Hubspot is a marketing automation platform that allows users to manage contacts, send emails, track analytics, and automate workflows. It offers contact management tools to segment contacts and view detailed profiles. Email marketing capabilities include desktop notifications when leads interact. Calls-to-action and automated workflows help streamline outreach. Social media monitoring and posting is integrated. Reporting tools provide customized traffic, SEO, and competitor reports. A content calendar and sales dashboard with contacts, deals, and tasks help users collaborate. Leadin is a simpler Wordpress plugin that integrates signups with Mailchimp lists.

1. Hubspot Overview
Zellus Marketing

2. BENEFITS
Marketing Automation
Simplify certain tasks to make room for
more important ones.
Integrated Tracking
Offer more specific and accessible
analytics than what is available with
free solutions.
Team Collaboration
Multiple users can fulfill tasks and keep
up to date through integrated system.

3. INBOUND METHODOLOGY

4. BUYER’S JOURNEY

5. MARKETING DASHBOARD
TABLE OF CONTENTS
1. Contact Management
2. Email Marketing
3. Calls-to-Action
4. Workflow Automation
5. Social Media
6. Reporting Tools
7. Content Calendar

6. CONTACT
MANAGEMENT
Contacts can be segmented into
specific groups that can have content and
emails focus on their needs/concerns.
Interactions are recorded by website or noted
by users. Detailed timelines are viewable by
all users.
Hubspot focuses campaigns and all activities
around personas, ideal customer generalizations
that fit a certain demographic and potential
customer base.

7. EMAIL
MARKETING
Everything Mailchimp
does and more. Emphasis
on individual interactions
rather than group results.
Desktop Notifications when
lead interacts.

8. CALLS-TO-
ACTION
Trackable buttons that lead to specific
offering pages. Captures leads and
records their interactions.

9. WORKFLOW
AUTOMATION
Hubspot enrolls users who perform
certain actions into Workflows, which
follow a set of logic actions that make
it appear more personal. It automates
and streamlines the outreach process.
This allows marketing and sales to
focus on and cater to multiple groups.

10. SOCIAL MEDIA
Hubspot monitors social media,
tracking the reactions/results
of posts. Also allows users to
post to any social media within
the interface. Hubspot
emphasizes Twitter, which has
been gaining a lot of B2B users
in the past year.

11. REPORTING
TOOLS
Tracks many things and can produce customized
reports including traffic sources, keyword SEO
status, and competitor rankings.

12. CONTENT CALENDAR
All major content actions (see filter)
are recorded in the calendar and
future tasks can also be assigned to
any user.

13. SALES DASHBOARD TABLE OF CONTENTS
1. Sales Contacts
2. Sidekick
3. Deals
4. Tasks

14. SALES CONTACTS
Similar to marketing contacts section,
however, you can filter all contacts
into types or even actions they have
done in the past.
Companies page basically
groups individuals into
the organizations to which
they belong.

15. SIDEKICK
Also Viewable in
Contact Timeline
On Marketing Side
Prospects System
A powerful tracking software that somehow knows
what companies are visiting your website without
getting any contact information from them.
Contact Tracking
Notifies you on-the-fly with desktop notifications
when contacts interact with your content. Additional
$10/m for unlimited notifications
(comes with 200/m free)

16. DEALS
Deals is a section for the sales person
to record how a contact is moving
through the sales process.
This replaces the notebook of- “Call
Jim because he said he’s interested.”
Contacts from Marketing side can be
placed in the queue.
TASKS
Tasks record specific actions used
to develop that lead or any other
assignments that need
accomplished.

17. Inbound on a budget

18. LEADIN
Leadin is a Wordpress plugin made by Hubspot. It integrates with
Mailchimp so when people put information into the site, it assigns
them into lists. It might be considered like Workflow and Contact
Management but dumbed down. What you see on this page is what
Leadin does, nothing more: contact sign up and recording.