HubSpot's CRM Cards are your secret weapon for effortlessly bringing data from external systems into your CRM.
These custom cards let you show off formatted data, ask other systems for information on the fly, and even trigger predefined actions - all designed to enhance your CRM experience and make your life easier.
HubSpot's CRM Cards are similar to little informational snapshots of your data like customer information or activities. They can give you a quick overview of important details in your HubSpot instance like contact details, communication history, deals, and tasks.
HubSpot's CRM Cards offer valuable benefits to businesses across various industries, enabling efficient management of customer relationships. A few examples would include:
➢ Commerce: CRM Cards enable sales representatives to easily access customer preferences, purchase history, and contact information, allowing for personalized and targeted recommendations.
➢ Professional Services: Professional Services can utilize CRM Cards to track client profiles, project statuses, service tickets, billing details, and upcoming meetings. They also help with lead generation, client feedback monitoring, cross-selling opportunities, and referral tracking.
➢ SaaS: SaaS companies can benefit CRM Cards for a number of use cases. For example, their customer success team might create an SLA monitor to ensure their customers are receiving timely customer service or a Slack Channel card that allows you to easily create a new channel dedicated to that customer's ticket.
To learn more, check out our CRM Card Playbook here.
Across industries, reporting is a vital business function. It helps teams in a number of efforts like understanding market trends, evaluating performance, and informing strategy for the future.
CRM Cards help HubSpot users enhance their data analysis process. This means businesses can more efficiently and effectively analyze their customer data, sales figures, marketing performance, and other key metrics. This improved analysis can lead to better-informed strategies and decisions, ultimately contributing to business success.
One of the key benefits of CRM cards is the ability to sort and organize data based on your specific needs. Whether you want to analyze customer behavior, track sales performance, or monitor marketing campaigns, CRM cards can adapt to your requirements.
Exporting data for further analysis in external tools has never been easier. With HubSpot's CRM cards, you have the option to export your data to Excel, allowing you to manipulate and visualize information in a way that suits your reporting needs.
HubSpot understands the importance of a seamless user experience. An updated version of CRM cards now allows you to embed the data within the user interface itself. This means less time wasted switching between different tabs or windows, as all the information you need is conveniently available.
The beauty of CRM cards lies in their adaptability to a wide variety of use cases. You have the flexibility to tailor the cards to your unique reporting requirements. Whether you need to track customer engagement, monitor sales pipeline, or analyze marketing campaign effectiveness, CRM cards can be customized to deliver the insights you need.
HubSpot's CRM Cards are extremely user friendly - it's like the whole point! But they do require some expertise to get set up. Our team at Aptitude 8 has built out a bunch of CRM Cards for an array of use cases. Think your team could benefit or maybe you're just interested in learning more? Let's chat!