The HubSpot Growth Platform

The HubSpot

Growth Platform

Introduction to HubSpot What’s New in HubSpotHubSpot Platform Overview

Learn everything you need to know about HubSpot

(this presentation)

Hubspot.com

Why Go HubSpot? Product Catalog + Pricing

Marketing Hub

Attract and engage new customers

by creating relevant, personal

marketing.

Sales Hub

Build an efficient process to engage

your prospects and turn them into

customers.

Service Hub

Connect with your customers,

exceed their expectations, keep

them longer, and grow faster.

HubSpot CRM

The free CRM system for growing

businesses that your team will love.

HubSpot offers a full suite of software for marketing, sales, and customer relationship

management that are powerful alone, and even better when used together.

Marketing Hub

HubSpot CRM

Sales Hub Service Hub

Introducing the HubSpot Growth Suite

All the tools HubSpot has to offer at the Starter, Professional

or Enterprise level, available in a single package available for 25% off

See hubspot.com/pricing for more details.

Required onboarding and contact pricing not included above.

HubSpot CRM

The free CRM system for growing

businesses that your team will love.

Free

Conversations (including live chat)

Contacts

Companies

Deals

Prospects

Tasks & Activities

Tickets

Forms & Pop-ups

Conversations

Conversations is a universal, collaborative inbox

that brings together messages from live chat and

team email so you can view, manage, and reply to

conversations from prospects and customers in one

central place.

HubSpot CRM:

Contacts + Companies

HubSpot CRM organizes everything you know

about your contacts and their companies in a

single place. Store data in custom fields,

browse a timeline of past interactions, and

communicate with your contacts from a single

unified view.

HubSpot CRM:

Deal Management

Whether you have an established sales process

or you’re starting from scratch, HubSpot CRM

makes it easy to create your ideal process.

Add, edit, and delete deal stages and

properties without help from IT. Then drag and

drop deals between stages.

HubSpot CRM:

Prospects

Track prospects’ visits to your site in real time,

determine which companies are the most

engaged, and set up custom email

notifications for your team.

Sort prospects using dozens of different

filtering criteria like geography, company size,

number of visits, and more.

HubSpot CRM:

Business Card Scanner

Transform your business cards into CRM

contacts in seconds, so you can spend less

time inputting data and more time creating

great customer experiences.

HubSpot CRM:

Mobile App

Manage your deals, contacts, and tasks on the

move, and stay connected to your leads,

customers, and team from anywhere.

HubSpot CRM:

Email Marketing

Free email marketing with up-to 2,000 sends

per month using the free HubSpot CRM.

Because email marketing and CRM go-

together like your favorite combinations.

HubSpot CRM:

Ads

Run and measure cross-network advertising on

the only platform that can

easily

tell you details

on who converted from your ads, and the ROI.

HubSpot CRM:

Part of the Growth Platform

HubSpot CRM works in close concert with

Marketing Hub, Service Hub, Sales Hub, and

hundreds of HubSpot app integrations. Add

additional tools easily, whenever it makes sense for

your team.

HubSpot CRM:

Marketing Hub

Marketing Hub helps you attract and engage new

customers by creating relevant, personal marketing.

Professional Enterprise

Everything in Starter, plus:

Marketing Automation

Attribution Reporting

Personalization

User Roles

A/B testing

Everything in Professional, plus:

Advanced Team Management

Email Send Protection

Predictive Lead Scoring

Advanced Reporting

Custom Event Triggers

Password Protected Content

Starter

Conversion Tools

Ads Creation & Management

Basic Analytics

Email Marketing

Conversion Tools

Capture leads through your website with landing

pages that are optimized for your brand, easy to

customize and track.

Convert your visitors into leads with professional

call-to-action buttons, forms, and optimized pop-

ups that you can add to your website in minutes.

Marketing Hub Starter:

Email Marketing

Send beautiful, personalized emails that your

prospects will look forward to receiving and

measure which messages are most effective.

Count on un-matched deliverability and best-in-

class email analytics.

