TLDR;
This video provides a step-by-step tutorial on how to use HubSpot, a popular CRM solution. It covers creating an account, navigating the platform, customizing company records, creating deals, and importing data. The tutorial emphasizes the importance of personalization in marketing and sales, and how HubSpot can help businesses track the entire customer journey.
- Creating an account and setting up the platform.
- Customizing company, contact, and deal records.
- Importing data and nurturing leads through email marketing.
- Utilizing HubSpot's reporting and support resources.
Pengantar [0:00]
HubSpot is a popular CRM solution with various hubs for sales, marketing, and operations. The platform aims to keep everything in one place, providing full visibility of business activities. It allows users to track the entire customer journey, from anonymous website visitors to brand promoters, storing information to personalize interactions. Personalization is key to standing out from competitors.
Memulai Dengan Hubspot [0:27]
The CRM is the central point, connected to various hubs with different functions like sales, marketing, services, and content. The purpose is to centralize information, giving everyone full visibility of business activities and customer interactions. By understanding what drives a lead to the business, that data can be pulled into the CRM. The platform's main goal is to track the entire customer journey, which is crucial for business owners and entrepreneurs.
Membuat Akun [1:43]
To sign up, click the link in the description to access a free trial. Enter your email, set up a password, and provide your first and last name. HubSpot will ask questions to help set up the platform. Users can specify their industry and role. The platform offers template options for sales, marketing, and customer service, but manual setup is recommended for customization. Teammates can be added later.
Mengedit Rekaman Perusahaan [3:53]
The navigation bar on the left provides access to different options, with the CRM section being the most used for contacts, company records, and deal records. Company records display information like domain name, industry, and owner, which can be modified. Custom properties can be added to the CRM to include specific information. Activities like calls, emails, and notes are displayed, with some features requiring a higher plan. Connecting a phone number allows making calls directly through the platform.
Membuat Kesepakatan [7:56]
HubSpot has three types of records: company, contact, and deal records, all linked together. Contacts can be added to company records, especially in B2B scenarios with multiple stakeholders. Contact records display properties, communications, and deals. Customizing properties allows segmenting information. Creating a deal record lists activities and deal information. Deals can be organized using a swim lane view, allowing users to drag and drop deals through the sales process.
Menambahkan Data ke Hubspot [9:52]
To add information, users can import companies, contacts, or deals. Importing options include files, other applications, or data migration. The best solution depends on the current technology stack. For Salesforce users, syncing the application is ideal, while spreadsheet users can import files. Email marketing can be used to nurture leads by creating emails from templates and analyzing recipient engagement and delivery rates. Reports and dashboards can be customized to track email performance.
Kesimpulan [14:05]
HubSpot offers extensive support resources, including a community, knowledge base, academy, documentation, and solution partners. Free version users have access to community resources, while paid plans offer email, chat, and phone support. Users are encouraged to input contacts and companies into the platform to explore its features for free.