convert prospects to clients with hubspot crm - chi suarez

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Page 1: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Page 2: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

What is Hubspot CRM?

Page 3: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

A central database for managing sales

relationships

Page 4: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

LET’S

Page 5: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

Open a browser

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www.hubspot.com

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Learn More

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Page 9: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Page 10: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Page 11: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Page 12: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

Get Hubspot CRM

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Page 14: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
Page 15: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
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Start using Hubspot CRM

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Page 19: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez
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Dashboard

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Sales

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Deal Forecast

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Create a Deal

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To create a deal:

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Create a Deal

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Fill out the pop-up to create a deal

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Enter the Deal Name

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Select the Pipeline

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Determine the Deal Stage

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Specify the Amount

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Choose the Close Date

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Choose from saved Companies and Contacts

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Click ‘Create’

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or ‘Create and add another’

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You may also ‘Cancel’

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To set a quota:

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Page 42: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

Save

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x

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Productivity

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date

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subject

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Pipeline

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Assigned contact name

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hubspot owner

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assigned date

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Contacted date created

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Deals Created deal name

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hubspot owner

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create date

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Deals Won

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Lastly, the Reports Dashboard

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Dashboard

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The Contacts tab

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Data varies depending on the Standard Views

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Let’s examine each one in detail

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My Contacts will bring up a list

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Use the search box to find contacts

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Click ‘Add Contact’ for new contacts

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Type the details in the pop-up

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Hit Create Contact

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Sort contacts with Filters

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Scroll down to see different filter options

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The Gear icon provides additional options

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Manage Columns using different categories

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Edit Properties open up a different window

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You can Create a New Property Group

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Or Create a New Property

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Utilize dropdown option for viewing

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The gear represents an editable property

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Import Contacts open up a different window

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Click on Start a New Import

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My Uncontacted view

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My Recently Assigned Contacts view

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Call Queue view

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Add Contacts

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Then start calling

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Choose different actions in View Options

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The Companies tab

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Here you can Find Prospects

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Or Add Companies

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The Deals tab

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Always utilize the Standard Views dropdown

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Choose between Table view

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Or Board view

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Click Add Deal for new deals

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Fill out the details needed

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The Tasks tab

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Take note of tips on the sidebar

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Additional view option is ‘Agenda’

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Add tasks through these buttons

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Let’s check the different Sales tools

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Page 107: Convert Prospects to Clients with Hubspot CRM -  Chi Suarez

Download the extensions to get started

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Templates will show your templates list

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Sequence allows sales process automation

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Rate is $50/month

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Track file views in Documents

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Prospects

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Meetings allow direct bookings on your calendar

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Rate is $50/month/user

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The Settings tab

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Choose the category on the left sidebar

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For questions, click ‘Start the CRM Tutorial’

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Or, click the Question Mark

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Check the list for your question

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Alternatively, you may click ‘Ask for Help’