Ongoing HubSpot CRM Support Partnerships
A specific type of engagement where the expectation and final deliverables don't change, but we decide together when and how we implement them on a monthly or even weekly basis. All delivered with a flat monthly fee.
We'll define what we want our CRM to look like 6 or 12 months from now and align our priorities to that future.
We meet regularly to discuss progress, collaborate and ensure we're continuing to prioritize the work.
Because we're working closely together, we're ready to implement a new project or task we didn't plan for.
Outputs and hours are guaranteed to the client. And the agreement is cost controlled with a flat monthly fee.
Afor everything you envision.
(And everything you haven't predicted yet.)
You need a partner that's committed to your core objectives and flexible enough to confront new priorities alongside you. Let's design a plan based on your goals for the next 12 months. And build in some flexibility for your other objectives that haven't revealed themselves yet. You'll get output and hours for a flat monthly fee.
Maximize the potential of HubSpot and transform it into an instrument for orchestrating sustainable growth and alignment across your entire organization. Here at The Gist, we know how to pull all the strings.
Update or optimize existing pages or create new pages (or features) from scratch.
SEO and Content
Configure and optimize all your SEO and content publishing settings.
Optimize settings, publish content and report on all social media efforts.
Build CTAs, forms, chatbots and other tools to convert more leads.
Ad Campaign Tracking
Connect to your ads accounts and report on ROI to the exact dollar.
Configure settings, build templates and administer email campaigns.
Master the workflows tool to personalize outreach and automate tasks.
Pass more leads to your sales team with precision and efficiency.
Pipeline + Forecasting
Make your deal pipeline and instrument for visibility and growth.
Use templates, sequences and other tools to engage prospects at scale.
Integrate email, phone and calendar to categorize and track all activities.
Make it easier for customers to open tickets and get their issues addressed.
Streamline the collection and responses with a variety of feedback surveys.
Build a library of how-to articles to enable customer self-help.
Reporting + Analytics
It's your data. Let's organize it the way everyone needs to see it.
Allow everyone on your team to adopt and evangelize your powerful CRM.
Controlled by regular check-ins and a.
The hours and output you get from our team are guaranteed with a fixed monthly fee. We'll do the work and report back with recurring status meetings. To stay proactive, we'll outline our priorities and implement them as planned. If something comes up, the work might change but the scope won't.
And a dashboard to give you total.
Your entire team is given access to our dashboard in ClickUp which tracks all active and upcoming projects. You'll always know what we're working on and where things stand.
Check progress on active projects
Communicate with our team in between status meetings
Submit or escalate projects or tasks for our team
Certified and Accredited. HubSpot or Bust.
As a Platinum-level Certified HubSpot Solutions Partner, The Gist has demonstrated a high level of expertise and proven success in implementing and leveraging HubSpot's powerful suite of tools. This certification signifies our deep understanding of the platform and our ability to help your business maximize its benefits. Choosing The Gist means you're entrusting your inbound marketing to a recognized leader in the HubSpot ecosystem, ensuring effective strategies, efficient execution, and comprehensive support.
Curious what HubSpot can do for you?
HubSpot is a CRM at its core. But layered on top of your database are a series of tools (called Hubs) designed to help you grow better across marketing, sales and customer service functions.
HubSpot's Core CRM is the foundation of their comprehensive growth platform, serving as the backbone of their various hubs. The CRM is designed to simplify the organization and management of customer data, facilitating seamless interactions across all touchpoints. The best part is that all of these foundational features, from contact management to conversational bots, are completely free, making it accessible for businesses of all sizes.
Manage and track interactions with your customers and leads in one centralized place.
Contact & Company Insights
Automatically enrich contact and company records with data to help sales teams better prioritize and personalize their outreach.
Email Tracking & Notifications
Get notified when your emails are opened or clicked to understand how your contacts are interacting with your communication.
Manage your ad strategy and ROI directly from the HubSpot platform to improve the effectiveness of your ad campaigns.
Create and customize insightful reporting dashboards to keep track of your business's performance in a visually engaging way.
Segment your contacts into lists to organize and target your marketing, sales, and service efforts.
Keep track of your tasks, set reminders, and automate actions to manage your work effectively and efficiently.
Easily share documents within your team or with your contacts directly from the CRM.
Manage your sales pipeline by tracking deals, visualizing your pipeline, and forecasting revenue.
Engage with your visitors and customers in real-time with live chat.
Automate and scale your customer interactions using AI-powered chatbots.
HubSpot's Marketing Hub is a powerful tool designed to attract, engage, and delight customers. It's built on the foundation of the free HubSpot CRM and adds robust capabilities for content creation, lead generation, marketing automation, and analytics. The Marketing Hub helps businesses grow traffic, convert more visitors into leads, and run complete inbound marketing campaigns at scale.
Create and test beautiful landing pages that generate leads and look great on any device.
Blog and Content Creation Tools
Publish quality blog posts that help drive traffic, convert visitors, and establish your business as a thought leader.
Send bulk emails that are personalized and optimized for different devices and post types.
Automate your marketing campaigns to nurture leads, and personalize your outreach based on user behavior.
