Recently, I had the opportunity to work on implementing the HubSpot Customer Management System for a startup I'm involved with. HubSpot offers an impressive free CMS, but its capabilities expand significantly when paired with another tool: HubSpot Sales.
Today, I want to highlight one of the standout features of HubSpot Sales: the ability to track emails and documents. This functionality allows you to see when an email or attachment is opened, the device used to access it, and the location of the recipient at the time.
While this feature might initially seem intrusive or unnecessary, it's actually quite common in other services like MailChimp, another great tool, and it can provide valuable insights in various situations:
The Challenge of Global Communication
In our increasingly globalized world, people are often less accessible than we might hope. The individuals we aim to connect with could be traveling across the globe, and having visibility into their engagement can help us tailor our interactions accordingly.
The "Left for Later" Email
Consider a scenario where someone opens a lengthy email on their phone just a minute after you send it. This often indicates that the email was set aside for later reading, and it may easily be forgotten.
The potential use cases for this tracking feature are numerous, and it can be instrumental in maintaining effective communication with key stakeholders. Now that you're aware of this capability, remember: if an email is important, don't hesitate to track it.