HubSpot CRM: Empowering Businesses with Easy To Implement and Use for Client Relations

Among all of the CRM solutions available to growing businesses, HubSpot CRM stands out as a comprehensive and user-friendly platform designed to streamline client interactions and boost productivity. At its core, HubSpot CRM is a centralized hub that integrates sales, marketing, and service functions, providing businesses with a holistic view of their customer interactions.

One of the primary problems HubSpot CRM addresses is the fragmentation of customer data across various platforms. By consolidating all customer interactions into one system, businesses can gain valuable insights into their clients’ preferences, behaviors, and needs. This centralized approach enhances efficiency by eliminating the need to switch between multiple tools, thus saving time and reducing the risk of errors.

Pros of utilizing HubSpot CRM include its intuitive interface, extensive customization options, and robust automation capabilities. The platform offers a range of features, including contact management, email tracking, task automation, and reporting tools, empowering businesses to personalize their interactions and nurture leads effectively. Moreover, HubSpot CRM integrates seamlessly with other HubSpot products, such as marketing and sales automation software, further enhancing its utility.

However, like any software solution, HubSpot CRM also has its drawbacks. One common concern is the learning curve associated with mastering its features, especially for users who are new to CRM systems. Additionally, some users may find the pricing structure prohibitive, particularly for small businesses or startups with limited budgets.

HubSpot CRM offers a range of pricing plans to accommodate businesses of varying sizes and needs. The CRM itself is available for free, providing essential features such as contact management, email tracking, and task automation. This makes it an attractive option for startups and small businesses looking to implement a CRM solution without incurring additional costs.

However, for businesses that require more advanced features and functionalities, HubSpot offers paid plans with additional benefits. These plans, known as HubSpot’s “Starter,” “Professional,” and “Enterprise” tiers, provide access to features such as custom reporting, sales automation, advanced analytics, and integrations with other HubSpot tools like marketing automation and customer service.

The pricing for these paid plans varies depending on factors such as the number of users, the level of functionality required, and any additional add-ons or services. As of my last update, HubSpot’s pricing starts at around $45 per month for the Starter plan, with the Professional and Enterprise plans offering more features and higher levels of support at higher price points.

It’s worth noting that HubSpot often runs promotions and discounts, especially for new customers or during certain times of the year, so businesses should keep an eye out for any special offers that may reduce the cost of using HubSpot CRM. Additionally, HubSpot offers a free trial period for its paid plans, allowing businesses to test out the platform and determine which plan best suits their needs before making a commitment.

Watch Over the Shoulder How Intuitive HubSpotCRM can be.

