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December 22, 2020

How to Improve Project Management With HubSpot

Employee working on project management in her home office

Productivity is a tricky thing. Everyone wants to be more productive, and there are a million methods, sites, programs, and apps that claim to be the answer. There are calendar apps, to-do list programs, digital notebooks, communication sites, and a bunch of other tools claiming to help you improve project management and get more done — and they often do. However, at what point does having too many productivity tools become a hindrance to efficiency rather than an aid?

If you have to go back and forth between platforms all day, sort through them to find where you put a specific note or communication, and try to create a system that works with them all, without them being connected, how much time gets wasted in the process of trying to be more productive? In fact, it's not uncommon for researching, configuring, and managing productivity aids to be a means of procrastination.

So, if having all the latest tech geared towards productivity isn't the answer, does that mean it's hopeless? Not at all. It just means that you need the right tool, one that solves this problem. HubSpot is that tool. You may think that HubSpot is just a CRM, but it's so much more than that! Let's go over HubSpot's Project Management software and all the other tools they provide to help you improve project management and increase productivity.

What Is HubSpot Project Management Software?

HubSpot's Project Management, or Projects, is software designed to integrate with their CRM and other products to allow you to do everything in one convenient place. All your project management-related files, messages, and tasks can be kept in the same easily accessible location. Since it's the same platform you can use to take care of customer service, sales, and marketing, you can assign tasks, discuss projects, and complete them, all on one platform.

Usability

One of the many things that make HubSpot so beloved in the marketing community is its products' ease of use. When you first begin setting up your account, it can be overwhelming. They have so many features and resources available to help your business grow and thrive that knowing how to use them all or what to do first might seem impossible. Luckily, they have an easy-to-use layout with an intuitive design that makes it much easier to know what to do.

HubSpot wants to be sure that everyone knows exactly what to do to get the most out of their platform. Firstly, they have pop-up tips that walk you through the function of certain options. Projects also has checklists to guide you through the technical setup and tasks for inbound marketing tactics like buyer personas and content offers. This provides a smooth onboarding process to get you up and running fast without wasting time on trial and error. If that isn't enough, you can always turn to the help center for guidance if you get stuck.

Work Together as a Team

Two co-workers looking through HubSpot's Project Management together

When you have your marketing, sales, and customer service teams trying to figure out whose job it is to do what, things get confusing, and being efficient becomes difficult. With Projects, you can assign tasks to each member of the team and work together seamlessly. You can even:

  • Give every task a due date
  • Attach files
  • Link to blog posts, instructions, or information
  • So much more 

Everything can finally be in one place, well-organized, and clearly delegated so it can be efficiently accomplished.

Use and Create Templates

Project Management gives you access to templates that walk you through completing common projects crucial for inbound marketing success. They're made by the same experts responsible for the amazing inbound marketing training in HubSpot Academy. Each template comes pre-populated with the tasks required to complete that project. They make it easy to use their knowledge to your advantage. These project templates ensure that they're right there to lead you and your business in the right direction every step of the way.

The templates are formatted as checklists. Each time a task is completed, you can click the box next to that task and it will be checked off. At a glance, you can easily see what's left. If you have any repeating projects that you need to complete regularly but which HubSpot doesn't have a similar enough template for, you can easily make your own. You simply create your project with all the tasks, deadlines, and attachments you want. Then, with one click of your mouse, you can turn it into a template.

Integrations That Improve Project Management

All of HubSpot's software is made to seamlessly integrate with each other. It creates a perfectly unified, all-in-one platform to manage almost any area of your business. They have a ton of features and do their best to provide you with all the tools and support you need to improve project management. However, it would be impossible for them to create a tool for literally everything your business may need. Also, some people like their existing tools and don't want to switch. They know that, and they've come up with a solution for that too: integration. 

HubSpot's software is designed to work with many of the most important tools you'll need to make your business a success. Here are some of the most amazing and useful HubSpot integrations:

Gmail and Outlook

Running a business requires a lot of emails. To work together as a team, you need to be in contact with the other members. Having your email on the same platform where you have your CRM, do your marketing, and create a sales strategy, among other things, is much more convenient than switching back and forth.

Calendars and Scheduling Tools

Projects also integrates with calendars so you can see your agenda and complete it without switching platforms. If you want to use a scheduling tool like Calendly to allow people to see dates and times when team members are free and make appointments with them, you can do that, too. Imagine not having to play a game of match-up every time you want to schedule a meeting, each suggesting a date and time. Traditionally, if one of you can't make it, you'd have to keep going back and forth until you find a match. We've all done it, but now, you don't have to.   

Project Management Tools

Do you have a project management app you really like that has different features? If so, then you can bring it with you and get the best of both worlds.

Marketing Email Automation

If you use Mail Chimp or a similar email automation tool and don't want to go through the trouble of setting everything up again in HubSpot, you can keep your existing tool.

Blog Publishing Tools

Whether you use WordPress or another publisher, having your blog on HubSpot has too many advantages to pass up. That's why they make it easy to connect your blog with their software.

A Better Way to Improve Project Management

HubSpot's Project Management software has a ton of tools to help you grow your business — and integrations for what it doesn't have. It has a lot of powerful software that comes together perfectly to create a one-stop-shop for your business needs. There's no better way to grow your business while you improve project management and productivity than HubSpot. Try it out and see if you love it as much as their other customers do.

Here at Eniture, it's our mission to provide information and solutions to e-commerce merchants to help them grow and succeed. To learn more about how we can help, please feel free to contact us today.

About Eniture Technology

Eniture Technology specializes in helping e-Commerce merchants grow by providing useful information, digital marketing services, off-the-shelf apps that solve common problems, and custom programming services. If you're interested in accelerating the growth of your online sales, please contact us. You might also enjoy this free information on the 10 reasons why you should be using HubSpot to grow your e-commerce business.

10 Reasons Why You Should Be Using HubSpot

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