Enhance Your Project Management for Sales and Marketing Teams with HubSpot SharePoint Integration
Managing multiple projects, contacts, and daily tasks can be daunting for the sales and marketing teams. Especially for growing businesses who want have to gather leads across different platforms as well as launch multiple marketing campaigns and close deals every day. Building your brand involves a lot of project management with your sales and marketing teams who are assigned with the task of developing campaigns, posts, and blogs for attracting their target market and then nurture those leads. Software like HubSpot offers businesses with tools to perform all of these functions.
Not only has this, but sales and marketing processes also contribute directly to revenue generation and sales growth. Often your teams also have to collaborate and share documents for example for converting leads to customers; marketing departments have to share the leads gathered via social media or bogs so your sales representatives can save their contact information and push them into the sales pipeline. Moreover, the sales rep also have to share customer lifecycle stages to launch email and drip campaign, which would suit where they are in their customer journey. All of these processes are automated and streamlined with HubSpot. With our consultants and goal to provide seamless integration, many businesses have been taking advantage of our HubSpot consultants at Techloyce.
Manage Sales and Marketing Processes With HubSpot SharePoint Integration
This is not the entire extent of the inbound marketing, and sales tools offer by HubSpot, it also provides third-party integrations with applications like SharePoint. HubSpot SharePoint Integration involves using tools of SharePoint for sharing any updates taking place in HubSpot CRM regarding customer contacts, posting tasks and assigning them. Moreover, every time a prospect opens an email, HubSpot Integration with SharePoint will allow you to receive notifications for it and share that data with other teams. For email tracking, which is a feature offered in HubSpot Sales Hub, you can send group emails for all the statistics for opened emails and how many prospects responded to that email. This way, your entire sales team can acknowledge these developments and proceed in nurturing them.
Keep Your Sales and Marketing Teams In Sync
Moreover, sharing content as well as documents can be done in SharePoint so all of the members can stay in sync. Building communication is made easier with HubSpot Integration with SharePoint because it offers tools for collaboration, actionable insights, and real-time notifications for every member’s completed tasks. In this integration, you can also use automated workflow for repetitive tasks and triggers for when a specific action is performed. In HubSpot Integration with SharePoint, your data will be synced and shared every time actions like blog posting via HubSpot against a task in SharePoint which will show that the task is performed.
For performing specific tasks like arranging a meeting with a prospect, you can also search for contact information in HubSpot CRM and then assign a task against it for the team to perform later. Moreover, for better project management, you can also create a calendar for different tasks and milestones to be achieved. Against all teams and members, tasks can be created, and when they are completed, you can move the tasks to another bucket. For any meetings with clients or across the sales and marketing departments, you can also create events and view progress related to it. Different documents shared in the SharePoint can also be easily be searched to reduce the need for sifting through different emails in OneDrive. Other than that, file editing and updating can also be performed. All in all, HubSpot SharePoint Integration is ideal because you can see any updated in HubSpot and take care of any impending tasks related to sales or marketing in SharePoint. At Techloyce, you will receive the needed support for a seamless HubSpot SharePoint Integration.
