WEBVTT NOTE This file was generated by Descript 00:00:00.000 --> 00:00:03.750 If you're a growing business, looking for a CRM that is easy to adopt, 00:00:03.910 --> 00:00:07.340 aligns with your teams and is able to adapt with you over time, you've 00:00:07.370 --> 00:00:08.630 totally come to the right place. 00:00:08.760 --> 00:00:09.290 I'm Mark. 00:00:09.309 --> 00:00:13.240 And today we're going to show you how HubSpot CRM is built to grow with you. 00:00:13.240 --> 00:00:16.539 HubSpot CRM seamlessly integrates all of your data. 00:00:16.675 --> 00:00:20.755 Your teams and your customers in one, easy to use platform to get started. 00:00:20.765 --> 00:00:22.065 You're going to need a HubSpot account. 00:00:22.125 --> 00:00:23.465 It's totally free for life. 00:00:23.665 --> 00:00:24.795 Head on over to HubSpot. 00:00:24.795 --> 00:00:26.615 com and sign up for your free account. 00:00:27.095 --> 00:00:31.435 Now let's take a look at how easy it is to set up your company and contact records 00:00:31.675 --> 00:00:36.720 in the CRM so that your sales Marketing, service, and operations teams can all look 00:00:36.720 --> 00:00:38.930 at the same customer data in one place. 00:00:39.070 --> 00:00:39.560 Check it out. 00:00:39.570 --> 00:00:42.000 So to get started, you're going to click on contacts. 00:00:42.350 --> 00:00:46.779 Contacts are the center of everything in your HubSpot CRM. 00:00:46.779 --> 00:00:48.889 Everything is built off of the contacts. 00:00:49.089 --> 00:00:49.829 Simply click on them. 00:00:49.839 --> 00:00:50.550 Contacts. 00:00:50.790 --> 00:00:53.960 And here you'll be brought to a page where you can look at all of the contacts. 00:00:54.110 --> 00:00:55.640 Now these are easy to filter. 00:00:55.820 --> 00:00:59.499 Right now I can filter them by contact owner, and I click that and 00:00:59.500 --> 00:01:02.969 it'll show you these are all the contacts I currently own in the CRM. 00:01:03.199 --> 00:01:06.899 I can also filter by these predetermined fields like what date was that 00:01:06.899 --> 00:01:11.300 contact created, When was the last activity date for this contact? 00:01:11.660 --> 00:01:13.250 What is their lead status? 00:01:13.470 --> 00:01:17.769 Or there's a lot of advanced filters that you can select from in customize your CRM. 00:01:18.179 --> 00:01:21.449 Now, if I want to look at any of the customer data from one of my contacts, 00:01:21.609 --> 00:01:25.239 I can simply either click on preview and in the right hand toolbar here, 00:01:25.240 --> 00:01:28.600 you'll see that I've got some data, the customer name, their company, their 00:01:28.619 --> 00:01:32.910 email, and any other information I've got on properties for this contact. 00:01:33.160 --> 00:01:35.980 Now, if I want a little bit more detailed, I can simply click on the. 00:01:36.210 --> 00:01:39.230 customer's name, and it will open up a whole new window 00:01:39.360 --> 00:01:41.120 with all of the customer data. 00:01:41.250 --> 00:01:44.830 Here, you're going to see that right from the left toolbar, I can take a note. 00:01:45.040 --> 00:01:46.770 I can send this contact an email. 00:01:46.910 --> 00:01:51.589 I can even give them a phone call, create a task reminder, set a meeting and more. 00:01:52.060 --> 00:01:55.000 In this top toolbar here, you'll see all the activity that has 00:01:55.000 --> 00:01:56.980 occurred with this contact over time. 00:01:57.230 --> 00:01:59.119 You can click on them and expand them. 00:01:59.230 --> 00:02:02.130 You can even reply to an email directly in this field. 