Marketing Hub Starter:

HubSpot Ads

Using Google Ads, or advertising on Facebook or

LinkedIn? HubSpot Ads lets you seamlessly sync all

your leads and audiences between HubSpot and

the networks.

With Marketing Hub Professional, get more spend

and report on the real advertising ROI with

complete precision by going a layer deeper. See

how many leads, contacts, and customers your ads

are generating.

Marketing Hub Starter:

SEO

SEO has changed. Build your authority in search

with tools that help you plan your SEO strategy,

optimize your content, and measure real return on

investment.

Marketing Hub Professional:

Blogging Tools

HubSpot’s blog makes it easy to create and

optimize content with recommendations and

measure which articles are having an impact.

Marketing Hub Professional:

Social Tools

Link social interactions to real people in your

database, so you can see deep context and

prioritize conversations.

See every interaction with your messages, create

custom keyword monitoring streams for everyone

on your team, and measure social performance

across every major channel in one place.

Never miss an opportunity to engage with

followers or delight your customers.

Marketing Hub Professional:

Marketing Automation

Automate your marketing beyond just email. Setup

nurturing based on contact, or run Account-Based

Marketing (ABM) campaigns with company

workflows.

Build your nurturing from scratch from HubSpot’s

powerful segmentation, or get started with a

predefined template.

Marketing Hub Professional:

Granular Segmentation

Segment contacts based on their behavior and

company information. Use these hyper-targeted

lists to send emails, personalize website content,

and power marketing automation.

Marketing Hub Professional:

Dashboards & Reporting

Create beautiful, custom reports to export on

virtually any metric from HubSpot Marketing,

any record from HubSpot CRM, or data from

any integrated apps. Use closed-loop reporting

to determine the ROI of your work.

Marketing Hub Professional:

Video Marketing Features

Marketers can now host and manage video files

inside of HubSpot for free. Users can embed those

videos into website pages, and blog posts with just

one click, and add in-video CTAs and forms to

make videos interactive.

New video landing page and blog post

performance analytics help maximize the impact of

video marketing campaigns.

Marketing Hub Professional:

Personalization

Easily personalize everything from your emails to

your website content and calls-to-action. Mention

specific details about a contact and their company,

or swap out entire blocks of content & conversion

paths to make their experience more personal.

Marketing Hub Professional:

Predictive Lead Scoring

Predictive Lead Scoring takes hundreds of

demographic and behavioral factors into account

to automatically score contacts based on their

likelihood to buy.

Marketing Hub Enterprise:

Advanced Reporting

Create detailed reports that tie granular marketing

efforts to the deals and revenue they assisted or

closed. Build custom dashboards based on virtually

any data stored in your CRM system.

Marketing Hub Enterprise:

Use Teams to segment assets in HubSpot, giving

the right users easy and uncluttered access

to the right content.

Useful for international marketing teams, teams

segmented across divisions, product lines, brands,

or other dimensions.

Content Partitioning

Marketing Hub Enterprise:

As you grow, more teams and people want to talk

with customers - from support, service, marketing,

product, and management.

Email send protection in HubSpot let’s you set the

maximum number of times a contact should receive

an email, so you can delight your customers with

just the right number of emails.

Email Send Protection

Marketing Hub Enterprise:

Do you have content you want restricted to specific

customers, investors, or another group of

individuals?

If so, with Marketing Hub Enterprise you can

password-protect website content, landing pages,

and a blog to only be accessible by the contacts

you choose.

Password Protected Content

Marketing Hub Enterprise:

HubSpot CMS

Build and host your entire site with HubSpot’s drag

and drop website builder. Personalize content for

every visitor, and publish mobile-optimized content

all from within a single interface.

Add-On or Standalone:

Closely connected to CRM

Right out of the box, Marketing Hub is deeply

connected to HubSpot CRM. Track contacts,

companies, deals, tasks, tickets and more inside

the #1 CRM for SMBs.

Already use a CRM system that you love like

Salesforce? HubSpot has a fully supported native

integration that is easy to set up and use

(Professional and above.)

Marketing Hub:

Part of the HubSpot Platform

Marketing Hub works in close concert with Sales

Hub, Service Hub, and hundreds of HubSpot app

integrations. Add additional tools easily, whenever

it makes sense for your team.

