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4 BIG Benefits of Using the HubSpot CRM for Window & Door Marketing

William Avila
Jan 23, 2023 10:27:59 AM

Calling all window and door pros! Are you looking for a way to take your marketing strategy from good to great? If so, look no further than the HubSpot CRM. This all-in-one workhorse can add a punch of power to your marketing and sales tactics. You can also build a more efficient system that better connects with customers and saves your staff more time.

This blog post will cover four big benefits of using the HubSpot CRM for window & door marketing – so get ready for an excellent ride!

In Case You Missed It - All About CRMs

window and door owner

We wrote previously about why every window and door company should have a CRM (customer relationship management system). A CRM helps you stay organized as you collect customer data, and it also allows you to track marketing efforts.

We also profiled the top five CRMS for window and door pros to investigate. At the top of our list was the HubSpot CRM, which is an excellent choice for businesses that want to do more with their data.

We even compared them with the other big dog in the CRM world - Salesforce. Check out that comparison here.

For this post, though, we’re just going to look at HubSpot. Let's dive into why we feel it's the perfect CRM and look at four big benefits your window & door business can enjoy by making the switch.

4 Reasons We Recommend the Hubspot CRM

Hubspot CRM window and door company

As a disclaimer, while Hubspot is the tool we recommend to most of our clients, it’s not the only CRM available. But its combination of features, easy-of-use, and cost-effectiveness make it the one we recommend most often. Let's take a look at what Hubspot can do for you:


1) Automate Repetitive Office Tasks

Hubspot helps you streamline the sales process and free up more time for your team. How? By automating tasks like following up with leads, creating quotes, managing deals and contracts, and tracking progress.

With HubSpot CRM, you’ll be able to set up automated workflows that ensure that all lead info is accurate, tracked, and organized so your sales team can focus on what matters most—closing deals faster.

See This Benefit in Action

Let's look at an example of your team can automate daily sales tasks with Hubspot. Your team can set up an automated series of emails that will notify your current leads about a special promotion. Then those pre-made emails will send follow-ups based on your parameters for as long as you choose. It's a great way to ensure your sales process runs smoothly and it can save your sales team a few hours every week.


2) Manage Prospects Efficiently

HubSpot CRM’s contact management system makes it easy to keep track of prospects throughout the entire sales cycle. Organize all your leads, their histories, and conversations in one place—no matter how large or small your sales team is.

Even better, you can manage customer relationships at scale with features like tagging and segmentation. You’ll be able to quickly find leads that need attention and create targeted campaigns for each stage of the customer journey.

See This Benefit in Action

Having insight into a customer's journey can help your sales team know how to close deals better. Hubspot can show you every interaction a contact has had with your website. Imagine seeing how they found your site, what blog posts they read, and how many times they re-visited it after first contact.

You can see when contacts opened sent emails, what links they clicked, and so much more.

That kind of behind-the-scenes info is invaluable when it comes to understanding a lead and how to close the sale.

Follow Up Email Templates window leads

3) Track Performance and Improve Results

With the HubSpot CRM, you can easily track your performance and make improvements. Track essential metrics such as the number of contacts in a pipeline, deals won, communications sent and opened, lead sources, and more.

Knowing how effective your sales team helps you adjust strategies faster to maximize revenue. Plus, with powerful reporting tools included in HubSpot CRM, it’s easy to look deeper into what works so you can keep improving your results.

See This Benefit in Action

Let's look at an example of how you can use Hubspot to track performance. You can set up a pipeline in HubSpot that tracks the sales process and see which steps are taking longer or where there’s a bottleneck. This helps identify issues and opportunities for improvement quickly.

You can also track your team’s performance in terms of conversion rates and closing deals. This helps you understand which sales strategies are working and where there’s room for improvement.


4) Easily Integrate with Other Digital Tools

The HubSpot CRM integrates with over three thousand third-party tools – from sales and marketing platforms to customer service and analytics systems. You can connect them all to the HubSpot CRM, so you don't need to worry about transferring data between multiple programs.

An integrated system makes it easy to view past conversations, track performance over time, create a more personalized user experience, and much more with just a few clicks.

See This Benefit in Action

Let’s break down an example of how your team can use integrations to streamline the sales process. Say you're using MailChimp for email marketing. With just a few clicks, you can connect MailChimp to HubSpot and quickly start tracking emails from your contacts - without learning an all-new software.

The integration will automatically add all contacts who open the email to their respective contact record in HubSpot. This helps you track the effectiveness of each campaign and make informed decisions about future promotions. It also allows your team to

What Does Hubspot Cost?

Hubspot CRM fenestration

The cost of using Hubspot can vary depending on the exact features you need and the size of your business. The standard version of HubSpot starts at $50 per user per month, but more comprehensive plans are also available for larger businesses. All plans include access to the HubSpot CRM and a range of marketing, sales, and customer service tools.

For more information, you can request a free demo here.

Ready to Make the Leap? Don't Do it Alone

window and door owner hubspot migration

Hubspot is a great tool for scaling as you grow - and it’s worth the investment. The platform can help you streamline processes, track performance, and gain a deeper understanding of your customers - all in one place. Give it a try to see how HubSpot can help you grow your business.

If you're new to CRMs let GoRizen help your company adopt and integrate this amazing platform. Our team will help you every step of the way - from software setup to team training.

We also offer comprehensive Hubspot migration services if you already have a CRM and want to switch. Make sure your contacts and lead info don't get left behind.

We can help you determine the best option for your window and door business - book a 15-minute discovery call today. Our team is here to help. What are you waiting for? Let's get started!

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