Streamline your lead management system workflow for operations

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often forms notify a manager or sales rep but then the lead spends the rest of its days in an inbox or even worse someone spread sheet with hubspot's AI assisted lead management software and our CRM which you can use for free the lead gets added to a centralized database where it is accessible to Marketing sales and service click the link to sign up for hubspot's free lead management and tracking software so you can follow along with me on how to manage leads using HubSpot in order to effectively track a lead through the customer Journey first we need a place for the lead to come into and that's what forms are for we're going to go to marketing lead capture and forms to create our first form I'd like my form to be embedded and as you can see there are a lot of different forms you can use different forms have different functions and ask for different things you should evaluate what's on the other side of your form and make sure that you're only asking for enough information to make it worthwhile we'll do a simple contact us form now here you can see that it already has a lot of fields I like putting the first name and the last name fields next to each other and the only thing that I'll add to this is a phone number and I think we have a solid form that we can use for our website not too much not too intrusive but just enough where if someone wants to reach out to me they can contact me so now I'll update this it says it's good to go and there we are one of the things that we can do is we can see the form itself live so let's go ahead and fill out this form and just like that the leads in our CRM we can exit out of the forms tool go over to contacts and we will see there I am right at the top so we've successfully captured a lead yay now what with the game changer for this organization is going to be the customer platform that's going to be receiving the lead okay customer platform is connected from the ground up the entire customer Journey comes together on a single user interface making it easy for Marketing sales and service teams to engage with customers and making handoffs between teams effortless without a personalized follow-up and handoff experience even the most qualified leads can lose interest but customizing Outreach is timec consuming HubSpot lead management software integrates all your lead touch points across marketing sales operations and service to help you make informed follow-ups speaking of follow-ups let's dive in to this contact record so with the activity we can see where the form was filled out how many times it's been filled out and even what web pages the person is visited on our website sales conversations are a lot easier when you can come into it informed speaking of if there are any notes you need to take you can add them here you can also log your email s calls tasks meetings and everyone who interacts with this customer record will be able to see their history with us but we could be even more proactive using reports dashboards and lists let's check them out I'm going to go to reporting I can start with dashboards let's check out reports first so we can see all of these reports have been created and we can click on them and view them individually but what makes life way easier is creating a dashboard where everything can be viewed to glance so when you open up HubSpot chances are you're going to be dropped into one of your dashboards so we can see the pre-populated ones here or we can create our own dashboards and fill it with whatever reports we'd like since we're talking about lead management let's take a look at this lead generation dashboard and I can change permissions to who can see it could make it private to me but I think would be useful for everyone to see this one and just like that we have a new dashboard you can also create custom reports using hubspot's custom reporting tool if you don't find the report you're looking for in our vast Library dashboards are a great way to get a glimpse at what's going on in your CRM but we can help you find those hot leads a little faster using lead scoring lead scoring allows you to find hot leads based on their activities to get to the lead scoring property you want to go to settings properties and under contact properties we're going to search for HubSpot score now this property is special because we can add or lower their score based on how they interact with the brand in these cases I've set up that if they have a closed one deal they get 100 points however if they have a closed loss deal they lose 100 points but we can also get more granular for instance the date of their first engagement with us we can talk about if they come in from a specific channel that has a higher conversion rate give that a more high score if you find there are actions that good fit customers take more than the average person you can add that to their lead score and help you find them and reach them now that we have a quantifiable metric to help us identify good fit customers we can segment them using lists so in contacts we're going to go down to lists and creating a list is simple the two types of list are active and static an active list constantly updates as your CRM changes however a static list is more like a snapshot in time so when you create it it shows everyone who fit that criteria in that moment we're going to start with a simple contact based add filter and making sure that we go to contact properties we are going to search for HubSpot score and we'll say anyone whose score is greater than 42 after a few minutes of list processing you'll have your results and as you can see we have been giving 26 contacts who have a score greater than 42 so just to recap we've got someone to fill out a form we now have the information in our AI assisted database we are able to segment their lead based on their score so now that we've segmented them the next thing to do is follow up using lists we can create emails create workflows or even add custom content to landing pages take the guesswork out of lead management with data-backed features using contact histories to create segments based on website visits email interactions and more then Target segments with personalized web content and email campaigns and nurture them across their buyer Journey now this solution isn't just a favorite for small businesses but scales with your business and is a favorite among midmarket and Enterprise businesses that's it for me everybody hope to talk to you soon but until then take it easy