How to use Hubspot ?

Use case: CRM


1. 360° Hubspot

This CRM is used to track our leads over several days / weeks / month and allows us to carry out marketing and sales actions according to theirs.

In this video [link], I sketch a little about the CRM topic.


2. Set up your Hubspot account

You will have to configure your account to facilitate your understanding of the leads and to facilitate the follow-up of these.


Contact properties to display

First, you need to add the contact properties you want to have with you for each call.


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Personal calendar

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Task

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3. Calling leads

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4. Follow up with leads

The sequences

Would you like to follow your lead in the long run? Send him an email at D + 7? Or at D + 30? Would you like to relaunch it on the progress of its financing?
Nothing's easier ! Use the sequences.

After a call, go to (in hubspot) on emails, then pick a sequences:


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Deals

A deal is what allows us to follow a lead in its evolution in the sales tunnel, and which determines the actions that must be done to convert it.


5. Outbound configuration

The lists

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Actions when in call

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