00:02:02.530 --> 00:02:07.110 You can also look at any notes, log in and check any emails, look at any call 00:02:07.110 --> 00:02:11.379 notes or recorded phone calls that you had, any tasks, or any meeting notes that 00:02:11.380 --> 00:02:13.490 you have from working with this customer. 00:02:13.749 --> 00:02:17.620 You'll also see on the right hand toolbar any deals that you have in the works, 00:02:17.789 --> 00:02:21.560 any tickets that they have with customer service, or any payments that are pending, 00:02:21.570 --> 00:02:26.200 or orders, or shopping carts are all going to be shown right here on the toolbar. 00:02:26.480 --> 00:02:27.740 This is one of my favorites. 00:02:27.920 --> 00:02:31.580 If you've emailed them any attachments, or All of your email attachments are 00:02:31.580 --> 00:02:33.380 going to show up right here in the tab. 00:02:33.520 --> 00:02:35.840 So you don't have to go search through your inbox to find them. 00:02:36.160 --> 00:02:39.829 The contacts are the center of the HubSpot CRM and they are a super 00:02:39.829 --> 00:02:43.529 powerful way so that all your teams can look at a customer and see a 00:02:43.529 --> 00:02:45.709 complete snapshot of that customer. 00:02:45.769 --> 00:02:48.869 Now let's take a look how to set up a company in your CRM. 00:02:49.195 --> 00:02:53.095 Simply scroll to the top left, click contacts and scroll down to companies. 00:02:53.195 --> 00:02:56.555 Here, you're going to see a very similar interface that with contacts. 00:02:56.785 --> 00:03:00.224 So you'll see the company name, company owner, what data was created. 00:03:00.374 --> 00:03:03.454 And if you want to edit any of these columns, for example, maybe 00:03:03.454 --> 00:03:06.565 it's important to me to see what industry this company is in. 00:03:06.765 --> 00:03:08.485 I can just drag this to the top. 00:03:09.174 --> 00:03:10.364 And click apply. 00:03:10.605 --> 00:03:14.065 And now I'll see that industry is right here where I put it. 00:03:14.265 --> 00:03:17.554 It's an easy way to customize the CRM with this drag and drop feature. 00:03:17.915 --> 00:03:22.234 Once you click in on a certain company, you're going to see a lot of information. 00:03:22.424 --> 00:03:27.544 Again, the power of HubSpot CRM is that anybody in your CRM, whether they're 00:03:27.545 --> 00:03:31.095 from sales, marketing, or customer service, they will all see the same 00:03:31.315 --> 00:03:35.295 dashboard here and get all the same information so there's no loss of data. 00:03:35.634 --> 00:03:38.734 Again, with the company, just like with the contact, you'll see 00:03:38.734 --> 00:03:42.524 activity, notes, emails, calls, tasks, and meetings in the top toolbar. 00:03:42.765 --> 00:03:46.684 You'll also see any contacts that are associated with this particular 00:03:46.684 --> 00:03:50.604 company, any deals, tickets, payments, and some of the other 00:03:50.604 --> 00:03:52.344 features that we saw in the contact. 00:03:52.574 --> 00:03:56.975 And again, you can always take action toolbar by clicking note. 00:03:57.125 --> 00:03:59.674 You can just literally click it and take a note. 00:03:59.810 --> 00:04:00.369 Right there. 00:04:00.380 --> 00:04:05.160 That note will be saved in your CRM and be visible to everybody on your team. 00:04:05.460 --> 00:04:10.100 If you've got existing customer data in an old CRM or in a spreadsheet, don't worry. 00:04:10.110 --> 00:04:12.130 It's super easy to import into HubSpot. 