Using the HubSpot documents, sales departments can share documents with contacts to manage and track their collateral all in one place.
Maximise your sales efforts with HubSpot Documents. This tool enables sales and marketing teams to centralise the creation, management, and tracking of their prospective customers' collateral, streamlining the process and optimising sales content. In the past, sales teams had to use a variety of different software tools to create and track their documents. This was time-consuming and often led to version control issues. With HubSpot Documents, companies can now create and track their documents in one central location. This will save time and increase efficiency. Improve your HubSpot contact interactions with HubSpot Documents now!
HubSpot Documents revolutionises how businesses handle their sales and business materials by offering a suite of benefits designed to streamline client interactions and boost productivity. By centralising all your important files, this tool ensures that your team can easily access and manage documents, eliminating the chaos of scattered storage and version control issues. The ability to create trackable links for sharing documents provides invaluable insights into recipient engagement, such as who views your documents and how they interact with them. These real-time analytics allow you to fine-tune your approach and tailor your follow-ups based on actual user behaviour.
Furthermore, the integration of HubSpot Documents with the broader CRM platform means that documents can be seamlessly linked to specific contacts, companies, deals, and tickets. This holistic approach ensures that all relevant information is at your fingertips, enhancing the efficiency of your sales and marketing efforts. The tool also supports a wide range of file formats, making it versatile enough to handle graphics, infographics, presentations, whitepapers, and eBooks. By utilising HubSpot Documents, businesses can significantly improve their document management, leverage detailed engagement statistics to refine their strategies, and ultimately drive better sales outcomes.
With HubSpot documents, companies can now create and track their documents in one central location. This will save time and increase efficiency. Improve your HubSpot contact interactions with HubSpot documents now!
HubSpot Documents is a digital file management tool within the HubSpot CRM platform that serves as a centralised repository for storing, sharing, and tracking a variety of sales and marketing documents. These documents, which can include graphics, infographics, presentations, whitepapers, and eBooks, can be created in any file format, making them easy to share and track. This tool allows users to manage their important files in one easily accessible location, facilitating better organisation and efficiency in their workflows.
When sharing documents, HubSpot Documents enables the creation of trackable links, which provide insights into who views the documents and how they interact with the content. This engagement tracking feature sends notifications when documents are opened and details the time spent on each page, offering valuable data on recipient behaviour. Additionally, the integration of HubSpot Documents with the broader CRM platform allows documents to be directly linked to specific contacts, companies, deals, and tickets, ensuring all relevant information is easily accessible within the sales and marketing processes.
By utilising HubSpot Documents, businesses can streamline their document management, enhance their marketing collateral with detailed engagement statistics, and leverage data-driven insights to improve their sales and marketing strategies.
Some reasons why you might want to use HubSpot Documents include:
Centralised storage:
HubSpot Documents allows you to store all of your marketing materials in one central location, making it easy to access and track them. They save time by allowing you to create and track your documents in one central location.
Collaboration:
HubSpot Documents enables you to collaborate with your team in real time on documents, making it easier to work together and ensure that everyone is on the same page.
Tracking:
With HubSpot Documents, you can track who views and downloads your documents, which can be helpful for identifying which marketing materials are most effective and for understanding your audience's interests and needs. They're easy to share and track.
Integration:
HubSpot Documents integrates with the rest of the HubSpot platform, allowing you to easily connect your marketing efforts with your sales and customer service efforts.
Ease of use:
HubSpot Documents is user-friendly and easy to use, making it simple for anyone on your team to create, manage, and track their marketing materials. They're versatile and can be used for a variety of marketing purposes.
Overall, HubSpot Documents is a useful tool for marketing teams looking to streamline their workflow and improve their marketing efforts.
If you're looking for a better way to manage your marketing collateral, HubSpot Documents is the answer. 
Use descriptive titles:
This will help people identify your document when they're looking for it.
Use keywords:
Be sure to use keywords in your document title and throughout the content. This will help improve your document's searchability.
Keep it updated:
Be sure to keep your document up-to-date with the latest version. This will ensure that people are getting accurate information from your document.
