<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=518860&amp;fmt=gif">
Download -  HubSpot Capabilities   CRM checklist

HubSpot for Economic Developers: Frequently Asked Questions 

What is the HubSpot for Economic Developers licensing and cost structure?

The licenses are based on the number and type of users for the CRM. We help you choose the licenses based on your requirements. 40% discount for 501c3's.

Licenses are provided on an annual basis.

CRM

Sales Hub

Service Hub

Marketing 

Marketing licenses are not priced by the individual

Content Hub

Marketing Hub

Operations Hub 

Commerce Hub

Is HubSpot for Economic Developers designed for economic development?

Yes. We've worked with economic developers since 2010. 

While HubSpot itself works for any organization, this has allowed us to address the unique challenges faced by different organizations.

Example: if your organization has a unique need, we've delivered the following. 

Grants, Loans, Sites/Buildings, Membership, Capital Campaigns, Programs, Incentives and Incentive Compliance, Payments / Billing, Committees, Delegations, Trade Missions, Internships, Workforce Development, Site Certification, Buy/Sell / Lease, etc. 

Can HubSpot for Economic Developers be customized to meet our needs?

Yes. Every account uses the software differently. We provide you with the core tools that you need, and then we fine tune and tailor the system.

Moreover, you can add to and enhance the system on your own and no programming skills are required. 

This lowers your total cost of ownership and provides unmatched flexibility.

How do we receive support for our team?

Support ensures your success and ROI.

1. HubSpot provides live, free and unlimited phone support. Their goal is to respond in 5 minutes.

2. Convergence includes our in-app training and help system. This tool also provides your team with a new user onboarding process.

3. Our team provides live training and we have  a video training course as well. 

4. Your team can also create your own, in-app help cards for your team.

5. HubSpot provides an extensive, searchable knowledge base as well.

Where is the software hosted?

HubSpot hosts your software in Amazon data centers. You choose the data center.

HubSpot (HUBS) is publicly traded. Security and hosting are world class. 

https://knowledge.hubspot.com/account-security/hubspot-cloud-infrastructure-and-data-hosting-frequently-asked-questions

What types of integrations are provided?

Thousands of integrations can be found here - these integrations connect in minutes.

https://ecosystem.hubspot.com/marketplace/apps

Outlook: G-Mail: Slack: Teams: Zoom: Docusign: Quickbooks: Outlook Calendar, LinkedIn, Facebook, Wordpress, Square, Wix, Canva, Google Sheets, Eventbrite. etc. 

 

What is the HubSpot security model?

Security, Privacy and Control is end to end.

2 factor authentication for everyone 

With two-factor authentication (2FA) enabled, logging in requires verification using a second device, such as your mobile phone.

SSO - Single Sign On (IT loves this)

Let users sign in to HubSpot using single sign-on credentials, making it easy for them to log in while enhancing security and your control over who has access.

Sensitive Data - more info

SOC 2 and SOC 3 

SSL and Domain Security

Website monitoring

While HubSpot backs up data on our servers for you, this knowledge base article will tell you how to export your content and data if you’d like to back it up on your own.

 

What types of integrations are provided with HubSpot.

Thousands of integrations can be found here - these integrations connect in minutes.

https://ecosystem.hubspot.com/marketplace/apps

Outlook: G-Mail: Slack: Teams: Zoom: Docusign: Quickbooks: Outlook Calendar, LinkedIn, Facebook, Wordpress, Square, Wix, Canva, Google Sheets, Eventbrite. etc. 

*Other companies are not building integrations to our competitor's systems because they are not widely used*

* (except for salesforce / microsoft)

What are the HubSpot supported website browsers?

https://knowledge.hubspot.com/account-security/browsers-supported-by-hubspot

Windows: Chrome, Firefox, Edge

Mac: Chrome, Safari, Firefox

 

How do we get our data into HubSpot?

You can import data from excel.

We can also sync with Outlook and G-mail so that your existing contacts pull straight into HubSpot in minutes.

Do you need an accurate list of companies in your area? Great! We integration with a low-cost software tool that allows you to pull in all local companies (and prospects).   It's actually even better than what we reveal here.

Are you leaving Salesforce? Great - we pull salesforce data straight into HubSpot with all of your custom objects and fields.

Are you leaving Cloud9 / Sikich/ Microsoft Dynamics - Office 365? Great - we can migrate all of that data as well. 

 

Does HubSpot have a free, mobile app?

Yes. This is free. 

The mobile app allows you to scan business cards using your cell phone camera.

You can also voice-dictate your notes straight into HubSpot as well. 

How does HubSpot's Outlook - Gmail integration work?

Other systems demand that you enter in a funky code number to associate an email with a project.

HubSpot is much easier. Not only can you see HubSpot from within the email system, but you can "attach" an inbound or outbound email to:

Contacts, Companies, a Project, A BRE visit, a Support Ticket or Any Other Record in the system.

There's a lot more - we will show this to you on a web demo.

Why do economic developers choose HubSpot over other systems?

HubSpot is easy. 

You'll need less software because HubSpot connects to everything in 1 System.

  • Email / Calendar
  • Website
  • Marketing Tools
  • Surveys - Events - Accounting
  • Projects and BRE
  • Sites / Buildings 

Most clients appreciate the ability to "see everything" on 1 screen as opposed to seeing 1 record with lots of complicated folders.

The system works for you with minimal data entry.

Reporting is Automated - you can stop "running reports". 

How many economic development teams use HubSpot for Economic Development?

100+

Clients range from 1 person operations located in rural communities to teams operating in the largest cities in the US.

HubSpot is also used at the state / provincial level as well.  Convergence clients are in the US, Canada and Australia.