HubSpot CRM

HubSpot is the #1 customer relationship management (CRM) software for businesses, organizations, and non-profits who want to scale and grow.


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What is a CRM?

CRM is a customer relationship management software or SaaS (software‑as‑a‑service) that helps you:


Attract your target audience


Engage your leads


Convert your leads to customers


Deliver a delightful customer experience


Turn customers into your fans


It is a unifying platform for your executive, marketing, sales, customer service, and operations team that enables you to achieve your goals.


And it is the single source of truth on how your company operates and the experience your prospects, leads, and customers have with you.


To scale your business, you need to align and integrate your marketing, sales, and customer service teams into a more holistic Revenue Operations (RevOps) team.


Your CRM platform helps support these operations to attract, engage, convert, and delight your customers in a digital-driven marketplace.

Are all CRM the same

Are all CRMs
the Same?

Most CRMs only serve your sales team, leaving the rest of your company to cobble together different technologies that are difficult or impossible to integrate in a way that provides you with a holistic view of your company and how it is operating.


That’s because most legacy CRM platform companies expanded their capabilities over time by acquiring other software companies and then tried to make them work together. In addition, many CRMs are difficult to learn, expensive, hard to use, and take a long time to get onboarded and fully functioning.

It’s like trying to fit a square peg in a round hole.


In fact, many CRM platforms can come with a “Cobble Tax” that includes:


  1. Siloed Tools that make it harder to align
  2. Clunky UX that makes it harder to adopt
  3. An Inflexible Stack that makes it harder to adapt
HubSpot CRM

is Built Differently

HubSpot is different. It’s robust, easy-to-use CRM capabilities are built from the inside out, all with the same amazing user experience in mind.


It’s designed to equip your RevOps teams with the insights they need to drive performance and generate company growth.


HubSpot took all the critical elements of customer experience management – content, messaging, automation, reporting, and data – and handcrafted them into one unified code base with a single buyer’s experience at the center of it all.


It is crafted for Growth that includes:


  1. A Single Source of Truth that makes it easy to align
  2. One Intuitive UX that makes it easy to adopt
  3. A unified Codebase that makes it easy to adapt
Several connections

The HubSpot CRM helps you:


  • Improve your buyer experience with one customer record, not many.

  • Speed up team efficiency by combining efforts into one intuitive user experience.

  • Reduce total cost of ownership by taking a strategic approach to consolidation of your customer supporting technologies, apps, and tools.

HubSpot is the one true CRM Platform – one single source of truth, handcrafted with your customers experience in mind.


It empowers your revenue operations team, which includes marketing, sales, and customer service, to deepen their relationships with your customers, providing a best-in-class experience.


Built as
a Business Tool

HubSpot CRM consists of Hubs that are all built on the same foundation and unified code base. It’s notjust a sales tool but a business tool.


HubSpot’s CRM is the heart of a business, organization, or non-profit that wants to scale. You can start with one hub, a combination of hubs, or get the growth suite of hubs that provides greater outcomes such as:


  • Better customer satisfaction
  • Better customer retention rates
  • Faster company growth
  • Greater intent and capabilities to continue scaling

HubSpot’s CRM is a unified platform to help you grow better by:


Unifying Your Marketing,
Sales, and Service
Databases and Apps

Content Management
Company Records


Share Content
Between Teams

Contact Activity
Contact and Company Insights
Documents and Templates


Organize and Track

Reporting Dashboard
Live Chat
Conversations Inbox
Conversational Bots
Team Email

A Powerful Business Tool

The HubSpot CRM offers a full stack of products for marketing, sales, customer service, and operations that are powerful alone, even better when used together.


Xcellimark sells, onboards, trains, and supports the HubSpot CRM platform.







Marketing Hub

The HubSpot Marketing Hub is a CRM-powered marketing platform that has everything you need to get found, engage new people, and nurture them into leads that your sales team will love.

Attract Your Target Audience

  • Blog
  • Video
  • Social Media
  • SEO
  • Ads

Engage and Convert More Leads

  • Email Marketing
  • Marketing Automation
  • Calls-To-Action (CTAs)
  • Landing Pages
  • Forms
  • Thank-You Pages
  • Autoresponder Emails
  • Live Chat
  • Conversational Bots
  • A/B Testing
  • Smart Content
  • Behavioral Targeting

Report & Customize

  • Campaign Reporting
  • Website Traffic Analytics
  • Attribution Reporting
  • Custom Objects
  • Partitioning

Because Marketing Hub is part of the HubSpot CRM platform, marketers can keep data at the center of everything they do, enabling you to:

  • Use data to segment and target your audiences flawlessly.
  • Leverage automation to nurture contacts and handoff warm leads.
  • Create consistent content without the help of a web developer.
  • Report and optimize on the ROI of your marketing efforts.
  • Keep your messaging consistent across email, live chat and more.


The HubSpot CRM-powered website CMS platform enables you to grow your business by incorporating your website into your growth machine.

