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Advanced Setup for HubSpot CRM & HubSpot Sales

Duda (35)

Why must you apply these advanced setup tips for your HubSpot CRM and Sales?

Are you considering learning advanced Setup for HubSpot CRM & HubSpot Sales? Learning these advanced setup tips may result in your success in the sales process, but if you are a beginner, you will find it difficult to get all the setup settings in order. In this article, we will share the best setup tips that can help you get started with HubSpot CRM and HubSpot Sales.

Advanced Setup Tips for HubSpot

Here are some HubSpot advanced setup tips for you

If you are thinking about implementing HubSpot CRM/Sales, make sure you have a clear plan for implementation and adoption.

1. Customise the CRM to your sales process

When you’re setting up a HubSpot CRM or sales software, it’s important to consider giving your team-specific tools they will be able to use to become more organised and efficient. This customisation can help in your sales process with features like Deal Stages and Deal Properties.

Deal Stages are used to track where a deal is in the buying process. Deal Properties are custom fields that store important information for reps, such as prospecting time, meeting notes, task reminders, lead assignments, and inactive deal closure. You can also create tasks automatically assigned based on custom fields that track meetings or remind you of the next steps with leads.

There is no limit to how much you can customise the CRM to fit your specific needs with HubSpot. The ROI of your investment in HubSpot depends on what features you want and how often they are used. But, no matter what, it’s important to make sure the software is working for you and not the other way around!

A.Define your life cycle stages

One of the keys to a successful CRM implementation is getting buy-in from both sales and marketing on defining terms related to the CRM. The HubSpot CRM is accessible for quick onboarding because it has an architecture that both sales and marketing can easily understand. It also has customisable features that can be changed to fit your sales process. However, you must first define your life cycle stages to take advantage of these features.

Life stage definitions can be used to improve lead nurturing effectiveness. For example, you can create different workflows for leads in different buying process stages. You can also use this information to determine the most relevant content to lead in each stage.

B. Set up deal stages and deal properties

The CRM can be customised according to the sales process, so it is important to take the time to get this set up correctly. There are many ways that CRM is customisable that will fit your needs, such as customising your deal pipelines. This allows you to change how your CRM looks and functions to match your specific business needs.

C. Set up custom fields for reps to store important information

A custom field is an extra piece of information that you can collect on a contact, company, or deal. When setting up your CRM, it’s important to think about the most important data to your team and process and add those fields to your system.

Custom properties should be created for contacts, companies, and deals to pull out the information that matters most to your team and process. This could include:

a. The stage in the sales process that a contact is in

b. The type of deal

c. The contact is interested in

the product d. How likely the contact is to buy

Reps should be able to quickly access this information without searching through a lot of data. You can also create filtered contact lists to make it easy for reps to find the leads they need. Templates and documents should be created in HubSpot to provide reps with quick access to information sent during the sales process.

D. Organise your prospecting with custom fields

The contact record will serve as a reminder for future meetings or cold calls. The territory-based contact records enable the easier scheduling of multiple meetings or cold calls. Contact records are now grouped by territory, which is useful for scheduling multiple meetings in specific areas.

E. Use filters to organise your prospecting time

One way to organise your prospecting time is by using filters in HubSpot CRM. Filters help you find patterns or themes within your client database that would be helpful for later searching. It really depends on what makes sense for the business and their needs as a customer base, so filters can work differently depending on what they are looking for.

When building a strategy for CRM customisation, it’s important to keep in mind how the sales process should match customer needs. Companies should develop a strategy for the CRM that is specific to their business and customer base.

F. Use tasks to remind yourself of next steps with prospects

HubSpot has a ready-made tool for scaling your marketing department’s reach. You need to add your contacts to the task list, and the notification follow-ups are handled for you. You can even create scheduled reminder emails for your leads, causing them to wonder if they have missed a follow-up with you.

The CRM can be customised to suit your sales process. In this way, you can have all the information you need in one place. The tips in the passage suggest using Zapier for automation purposes.

Advanced Setup for HubSpot

2. Automate everything you can

One of the best ways to improve your productivity is to automate as many tasks as you can. This way, you can spend less time on menial tasks and more time on work that matters. Automation can help you save time and energy, which are precious commodities in the workplace.

There are several tools that can help you automate your tasks. For example, HubSpot Sales includes a number of features that allow you to automate your workflow. You can also use tools like Zapier to integrate different systems and automate tasks between them. If you’re looking for a more flexible option, Zapier is a good choice. It’s able to sync data with any system you need, making it a versatile tool for automating your work.

The bottom line is that automation can save you a lot of time and hassle in the workplace. By automating simple tasks, you’ll be able to focus on the work that matters and get more done in less time.

A. Let prospects book time on your calendar

If you’re using HubSpot Sales, you should use the calendar link tool to schedule more appointments with bots. This tool allows potential customers to book time on your calendar without having to go through a lot of back and forth emailing. It’s a great way to make sure that you’re always available for potential customers, and it also saves you time because you don’t have to email employees about when they can meet someone new in person.

B. Assign leads automatically

One way to improve the efficiency of your sales team is to use HubSpot’s workflow features to automatically assign leads to reps. This can be done by creating a workflow that assigns a lead to a representative based on certain criteria, such as their contact information or the stage of the buying process.

Using HubSpot Sales for CRM is important for achieving success when setting up goals and speaking to leads at certain times. Automate Everything You Can focus on the idea that automation is the most efficient way to increase velocity. Automation can help with deployment and provisioning to quality assurance and security.