Marketing Hub:

Sales Hub

Sales Hub helps you build an efficient process to engage

your prospects and turn them into customers.

Starter Professional

Live Chat

Templates & Sequences

Documents

Calling

Notifications

Meetings

Everything in Starter, plus:

Teams

Multiple Deal Pipelines

Automation

HubSpot Video

Products & Quotes

Recommendations

Enterprise

Everything in Professional, plus:

eSignature

Playbooks

Advanced Team Goals

Predictive Lead Scoring

Call Transcription

Advanced Reporting

Conversations + Live Chat

Conversations is a universal, collaborative inbox

that brings together messages from live chat, team

email, and Facebook Messenger so you can view,

manage, and reply to conversations from

prospects and customers in one central place.

Sales Hub Starter:

Templates,

Sequences & Snippets

Craft personalized templates for every stage of the

sales process, and share them across your team.

Tee up a timed series of email messages based off

your templates with Sequences.

Save time by saving short “snippets” of text you

can easily drop into your emails using keyboard

shortcuts.

Sales Hub Starter:

Documents

Build a library of helpful sales content for your

entire team, share documents right from your

Gmail or Outlook inbox, and see which content

closes deals.

When a lead clicks an email link to open your

document, or shares it with a colleague, we’ll

notify you instantly on your desktop. Get

aggregate data about how your sales content

is helping to move your sales process forward.

Sales Hub Starter:

Calling

Use data from your HubSpot CRM to prioritize your

best calls, and set up a daily calling queue. Just

one click connects you to a prospect through Voice

Over IP or your desk phone.

Sales Hub Starter:

Notifications

Use notifications to follow up seconds after a lead

opens an email, clicks a link, or downloads an

important document. Our built-in activity stream

automatically logs each lead’s email actions inside

your browser or in Sales Hub.

Open, click, and reply data helps you hone in on

which email templates and sequences are most

effective.

Sales Hub Starter:

Meetings

Put the power to book meetings in the hands of

your prospects. Meetings sync to your Google or

Office 365 calendar, so your schedule is always up-

to-date. As prospects book meetings,

automatically create new records and log the

activity in your CRM.

Sales Hub Starter:

Automation

Automate common management tasks like

assigning leads, alerting reps when contacts take

specific actions, creating tasks, and more.

Sales Hub Professional:

Selling with Video

Salespeople can build stronger relationships with

prospects by creating, sharing, and tracking

personalized videos right from HubSpot CRM.

Sales Hub Professional:

Products & Quotes

Products makes it easy to build a library of

products that your sales team can easily add to

deals inside HubSpot.

Quotes allows your sales reps to quickly configure

a quote right inside HubSpot using your contact,

company, and product data. Send a shareable link

to your quote, and even allow your prospect to

pay using a credit card or EFT via Stripe.

Sales Hub Professional:

Recommendations

Recommendations scores your email templates in

real time as a sales rep uses them, offering useful

suggestions on how to make messages feel

relevant and personal to your prospects.

Sales Hub Professional:

Collect signatures on quotes and other

documents right inside of HubSpot.

eSignature

Sales Hub Enterprise:

Build a library of sales best practices and resources.

Use rules-based automation to surface

recommended content to your sales team, right

inside of HubSpot.

Playbooks

Sales Hub Enterprise:

Advanced Goals

Give individual sales reps and teams the

ability to report on metrics related to

specific goals, like calls logged, meetings

booked, revenue generated, or deals

created.

Sales Hub Enterprise:

Predictive Lead Scoring

Predictive Lead Scoring takes hundreds of

demographic and behavioral factors into account

to automatically score contacts based on their

likelihood to buy.

Sales Hub Enterprise:

Let HubSpot conveniently transcribe any

recorded call right inside your CRM.

Call Transcription

Sales Hub Enterprise:

Closely connected to CRM

Right out of the box, Sales Hub is deeply

connected to HubSpot CRM. Track contacts,

companies, deals, tasks, tickets and

more inside the #1 CRM for SMBs.

