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HubSpot Smart CRM

Smart CRM: Turning Customer Data into Growth Opportunities

Connect customer data, processes, and artificial intelligence on a single, centralized platform. HubSpot Smart CRM lays the foundation for more efficient workflows, better decisions, and sustainable growth throughout the entire customer lifecycle.

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Two burgdigital employees are looking at the HubSpot CRM features on a monitor.

Data as a Driver of Growth

Most companies have data. Very few use it consistently.

Companies today have more customer data than ever before. However, this data is often scattered across different systems, maintained in multiple places, or left unused. As a result, connections remain hidden and potential goes untapped. The challenge is not to collect more data, but to make existing information usable in a targeted manner.

Incomplete information

Important data is scattered across various systems and is not available where it is needed.

Manual Processes

Recurring tasks take time and make it difficult to use existing data efficiently.

Lack of Transparency

Potential, risks, and interrelationships remain hidden because information is not available in the proper context.

From CRM to Customer Intelligence

More Than Just a Contact Database

For a long time, CRM systems were primarily used to manage contacts and activities. HubSpot Smart CRM takes it a step further: It connects information, processes, and intelligent technologies within a shared context. This transforms individual data points into a foundation for better control and new insights.

The diagram shows the influence of customer data, processes, and AI on HubSpot Smart CRM.

Smart CRM and AI

Why Artificial Intelligence Needs Good Data

Artificial intelligence can only deliver value if it has access to reliable data. That’s exactly why Smart CRM forms the foundation for all AI features within the HubSpot platform.

HubSpot Breeze builds directly on this data foundation and supports teams with intelligent recommendations, analytics, and automations in their day-to-day work.

  • Automatic summarization of key information

  • Prioritization of leads and sales opportunities

  • Enrichment of customer data for more context

  • AI-powered automation of recurring tasks

The diagram shows the process of how the smart CRM processes customer data with the help of HubSpot Breeze.

HubSpot Breeze enhances the Smart CRM with intelligent recommendations, analytics, and automation.

Smart CRM in Practice

Different Teams. A Common Foundation.

Sales, marketing, service, and management have different goals—and, as a result, different requirements for a CRM system. HubSpot Smart CRM helps teams manage tasks more efficiently, identify opportunities early on, and respond more quickly to changes.

Sales

Sales teams can identify relevant sales opportunities more quickly, keep track of their pipeline, and prioritize activities more effectively.

Marketing

Target audiences can be segmented more precisely, campaigns can be optimized based on data, and customers can be guided throughout their entire journey.

Service

Employees have access to all relevant customer information and can handle inquiries more quickly and with greater insight.

Management

Current key figures, trends, and growth opportunities are presented transparently, supporting sound corporate management.

The chart shows the impact of various hubs on HubSpot Smart CRM.

The Foundation of the HubSpot Platform

How Teams Benefit from HubSpot Smart CRM

HubSpot Smart CRM forms the foundation of the entire HubSpot platform. Marketing, sales, customer service, revenue, content, and data teams all access the same information and work from a unified data source. This enables seamless processes across all HubSpot solutions.

Our Approach

How We Successfully Implement HubSpot Smart CRM

Successfully implementing a Smart CRM requires more than just the technical setup of a platform. Clear processes, a clean data structure, and alignment with your business goals are crucial. We support you every step of the way, from strategy to ongoing development.

01

Analysis & Strategy

We analyze processes, systems, and requirements and develop a CRM vision with a clear roadmap for implementation.

02

Build a data model

We develop a clean data structure for contacts, companies, and deals as the foundation for efficient processes.

03

Implement HubSpot

We configure HubSpot, integrate relevant systems, and set up processes, workflows, and workspaces as needed.

04

Empower Teams

We guide the implementation process, train employees, and support ongoing development.

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Would you like to unlock the full potential of the HubSpot platform?

Successful Client Projects

How Companies Use HubSpot to Further Develop Their Processes

News from the Digital World

Answers to Frequently Asked Questions

FAQs About HubSpot Smart CRM

What is HubSpot Smart CRM?

HubSpot Smart CRM is HubSpot's central data platform. It brings together customer data, processes, automations, and AI capabilities on a single platform.

Can Smart CRM be used without other HubSpot Hubs?

Yes. Smart CRM forms the foundation of the HubSpot platform and can be used on its own or expanded later to include additional Hubs.

What role does HubSpot Breeze play?

Breeze enhances the Smart CRM with AI-powered features such as data enrichment, summaries, recommendations, and automations.

What types of companies is Smart CRM suitable for?

For companies that want to centralize customer data, optimize processes, and make data-driven decisions.

Can Smart CRM be integrated with existing systems?

Yes. HubSpot offers numerous integrations as well as custom integration options via APIs.

Is HubSpot Smart CRM GDPR-compliant?

HubSpot offers comprehensive features for data protection, governance, and data security, and can be used in compliance with the GDPR.

How long does it take to implement a smart CRM?

That depends on the existing systems, processes, and requirements. Many companies start with a clearly defined setup and then develop the platform further in stages.

Ready for the next step?

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Marcel Plaß
Senior Project Manager

marcel.plass@burgdigital.de
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Pia Niemann
Project Manager

pia.niemann@burgdigital.de