What is HubSpot?
HubSpot defines itself as a “CRM platform that gives businesses everything they need to deliver the best customer experience in one place.” Its goal is to centralize and connect all of your customer-related activities and efforts to create personalized, unique experiences .
The platform is made up of different softwares, which can work independently, but when combined, the impact of the efforts is much more significant. These are Marketing Hub , Sales Hub , Service Hub , CMS Hub and Operations Hub . Each of them has several licenses, which vary in functionality and, of course, price. We leave them here in case you want to review them .
Now, what internal processes can you automate with HubSpot?
If we unleash our creativity, HubSpot Pro licenses onwards allow us to do a large number of automations, both with our clients and our internal team. To apply it internally, the only thing we need is that within our database are, in addition to the prospects and clients, all the members of our team , with basic information that helps us segment them and trigger certain actions. Below, I will tell you some ideas:
1. Send the anniversary or birthday postcard
This initiative is great for recognizing and congratulating our employees, whether on their birthday or the day they complete another year at your company. All you need to do is include a date property within the contact information that contains the date of birth or the date they joined the company. With this, you can schedule a workflow centered on a date property, which repeats annually, where an email is sent with a message, which you can also customize through a property.
Talking a little more about this email personalization, one benefit of this tool is that you can create a single email, with dynamic content and personalization tokens that allow us to adapt to each person, and generate more relevant experiences for our employees .
2. Send internal communications
Having separate software to send internal communications to your employees or simply sending mass emails from your inbox may not be the best idea, so we recommend taking advantage of the same automation software you use for your clients. This will allow your administration and human resources team to send mass or segmented emails with the most relevant information and news about your company (plus they can have nicer designs). They can even include dynamic content that varies depending on the position or area they belong to.
3. Survey your employees
When we don't have human resource management tools, it can sometimes be a bit complicated to make efforts to evaluate the satisfaction of your employees or, in general, receive feedback on their experience in the company. That's why sending surveys from HubSpot, starting with the Service Hub Pro license, becomes valuable . The types of surveys included are NPS, CES, CSAT or custom, which can be scheduled to be sent at any time, for example after the onboarding of a new employee, after six months in the company, among others.
Now that you know some ideas for automating internal processes, what did you think of them? Are you going to implement any of them? If you can think of more ways to take advantage of HubSpot, share them in the comments.