00:04:12.290 --> 00:04:13.350 Let me show you how to do it. 00:04:13.859 --> 00:04:17.879 So to get started, you're going to click on contacts and in the top right corner, 00:04:17.899 --> 00:04:22.440 you're going to see a little field that will say create contact or import. 00:04:22.650 --> 00:04:24.380 To get started, we're going to import. 00:04:24.840 --> 00:04:28.320 So once I click import, I'll simply follow the prompts. 00:04:30.630 --> 00:04:33.200 And it will walk me through exactly how to import this. 00:04:33.210 --> 00:04:34.840 We're going to use one spreadsheet. 00:04:34.850 --> 00:04:36.210 It's a CSV file. 00:04:36.530 --> 00:04:39.390 We're only going to report on one object right now, and we're going 00:04:39.390 --> 00:04:40.979 to import all of our contacts. 00:04:41.450 --> 00:04:44.960 I'll click next, go ahead and choose that file. 00:04:45.280 --> 00:04:48.340 It's right here on my desktop called CRM download. 00:04:50.650 --> 00:04:54.150 Gonna make sure that I'm updating the contacts and it's in English. 00:04:54.240 --> 00:04:55.320 Go ahead and click next. 00:04:56.410 --> 00:04:58.690 And now you'll see that HubSpot is actually checking 00:04:58.690 --> 00:04:59.970 for any errors in the data. 00:05:00.190 --> 00:05:01.899 This is where it gets really cool. 00:05:02.020 --> 00:05:07.499 HubSpot automatically maps the data fields from your spreadsheet into HubSpot's CRM. 00:05:07.500 --> 00:05:08.140 Watch this. 00:05:08.270 --> 00:05:12.049 And you can see that it's actually mapped all of my fields with no errors. 00:05:12.225 --> 00:05:15.405 First name, map, the first name, last name to last name, et cetera. 00:05:16.045 --> 00:05:17.825 I'll go ahead and click next. 00:05:18.575 --> 00:05:21.935 I'm going to create a list in my contacts of these new contacts. 00:05:22.135 --> 00:05:24.905 I'm going to agree that everybody's waiting to hear from me and I'm going 00:05:24.905 --> 00:05:28.914 to set these folks as marketing contacts so I can send them marketing emails. 00:05:29.270 --> 00:05:32.680 Finally, I'll click finish import and watch HubSpot do the magic. 00:05:32.990 --> 00:05:35.700 Now, it takes a moment, but you'll get an email once it's ready. 00:05:35.860 --> 00:05:38.540 And what's even better is you'll see how many new records you 00:05:38.550 --> 00:05:40.199 have populating in real time. 00:05:40.420 --> 00:05:44.330 If any records were to get updated, it'll tell you, and look, my import 00:05:44.330 --> 00:05:45.919 was completed with no errors. 00:05:45.959 --> 00:05:47.049 We are ready to go. 00:05:47.289 --> 00:05:48.950 And now when I go back to Contacts, 00:05:51.375 --> 00:05:54.485 And now we're going to see all my new friends are right here in the CRM. 00:05:54.655 --> 00:05:57.545 However, I noticed when I look at this, it doesn't have the 00:05:57.545 --> 00:05:59.055 information I need right away. 00:05:59.305 --> 00:06:02.175 I'm going to go ahead and click edit columns and make this view 00:06:02.265 --> 00:06:04.115 customized for me and my team. 00:06:04.454 --> 00:06:07.364 First thing that's important is it's really important that my industry 00:06:07.574 --> 00:06:09.314 for my customers is right up top. 00:06:09.794 --> 00:06:13.835 Next, I really am not interested right now in the create date 00:06:13.835 --> 00:06:15.044 so I can get rid of that. 00:06:15.735 --> 00:06:19.684 But what is really important to me is the title or their role. 00:06:21.335 --> 00:06:25.604 I'm going to click job title and move that one all the way up to the top here. 00:06:25.784 --> 00:06:29.134 So when I look at these columns, I should see name, email, job 00:06:29.134 --> 00:06:30.575 title, industry, et cetera. 