If you’re a growing business looking for a CRM that is easy to adopt aligns with your teams and is able to adapt with you over time. You’ve totally come to the right place. I’m Mark and today we’re going to show you how HubSpot CRM is built to grow with you. HubSpot CRM seamlessly integrates all of your data, your team’s and your customers in one easy to use platform. To get started, you’re gonna need a HubSpot account. It’s totally free for life, head on over hubspot.com and sign up for your free account. Now let’s take a look at how easy it is to set up your company and contact records in the CRM so that your sales marketing service and operations teams can all look at the same customer data in one place. Check it out. So to get started, you’re going to click on contacts. Contacts are the center of everything in your HubSpot CRM. Everything is built off of the contacts, simply click down. In here you’ll be brought to a page where you can look at all of the contacts. Now these are easy to filter right now I can filter them by contact owner. And I click that and it’ll show you these are all the contacts I currently own. In the CRM. I can also filter by these predefined fields like what date was that contact created? When was the last activity date for this contact? What is their lead status, or there’s a lot of advanced filters that you can select from and customize your CRM. Now if I want to look at any of the customer data from one of my contacts, I can simply either click on preview and then the right hand toolbar here you’ll see that I got some data, the customer name, their company, their email, and any other information I’ve got on properties for this contact. Now if I want a little bit more detail, I can simply click on the customer’s name, and it’ll open up a whole new window with all of the customer data. Here you’re going to see that right from the left to I can take a note. I can send this contact an email, I can even give them a phone call. Create a task reminder settings, and more. In this top toolbar here, you’ll see all the activities that occurred with this contact over time. You can click on them and expand them. You can even reply to an email directly in this field. You can also look at an old login check any emails, look at any call notes or recorded phone calls that you had any tasks are any meeting notes that you have from working with this customer. You’ll also see on the right hand toolbar, any deals that you have in the works, any tickets that they have with customer service, or any payments that are pending orders or shopping carts are all going to be shown right here on the toolbar. So these are my favorites if you’ve email attachments, all of your email attachments are going to show up right here in the tab so you don’t have to go searching to find them. The contacts are the center of the HubSpot CRM and they are a super powerful way so that all your teams can look at a customer and see a complete snapshot of that customer. Now let’s take a look how to set up a company in your CRM. Simply scroll to the top left click on contacts and scroll down to companies. Here you’re gonna see a very similar interface with contacts. So see the company name company or what data was created. And if you want to add columns, for example, maybe it’s important to me to see what industry this company is in. I can just drag up and click Apply. I’ll see the industry is right here where I put it. It’s an easy way to customize the CRM with this drag and drop feature. Once you click in on a certain company, you’re going to see a lot of information. Again, the power of HubSpot CRM is and anybody in your CRM, whether they’re from sales, marketing or customer service, they will all see the same dashboard here and get all the same information so there’s no loss of data. Again with the company just like with the contact, you’ll see activity notes, emails, calls, tasks and meetings in the top toolbar. You’ll also see any contacts that are associated with this particular company, any deals tickets, payments, and some of the other features that we contact. And again, you can always take action directly in this toolbar by clicking note, you can just literally click it and take a note right there. That note will be saved in your CRM and be visible to everybody on your team. If you’ve got existing customer data in an old CRM or in a spreadsheet, don’t worry it’s super easy to import into HubSpot. Let me show you how to do it. So get started you’re going to click on contacts. And in the top right corner, you’re going to see a little field that will say create contact or import. To get started, we’re going to import. So once I click import, I’ll simply follow the prompts.

And it will walk me through exactly how to import this. We’re going to use one spreadsheet. It’s a CSV file. We’re only going to report on one object right now and we’re going to import all of our tests. Click Next. Go ahead and choose that file. It’s right here on my desktop called CRM. Download it to make sure that I’m up contacts and that’s an English go ahead and click Next. And now you’ll see that HubSpot is actually checking for any errors in the data this is where it gets really cool. HubSpot automatically added the data fields from your spreadsheet into HubSpot CRM, watch this, and you can see all of my fields with no airs First Name, First Name, Last Name to last name, etc. I’ll go into that.

I’m going to create a lot of contacts. I’m going to be read that everybody’s waiting

so I can send them marketing now.

Click Finish import and watch HubSpot do the magic. Now. Take a moment but you’ll get an email once it’s ready. And what’s even better is you’ll see how many new records you have populating in real time and any records will get updated. It’ll tell you and look my input was completed with no errors. We are ready to go back to contacts and now we’re gonna see

information I need right away. I’m gonna go ahead and click Edit columns and make this view customized for me and my team. First thing that’s important is my industry for my customers is right up top. Next, I really am not interested right now in the Create date so I can get rid of that. But what is really important to me is the title or their role.

I’m going to click job title and move that one all the way up to the top here. So when I look at these columns as you see name, email, job title, injury, etc. Gonna go ahead and click apply and now you can quickly see I’ve just customized my dashboard, name, email, job title industry, and I’ve got the data that I need when I need it in one simple place. Let’s say I want to add a contact on the fly. I can simply click create contact. And remember in the CRM, the record always goes to the email not the name so we can put in a brand new email put in front of Fred at Fred’s logistics.com This is Fred Fahey and I can go ahead and make sure that he is the CEO Oh, and go ahead and click Create. And that person is automatically added into my CRM. I’ll see his record right here. And all of his information is in one simple place, easy to use. as your business grows and your marketing efforts evolve. You’re going to want to create custom lists of people to market to or just list of customers for your sales team to reach out. Let me show you how easy it is to create customized lists. In HubSpot today. We’re going to switch customers I’ve entered the 90 days to get storage of our list of Name, Last Contact 90 days. Select Active list and click Next. Here we’ll start to add some filters to see who’s going to make on our list. The first filter is I want to make sure that context job title is either see see oh, so I’ll go ahead and add in CEO CEO or I’ll even add in Chief Operating Officer.

