A step-by-step guide to using HubSpot CRM for a clutter-free work life

Who doesn’t love freebies? If you’re looking for an amazing platform to manage customer relations and information, hop over to HubSpot CRM. This one-stop platform is not only easy to navigate, it’s also 100% free! No subscriptions, unlimited team members, and extremely organised, HubSpot CRM is your go-to gadget for a fuss-free work life.

A Customer Relation Management (CRM) system is one that allows you to manage relationships with your customers. It enables companies to predict profits and revenue, monitor productivity, and track customer interaction. HubSpot CRM keeps track of leads your company has gathered, turns those into opportunities, and locks them down as customers.

What does HubSpot CRM sport?

This handy-dandy site has a whole list of tools for you to use whilst lead-generating and collecting. HubSpot CRM sports unlimited storage, pipeline management, templates, scheduling functions, and arranged client profiles. On top of sleek sales and marketing dashboards, HubSpot CRM is also equipped with three main databases: contact, companies and deals. But what makes it one of the best CRM softwares? It’s the automated engine that tracks customer interactions via different channels, including email, phone, and social media platforms.

Five simple steps on using HubSpot CRM

As easy as 1, 2, 3, this site is pretty much foolproof in terms of user-interface. If you’re a person that’s into a clean and sleek workspace, HubSpot is a good fit for your tastes. We’ve put together a few basic guidelines and tips to ease you into the interface. Here are five steps to make sure you hit the spot with this CRM:

Step 1. Check out your available leads

What HubSpot CRM is best used for is the collection of contact leads. You’ll lead a steady stream of leads to boost your business. In your HubSpot interface, click on Contacts to view all the current leads you have. This list acts like a zinged up spreadsheet. Each contact in the database has its own record, complete with a full timeline of their interaction with your company. This makes it easy for you to collate and search for certain leads.

Step 2. Fill up the filters!

You’ll be able to import contacts into the HubSpot CRM as well! Click on ‘Import’ to transfer your existing contacts into the database. Want to see all the people from a certain country or district? Just add a filter (or two), and save the filter for easy access in the future. You could even favourite the filters you monitor often to make data collection even faster.

Step 3: Set up your sales

Using the HubSpot CRM to engage your contacts is a sure fire way to heat things up in the sales department. But with the sizzling sales tools in HubSpot, you’ll be able to take your communication to the next level. First thing to note: you can link HubSpot Sales to your email account. With the HubSpot sales email extension, you’ll be able to use several of the sales templates and tools directly when communicating with your clients.

Next up, monitor your engagement with clients through the Sales’ activity feed. Through the activity feed, you’ll be able to see how frequently you interact with clients and which client needs more engagement.

Another snazzy sales feature is Snippets. This cool tool helps you to use short text blocks when sending emails, and can be inserted into email templates provided by HubSpot. This function helps to create standardised emails in a jiffy! What’s more, HubSpot also comes equipped with templates – reusable emails to send to your contacts. If you’re looking for a speedy way to cut through your email tasks, the HubSpot sales tool is your best bet!

Step 4: Don’t dally with your deals

When you get a sales opportunity, switch over to the Deals section of HubSpot CRM to keep track of potential sales (Sales > Deals). You can customise pipelines and tabulate your deal process to monitor possible customers through your deal-sealing process. Under the Deals tab, you’ll see two options: Table and Board. The Table summarises the list of ongoing deals you have under your belt. On the other hand, the Board highlights deals in column based on the stage of the deal they’re in. Some column examples include “Decision Made” or “Appointment Scheduled”. You’ll be able to move deals to different columns, depending on the progress that you’ve made on them.

After you’ve added the deals onto the board, all information regarding these deals – calls, tasks and meetings – will appear on the timeline. Clean and fuss-free, isn’t it?

Step 5: Tally up your tasks

It’s hard to keep up with all your leads, but it’s even harder to juggle all your tasks. That’s why the HubSpot CRM task tool is your go-to buddy. The task dashboard shows you all the tasks you have to do and those you’ve completed. You’ll be able to filter these tasks according to due date, status, and description.  

Similar to your deals dashboard, there are two view options for tasks: Table and Board. The table option has your tasks in a checklist format. When you’re done with the task, simply check the box. Who doesn’t love the feeling of checking things off a list? On the flipside, the board option shows yout tasks in columns, much like the one under deals. Drag and drop your tasks from “In Progress” to “Finished”.  

Keep your work spotless

Things can get messy at times. We aren’t strangers to mountains of emails and contact information. But with HubSpot CRM, you’ll be able to bulldoze your way through that stack of emails collecting dust in your inbox. Other than helping to sort out information, HubSpot CRM paves the way for efficiency in your work life. Tapping on the tools available in the software will cut-down on time wasted clearing your inbox. It might even let you get off work early if you’re lucky ;-).

If you’re looking for a place to start getting your stuff together, hop on over to HubSpot start cleaning up your clutter! Hunting for a new opportunity? Well, you might just find one in our marketplace.


Leave a Reply

Your email address will not be published. Required fields are marked *