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Operations Hub
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As a Certified HubSpot Solutions Partner Agency, we offer you free HubSpot guides to help you make the most of your subscription.

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General

Free HubSpot features cheat sheet

A guide to all your free HubSpot features

A list of all the free features within HubSpot’s Hubs. Includes all free features from the Marketing, Operations, Sales, and Service Hubs, in addition to other free tools.

Why Choose HubSpot as your CRM?

An overview.

An in-depth overview of the HubSpot Smart CRM and the value of having a single source of truth. Learn how the platform empowers teams to provide customers with an unparalleled customer experience.

Is HubSpot right for your business?

Quick Sheet. 

A brief overview of HubSpot and the value of the Smart CRM as a single source of truth. Learn how HubSpot offers better solutions for sustainable business development.

Lead Scoring in HubSpot

Setting up lead scores that make sense

How to use HubSpot to create effective lead scores. There are many ways to leverage lead scoring in Marketing, Sales, and Service Hub to determine the right time to reach out to prospects and customers throughout the buyer journey.

HubSpot CRM Customization

What sets it apart from competitors?

See how HubSpot’s CRM customization stacks up against competitors. From playbooks and custom cards to UI extensions and associations, discover why HubSpot offers the flexibility, ease of use, and scalability that growing businesses need.

Introduction to HubSpot Seat Types

Find the right fit for your team
Learn about HubSpot’s seat types and find the right fit for your team. Based on your role and responsibilities, understand what each seat type offers—from view-only access to advanced sales and service tools.

HubSpot CRM Customization

Competitor Comparison

Learn how to tailor HubSpot’s Smart CRM with custom objects, properties, and associations to fit your business needs.

Comparisons

HubSpot versus Salesforce comparison

Choosing the right CRM for your business:

HubSpot and Salesforce are two of the highest rated CRMs on the market, but they present key differences. Look at a side-by-side comparison of each platform’s core features, functionality, ease of use and short term results.

A guide to SalesForce marketing integrations: Why you should choose HubSpot over Marketing Cloud Account Engagement

Why you should choose HubSpot over Marketing Cloud Account Engagement

A side by side comparison of HubSpot’s Marketing Hub and Marketing Cloud Engagement, as it pertains to SalesForce integration. Understand the integrations better with a simple yet informative overview. 

HubSpot versus Microsoft Dynamics comparison

Tracking your investment in sales and marketing

Compare the functionality of HubSpot and Microsoft Dynamics 365. HubSpot offers a range of sales and CRM features not found in a Microsoft Dynamics subscription, with some customers seeing a massive uptick in closed deals just 1 year after switching to HubSpot. 

HubSpot versus Pipedrive comparison

Going beyond a sales focused CRM: Choosing a multifunctional CRM

Both HubSpot’s Sales Hub and Pipedrive sport excellent ease of use. However, Pipedrive is a sales-focused CRM, while HubSpot also features marketing, sales, customer service, operations, and content creation–all using the same database as a single source of truth. Get a full comparison with this Sales Hub vs. Pipedrive features overview. 

HubSpot versus Constant Contact comparison

Choosing a cloud based CRM for sales and marketing features

HubSpot and Constant Contact both have useful CRM and marketing tools. The key difference is that Constant Contact’s features are more limited, while HubSpot for Marketers provides a cloud-based CRM with an all-encompassing platform for marketing, sales, customer service, operations, and more.

HubSpot versus Zoho comparison

Selecting the right customer engagement CRM

HubSpot and Zoho are both popular CRMs for customer engagement, but provide uniquely different experiences to users. A closer look at Sales Hub versus Zoho CRM reveals noticeable differences that can affect the trajectory of your business.

WordPress vs HubSpot Content Hub

Deciding between Wordpress and HubSpot Content Hub?

