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HubSpot’s 
New CRM: 
A Medical Marketing 
Superhero 
Brought to 
you by:
The way people make their healthcare decisions 
has drastically changed over the last 5 years. 
Search 
Search 
Thanks to the internet, we have the power to learn 
just about anything we want before making the 
decision to buy—or choose a surgeon.
While many medical practices 
use online marketing tactics like social media 
marketing, blogging and SEO, they’ve struggled 
with how to turn leads generated on the web 
into new patients in their offices. 
Yes! We’re OPEN
Lucky for them, 
HubSpot has launched a tool that solves 
this exact problem. 
With the Hubspot 
CRM, your patient 
appointment 
coordinators will be 
able to respond to 
new patient leads in 
the most effective 
manner possible, 
closing more leads 
into new patients.
Why did HubSpot develop a CRM? 
HubSpot CEO Brian Halligan answers that: 
“Traditional sales technology 
is necessary but not sufficient. 
HubSpot’s Sales Platform is 
designed to arm sales teams 
with the context they need 
to improve how they engage 
with companies, prospects, and 
leads to drive sales instead of 
driving people crazy.”
With the HubSpot CRM, your patient appointment 
coordinators will be able to take qualified leads from 
your marketing software and follow up more effectively. 
Here's how it works: 
1. Your 
appointment 
coordinator 
can manage all 
her leads in the 
HubSpot CRM.
2. Notes can 
be taken and 
kept in one 
place. 
TIP: 
PHI doesn’t 
belong in sales 
software but 
tracking attempts 
to reach a lead 
does. 
“Attempted 
to call, left 
voicemail,” is 
an example.
3. Patient appointment coordinators can 
take notes, send emails, create tasks and 
even schedule calendar events.
4. Your patient appointment coordinators 
will be able to manage all their efforts to 
reach your new patient leads in one place. 
They will even 
see what’s 
taken place to 
date. 
This way, when 
they pick up 
the phone 
to call back 
they’ll know 
exactly where 
to start the 
conversation.
HubSpot’s CRM 
is powerful enough to help the 
largest group practices manage 
their large volume of new patient 
leads more effectively.
HubSpot’s CRM 
is powerful enough to help the 
largest group practices manage 
their large volume of new patient 
leads more effectively. 
At the same time, it’s so intuive 
that small offices can take 
advantage of it to compete with 
bigger practices, closing more 
leads into consultations.
As more practices adopt 
inbound marketing tactics 
you need an edge. 
Superpower your medical marketing 
efforts with the new HubSpot CRM. 
Click Here

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HubSpot CRM Medical Marketing Superhero 40

  • 1. HubSpot’s New CRM: A Medical Marketing Superhero Brought to you by:
  • 2. The way people make their healthcare decisions has drastically changed over the last 5 years. Search Search Thanks to the internet, we have the power to learn just about anything we want before making the decision to buy—or choose a surgeon.
  • 3. While many medical practices use online marketing tactics like social media marketing, blogging and SEO, they’ve struggled with how to turn leads generated on the web into new patients in their offices. Yes! We’re OPEN
  • 4. Lucky for them, HubSpot has launched a tool that solves this exact problem. With the Hubspot CRM, your patient appointment coordinators will be able to respond to new patient leads in the most effective manner possible, closing more leads into new patients.
  • 5. Why did HubSpot develop a CRM? HubSpot CEO Brian Halligan answers that: “Traditional sales technology is necessary but not sufficient. HubSpot’s Sales Platform is designed to arm sales teams with the context they need to improve how they engage with companies, prospects, and leads to drive sales instead of driving people crazy.”
  • 6. With the HubSpot CRM, your patient appointment coordinators will be able to take qualified leads from your marketing software and follow up more effectively. Here's how it works: 1. Your appointment coordinator can manage all her leads in the HubSpot CRM.
  • 7. 2. Notes can be taken and kept in one place. TIP: PHI doesn’t belong in sales software but tracking attempts to reach a lead does. “Attempted to call, left voicemail,” is an example.
  • 8. 3. Patient appointment coordinators can take notes, send emails, create tasks and even schedule calendar events.
  • 9. 4. Your patient appointment coordinators will be able to manage all their efforts to reach your new patient leads in one place. They will even see what’s taken place to date. This way, when they pick up the phone to call back they’ll know exactly where to start the conversation.
  • 10. HubSpot’s CRM is powerful enough to help the largest group practices manage their large volume of new patient leads more effectively.
  • 11. HubSpot’s CRM is powerful enough to help the largest group practices manage their large volume of new patient leads more effectively. At the same time, it’s so intuive that small offices can take advantage of it to compete with bigger practices, closing more leads into consultations.
  • 12. As more practices adopt inbound marketing tactics you need an edge. Superpower your medical marketing efforts with the new HubSpot CRM. Click Here