salesforce: Set up a new user
A company has two sales processes, set these up. Then create a playbook that is recommended for a sales rep when they open a deal that is in the Discovery stage. Next, open a deal in the Discovery stage, and engage with the above playbook. Finally, move a deal from the “New Business” to the “Upsell” pipeline.
HubSpot: Set up & manage sales processes
Salesforce: Set up & manage sales processes
Create a dashboard with 25 best practice reports to monitor the status of the pipeline, prospects and customers. Give the team access to this dashboard.
HubSpot: Create a dashboard
Salesforce: Create a dashboard
Send contacts an email that explains your company values when their deal reaches the “proposal” stage. Create an automation with the first step being a welcome email that greets them by name and includes the values. Next, enrol the contact into a Facebook audience so that they start seeing a banner ad campaign for 3 days.
The third step should be a text message to the contact that says “we can’t wait to start working with you”. Finally, create a task for the sales rep to let them know that the proposal stage campaign is now complete for this deal.
HubSpot: Create an automation
Salesforce: Create an automation
Create a form that a customer can fill out with their name, email and company name. Include a hidden field called “Competition Name” and set it to “Spring”. When someone fills out the form, ensure it is associated with their contact record. Send a notification to a Slack Channel and Microsoft Teams when the form is submitted.
HubSpot: Create a form
Salesforce: Create a form
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