Juggling between different tools to manage leads

In the past, the process the company’s marketing efforts were fragmented and involved a number of different tools used to capture leads, update information on the CRM, and send automated email sequences. Although Percipient initially used the HubSpot All-In-One Marketing free plugin to capture leads on their WordPress website, things were not yet unified. Back then, if they obtained a lead via HubSpot, an integration would put the information into the CRM tool that they were using, to later be imported to an email automation platform. The leads were coming to Percipient, but the team could be more efficient if everything were in one place. “I had my eye on HubSpot for a while; it’s pretty much all-in-one. You can do everything you want within HubSpot, and that’s why we ultimately moved to a paid plan”, Chad reveals. It was also crucial for them to have everything related to their marketing and sales activities in one place. “We use a lot of Typeform forms too, and that has a nice integration with HubSpot, so that was another reason”, Chad mentions.

A unified tool at the core of sales and marketing

After deciding to upgrade their version of HubSpot, Percipient's team had a very smooth onboarding process. Since they were using the free tool for some time and were already planning to purchase a subscription, getting acquainted with the entire HubSpot platform was easy. “I would say that HubSpot is pretty user-friendly, so even if I haven’t been this familiar, I’m sure it’d still be frictionless,'' Chad says. Now, they are leveraging the many possibilities within HubSpot, such as the landing pages and email sequences to capture leads and reach out to their prospects on different stages of their buying journey. The possibility of sending an email depending on the action that the lead takes and flagging a contact for a sales follow-up call is changing their lives for the better. “I would pretty much recommend [HubSpot] to any company that is looking for sales. […] I think it’s adaptable to any industry trying to capture leads and keep track of whom you’re talking to close for sales.” In the future, Percipient focuses on growing its sales and knows that HubSpot can be of immense support for their actions. “As we try to keep growing in sales, [HubSpot] is basically a one-stop-shop for a lot of the info. And if we’re disciplined with it, it’s really going to help save a lot of time not to overlook leads, and keep track of our loose ends”, Chad adds. The importance of HubSpot for Percipient is so clear that they state that the next marketing hire for their team will have to be certified by HubSpot Academy.