HubSpot is a leading CRM for growing companies, especially B2B software and service businesses. When it's used effectively, it becomes a true instrument for growth by aligning marketing, sales, and customer service teams and functions.
So, if HubSpot is (or hopefully will be) the vehicle driving your company's growth, then users and teams are the engine under the hood. Knowing how to manage users and teams is the cornerstone of utilizing HubSpot to its fullest potential. Here's the Gist:
Understanding HubSpot is key to identifying the people in your organization who would benefit from using it.
Managing users within HubSpot begins with understanding the difference between free users and paid seats.
Invite the world! Well, perhaps not quite. But you can indeed have unlimited free users in HubSpot. Free users have access to essential tools, perfect for newcomers to the platform.
Paid seats are the VIP experience of HubSpot. Both Sales Hub and Service Hub come with the option of paid seats, granting access to the platform's full array of powerful features.
It's worth noting that the Marketing, Operations, and CMS Hubs operate beyond the per-seat pricing model. They come packed with specialized features, each catering to their designated function.
The combination of free users and paid seats in HubSpot ensures that teams of all sizes and functions can find the perfect balance. It's all about customizing your HubSpot experience to best fit your team's unique requirements.
A closer look at the Sales and Service Hubs will reveal similarities and subtle differences.
Sales Hub is designed for the salesperson on the go. From sales automation to collaboration tools and comprehensive analytics, it supports a proactive sales process.
Service Hub focuses on customer service excellence. From support tools to team engagement and customer feedback management, it's all about enhancing customer relationships.
While both hubs share many features, their individual focuses make them unique tools suited for specific roles.
Enhance your HubSpot experience with the help of a Certified HubSpot Solutions Partner like The Gist.
Having a partner like us in your corner means an expert eye on your HubSpot implementation. From tailored solutions to efficiency boosts, a partner brings value and expertise. The best part? Inviting a partner into your HubSpot portal doesn't count toward paid seats.
Inviting a Certified HubSpot Solutions Partner is an investment in growth and efficiency. It’s like having a mentor guiding you through the labyrinth of tools and features in HubSpot.
Getting the hang of a new digital platform can be a bit tricky, but fear not! HubSpot puts a lot of emphasis on customizing permissions, so you can give your users exactly what they need, and nothing they don't. This not only boosts security, but also makes the user experience a breeze.
Tailor access to the exact needs of your team members. Custom permissions let you craft roles that align with your organizational structure.
If customizing isn’t your cup of tea, HubSpot offers default permission sets. These are ready-made roles, suitable for standard organizational structures.
In today's fast-paced digital world, being efficient is not just about getting things done quickly, but also about organizing them in a way that maximizes productivity. One of the key elements of achieving this is by organizing users into well-defined and functional teams.
By organizing users into teams, you can tailor the interface for each user, ensuring only the tools relevant to their role are visible and simplifying access management for administrators.
HubSpot's team-centric notifications ensure that only the right team or individual receives project notifications they need, eliminating irrelevant alerts and saving time.
In a world where data reigns supreme and decisions are driven by numbers, keeping tabs on user activity within HubSpot isn't just a boring managerial task, it's a strategic necessity. By monitoring the real-time pulse of teams and individuals on the platform, you can easily spot bottlenecks, lapses, and moments of brilliance.
Last Logins: It’s crucial, especially for remote teams, to know when a user was last active. This ensures everyone is contributing and keeping up with their tasks.
Import and Export Histories: Transparency isn't just a buzzword. By monitoring data inflow and outflow, you’re ensuring that your team handles vital information responsibly.
As teams change and evolve, it's important to regularly manage user access in HubSpot for security and efficiency. This includes removing users who no longer need access, ensuring the platform remains secure and resources are used wisely.
Why Remove Users?: Team dynamics change. Whether someone leaves or shifts roles, ensuring only the right people have access to your HubSpot is essential for security.
How to Remove Users: With HubSpot, removing users isn't complicated. Through the user settings, you can seamlessly deactivate accounts, ensuring no old accounts linger as potential security vulnerabilities.
To unlock the platform's full potential, it's essential to understand its features and best practices. Education is crucial, not just a nice-to-have. By providing your team with the right knowledge and support, you foster a culture of continuous learning and growth.
Managing users and teams in HubSpot may seem complex, but with this guide and the right partner like The Gist, it becomes a smooth and empowering process. Ready to take your HubSpot experience to the next level? Let's talk.