Powering Revenue, repeatedly with HubSpot

IT companies operate in a highly competitive space where timely follow-ups and personalized engagement can make or break deals.

With HubSpot, IT service providers can:

• Capture and qualify inbound leads with automated workflows
• Score prospects based on engagement, company size, and needs
• Automate email sequences to nurture prospects with case studies, white papers, and demo invites
• Integrate with LinkedIn Sales Navigator and other prospecting tools to enhance outreach

For IT firms offering SaaS, managed services, or cloud solutions, HubSpot simplifies service lifecycle management by:

• Automating client onboarding with task assignments and welcome emails
• Tracking contract renewals and send automated reminders before expiration
• Managing support requests through HubSpot’s Service Hub, including ticketing, chatbots, and knowledge bases
• Syncing with billing platforms like Stripe and QuickBooks for seamless invoicing

IT sales cycles can be complex, involving multiple stakeholders and technical evaluations.

HubSpot helps IT businesses stay organized with:

• Custom deal pipelines tailored for software sales, managed services, and hardware procurement
• AI-powered forecasting to predict revenue and prioritize high-value opportunities
• Automated task creation for follow-ups, product demos, and contract negotiations
• Integrations with tools like PandaDoc for automated contract generation

Retaining IT clients is just as important as acquiring them.

HubSpot enables customer success teams to:

• Create automated client satisfaction surveys and follow-ups based on NPS/CSAT scores
• Set up renewal reminders and proactive check-ins to prevent churn
• Assign dedicated account managers and track client interactions within a single platform
• Identify upsell and cross-sell opportunities using AI-powered insights

For IT consulting and implementation firms, project execution is key.

HubSpot’s integrations and automation capabilities allow teams to:

• Sync HubSpot with project management tools like ClickUp, Asana, and Monday.com
• Automate project kickoffs as soon as a deal is closed
• Track project milestones and client approvals in real time
• Centralize client communication, reducing back-and-forth emails