00:06:30.575 --> 00:06:32.304 I'm going to go ahead and click apply. 00:06:33.064 --> 00:06:36.924 And now you can quickly see I've just customized my dashboard name, 00:06:36.974 --> 00:06:41.354 email, job title, industry, and I've got the data that I need when 00:06:41.354 --> 00:06:43.164 I need it in one simple place. 00:06:43.645 --> 00:06:45.905 Let's say I want to add a contact on the fly. 00:06:46.065 --> 00:06:48.094 I can simply click create contact. 00:06:48.975 --> 00:06:53.925 And remember in the CRM, the record always goes to the email, not the name. 00:06:54.074 --> 00:06:55.805 So we can put in a brand new email. 00:06:55.935 --> 00:07:01.635 I'm going to put in my friend, uh, fred at fred's logistics. 00:07:02.144 --> 00:07:02.634 com. 00:07:03.280 --> 00:07:04.550 This is Fred 00:07:06.659 --> 00:07:11.110 Fahey and I can go ahead and make sure that he is the COO and go ahead 00:07:11.110 --> 00:07:15.460 and click create and that person is automatically added into my CRM. 00:07:15.659 --> 00:07:19.099 I'll see his record right here and all of his information is in 00:07:19.099 --> 00:07:20.950 one simple place, easy to use. 00:07:21.115 --> 00:07:24.405 As your business grows and your marketing efforts evolve, you're going to want 00:07:24.405 --> 00:07:28.385 to create custom lists of people to market to, or just lists of customers 00:07:28.405 --> 00:07:29.825 for your sales team to reach out to. 00:07:30.055 --> 00:07:33.975 Let me show you how easy it is to create customized lists in HubSpot. 00:07:34.245 --> 00:07:37.185 Today, we're going to build an active list to see which customers I've 00:07:37.205 --> 00:07:39.645 interacted with more than 90 days ago. 00:07:39.845 --> 00:07:45.030 To get started, we're going to give our list a name, last contact, 90 days. 00:07:45.670 --> 00:07:47.980 Select active list and click next. 00:07:48.320 --> 00:07:51.670 Here we'll start to add some filters to see who's going to make it on our list. 00:07:51.960 --> 00:07:54.640 The first filter is I want to make sure the contacts job 00:07:54.650 --> 00:07:58.190 title is either CEO or COO. 00:07:58.440 --> 00:08:03.950 So I'll go ahead and add in CEO, COO, or I'll even add in chief operating officer. 00:08:05.180 --> 00:08:08.540 Here you can start to see the list is already previewing on the right hand side. 00:08:09.000 --> 00:08:12.830 Next, I want to add another filter to see which contacts have not 00:08:12.830 --> 00:08:14.750 been contacted in over 90 days. 00:08:15.075 --> 00:08:23.445 So I'll select the property last contacted is Down here is more than 90 days ago, 00:08:24.095 --> 00:08:25.655 and I'll go ahead and click enter. 00:08:26.065 --> 00:08:30.324 And again, this is now showing on the left that this group title will have 00:08:30.345 --> 00:08:35.194 anybody whose job title is CEO, COO, or Chief Operating Officer, and they were 00:08:35.194 --> 00:08:37.664 last contacted more than 90 days ago. 00:08:38.005 --> 00:08:40.415 Once I'm ready, I'll go ahead and click save list. 00:08:40.615 --> 00:08:43.909 Now that we've created an active list for Prospects that we have not 00:08:43.909 --> 00:08:48.430 contacted for more than 90 days, as soon as they reply to an email or 00:08:48.460 --> 00:08:52.040 email you, they will automatically be moved off of this active list. 00:08:52.290 --> 00:08:54.010 This makes list maintenance easy. 00:08:54.140 --> 00:08:55.500 It happens while you sleep. 00:08:55.640 --> 00:08:59.119 It happens while you eat lunch or even drop the kids off at soccer practice. 