Explore a full comparison between Wordpress and Content Hub. HubSpot offers an integrated, AI-powered platform designed to grow your business. With features like CRM-powered personalization, AI content generation, and seamless web traffic analytics, Content Hub simplifies website management, from drag-and-drop ease to content staging and multilingual support. WordPress, while powerful for site building, lacks these growth-focused tools and comes with maintenance headaches, plugin issues, and disconnected systems. HubSpot unifies your marketing, sales, and customer service efforts for faster, more scalable results.

Marketing Hub

Marketing Hub ROI

Marketing Hub ROI: Customer Data & Case Studies

This document includes KPIs demonstrating the true ROI of HubSpot Marketing Hub, including customer case studies for real-world proof of use. Learn how customers using the Marketing Hub have seen dramatic improvements in efficiency, lead generation, speed to lead, increased website traffic, and more.

Marketing Hub Enterprise Buyer Guide

Top marketing automation software explained 

A guide to Marketing Hub Enterprise versus competing marketing automation software. Learn about features like email marketing automation software, and how Marketing Hub solves competition for consumer attention, incomplete marketing data, and cobbled tech stacks.

A guide to HubSpot’s Marketing Hub Starter

Get the tools to give your marketing that personal touch, without the personal time

An overview of Marketing Hub Starter and all the benefits it provides to businesses like yours. Accessible analytics, simple automation, and powerful marketing tools that allow you to engage and convert customers without a big time commitment.

A guide to HubSpot’s Marketing Hub Professional

Creating personalized, relevant, and engaging customer experiences–at scale

How Marketing Hub Professional can transform businesses as they scale. Professional enables businesses to scale the customer experience authentically by providing a new way to think about how customer and marketing engagement data interact.

An overview of HubSpot’s Marketing Hub Enterprise

Spend less time evaluating software and more time delighting customers

Insights into how Marketing Hub Enterprise provides marketing software for scaling teams minus the complexity that other platforms present. Powerful and easy to use, Enterprise is customizable, empowering, and drives remarkable customer experiences.

Marketing Hub Features Overview

Compares Starter, Professional, and Enterprise

A quick-reference guide to HubSpot's Marketing Hub features across Free, Starter, Professional, and Enterprise tiers. Includes essential tools for lead generation, marketing automation, analytics, and team collaboration. Details on Core Seat pricing and add-ons for scaling your marketing efforts.

Marketing Hub Professional vs. Starter

Comparison

Discover the key differences between Marketing Hub Starter and Professional. This guide highlights how scaling teams can benefit from advanced automation, reporting, and customization features in the Professional tier.

Marketing Hub vs. HubSpot for Marketers

Comparison

Explore the difference between Marketing Hub and HubSpot for Marketers. Learn how HubSpot for Marketers combines Marketing Hub’s trusted tools with AI-powered content creation features from Content Hub to fuel your entire customer journey.

Sales Hub

Sales Hub Features Overview

Compares Starter, Professional, and Enterprise

Trouble deciding which Sales Hub offering is the best fit for your business? This cheat sheet lists a straightforward overview of all Sales Hub features. Includes a list of all portal and seat features available at every level Sales Hub-Starter, Professional, and Enterprise.

Operations Hub

HubSpot Operations Hub core offerings

Driving Revenue Operations 

An overview of HubSpot Operations Hub core offerings, and how it can boost your revenue operations (Rev Ops) strategy. Learn how Ops Hub helps HubSpot customers connect tools, clean customer data, automate business processes, and achieve a more efficient ops team for a friction-free customer experience.

Why choose Operations Hub for business development?

An overview

A detailed overview on HubSpot Operations Hub and how it helps teams focus on growth via a seamless and powerful platform. Teams align with Data Sync and Data Quality Automation, adopt better business processes with Datasets, and adapt to Programmable Automation, becoming more efficient as a result of this impactful toolset.

Operations Hub features overview

Deciding on which Operations Hub tier to purchase?

Here’s a quick and straightforward overview of HubSpot Operations Hub’s core features. This PDF includes all Ops Hub portal features in Starter, Professional, and Enterprise packages. 

