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Hubspot Overview
Zellus Marketing
BENEFITS
Marketing Automation
Simplify certain tasks to make room for
more important ones.
Integrated Tracking
Offer more specific and accessible
analytics than what is available with
free solutions.
Team Collaboration
Multiple users can fulfill tasks and keep
up to date through integrated system.
INBOUND METHODOLOGY
BUYER’S JOURNEY
MARKETING DASHBOARD
TABLE OF CONTENTS
1. Contact Management
2. Email Marketing
3. Calls-to-Action
4. Workflow Automation
5. Social Media
6. Reporting Tools
7. Content Calendar
CONTACT
MANAGEMENT
Contacts can be segmented into
specific groups that can have content and
emails focus on their needs/concerns.
Interactions are recorded by website or noted
by users. Detailed timelines are viewable by
all users.
Hubspot focuses campaigns and all activities
around personas, ideal customer generalizations
that fit a certain demographic and potential
customer base.
EMAIL
MARKETING
Everything Mailchimp
does and more. Emphasis
on individual interactions
rather than group results.
Desktop Notifications when
lead interacts.
CALLS-TO-
ACTION
Trackable buttons that lead to specific
offering pages. Captures leads and
records their interactions.
WORKFLOW
AUTOMATION
Hubspot enrolls users who perform
certain actions into Workflows, which
follow a set of logic actions that make
it appear more personal. It automates
and streamlines the outreach process.
This allows marketing and sales to
focus on and cater to multiple groups.
SOCIAL MEDIA
Hubspot monitors social media,
tracking the reactions/results
of posts. Also allows users to
post to any social media within
the interface. Hubspot
emphasizes Twitter, which has
been gaining a lot of B2B users
in the past year.
REPORTING
TOOLS
Tracks many things and can produce customized
reports including traffic sources, keyword SEO
status, and competitor rankings.
CONTENT CALENDAR
All major content actions (see filter)
are recorded in the calendar and
future tasks can also be assigned to
any user.
SALES DASHBOARD TABLE OF CONTENTS
1. Sales Contacts
2. Sidekick
3. Deals
4. Tasks
SALES CONTACTS
Similar to marketing contacts section,
however, you can filter all contacts
into types or even actions they have
done in the past.
Companies page basically
groups individuals into
the organizations to which
they belong.
SIDEKICK
Also Viewable in
Contact Timeline
On Marketing Side
Prospects System
A powerful tracking software that somehow knows
what companies are visiting your website without
getting any contact information from them.
Contact Tracking
Notifies you on-the-fly with desktop notifications
when contacts interact with your content. Additional
$10/m for unlimited notifications
(comes with 200/m free)
DEALS
Deals is a section for the sales person
to record how a contact is moving
through the sales process.
This replaces the notebook of- “Call
Jim because he said he’s interested.”
Contacts from Marketing side can be
placed in the queue.
TASKS
Tasks record specific actions used
to develop that lead or any other
assignments that need
accomplished.
Inbound on a budget
LEADIN
Leadin is a Wordpress plugin made by Hubspot. It integrates with
Mailchimp so when people put information into the site, it assigns
them into lists. It might be considered like Workflow and Contact
Management but dumbed down. What you see on this page is what
Leadin does, nothing more: contact sign up and recording.

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Hubspot Overview

  • 2. BENEFITS Marketing Automation Simplify certain tasks to make room for more important ones. Integrated Tracking Offer more specific and accessible analytics than what is available with free solutions. Team Collaboration Multiple users can fulfill tasks and keep up to date through integrated system.
  • 5. MARKETING DASHBOARD TABLE OF CONTENTS 1. Contact Management 2. Email Marketing 3. Calls-to-Action 4. Workflow Automation 5. Social Media 6. Reporting Tools 7. Content Calendar
  • 6. CONTACT MANAGEMENT Contacts can be segmented into specific groups that can have content and emails focus on their needs/concerns. Interactions are recorded by website or noted by users. Detailed timelines are viewable by all users. Hubspot focuses campaigns and all activities around personas, ideal customer generalizations that fit a certain demographic and potential customer base.
  • 7. EMAIL MARKETING Everything Mailchimp does and more. Emphasis on individual interactions rather than group results. Desktop Notifications when lead interacts.
  • 8. CALLS-TO- ACTION Trackable buttons that lead to specific offering pages. Captures leads and records their interactions.
  • 9. WORKFLOW AUTOMATION Hubspot enrolls users who perform certain actions into Workflows, which follow a set of logic actions that make it appear more personal. It automates and streamlines the outreach process. This allows marketing and sales to focus on and cater to multiple groups.
  • 10. SOCIAL MEDIA Hubspot monitors social media, tracking the reactions/results of posts. Also allows users to post to any social media within the interface. Hubspot emphasizes Twitter, which has been gaining a lot of B2B users in the past year.
  • 11. REPORTING TOOLS Tracks many things and can produce customized reports including traffic sources, keyword SEO status, and competitor rankings.
  • 12. CONTENT CALENDAR All major content actions (see filter) are recorded in the calendar and future tasks can also be assigned to any user.
  • 13. SALES DASHBOARD TABLE OF CONTENTS 1. Sales Contacts 2. Sidekick 3. Deals 4. Tasks
  • 14. SALES CONTACTS Similar to marketing contacts section, however, you can filter all contacts into types or even actions they have done in the past. Companies page basically groups individuals into the organizations to which they belong.
  • 15. SIDEKICK Also Viewable in Contact Timeline On Marketing Side Prospects System A powerful tracking software that somehow knows what companies are visiting your website without getting any contact information from them. Contact Tracking Notifies you on-the-fly with desktop notifications when contacts interact with your content. Additional $10/m for unlimited notifications (comes with 200/m free)
  • 16. DEALS Deals is a section for the sales person to record how a contact is moving through the sales process. This replaces the notebook of- “Call Jim because he said he’s interested.” Contacts from Marketing side can be placed in the queue. TASKS Tasks record specific actions used to develop that lead or any other assignments that need accomplished.
  • 17. Inbound on a budget
  • 18. LEADIN Leadin is a Wordpress plugin made by Hubspot. It integrates with Mailchimp so when people put information into the site, it assigns them into lists. It might be considered like Workflow and Contact Management but dumbed down. What you see on this page is what Leadin does, nothing more: contact sign up and recording.