Here you can start to see the list is already previewing on the right hand side. Next I want to add another filter to see which contacts have not been contacted in over 90 days. So I’ll select the property last contacted is down here is more than 90 days ago. And I’ll go ahead and click enter. And again this is now showing on the left that this group title will have anybody whose job title is CEO, CEO or Chief Operating Officer and they were last contacted more than 90 days ago. Once I’m ready, I’ll go ahead and click Save list now that we’ve created an active list for prospects that we have not contacted for more than 90 days. As soon as they reply to an email or email you they will automatically be off of this active list. This makes list maintenance easy it happens while you sleep. It happens while you eat lunch drops off at soccer practice. Your CRM is working for you what leads now that your contacts are all set up in your CRM let’s enable your sales team to start selling using the deals pipelines in your HubSpot CRM. Check it out. To get started scroll up to where it says sales and select deals. Here you’ll be brought to what’s called your sales pipeline. You can see the different stages of a sale pipeline.

That’s super easy. Click the drop down, click Edit pipeline. And here you can either change names of date ages, you can change the probability that the deal will close as they go on, and even add stages if you want to. Since this looks good to me, I’m gonna go back to ideal pipeline and show you how to add a deal to your sales pipeline. To get started, click Create deal. First thing you’re going to want to do is give this deal a name. So we’re going to call this global logistics deal. We’re going to make sure it’s added to this pipeline. And right now I’ve already combat that.

And we’ve just started to uncover their challenges. We’re estimating that this deal is going to be an $85,000 deal. They are a big hotel chain that wants to buy a bunch of doughnuts, we can select a closed date, make sure I’m listed as the deal owner. If I want to give it a new business or existing business label I can I can give it a different priority.

And I can associate it with any contact. So I’m gonna go ahead and select that with let’s see his name was Christian, I believe.

There he is, and go ahead and select him. Now that we’ve added Chris, we can go ahead and select a company and any line items from quotes and create that deal. You’ll notice that that deal is going to automatically populate into my deal pipeline, and it’s going to be showcasing a whole new deal ticket, I could add to deals you’re going to see that this deal is in the proper stage and the uncovered challenge pipeline. You’ll notice that it gives me the dollar amounts the projected closed date and at the bottom here you can see very simply how much money is in each step of your pipeline at any given time.

Now that the deal is created, I can simply drag and drop this deal throughout the sales process as time goes on. If I send a quote in it is received, I can drop it in there. And you’ll notice at the bottom here, the deal totals are updating every time this moves throughout my pipeline. Finally that sale is closing one and we are happy to add our next deal and keep that pipeline full. Now let’s talk about reports. A lot of organizations are data rich but inside poor that’s not the case with HubSpot. We have tons of pre built reports and dashboards ready to enable your sales service and marketing teams with tons of great data to act on. Let’s jump in. Take a look. Simply head up to the top toolbar, click Reports and Dashboards. Here you’re going to see a whole list of pre built dashboards with reports in them that you can select right out of the gate. Things like business unit overview, chat conversions, or if you scroll down, you’ll see all of our different marketing dashboards and even sales dashboards.

Dashboard, it includes five different reports and I can select which ones I want to include in the dashboard. I’ll simply go ahead and click Next.

So that if I want it to be private or viewed to everybody and I can give it a little name, sales dashboard and click the eighth dashboard. Our egg data that’s already in your CRM is going to populate directly right into your dashboard as soon as it’s ready to go. Dashboards are a great way that you can look at your CRM data in a simple, easy to use interface.

So simply click on boards, look at dashboards and you’ll see the dashboard that you created with these reports. What’s nice about this is you can drag and drop these reports anywhere you want. So if you want to move them around, if you want to shrink them and make them a little bit smaller, it’s totally customizable based on your team’s needs. And that is how you use dashboards. There’s tons of automated features and capabilities in your HubSpot CRM. Check out our video on how do you sales sequences.

At the repetitive parts of your sales outreach, HubSpot CRM is built so that it’s easy to use and adapt for your team. It’s easy for your sales, marketing and service team to align on customer data in one simple platform. It’s grown to customize and adapt with you as your business grows. To learn more about how to use HubSpot free CRM, click the link in the description below to get started today, mark my spot thanks for watching.

 

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