HubSpot to manage smart working in a… smart way

To work effectively remotely (but also in the office, actually) you need good organization and the right tools. An integrated platform like HubSpot is perfect for managing marketing activities in the best way, helping the team to work truly effectively, regardless of where people are physically located.

2020 was the year of smart working due to lockdown. We still don’t know what 2021 will bring, but it is certain that the world of work is changing, especially for those who work in “immaterial” sectors such as marketing or communications.

There are companies that have reduced their

Offices and torn up rental contracts, others that aim to work 100% remotely. There are those who have chosen southworking with a sea view and those who simply do not disdain working a few days a week in tracksuit and slippers.

In any case, to coordinate a work team that operates, entirely or partially, remotely, it is essential to have the right tools.

Digital tools , of course, that can be accessed via the web by all collaborators in a simple way, and easy to use, regardless of technical skills.

Many of us are now familiar with tools that solve practical problems, such as Zoom or Google Meet for video calls, or Google Drive for file sharing.

But what about the actual organization of remote work?

We use HubSpot , and we’ll explain why we think it can make the work of those who deal with marketing and communications easier, whether it’s a team of 50 people… or just one.

To manage the works
The “Sales” section of HubSpot offers the Deals functionality to manage orders and Tasks to manage individual activities to be carried out.

How are we doing?

Deals offers an overview of all open jobs : you can filter them by customer, by “owner” of the contact (e.g. the sales person or the PM who follows them), by progress status. In the agency we use deals to keep track of all open orders, whether they are prospects, to do, awaiting feedback or closed. By associating the amount to each deal you can also keep an eye on the overall economic picture.

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Who does what and when?

Within deals, you can assign c level contact data tasks to yourself or your collaborators, so you can also keep track of daily operations.

Especially for those who work remotely buy lead and have control anxiety, this tool is invaluable in replacing emails, WhatsApp, chat notifications and a thousand other ways to torture your collaborators, with the only sure result of driving them crazy. Just check the tasks to know what needs to be done and what has already been done.

To manage communication

Update the site, publish the news, remove the Christmas greetings…
With a website and blog hosted on HubSpot, all the “minor” changes can be managed independently, without needing to know anything about HTML or programming. Bye bye obsessive calls to the web agency that never responds. Especially when it’s February and you still have the video of Santa Claus with the reindeer and the closed for holidays sign on your home page.

Schedule and track social media posts

Facebook, Instagram, LinkedIn, Twitter: remembering all the passwords, logging into every social network and then… posting the exact same post everywhere. Of course, there are tools specifically for scheduling social posts, such as Hootsuite, but do you want to have just one platform to do everything?

With HubSpot you can write the post, schedule it, and decline it on all your social channels.

And if you don’t trust your social media manager, you can go and check all the posts in draft (draft), scheduled or published, and possibly edit or delete them. In addition to seeing the reports at a glance, of course.

Send newsletters and manage webinars

But did you send the DEM? How can I import the contact list into Mailchimp? And see the reports? It goes without saying, HubSpot also offers integrated email management.

Also useful for managing invitations, recalls and follow-ups to webinars on Zoom, which have become the new events in times of social distancing, an excellent system for getting in touch with old and new customers.

Read also: How to do Webinars? (with downloadable templates and strategy examples)

Next level: marketing automation

Digital marketing is not just about communicating online, but also about doing it in a systematic and automated way. Set up the perfect workflow to keep in touch with your leads and… not only will you no longer have to go to the office, but you won’t even have to bother sending recall and follow-up emails!

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