Already use a CRM system that you love like

Salesforce? HubSpot has a fully supported native

integration that is easy to set up and use

(Professional and above.)

Sales Hub:

Part of the HubSpot Platform

Sales Hub works in close concert with Marketing

Hub, Service Hub, and hundreds of HubSpot app

integrations. Add additional tools easily, whenever

it makes sense for your team.

Sales Hub:

Service Hub

Service Hub helps you create a better customer experience,

self service solutions, and growth through happier customers.

Starter

Everything in Starter, plus:

Help Desk Automation

Knowledge base

Customer feedback

1:1 video creation & hosting

Support Bot / Custom Bot Builder

Required Ticket Fields

Custom Reporting

Conversations

Live Chat

Shared inbox

Tickets & Help Desk

Templates & Snippets

Documents

Calling

Meetings

Everything in Professional, plus:

Goals

Playbooks

Calculated Properties

Single sign-on

Advanced Team Management

Advanced Reporting

Professional Enterprise

Conversations + Live Chat

Conversations helps you manage and master

customer communication. You’ll leverage live chat,

a shared universal inbox, an easy-to-use chatbot

builder, built in tickets, and collaboration and

productivity tools to deliver an exceptional

customer experience.

Conversations is built on the HubSpot CRM, this

means you’ll see contextual data about every

customer right where you’re conversing with them.

Available at Service Hub starter

Tickets & Help Desk

As customer conversations increase in volume and

complexity, tickets is here to help.

Use tickets to collaborate and communicate with

customers on issues that come through

Conversations. Tickets can be assigned to

members of your team, organized, prioritized, and

tracked in a central location.

Build a high functioning help desk system by

adding HubSpot automation and powerful custom

reporting.

Available at Service Hub starter

Templates, Sequences

& Snippets

Craft personalized templates for every stage of the

service process, and share them across your team.

Tee up a timed series of email messages based off

your templates with Sequences.

Save time by saving short “snippets” of text you

can easily drop into your emails using keyboard

shortcuts.

Available at Service Hub starter

Calling

Use data from your HubSpot CRM to prioritize your

best calls, and set up a daily calling queue. Just

one click connects you to a prospect through Voice

Over IP or your desk phone.

Available at Service Hub starter

Meetings

Put the power to book meetings in the hands of

your customers. Meetings sync to your Google or

Office 365 calendar, so your schedule is always up-

to-date. As customers book meetings,

automatically create new records or log the

activity in your CRM.

Available at Service Hub starter

Knowledge Base

Help customers help themselves by turning your

customers’ frequently asked questions and

tickets into a robust, search optimized

knowledge base of help articles, videos, and

documentation.

The built in analytics dashboard collects

feedback on articles and analyzes search

patterns to improve your articles over time.

Build a support bot to help customers find the

knowledge articles related to their specific

questions.

Available at Service Hub Profesional

Customer Feedback

You can’t really build your business around your

customers unless you’re listening to them.

Truly understand how your customers feel with

customer feedback. Deploy surveys like Net

Promoter Score, and Customer Satisfaction, that

give you a quantitative pulse on customer

happiness and needs.

The feedback tool will analyze survey results for

you and provide actionable data that helps you

improve your service & product, identify

advocates, and grow through happy customers.

Service Hub Professional:

Video Features

Service teams can help customers faster and

more completely with personalized help videos

created and shared directly from Service Hub.

Service agents can record their screen right

from a ticket and send to customers, improving

service and solving issues faster. Service teams

can also host and embed videos in their

knowledge base.

Service Hub Professional:

Bots + Automation

Use bots to improve live chat efficiencies and

scale 1-to-1 communications by routing

customers to relevant help documentation,

the appropriate chat agent, and more.

Automate common management tasks like

creating tickets and tasks, alerting your team

when customers take specific actions, and

more.

Service Hub Professional:

Give individual agents and teams the

ability to report on metrics related to a

specific customer goal, like response

time, ticket volume, resolution time, and

customer experience related metrics.

Advanced Goals

Service Hub Enterprise:

Build a library of best practices and

resources like onboarding scripts to help you

customer service team consistently delight

customers.

Use rules-based automation to surface