00:08:59.289 --> 00:09:01.990 Your CRM is working for you while you sleep. 00:09:02.080 --> 00:09:08.520 CRM, let's enable your sales team to start selling using the deals 00:09:08.520 --> 00:09:10.729 pipelines in your HubSpot CRM. 00:09:10.729 --> 00:09:11.190 Check it out. 00:09:11.410 --> 00:09:15.170 To get started, scroll up top to where it says sales and select deals. 00:09:15.650 --> 00:09:18.319 Here you'll be brought to what's called your sales pipeline. 00:09:18.420 --> 00:09:21.839 You can see the different stages of a sales pipeline, and if you 00:09:21.840 --> 00:09:23.629 want to edit them, it's super easy. 00:09:23.860 --> 00:09:27.539 Click the dropdown, click edit pipeline, and here you can either 00:09:27.540 --> 00:09:32.045 change the names of the stages, You can change the probability that 00:09:32.045 --> 00:09:36.005 the deal will close as they go on and even add stages if you want to. 00:09:36.415 --> 00:09:39.835 Since this looks good to me, I'm going to go back to my deal pipeline and show you 00:09:39.835 --> 00:09:42.664 how to add a deal to your sales pipeline. 00:09:42.945 --> 00:09:44.865 To get started, click create deal. 00:09:45.455 --> 00:09:47.814 First thing you're going to want to do is give this deal a name. 00:09:47.815 --> 00:09:53.725 So we're going to call this, um, global logistics deal. 00:09:54.545 --> 00:09:56.385 We're going to make sure it's added to this pipeline. 00:09:56.425 --> 00:10:00.340 And right now I've already connected with that customer, and we've just 00:10:00.340 --> 00:10:02.090 started to uncover their challenges. 00:10:02.250 --> 00:10:05.890 We're estimating that this deal is going to be an 85, 000 deal. 00:10:06.030 --> 00:10:09.400 They are a big hotel chain that wants to buy a bunch of donuts. 00:10:09.610 --> 00:10:12.990 We can select a close date, make sure I'm listed as the deal owner. 00:10:13.210 --> 00:10:17.759 If I want to give it a new business or existing business label, I can, I 00:10:17.760 --> 00:10:22.730 can give it a different priority and I can associate it with any contact. 00:10:22.950 --> 00:10:26.510 So I'm going to go ahead and select that with, let's see, his 00:10:26.510 --> 00:10:28.440 name was Christian, I believe. 00:10:29.890 --> 00:10:30.760 There he is. 00:10:30.850 --> 00:10:32.520 We're going to go ahead and select him. 00:10:32.730 --> 00:10:36.170 Now that we've added Chris, we can go ahead and select a company and any line 00:10:36.170 --> 00:10:38.240 items from quotes and create that deal. 00:10:38.510 --> 00:10:42.060 You'll notice that that deal is going to automatically populate into my 00:10:42.310 --> 00:10:46.160 deal pipeline, and it's going to be showcased in a whole new deal ticket. 00:10:46.580 --> 00:10:49.250 If I click back here to deals, You're going to see that this 00:10:49.250 --> 00:10:53.180 deal is in the proper stage in the uncover challenge pipeline. 00:10:53.450 --> 00:10:57.000 You'll notice that it gives me the dollar amount, the projected close date. 00:10:57.159 --> 00:11:02.009 And at the bottom here, you can see very simply how much money is in each stage 00:11:02.029 --> 00:11:04.359 of your sales pipeline at any given time. 00:11:05.380 --> 00:11:08.809 Now that the deal is created, I can simply drag and drop this 00:11:08.809 --> 00:11:10.769 deal throughout the sales process. 00:11:10.809 --> 00:11:11.949 As time goes on. 00:11:12.189 --> 00:11:15.240 If I send a quote and it is received, I can drop it in there. 