Hubspot Sidekick Replacements for Tracking & Lead Generation

For a very long time, HubSpot’s Sidekick was the go-to e mail monitoring software program for salespeople.

By making a easy browser plugin integration with Gmail, G Suite, Outlook and Workplace 365, Sidekick constructed appreciable market share with a low barrier to entry and a surprisingly superior characteristic set for a free software.

In 2016, HubSpot announced the rebranding of Sidekick to HubSpot Sales, which was bundled as a part of the HubSpot CRM and Gross sales product suite.

Whereas having little impression on these already utilizing HubSpot’s CRM, this enormously impacted companies utilizing Sidekick alongside one other CRM or customers who didn’t use a CRM in any respect.

Typically you simply wish to observe emails.

In the event you don’t use HubSpot CRM, there are HubSpot Sidekick replacements obtainable. In some instances, you’ll be able to construct a simpler lead marketing campaign software by combining varied level options.

Be aware: Need to see which firms visiting your web site—even when they don’t fill out a type? Try Leadfeeder for free.

An e mail monitoring software tells you who’s opening your messages, hyperlinks, and attachments—and supplies a easy indication of engagement together with your outgoing emails.

However it’s necessary to know what occurs after a recipient truly opens one in every of your emails. Usually, your e mail will direct somebody to your web site. How do you observe website visitor engagement?

What I describe under is an answer that works for extra than simply e mail. It’s a holistic strategy that may embody all of the necessary elements of a lead era marketing campaign, not simply e mail.

I’ve highlighted three instruments under that present insights throughout e mail, internet and telephone.

Once you mix these instruments, you could have an clever lead monitoring resolution that doesn’t require shopping for into the HubSpot Gross sales suite, or another third-party CRM when you don’t use one (though I do advocate utilizing one).

1. Leadfeeder: Automated web site customer monitoring

We constructed Leadfeeder as a website visitor tracking tool to inform you what firms are visiting your web site, even when the corporate doesn’t fill out a type or obtain a useful resource.

Leadfeeder options

Utilizing an internet site customer monitoring software (which is analogous to analytics, however with the power to determine which particular person firms go to your web site) is an efficient technique of lead era.

By figuring out the companies visiting your web site, monitoring the pages they go to, and the content material they learn, you could develop outreach and engagement alternatives with them primarily based on their precise web site engagement.

As soon as put in, Leadfeeder supplies a dashboard with all the companies which have visited your web site, together with the content material they’ve seen, at what level they visited, and the actions that have been taken.

Leadfeeder has a lot of CRM integrations to which you’ll be able to ship leads. It will probably even act as a standalone CRM if required.

Pricing begins at $99 per 30 days.

Leadfeeder advantages

Leadfeeder makes use of machine studying and AI to pull data using our Leadfeeder Tracker script.

As soon as the Leadfeeder Tracker script is put in in your web site, your information will begin populating within the Leadfeeder dashboard inside minutes.

B2B firms use the information in Leadfeeder to drive their account primarily based advertising and marketing, lead era, and gross sales prospecting technique.

Leadfeeder integrates with CRMs like HubSpot and Pipedrive. And, different advertising and marketing instruments like MailChimp, Salesforce, Zoho, Slack, Zapier, and extra.

Leadfeeder set up

To enroll in a free 14-day trial of Leadfeeder, comply with these steps.

Step 1: Join a free 14-day trial at leadfeeder.com.

Step 2: Enter your web site URL and firm identify

Step 3: Set up the Leadfeeder tracker in your web site to determine the businesses visiting your web site.

Step  4: That is it! Inside minutes, firms visiting your web site will begin showing in your Leadfeeder dashboard

2. Yesware: A standalone email-tracking software

Yesware is a standalone e mail monitoring software that’s finest suited to most customers in changing Sidekick.

Like Sidekick, Yesware has native integrations with Gmail, G Suite, Outlook and Workplace 365.

Yesware options

Yesware provides basic email tracking features similar to e mail opens, click on monitoring and attachment engagement—and due to the Google and Outlook integrations, you don’t want a third-party software program or e mail consumer to utilize its options.

Yesware additionally provides the power to schedule emails to ship later (helpful if you wish to kind up your emails Friday night and schedule to ship Monday morning) in addition to set reminders for emails it is advisable to comply with up on.

Yesware advantages

Like Sidekick, Yesware additionally means that you can arrange templates and mail merge, the place you’ll be able to inject personalised content material primarily based in your contacts’ saved info.

Relying in your lead kind, you’ll be able to enhance your productiveness and response charge through the use of the template system.

In the event you want superior marketing campaign options, Yesware additionally features a marketing campaign mode so you’ll be able to construct complete marketing campaign funnels, though you may get by with simply the essential e mail monitoring resolution.

In the event you use Salesforce, you even have the choice of integrating Yesware with Salesforce CRM, (however this isn’t needed).

Yesware set up

Due to the native integrations, enroll may be very easy and solely takes just a few clicks to put in the browser extension and combine Yesware inside your e mail platform.

As soon as the extension is put in, merely reload your e mail and the Yesware monitoring choices can be viewable and you could start sending tracked emails.

The Yesware integration provides a monitoring module in your mail consumer view, permitting you to simply see your tracked emails and their engagement.

Whereas there isn’t any free tier, Yesware does provide a 4-week free trial and monthly pricing plans that begin at $15 per 30 days.

3. Mailtrack: A Gmail-only different to Yesware

Mailtrack is a lighter consumer than Yesware because it solely integrates with Gmail. Whereas Mailtrack’s free tier has restricted performance, it nonetheless provides fundamental monitoring capabilities.