Improve your marketing efforts by testing different versions of your content, pages, or emails to see what performs better.
Social Media Management
Manage all your social media profiles in one place, schedule posts in advance, and monitor your performance.
Optimize your content for search with built-in SEO recommendations.
Measure the performance of all your marketing campaigns in one place with built-in analytics.
Create personalized content that changes based on who is viewing it.
Design calls-to-action that visitors can't help but click, and personalize messaging based on location, traffic source, device, persona, and more.
Ad Tracking & Management
Measure the ROI of your Facebook, Instagram, LinkedIn, and Google Ads in real time to get insights about which ads are turning visitors into customers.
The HubSpot Sales Hub turns the HubSpot CRM into a full-featured sales powerhouse. It streamlines every aspect of the sales process, making it easier for teams to close deals faster. Built-in automation tools, sales analytics, and seamless CRM integration help sales reps reduce busywork and focus on high-value activities.
Automate your follow-up process with personalized, timed email sequences to keep your leads engaged.
Automate repetitive tasks in your sales process, freeing up more time for selling.
Track potential leads visiting your site and how they found you, allowing you to make more informed sales calls.
Eliminate back-and-forth emails with a meeting scheduler that syncs with your calendar.
Create professional-looking quotes in seconds, and let customers accept them with one click.
Build and share a winning sales process with customizable, repeatable sales playbooks.
Predictive Lead Scoring
Prioritize your outreach based on a prospect's likelihood to convert into a customer.
Sync your data with Salesforce to have all your lead and customer information in one place.
Get deep insights into your sales pipeline to understand and improve your sales process.
Products & Services Tracking
Keep track of your offerings in the CRM, allowing for easy quote creation and deal association.
The HubSpot Service Hub transforms your customer service experience, turning it into a growth engine for your business. Built on the HubSpot CRM foundation, Service Hub provides a suite of tools that helps your business connect with customers, exceed their expectations, and turn them into promoters driving organic growth.
Manage, track, and prioritize your customer inquiries in one central place.
Create and share help articles so your customers can find answers to common questions quickly.
Survey your customers and capture their feedback to identify areas for improvement and growth.
Measure customer satisfaction using Net Promoter Score (NPS) surveys, and leverage the data to drive continuous improvement.
Customer Experience Surveys
Capture qualitative insights from your customers about their experience with your business.
Manage all your customer communications in one universal inbox that combines chats, emails, and other customer messages.
Streamline your service processes by automating routine tasks and setting up workflows.
Resolve customer issues in real-time by engaging them directly on your website.
Reporting & Goals
Set service goals and use built-in reporting to track team performance and productivity.
Multi-Language Knowledge Base
Create a knowledge base for your international customers in multiple languages.
CMS (Website) Hub
The HubSpot CMS Hub is a flexible and powerful enterprise-grade content management system. Built on the HubSpot CRM foundation, CMS Hub enables developers to build robust, personalized web experiences, while also providing marketers with easy-to-use tools to update content independently. It's designed to enable both technical and non-technical teams to effectively manage website operations.
Create and manage website pages with ease using drag-and-drop editors.
Get customized SEO advice for each page to help increase your website's visibility in search engine results.
Test your website updates in a draft mode before publishing them to ensure everything works perfectly.
Create and manage website themes, templates, and modules to maintain a consistent look and feel across your website.
Create personalized website experiences for each visitor based on their history and behavior.
Track performance of your website in terms of traffic, conversion rates, and more to inform data-driven decisions.
Improve website performance by automatically serving up the version of the page that drives the most engagement.
Secure Sockets Layer (SSL)
Automatically provision and renew SSL certificates to keep your website secure and improve its ranking in search engine results.
CDN & 24/7 Security Monitoring
Host your website on a global content delivery network (CDN) with 24/7 threat monitoring to ensure maximum performance and security.
Easily create and manage content for your global audience in multiple languages.
The HubSpot Operations Hub is designed to align your teams around clean, unified customer data. Built on the HubSpot CRM foundation, it offers data syncing, automation, and data cleanliness tools to break down information silos and improve operational efficiency. The result is a seamless customer experience from end to end, all from within HubSpot's central system.
Sync your apps in real-time to HubSpot with pre-built or custom connections, keeping your data unified and up-to-date.
Use advanced automation to manipulate and manage your data, improving efficiency and accuracy in your operations.
Automatically keep your database clean and organized with features that manage duplicate entries and ensure data uniformity.
Integrate apps and web services directly into your workflows to streamline operations and reduce manual work.
Custom Coded Workflows
Create custom automation functions with code to tailor HubSpot's capabilities to your unique business needs.
Unified Customer Profile
Maintain a single, unified view of each customer by automatically syncing and organizing customer data across all your systems.
Data Quality Automation
Automatically clean, update, and maintain your database to ensure accurate, high-quality data.
Let's talk HubSpot.
Schedule a HubSpot Strategy Session call to assess your needs, learn our solutions and pick our brains on how HubSpot can help you grow better.
Get expert guidance from a Certified HubSpot Solutions Partner on how to effectively utilize HubSpot for your business. Get all your questions answered and determine your best course of action.
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