Hubspot - CRM

What is Hubspot?

HubSpot CRM is everything you need to organize, track, and nurture your leads and customers. We use it to keep track of all our contacts including customers and contractors.

Configure your email account with your Hubspot account

Make sure to log into your account and configure it with your email.

1. Go to settings and select Integrations and then Email Integrations.
2. Scroll down, under Personal Inbox, click on Connect an inbox.
3. Select your email provider. In your case it will be Google/Gmail.
4. Follow the setups to finish the connection.

How to use it?

All communications with clients and Contractors should be made through HubSpot. Make sure that after you talk to them over the phone you add notes to their account account records so somebody else can follow up if needed.
For sales people: you need to add the deals that you’re working on into HubSpot for each deal make sure that you include the contact records and the size of the deal. You also have to put it in the front know where it is. Example did you already make contact, is it a presentation, is it that the seat decision making stage. 

In order to use HubSpot

1. Login online at HubSpot.com with your username and password,
2. BBC the following (2419531@bcc.hubspot.com) when sending out the email from your email account either Outlook or Gmail. You can find the BBC address under settings, Sales, Log Emails in CRM.
3. Use the mobile application. It integrates directly with your email. Make sure you download it an that you are signed in at all times. When sending an email out to a customer please use this application so everything stays with in the system.