Mailtrack set up

Mailtrack set up is easy and solely requires just a few clicks to combine the browser plugin inside your Gmail account.

As soon as put in, sending a tracked e mail is similar as Yesware. Compose an e mail and you will note the Mailtrack “tick” indicators to let you already know the e-mail can be tracked.

Mailtrack’s free plan has a branded message on the backside of all emails.

You’ll obtain a desktop notification each time the receiver engages with the e-mail.

And you’ll even arrange e mail alerts for particular emails.

Mailtrack advantages & options

Whereas Mailtrack provides an exercise dashboard, it doesn’t have the superior marketing campaign capabilities, or the scheduling and reminder capabilities that Yesware supplies.

In the event you solely need email tracking and you employ Gmail, Mailtrack is a superb resolution for you.

Mailtrack has solely two pricing tiers, a “Free” and a “Professional” plan that may be bought for $10 per 30 days.

The “Professional” plan additionally contains Gmail for Android assist, one thing only a few e mail monitoring instruments provide.

4. Boomerang

In the event you resolve to make use of Mailtrack and would nonetheless like to make use of scheduling and reminders, Boomerang for Gmail is a superb third-party e mail scheduling software.

Boomerang options

Boomerang for Gmail means that you can schedule whenever you need your emails to be despatched. It additionally means that you can set reminders for whenever you don’t hear again out of your contacts.

Boomerang provides iOS and Android integrations, so you’ll be able to write emails on the go that may arrive in your inbox whenever you needto be reminded about them.

Boomerang set up

Boomerang set up is a straightforward one-click course of that means that you can instantly start scheduling emails the subsequent time you compose one.

Boomerang’s “Free” tier needs to be sufficient for many customers, however pricing starts at $5 per month for elevated utilization credit.

The paid tiers provide you with limitless message credit, entry to the iOS and Android integrations, and extra superior options—similar to Boomerang’s machine-learning suggested-response product, Respondable.

Boomerang additionally has a pause inbox characteristic and recurring message scheduling.

BONUS REPLACEMENT TOOL!

Docsify: Free e mail monitoring and Gmail productiveness suite

A bonus choice to the aforementioned alternate options, is Docsify. As a Gmail-only different, it trumps Mailtrack in a few methods.

Docsify provides productiveness options which are extremely distinctive, similar to per-recipient e mail monitoring and per-page PDF monitoring, and our favourite—e mail templates.

Docsify set up

Very like Mailtrack and Yesware, Docsify means that you can join by way of its Chrome extension in the Chrome Web Store. You combine the plugin by way of your Gmail account.

The great thing about Docsify, is that it was created with the salesperson in-mind.

Though it’s free to make use of Docsify as much as a restricted variety of messages per 30 days, when you use a paid account, the dashboard view and analytics information that it affords can provide attention-grabbing insights about your pipeline well being by way of e mail—a characteristic that feels a bit extra Hubspot-like.

Docsify options and advantages

Very like the opposite choices, with Docsify, you ship emails as regular and observe them by default.

In contrast to Mailtrack, you’ll be able to change the default settings at any time within the Admin Panel, and never simply observe Opens, however you may as well auto-track Clicks and Views of attachments.

When a recipient performs any of those actions, you obtain real-time push and e mail notifications.

And these insights about recipients’ actions can all be seen inside your Gmail account.

This information is definitely accessible by clicking on the “Docsify” inexperienced icon within the Despatched Folder after which selecting the Paperwork icon:

• What number of seconds/minutes your recipient spent on every web page of a doc

• The depth of view of the doc (in %)

• Common time of view

• What machine and OS the recipient makes use of, desktop or cellular; Home windows or IOS

• In what specific order emails have been learn (Timeline tab)

• Prioritize leads by the extent of engagement and make contact with the most-engaged ones first

Docsify is truthfully a cut-above with its sales-minded options, which makes it an ideal Bonus alternative for these Hubspot-Sidekickless people on the market that excusively use Gmail for email tracking and prospecting.

Whereas these level options aren’t built-in, it is vitally easy to get them to work collectively for a lead generation marketing campaign.

What all of those instruments have in widespread is the power to determine primarily based on a standard identification level—a enterprise identifier.

Whether or not it’s an e mail area or the enterprise IP deal with — these identification factors can be utilized to attach every of those platforms.

Let’s take a look at a easy instance.

• Let’s say I’ve constructed a SaaS-based reserving system and WeWork is a potential consumer (as a consequence of their reserving necessities for his or her assembly and performance rooms).

• I can analysis the related contacts at WeWork to succeed in out to (utilizing LinkedIn and job title filtering). I can construct a contact record of WeWork prospects.

• Utilizing Yesware or Mailtrack, I can arrange notifications for any opens or clicks to emails I ship to a WeWork area e mail.

• Utilizing Leadfeeder, I can arrange an e mail or Slack alert anytime somebody from WeWork visits my web site. I may even set an alert primarily based on particular actions or web page visits.

• I’ve an automatic lead marketing campaign software that alerts me anytime somebody from WeWork engages with an e mail I’ve despatched or visits my web site.

• Utilizing the real-time alerts, I can then make the suitable motion to push these guests additional down the gross sales funnel.

• I can set off a stay chat tailor-made to their buyer journey stage primarily based on their web site visits or e mail referral hyperlink.

• I may even set off a touchdown web page tailor-made to the content material within the e mail I’ve simply despatched. In any case,

It’s a quite simple course of to interchange HubSpot Sidekick.

And even and not using a CRM, I’ve simply demonstrated easy methods to construct an efficient lead marketing campaign software by combining varied level options to drive lead conversions.