Review Analytics Stats:
Compare the engagement levels of each document by looking at the number of views.
Use it to create a variety of marketing materials:
HubSpot Documents can be used to create a wide range of marketing materials, including graphics, infographics, presentations, whitepapers, and ebooks. Take advantage of this versatility by using it to create a variety of materials that will appeal to your target audience.
Collaborate with your team:
HubSpot Documents allows you to collaborate with your team in real-time on documents, making it easier to work together and ensure that everyone is on the same page. Use this feature to get input and feedback from your team as you create and revise your marketing materials.
Always Track your documents using shareable links:
HubSpot Documents allows you to track who views and downloads your documents, which can be helpful for identifying which marketing materials are most effective and for understanding your audience's interests and needs. Use this feature to get a better understanding of what's working and what's not.
Integrate with other tools:
HubSpot Documents integrates with the rest of the HubSpot platform, allowing you to easily connect your marketing efforts with your sales and customer service efforts. Use this integration to create a seamless experience for your customers and to better understand their needs and preferences.
Combine with template Emails:
HubSpot Documents integrates with Sales Email templates. These templates are customisable, so you can tailor them to fit your brand's style and messaging. Use templates to save time and ensure that your materials are consistent and professional.
HubSpot Documents are stored in the HubSpot File Manager, which allows you to easily access and track all of your marketing materials in one place. To create a new document, navigate to the Sales Hub and select the "Documents" tab. From there, click on the "Upload Document" button, which is typically orange in colour. This will open a window where you can select the file you want to upload from your computer. Once your document is uploaded, it will automatically be saved in the HubSpot File Manager.
From the File Manager, you can share your documents with your clients via email or a web link. This can be done by clicking on the document and selecting the "Share" option. You can also track who views and downloads your document by accessing the document's engagement statistics. This can be helpful for identifying which marketing materials are most effective and for understanding your audience's interests and needs
HubSpot documents are a great way to share information with your team or clients. By attaching a document to a page, blog post, or email, you can ensure that people have access to the most up-to-date information. Then by tracking how your document is performing, you can make sure that your audience is engaging with your content.
To track how your document is performing, navigate to the "Views" and "Shares" metrics. These metrics will show you how many people have viewed or shared your document. You can also see which sections of your document are being viewed the most. This information is valuable as it will help you understand what content is resonating with your audience and what isn't. 
By attaching a document to a page, blog post, or email, you can ensure that people have access to the most up-to-date information.
To change the way your document looks on your website or blog, you can edit the HTML code. To do this, click the icon and select Edit HTML.
From there, you can make changes to the code and preview how it will look on your website or blog.
File types:
HubSpot Documents supports a wide range of file types, including Google Docs, PowerPoint, Excel, and PDFs. This allows you to create and track a variety of marketing materials, including text documents, spreadsheets, presentations, and more.
Sharing options:
HubSpot Documents allows you to share your documents with others via email or a web link. This can be helpful for collaborating with your team or for sharing your marketing materials with clients and other stakeholders.
Mobile access:
HubSpot Documents can be accessed from any device, including smartphones and tablets. This makes it easy for you to create and track your marketing materials on the go.
Security:
HubSpot Documents uses industry-standard security measures to protect your documents and ensure that they are only accessible to those who are authorised to view them.
In conclusion, HubSpot Documents is a powerful tool that can transform the way your sales and marketing teams manage and track their collateral. By centralising document storage and offering robust tracking features, it saves time, reduces inefficiencies, and provides actionable insights into how your content is being received. The seamless integration with the HubSpot CRM platform further enhances the coordination between your sales and marketing efforts, ensuring that all relevant information is easily accessible and up-to-date. Whether you are creating graphics, infographics, presentations, whitepapers, or eBooks, HubSpot Documents equips you with the tools needed to optimise your sales content and improve engagement with prospective customers. Embrace HubSpot Documents today to streamline your workflows, enhance your marketing strategies, and ultimately boost your sales performance. If you’re ready to take your document management to the next level, give HubSpot Documents a try and see the difference it can make.
If you want to learn more about HubSpot Sales, see our guide to HubSpot Sales Hub
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