Create Remarkable Website Experiences with Ease

  • Drag-and-drop Editor
  • Website Themes
  • Membership-driven Content
  • Interactive Web Apps including
    • Payments
    • Event Registration
    • Local Website Development
  • Dynamic Content with HubDB

Optimize and Personalize Your Website

  • SEO and Recommendations
  • Contact Attribution Report Builder
  • Smart Content and Reporting
  • Chat, Forms, and Bots
  • Conversational Bots
  • Adaptive Testing
  • Web Analytics

Manage Your Growing Digital Presence

  • Standard SSL Certificate
  • Site Performance Monitoring
  • Brand Domains
  • Custom CDC Configuration
  • Activity Logs
  • 24/7 Security Monitoring and Threat Detection
  • Content Delivery Network (CDN)
  • Website Hosting and Management
  • Website Software Updates and Management

Because CMS Hub is part of the HubSpot CRM platform, it means you can turn your website into a CRM- powered website, enabling you to:

  • Use data to build personalized, sophisticated experiences.
  • Leverage automation to help scale your website.
  • Create better content by removing gatekeepers.
  • Report and optimize your web content effortlessly.
  • Keep your messaging consistent across all touchpoints.

Sales Hub

The HubSpot CRM-powered sales platform with time-saving tools gives you deeper insights into your prospects, automates busy work, and helps you close more deals faster.

Start Conversations

  • Email Tracking and Notifications
  • Email Sequences and Automation
  • Google Gmail and Microsoft Outlook Integrations
  • Calling
  • Task Automation

Deepen Relationships

  • Meeting Scheduling
  • Live Chat
  • Tasks and Activities
  • Account-Based Marketing
  • 1:1 Video
  • Mobile CRM App

Manage Your Pipeline

  • Pipeline Management
  • Playbooks
  • Rep Productivity Performance
  • Quotes
  • Sales Analytics and Reporting
  • Forecasting

Because Sales Hub is part of the HubSpot CRM platform, it means teams can eliminate friction and achieve unparalleled cross-functional alignment, enabling you to:

  • Use data to prioritize your outreach and predict pipeline health.
  • Leverage automation and put prospecting on autopilot.
  • Create sales enablement content that’s accessible and on-brand.
  • Report on rep efficacy with robust forecasting and sales analytics.
  • Keep your messaging consistent across all touchpoints.

Service Hub

The HubSpot CRM-powered customer service platform that gives you all the tools you need to provide world class service efficiently, enriching customer relationships and delighting customers as you scale.

Unite Teams and Channels

  • Ticketing
  • Calling
  • Team Management
  • Team Email
  • Conversations Inbox
  • Conversational Bots

Scale Support

  • Knowledge Base
  • Email Sequences and Automation
  • Task Automation
  • Ticket Automation
  • Templates
  • Live Chat

Power Proactive Service

  • Time-to-Close Reports
  • 1:1 Video
  • Ticket Closed Reports
  • Feedback Surveys
  • Rep Productivity Performance

Because Service Hub is part of the HubSpot CRM platform, it helps teams scale their support, delight their customers efficiently, and drive retention and growth, enabling you to:

  • Use data to understand the complete history of every customer.
  • Leverage automation to resolve customer issues quickly and efficiently.
  • Create knowledge base content that aligns with your brand.
  • Report on customer insights and the efficiency of your service.
  • Tackle all of your messaging right from the CRM.

Operations Hub

The HubSpot CRM-powered operations platform connects your apps, synchs and cleans customer data, and automates every process for a friction-free business (and customer) experience.

Connect and
Clean Customer Data

  • 500+ integrations
  • Real-time two-way data sync
  • Historical sync
  • Data deduplication
  • Field mappings
  • Dynamic Content with HubDB

Every Business Process

  • Programmable automation
  • Data quality automation
  • Webhooks

Because Operations Hub is part of the HubSpot CRM platform, it enables you to:

  • Align around a single source of truth for data
  • Leverage flexible automation to streamline your process.
  • Create more personalized, data-powered content.
  • Report with clean, consistent, and up-to-date data.
  • Segment your messaging to improve your CX.






Xcellimark’s HubSpot Onboarding Differences Include:

Xcellimark offers personalized onboarding to get your team up and running more quickly, helping you overcome key challenges when moving to your new CRM.


We do the onboarding
work for you

HubSpot tells your team what
to do and the responsibility
is on you to do it correctly, efficiently, and effectively.


We customize your
HubSpot CRM Hubs to your
company and team

Instead of trying to fit your
company and team into HubSpot.


Our onboarding process
sets your company
up for success.

While you can get generic training
videos from HubSpot, Xcellimark steps outside the one-size-fits-all training model to onboard
your team personally, customizing it to your HubSpot license, your operations, and your
business needs.


HubSpot Training
and Consulting

Xcellimark offers personalized HubSpot training and consulting to help maximize your investment in HubSpot and to help you better understand how to use the HubSpot system to specifically fit the needs of your company.


Our training and consulting process includes:


  • Free consultation to understand your company, goals, challenges, and how HubSpot can be used to help you achieve your goals and overcome your challenges

  • Assessment of your HubSpot CRM Hubs (Marketing, Sales, Service, CMS, Operations) Initial call to review roles, responsibilities, and customer obligations

  • Custom training agenda personalized and finalized for your team.

  • Reasonable preparation to prepare for your training

  • Schedule training dates and time

  • Web-based training delivered. On-site training available in certain locations

  • Recording of training video provided for reference

  • Ongoing consulting and support (optional)

Get the flexibility and security you deserve to grow with Xcellimark and HubSpot.

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