convert prospects to clients with hubspot crm - chi suarez
TRANSCRIPT
What is Hubspot CRM?
A central database for managing sales
relationships
LET’S
Open a browser
www.hubspot.com
Learn More
Get Hubspot CRM
Start using Hubspot CRM
Dashboard
Sales
Deal Forecast
Create a Deal
To create a deal:
Create a Deal
Fill out the pop-up to create a deal
Enter the Deal Name
Select the Pipeline
Determine the Deal Stage
Specify the Amount
Choose the Close Date
Choose from saved Companies and Contacts
Click ‘Create’
or ‘Create and add another’
You may also ‘Cancel’
To set a quota:
Save
x
Productivity
date
subject
Pipeline
Assigned contact name
hubspot owner
assigned date
Contacted date created
Deals Created deal name
hubspot owner
create date
Deals Won
Lastly, the Reports Dashboard
Dashboard
The Contacts tab
Data varies depending on the Standard Views
Let’s examine each one in detail
My Contacts will bring up a list
Use the search box to find contacts
Click ‘Add Contact’ for new contacts
Type the details in the pop-up
Hit Create Contact
Sort contacts with Filters
Scroll down to see different filter options
The Gear icon provides additional options
Manage Columns using different categories
Edit Properties open up a different window
You can Create a New Property Group
Or Create a New Property
Utilize dropdown option for viewing
The gear represents an editable property
Import Contacts open up a different window
Click on Start a New Import
My Uncontacted view
My Recently Assigned Contacts view
Call Queue view
Add Contacts
Then start calling
Choose different actions in View Options
The Companies tab
Here you can Find Prospects
Or Add Companies
The Deals tab
Always utilize the Standard Views dropdown
Choose between Table view
Or Board view
Click Add Deal for new deals
Fill out the details needed
The Tasks tab
Take note of tips on the sidebar
Additional view option is ‘Agenda’
Add tasks through these buttons
Let’s check the different Sales tools
Download the extensions to get started
Templates will show your templates list
Sequence allows sales process automation
Rate is $50/month
Track file views in Documents
Prospects
Meetings allow direct bookings on your calendar
Rate is $50/month/user
The Settings tab
Choose the category on the left sidebar
For questions, click ‘Start the CRM Tutorial’
Or, click the Question Mark
Check the list for your question
Alternatively, you may click ‘Ask for Help’