How to set up the CRM that powers a large digital marketing agency based on the example of HubSpot and Verseo
Posted: Wed Feb 19, 2025 9:57 am
Every business owner will eventually have to face the hard truth: in today’s world, CRM is not just a possibility, but a necessity if you want to grow your business. It no longer provides a competitive advantage – in its most basic form, it simply closes the technology gap between the pack and the laggards. Carefully choosing and ultimately mastering CRM capabilities can help you catch up with the leaders.
We experimented with CRM software for a long time before finally choosing HubSpot. Thanks to those formative years, we knew what a company like ours—a growing digital marketing agency—should expect, what we needed to learn, and where we should go next.
We’ll show you how we use a CRM system – which features digital marketing agencies like Verseo consider mandatory, optional or useless. And how to successfully streamline business processes with great efficiency. Read on!
What is a CRM system?
While it may seem obvious, let’s start with a few definitions. CRM stands for Customer Relationship Management. In business terms, it usually refers to software that helps manage contacts and, where indonesia mobile database possible, marketing, sales, and service activities. The digital market is thriving thanks to applications like Salesforce, HubSpot, Zoho, Bitrix24, Salesmanago, Pipedrive, and many, many others. Each of them has the same core, but with completely different philosophy, logic, user experience (UX), and additional functionalities or integrations with external services.
At Verseo, we realized this early on, after a few months of using Excel as a CRM tool. Dynamic changes, marketing consents, communication control - all of this combined represents a huge challenge for a company. And Excel was definitely not “the right tool”, at least when it came to contact management.
Sales process optimization
One of the main reasons Verseo decided to implement Hubspot was to streamline its sales process. By leveraging Hubspot’s sales automation tools, Verseo was able to automate its sales process, from lead generation to closing deals. The software allowed the sales team to track lead behavior, prioritize leads, and set follow-up tasks, making the entire process more efficient and effective. As a result, Verseo saw an increase in sales productivity and a reduction in the time it took to close deals.
What features were most important at that time?
Mailing sequences - basic automation that, in a business context, allows sales specialists to return to prospects after some time and monitor opportunities for cooperation;
Email templates - with the increasing number of emails, this has become more of a necessity than an option;
Making and recording calls - the basis not only for cold calling, but also for commercial work.
Today, we use the vast majority of Sales Hub features - deal pipelines, meetings, automation, and more.
Which sales-related HubSpot features do we consider least important?
We experimented with CRM software for a long time before finally choosing HubSpot. Thanks to those formative years, we knew what a company like ours—a growing digital marketing agency—should expect, what we needed to learn, and where we should go next.
We’ll show you how we use a CRM system – which features digital marketing agencies like Verseo consider mandatory, optional or useless. And how to successfully streamline business processes with great efficiency. Read on!
What is a CRM system?
While it may seem obvious, let’s start with a few definitions. CRM stands for Customer Relationship Management. In business terms, it usually refers to software that helps manage contacts and, where indonesia mobile database possible, marketing, sales, and service activities. The digital market is thriving thanks to applications like Salesforce, HubSpot, Zoho, Bitrix24, Salesmanago, Pipedrive, and many, many others. Each of them has the same core, but with completely different philosophy, logic, user experience (UX), and additional functionalities or integrations with external services.
At Verseo, we realized this early on, after a few months of using Excel as a CRM tool. Dynamic changes, marketing consents, communication control - all of this combined represents a huge challenge for a company. And Excel was definitely not “the right tool”, at least when it came to contact management.
Sales process optimization
One of the main reasons Verseo decided to implement Hubspot was to streamline its sales process. By leveraging Hubspot’s sales automation tools, Verseo was able to automate its sales process, from lead generation to closing deals. The software allowed the sales team to track lead behavior, prioritize leads, and set follow-up tasks, making the entire process more efficient and effective. As a result, Verseo saw an increase in sales productivity and a reduction in the time it took to close deals.
What features were most important at that time?
Mailing sequences - basic automation that, in a business context, allows sales specialists to return to prospects after some time and monitor opportunities for cooperation;
Email templates - with the increasing number of emails, this has become more of a necessity than an option;
Making and recording calls - the basis not only for cold calling, but also for commercial work.
Today, we use the vast majority of Sales Hub features - deal pipelines, meetings, automation, and more.
Which sales-related HubSpot features do we consider least important?