Content Hub

HubSpot Business Units versus Domains

Managing multiple brands on one HubSpot account

An overview of HubSpot business unit settings and key differences from domains. Both business units and domains can help you manage multiple brands at once, but come in handy for different use cases. Look at the qualifications checklist to see which option is the right fit for you.

Wordpress versus HubSpot CMS

Choosing the best content management platform for you

Both HubSpot’s Content Hub and WordPress provide businesses of all sizes with versatile content management systems (CMS), but they are very different products. This PDF offers a detailed comparison between HubSpot CMS and Wordpress and their two separate approaches to customer engagement. 

Content Hub Features Overview

A quick Content Hub breakdown

This one-sheeter highlights the key features of Content Hub across all tiers, from free tools to premium functionalities. Explore the tools available for content management, marketing, email automation, reporting, and more. Whether you're using the free version or the advanced professional package, Content Hub offers powerful features like AI-powered content assistants, custom portals, content staging, and integrations with popular apps like Slack and Microsoft Exchange.

Content Hub vs CMS Hub Features

Key differences between CMS Hub and Content Hub

While CMS Hub provides powerful tools for creating CRM-powered web experiences, Content Hub takes it a step further with AI-powered content creation and management tools. Content Hub not only supports blogs, landing pages, and webpages but also enables the management of podcasts, videos, case studies, and more. Plus, it streamlines content creation and repurposing, making it easier for teams to create and manage content across multiple channels and touchpoints in the customer journey.

Migrating your website to Content Hub

Migrating to Content Hub doesn't have to be a hassle

With HubSpot’s website migration service, you can seamlessly transition your site to the powerful, flexible platform that offers a drag-and-drop editor and customizable code options. Whether you're refreshing your website’s design or maintaining its current look, our HubSpot Replatforming team will handle the heavy lifting. Take advantage of evolving Content Hub features, scalable themes, and a CMS built to grow with your business.

WordPress vs HubSpot Content Hub

Deciding between Wordpress and HubSpot Content Hub?

Explore a full comparison between Wordpress and Content Hub. HubSpot offers an integrated, AI-powered platform designed to grow your business. With features like CRM-powered personalization, AI content generation, and seamless web traffic analytics, Content Hub simplifies website management, from drag-and-drop ease to content staging and multilingual support. WordPress, while powerful for site building, lacks these growth-focused tools and comes with maintenance headaches, plugin issues, and disconnected systems. HubSpot unifies your marketing, sales, and customer service efforts for faster, more scalable results.

Service Hub

Service Hub Features Overview

Deciding which Service Hub subscriptions you need?

This cheat sheet details all of HubSpot’s Service Hub features. A straightforward overview of Service Hub features. Includes a list of all portal and seat features available at every level Service Hub – Starter, Professional, and Enterprise.

Using HubSpot Service Hub to improve the customer experience

Unlock the value of Service Hub and its tools to put customers first.

Service software like chatbots and knowledge bases facilitate self-service into pipelines, while integrating all customer service data into HubSpot’s CRM platform—providing yet another form of seamless integration.

Custom surveys in HubSpot Service Hub

Receive more meaningful feedback from customers

A concise look at how the Service Hub can help provide customized surveys and gather invaluable feedback from customers. Increase customer retention by listening and making them feel valued. Capture unique feedback, share valuable insights with teams, and better understand your customers.

Service Hub Deep Dive

Why Choose HubSpot Service Hub?

Explore the 2024 Service Hub Pitch Deck, where AI-first, omnichannel solutions meet scalable customer service. Learn how Service Hub helps CX leaders enhance personalized service, drive retention, and improve ticket resolution times. Designed for growth, this all-in-one platform supports your team and customers.

Commerce Hub

Commerce Hub 101

The essential guide
Get a handle on your commerce data with HubSpot’s Commerce Hub. From connecting Stripe to processing payments and managing invoices, learn to streamline transactions, set up workflows, and utilize data for smarter selling.

