This is a comprehensive overview with video tutorials for economic development organizations researching / considering a CRM (customer relationship management) software tool - marketing automation tool - BRE tool - project management software. OctoUX is a certified HubSpot partner focused on helping economic development professionals succeed in their markets.

1. HUBSPOT CRM – ONLINE WALKTHROUGH
ECONOMIC DEVELOPMENT CRM VERSION FROM OCTOUX
OCTOUX – WWW.ECONOMICDEVELOPERCRM.COM 423.309.7483

2. MARKETING
YOUR SUCCESS STARTSWITH MARKETING
 Generate new industry leads for the region.
 A top notch marketing presence is critical.
 Marketing campaigns must track Leads and ROI in terms of your key metrics.
 Leads are Qualified and Handed to the Project Managers at the right time.
Licenses to Explore: HubSpot Marketing Free, Starter & Professional

3. CRM – CUSTOMER RELATIONSHIP MANAGEMENT
BRING IT HOMEWITH LEADS, PROJECTS AND REPORTING RESULTSI
INVESTORS – MEMBERS
 Collaborate on leads with local partners to secure a local and a regional win.
 A top notch marketing presence is critical.
 Marketing campaigns must track Leads and ROI in terms of your key metrics.
 Existing Industry Data can and should live in the database too – this is evidence for Prospects.
 BRE visits can be imported into the CRM or the Existing Industry Records contain BRE info that can be updated by local
agencies.
 Online survey’s can update BRE visits.
 Attracting and managing Investors –
Licenses to Explore: HubSpot Sales CRM Free, Starter,
Professional, Enterprise

4. OUR STORY – CAST
OF CHARACTERS
JENNIFER – EXECUTIVE
DIRECTOR
TOM WENGLER –PROJECT
MANAGER, NEW INDUSTRY
LOU BROCK –BUSINESS
RETENTION
STACY - MARKETING

5. WEBFORMS OR LIVE CHAT
 This tools allows you to engage with website
visitors.
 Sometimes live chat is preferable to having the
prospect fill out a form.
 You will receive alerts when a visitor initiates an
online chat with you.
 This data acts like a form in that the conversation is
tracked and saved in HubSpot too.

6. THEVISITOR SHARES SOME INFO – THIS UPDATES HUBSPOT
Just 3 piece of Info!
This Action createsThe Contact and Company
Record.
Web forms allow you to capture custom data too
so you could ask about Industry Cluster, Estimated
Capital Investment & workforce requirements.

7. THE COOL PART?
 Some of the data that is Auto-Populated in the Company Record……
 FT employees,Annual Sales
 LinkedIn,Twitter and Facebook company pages
 Capital raised
 WebTechnologies Used at the Company
Yeah, we have all of this data. And with HubSpot, it’s yours.

8. DATA ENTRY – NO BUENO…
HubSpot
Incredible
Company Data
with minimal
effort.

9. VIDEO:THE DATA PULLS IN AUTOMATICALLY

10. VIDEO: BUSINESS RETENTION DATA

11. IMPORT EXISTING INDUSTRY COMPANIES
HubSpot will give you a picture of your Industry Landscape
too.
Need to knowTop Employers by Industry Sector?
“Give us 17 minutes and an excel file with web addresses and we’ll tell you what you’ve got going on in your back yard.”
Do we really need to keep going with this presentation?

12. VIDEO: IMPORT COMPANIES TO GET THAT DATA

13. ALL THAT DATA IS AWESOME – BUT WEWANT MORE
You see the total picture in one
place – one screen allows you to
see all known info.

14. WHAT ABOUT PROJECTS?
Projects are called Deals in
HubSpot.
Deals capture key metrics and
the data is used to build your
reports.
The OctoUX EDO Template
contains the metrics and if we
don’t have the field, we’ll add it.

15. AVIEW OF OUR ECONOMIC DEVELOPMENT PROJECTS
You can dive into each project.
You can set different views to slice and sort the data.
Schedule your demo to experience this.

16. SOME REPORTS

17. FUNDRAISING – INVESTOR DEALS

18. EXPORTED REPORT

19. CUSTOMER ENGAGEMENT TOOLS
 Pricing is determined by reviewing your
requirements and selecting the number
and type of licenses that you will need.
 Each HubSpot license requires the
OctoUX EDOTemplate which is $20 /
month.
 We provide setup, configuration, training,
support and marketing retainers based
on your specific needs.
 OctoUX – Economic Development
Expertise and HubSpot Certified.
The EDO Industry Template from
OctoUX
Properly Enhances
HubSpot for your Economic
Development Organization.

20. HUBSPOT ADVANTAGES
 Pre-Configured for Economic Development
 Further enhanced for each organization by our team
 Data import included
 Industry Experts – we know what you are talking about and how you work
 No software developers – they are not required
 Easy to use & Lower Cost
 Licenses can be Mixed to achieve lowest possible cost
 Interface with g-mail and Outlook / Office 365
 We have a passion for Economic Development and for your Profession
 Marketing Hub Professional Suite is very, very strong – this may be a future implementation (come to our next
session to experience this)

21. CUSTOMER ONBOARDING PROCESS – NEXT STEPS
 Proposals Signed
 HubSpot Configured
 Contact Excel Document Provided to Us – you export we import.
 Design Review – ensures proper set up.
 Training Schedule 4-6 (50’ training sessions are held online). Or, we can do an on-site intensive over 1-2 days.
 Support is provided on demand, by the hour, as needed. HubSpot Support is also available.
 Marketing Retainer / Coaching – required if Marketing Hub is purchased.
 30, 60, 90 day review of the system after final training session is completed. (25’ meeting online) is also provided.