C. Automatically close inactive deals

To reduce the amount of time spent on administrative tasks, you can implement a process to mark deals inactive at the end of each quarter automatically. This had tremendous time savings. You can use an “active” and “inactive” list for our Deals to help prioritise cold deals. Closed Deals are closed so that personnel can focus on engaged prospective clients. Digital marketing strategies can help sales teams close more deals. Marketing and sales teams are encouraged to work closely with each other to eliminate any discrepancies between buyer persona and product functionality and experience.

D.Use custom fields to automate task assignment

One way to automate task assignments is to use custom fields. These custom properties should be easily accessed in the about sections of each contact, company, and deal. This will allow you to quickly assign tasks based on the most frequent criteria you need to access. Filtered contact lists can be created and saved to help reps quickly access leads based on criteria that they frequently need to access.

In addition, templates and documents can be created in HubSpot to provide reps with quick access to the information they send prospects or clients most frequently. Automating communication and follow-up is also possible using workflows. If a company is successful in automating communication, the company can automate the stages of that process from start to finish.

Advanced Setup for HubSpot

3. Integrate other tools with HubSpot CRM

Integrating other tools with HubSpot CRM can be extremely helpful in managing your sales and marketing efforts. Many third-party applications integrate seamlessly with HubSpot, making it easy to get the most out of the tool. Here are a few examples:

A. Gmail

HubSpot’s native integration with Gmail makes it easy to work with tools you already use. With this integration, you can see all of your contacts in one place and create tasks or follow-up reminders directly from within Gmail. You can also import leads into HubSpot from your email account, track email opens and clicks right inside HubSpot.

B. Linkedin Sales Navigator

The LinkedIn Sales Navigator integration allows you to see all of your LinkedIn leads and contacts in HubSpot, as well as track engagement on LinkedIn profiles and Company Pages. You can also add new leads from LinkedIn directly into HubSpot and send personalised messages to LinkedIn connections from within the CRM.

C. Asana

The Asana integration lets you create tasks in Asana directly from within HubSpot CRM, track progress on those tasks, and collaborate with team members on task assignments. You can also sync completed tasks to HubSpot CRM to keep your data up-to-date.

D. Trello

The Trello integration allows you to create cards in Trello from HubSpot CRM, track progress on those cards, and collaborate with team members on card assignments. You can also sync completed tasks to HubSpot CRM to keep your data up-to-date.

Integrating other tools with HubSpot CRM can be extremely helpful in managing your sales and marketing efforts. Using integrations can save time and increase productivity by streamlining your workflows.

Improve your marketing & sales results with advanced setup for HubSpot

1. Set up marketing ROI tracking

Marketing professionals are always looking for ways to improve their results and track the effectiveness of their campaigns. HubSpot offers a suite of tools that can help with this, including the CRM & Sales Tools and the Marketing Automation tool. The CRM & Sales Tools can be combined with HubSpot’s marketing solution to track how leads move down the sales funnel. The codes generated by HubSpot’s marketing cookies will stay with a lead as they move down the funnel, and they will also be recorded in HubSpot’s Sales tool.

This will allow you to track how much value each of these top-of-the-funnel opportunities generated for a company or an individual. The raw data that is collected from the sales database via an API can then be used to understand how marketing initiatives compare to business results. It’s important to understand how much money was spent on advertising relative to the deals closed, and HubSpot’s Marketing ROI Tracking feature can help with this. By tracking your marketing and sales activities, you can make more informed decisions about how to grow your business.

2. Track and analyze your offline marketing too

Just as you can track and analyse your online marketing efforts, you can also do the same for your offline marketing campaigns. Here are a few ideas on how to do this:

A.Custom fields

Custom fields in HubSpot’s CRM can help track and analyse data related to marketing and sales activities. This data can then be used to improve future campaigns. For example, if you’re running a trade show booth, you can use custom fields to track how many leads were generated from the event, their job titles, and how much money was spent on the booth.

B.HubSpot’s marketing solution as a CRM and sales tool:

HubSpot’s marketing solution is not just a CRM tool but also a sales tool. This makes it easier to track the ROI of particular marketing efforts by implementing them alongside HubSpot’s CRM & Sales tools.

C.Tagging links with trackable codes

Another way to track the success of your offline marketing campaigns is to tag links with trackable codes. When a person gives information and becomes a lead, these codes can be read by HubSpot’s marketing cookies and stored in the marketing database.

D. Raw data on closed deals

After several months, a team is able to pull in raw data on closed deals and deal size. This data can then determine how effective certain offline marketing campaigns are at generating leads and sales.

3. Set & track sales goals

Goal setting is important for businesses to track progress and meet objectives. Ubique Digital Solutions, a digital solutions company, uses HubSpot CRM and Databox to track its marketing and sales results. They set goals quarterly to grow awareness, affinity, and action. The dev team plans their progress monthly and sends reports showing their progress against quarterly targets. This allows them to adjust their strategy as necessary to improve their results.

Advanced Setup for HubSpot

Partner solutions that will help you with the advanced setup for HubSpot

If you have a hard time implementing these advanced integrations and setups for HubSpot, we recommend you partner with Ubique Digital Solutions. At UDS, we understand how important it is to have a smooth and seamless integration with your marketing and sales tools. That’s why we are experts at setting up and implementing advanced integrations with popular marketing and sales tools like HubSpot. We know how to hook up your marketing and sales tools with the best possible integrations so you can get the most out of your data and analytics.

Want to learn more?

Contact UDS to Learn How We Can Help




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