Ahoy there, aspiring captains of commerce! Embarking on the HubSpot journey, are we? Fear not, for this guide is your compass through the vast seas of CRM. Buckle up as we delve into the magical world of HubSpot, where emails become your loyal companions, filters organize your crew, and deals chart the course to success.
Ah, the first day on the HubSpot voyage! Ready for a quick win? Let's dive into the Email Integration spell.
Ready to make your emails dance to the CRM tune? Let's connect the dots!
Connecting your inbox is like casting a spell. Emails, once sent, will magically find their way into your CRM. Connect the inbox for individual contact records and enjoy features like automatic email logging.
The magic lies in the details. Let's explore the wonders of email extensions!
If CRM were a castle, the email extension would be your secret passage. Inside Google, Outlook, or Office 365, you'll find CRM tools seamlessly integrated. From templates to meeting links, all within the comfort of your inbox.
Now, off you go!
As the sun sets on day one, prepare to master the art of filters. A necessary skill for every captain navigating the CRM waters.
With your emails neatly stored, it's time to organize the crew. Let's dive into the world of filters!
Filters are your CRM's treasure maps. Organize contacts based on any information, from recent email opens to replies. The more data, the more sophisticated your filters. Time to sail through your contacts like a true captain.
Anchors aweigh! Access Your Contacts in HubSpot and start filtering.
With filters mastered, it's time to invite old mates to join the HubSpot fleet. Importing contacts is the key to unlocking the true potential of your CRM.
Your CRM is a canvas waiting for the brush strokes of data. Let's import your contacts and paint a vivid picture!
Importing is the gateway to enhanced CRM magic. Whether from spreadsheets or Gmail contacts, bring them all in. The more information, the sharper your focus. Turn your CRM into a treasure trove of insights.
Ready to set sail to new horizons? Import new contacts by going to the contact tab and clicking the Import CTA in the top right hand corner of your workspace.
The horizon calls for sales adventures. Time to customize your sails and set the stage for fruitful deals.
Your ship is ready, but deals need a roadmap. Let's customize your deal stages and navigate through the sales storms!
Deals in HubSpot are like constellations guiding you through the sales universe. Customize the stages to match your sales process. A visual representation of progress ensures no deal gets lost at sea.
The stage is set. Access Your Deals in HubSpot and begin customizing.
Day seven, a day of new leads! Time to cast your net wide and lure potential clients into your CRM harbor.
Google, the ocean of opportunity. Let's create a lead ad, a fishing expedition for new mates!
Google ads, a captain's best friend. With a compelling CTA, reel in leads directly into your CRM. Google's colossal audience awaits, so let the lead expedition begin!
Ready to cast your net? Access Your Ads in HubSpot and start reeling in leads.
As your ship sails the vast online seas, your website is the lighthouse guiding the way. Connect it to your CRM to capture every visitor that comes ashore.
Your website is your beacon. Let's connect it to the CRM and capture every ripple on the digital shore!
HubSpot's JavaScript tracking code is your anchor. Create lead flows that capture visitor information directly into your CRM. A unified hub for all customer data ensures no wave goes unnoticed.
Anchors away! Get your Hubspot tracking code under Account Setup in your settings menu.
The ship is ready, the sails are set, and it's time to invite your mates aboard. Shared visibility across the crew ensures a united front in the CRM seas.
The final step, inviting your mates to the CRM party. Let's bring your team together for a unified voyage!
Add as many crew members as you need, controlling their access levels. A unified CRM ensures everyone is on the same page, creating a seamless journey for your marketing, sales, and customer service teams.
Ready to unite the crew? Go into Account Setup under your main settings and click on user's and teams.
And there you have it, oh brave captain of commerce! With these seven steps, you've charted your course through the HubSpot seas. From email integration to inviting your team, you're now the master of CRM magic. May your sails be ever full and your CRM adventures legendary!