Breeze Intelligence

Breeze Intelligence vs. Apollo.io, Zoominfo, 6Sense

Top data enrichment tools compared

See how Breeze Intelligence stacks up against top data enrichment tools. Get a clear view of ease of use, setup speed, and unified data features that give HubSpot users a fast path to value.

Breeze Intelligence Data Enrichment Features Overview

Unlock richer customer profiles with Breeze Intelligence. 

Gain insights fast with automated data enrichment for improved targeting, lead scoring, and personalization.

Breeze Intelligence Pricing Guide & Credit Guide

Flexible credit system

Learn how Breeze Intelligence’s flexible credit system works. Find out how different plans scale to meet your data enrichment needs.

Smart CRM: HubSpot's Unified Customer Platform

What is a Smart CRM?

Powered by Breeze Intelligence, HubSpot’s Smart CRM unifies customer data, teams, and tools for a complete view of every customer. Discover faster, AI-powered insights to drive personalized experiences at scale.

Automations

HubSpot automation overview

HubSpot marketing automation improves flexibility and reduces costs.

At the core of HubSpot lies powerful automation that serves many of its Hubs. Learn about marketing, sales, service, and operations automation and how to connect data across teams to build personalized relationships with customers, at scale. 

Combining hubs

How aligning HubSpot’s Marketing and Sales Hubs delights customers

Providing seamless, consistent, and reliable customer experiences

An overview of how your business can win on customer experience. Understand the impact on your company and its customers through aligned Sales and Service Hubs.

Combining Sales & Marketing Hubs (Quick Sheet)

A Better Customer Experience

A brief look at how combining Sales Hub and Marketing Hub can help customers spend less time, money, and resources while making decisions and more time building deeper connections. Align your Marketing and Sales Hubs for less internal and external friction, happier customers, and more revenue.

Combining Sales & Marketing Hub (Case Studies)

Increase ROI & drive returns

HubSpot customers see improved ROI when aligning the Marketing and Sales Hubs. See HubSpot ROI metrics, including real users’ improvements in efficiency, inbound lead growth, closed deals, website traffic, and more.

Combining Marketing & Operations Hub (Quick Sheet)

Better data, automation, and reporting

Aligning Marketing Hub with Operations Hub will streamline your data, automation, and reporting, help your team run more efficiently, and ultimately lead to a better customer experience. Read the full report on how Marketing and Ops Hub work together to delight customers. 

Use Cases for Combining Marketing & Operations Hub

Increase Efficiency and Transform Customer Experience

Optimize data, automation, and reporting. Transform customer service. Twenty real-life examples of using Marketing and Operations Hub to help your business run and grow better.

Case Studies on Combining Marketing & Operations Hub

Real customer results

HubSpot customers see increased ROI after aligning Marketing and Operations Hubs. This document includes real data and feedback from customers who achieved efficiency, employee satisfaction, customer growth, and more with these two hubs. 

HubSpot for Marketers Features Overview

Combining Marketing Hub and Content Hub Enterprise 

HubSpot for Marketers combines Marketing Hub and Content Hub. Get a complete overview of free and Enterprise level HubSpot for Marketers features. Perfect for understanding tools like content management, lead generation, and team collaboration—all designed to help marketers scale.

Marketing Hub vs. HubSpot for Marketers

Comparison

Explore the difference between Marketing Hub and HubSpot for Marketers. Learn how HubSpot for Marketers combines Marketing Hub’s trusted tools with AI-powered content creation features from Content Hub to fuel your entire customer journey.

Industry Specific

HIPAA Compliance in HubSpot

Storing Health Data in HubSpot

Everything Healthcare providers, Hospitals, Medtech companies, and other Medical Industry organizations need to know about HubSpot's HIPAA compliance settings. HubSpot’s Smart CRM enables secure storage and management of HIPAA-compliant health data, offering seamless integration across sales, marketing, and customer service while ensuring compliance and data safety.

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