Introduction to the HubSpot CRM. Presenter: Julie Vetter @hoimoon Hosted by

http://www.hubspot.com/products/sales

AGENDA

1.  Why did HubSpot add a CRM?

2.  What does the HubSpot CRM aim to accomplish?

3.  Walk-through of setting up and implementing the CRM

4.  Discussion of who the CRM is for

5.  Q&A and feature requests

Why did HubSpot add a CRM ? http://cdn2.hubspot.net/hub/137828/file-20443408-pdf/docs/sales-process/implementing_smarketing_at_your_organization.pdf

The Internet and Inbound Marketing changed the buyer, forcing sales to adapt

http://blog.hubspot.com/marketing/how-to-do-inbound-sales-slideshare-hspr

Aligning sales with the new marketing methods means aligning their tools, too

http://cdn2.hubspot.net/hub/137828/file-20443408-pdf/docs/sales-process/implementing_smarketing_at_your_organization.pdf

2. What does the HubSpot CRM aim to accomplish ?

http://www.hubspot.com/products/crm

Moving the buyer along the journey from attraction to decision

http://cdn2.hubspot.net/hub/137828/file-20443408-pdf/docs/sales-process/implementing_smarketing_at_your_organization.pdf

3. Walk-through of setting up and implementing the CRM

Resources

http://www.hubspot.com/sales/getstarted

http://knowledge.hubspot.com/crm-user-guide

http://academy.hubspot.com/broadcasts/inbound-sales

http://www.hubspot.com/products/sales

http://www.hubspot.com/products/crm

http://blog.hubspot.com/sales

HubSpot Users Idea forum (create free account, suggest and vote) CRM topics

https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/category/87614-crm

The HubSpot CRM – getting around

The dashboard – overview video & navigation

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Entering Contacts – step one

1.  Via CRM Contacts + Add contact 2.  Via iPhone App 3.  Via Sidekick in Chrome 4.  Via contact list import 5.  Note: Marketing portal contacts auto-sync

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Entering Companies – step two

1.  Via CRM Contacts + Add company same as contact 2.  Via Sidekick in Chrome

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Creating Deals – step three

In the CRM + Add deal Create the deal name, add the stage, contact, close date, owner You can use the gear to edit the deal stages if they do not describe your process Add filters (right) to hide done deals, for example

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Using Deals

Click on the deal card to add information •  Make and record a call •  Make a note •  Log a meeting or call made elsewhere •  Send an email that is tracked with Sidekick •  Schedule a meeting •  Add attachments (works with Google drive)

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Sales knows when a contact : •  Reads their email

•  Returns to web site

Sidekick

Sidekick shows when sales emails are read Provides stats on how many of your emails are being opened In the Chrome browser plugin, Sidekick let’s you find company contacts, competitors, and intelligence

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4. Discussion of who the CRM is for

5. Q&A and feature requests

#UnfinishedBusiness #StarStock

Merci !