00:11:15.370 --> 00:11:19.074 And you'll notice at the bottom here, The deal totals are updating every 00:11:19.074 --> 00:11:20.845 time this moves throughout my pipeline. 00:11:21.125 --> 00:11:24.895 Finally, that sale is closed in one and we are happy to add our next 00:11:24.895 --> 00:11:26.715 deal and keep that pipeline full. 00:11:26.915 --> 00:11:28.564 Now let's talk about reports. 00:11:28.725 --> 00:11:31.584 A lot of organizations are data rich, but insight poor. 00:11:31.745 --> 00:11:33.155 That's not the case with HubSpot. 00:11:33.355 --> 00:11:37.595 We have tons of prebuilt reports and dashboards ready to enable your sales. 00:11:37.705 --> 00:11:41.005 Service and marketing teams with tons of great data to act on. 00:11:41.145 --> 00:11:43.905 Let's jump in and take a look, simply head up to the top toolbar, 00:11:43.945 --> 00:11:46.535 click reports and dashboards here. 00:11:46.535 --> 00:11:50.655 You're going to see a whole list of prebuilt dashboards with reports in them 00:11:50.655 --> 00:11:52.315 that you can select right out of the gate. 00:11:52.535 --> 00:11:56.560 Things like business unit overview, chat conversions, Or if you scroll down, 00:11:56.560 --> 00:12:00.420 you'll see all of our different marketing dashboards and even sales dashboards. 00:12:00.640 --> 00:12:02.839 I'm going to go ahead and click on the sales dashboard. 00:12:03.030 --> 00:12:06.469 It includes five different reports, and I can select which ones I 00:12:06.470 --> 00:12:08.010 want to include in the dashboard. 00:12:08.510 --> 00:12:13.740 I'll simply go ahead and click next, select if I want it to be private 00:12:13.760 --> 00:12:17.840 or view to everybody, and I can give it a little name, sales dashboard. 00:12:19.745 --> 00:12:21.635 And click create dashboard. 00:12:21.875 --> 00:12:25.145 Now, any data that's already in your CRM is going to populate 00:12:25.145 --> 00:12:26.964 directly right into your dashboard. 00:12:27.125 --> 00:12:30.924 As soon as it's ready to go, dashboards are a great way that you can look at 00:12:30.924 --> 00:12:36.904 your CRM data in a simple, easy to use interface, simply click on reports. 00:12:37.439 --> 00:12:39.910 Look at dashboards and you'll see the dashboard that you 00:12:39.920 --> 00:12:41.490 created with these reports. 00:12:41.680 --> 00:12:45.890 What's nice about this is you can drag and drop these reports anywhere you want. 00:12:45.890 --> 00:12:48.989 So if you want to move them around, if you want to shrink them and make them 00:12:48.990 --> 00:12:53.180 a little bit smaller, it's totally customizable based on your team's needs. 00:12:53.349 --> 00:12:55.120 And that is how you use dashboards. 00:12:55.169 --> 00:12:59.479 There's tons of automated features and capabilities in your HubSpot CRM. 00:12:59.560 --> 00:13:02.835 Check out our video on how do you Sales sequences to see a great example 00:13:02.835 --> 00:13:06.064 of automating the repetitive parts of your sales outreach HubSpot's 00:13:06.065 --> 00:13:10.175 CRM is built so that it's easy to use and adopt for your team. 00:13:10.375 --> 00:13:13.845 It's easy for your sales marketing and service team to align on customer 00:13:13.845 --> 00:13:18.484 data in one simple platform, and it's grown to customize and adapt 00:13:18.485 --> 00:13:20.185 with you as your business grows. 00:13:20.595 --> 00:13:23.715 To learn more about how to use HubSpot's free CRM, click the link in the 00:13:23.715 --> 00:13:25.445 description below to get started today. 00:13:25.625 --> 00:13:26.615 I'm Mark from HubSpot. 00:13:26.635 --> 00:13:27.355 Thanks for watching.