Want to leverage HubSpot CRM but don't know where to begin? Don't worry! Here is a step-by-step to get you up and running on HubSpot's CRM in a few days.
Step 1: Sign Up. Start by signing up for a free CRM account (which can be found on HubSpot's Website). Quick & easy.
Step 2: Customize. Once you're logged into your account, take a moment to customize your settings according to your organization. Things like time zone, adding your company logo, and inputting other essential details.
Step 3: Import Contacts. If you have one, export your existing contact list from your previous system into a CSV file. *This step should be simple if you previously kept your contacts in a spreadsheet. Navigate to your CRM's "Contacts" tab and select "Import." Follow the prompts to upload your CSV file and map the fields correctly.
Step 4: Organize Your Pipeline. Now it's time to organize your pipeline, which helps you track your deals and sales progress. Start by creating stages that align with your sales process. For example, you might have stages like "Prospecting," "Qualified Leads," "Negotiation," and "Closed Won." Customize your pipeline to fit your unique business needs.
Step 5: Add Deals and Tasks. Finally, add your deals and tasks to the CRM. Each deal represents a potential sale or business opportunity, while tasks help you stay organized and on top of important follow-ups. Ensure to input all the details for each deal and task, such as the contact person, deal value, and due dates.
Congrats! You did it! You've set up your sales CRM in a matter of days. HubSpot's free version of their CRM product is a great place to start, but many organizations grow out of it as they scale. If you find yourself in need of an upgrade, give us a shout. As a certified partner, we can waive your onboarding fee of their Enterprise product (up to $3k) and handle more complicated implementation faster and cheaper than any other Hubspot partner. (We promise!)
