If you are planning to use CRM (Customer Relationship Management) software, you must be very well versed with the importance and benefits of CRM, which is good. The latest and one of the effective CRMs buzzing in the marketing automation world is HubSpot CRM. The HubSpot CRM integrates with the core HubSpot platform automatically. It is an easy-to-operate sales app that fills your sales team with data and information needed for the modern sales process.
Follow these 6 steps to get familiar with your HubSpot CRM
1. Add Users
Go to settings –> team –> invite and manage users.
You will see the current users here. To add a new user, click on the add user button and send an email along with the login info of the HubSpot CRM to the user. Users with admin access can edit user permission in the ‘invite and manage users’ section. As HubSpot CRM is a sales CRM, all your sales team members can be the users and log into the CRM.
2.Add UsersAdding Contacts and Companies
It’s time to import the data you have on your computer or server. Insert them in the HubSpot CRM. The file format for uploading it to CRM must be .CSV. The header of each column must match with a property in CRM.
The deduplication of the contacts is based on the email address. Deduplication will not occur if an email address is not provided.
3.Add UsersAdding Contacts and CompaniesCustom Properties
Properties or you may cite them as fields store all the information about your contacts or companies you have added in the CRM. There are some standard fields/properties available such as city name and phone number, but as per the information you have about the contact, you can add custom properties for your ease of work.You will see the current users here. To add a new user, click on the add user button and send an email along with the login info of the HubSpot CRM to the user. Users with admin access can edit user permission in the ‘invite and manage users’ section. As HubSpot CRM is a sales CRM, all your sales team members can be the users and log into the CRM.
Similar to the properties, you can likewise redo deal stages, which permits you to arrange and categorize the deal process with the clients. It makes it easier for the user to understand the position of the lead in the sales process and the user can plan the next move based on lead’s position. To set customized deal stages
Go to Settings → Deals→ Deal Stage Editor and then click on Add Stage. If there are enough deal stages in the process already, you can exit the properties of an existing deal stage. To re-setup deal stages, just click on the existing stage and drag it to move it to its new position in the sales process.
Set a custom view for companies, contacts, and deals. Click on the preferable options on the left sidebar.
Contacts→ Add Filter → Choose Criteria and Properties you wish to segment. It could be geographic locations, industry niche or any other. You can even combine the two search criteria for further customization.
Now, with all your favorite properties/fields in place, you can set this as default configuration so that when you add a new contact or company, your selected options appear first in the about section.
Go to Settings → Contacts/Companies/Deals → Manage Portal Defaults
Set your default currency settings and default time zone also.
If you are stuck at any point, feel free to contact our certified HubSpot Experts.