Manage business contacts in Canada

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hello and welcome to sales hubs webinar series on HubSpot CRM my name is Jim buck and CRM consultant for Cisco and in this video we're gonna be talking about the basic foundation principles of in a CRM system that of the contact and company data that reflect all of your sales activities to get started we're gonna log into the CRM system and select contacts what you see here at the top of the screen which we do select contacts you can see that we have five fields at the top that list of contact or people data that relate to the companies within the system if we wanted to change any of these fields in any way shape or form you can just click on the tab here at the top right click Edit columns and we can either remove or change or we can add fields as we so fit so if I want to add let's say country I would just simply drag it over to the left click Save Changes and it would be added to the data grid if I then wanted to move that within the data grid here is the second field I would simply do so by dragging and dropping it over if I wanted to sort for example a name which is currently sorted right now by create date I would just simply click on the field and the data would be sorted if I wanted to further segment the data let's say for example by city or by phone I would just simply type in the field that I'm looking at so if I wanted to let's say go for a particular area code I would type in phone select the field type in the area code and once I click Add filter the data would be segmented for all the listings that I have within the Toronto area I can then save this just by typing in Toronto for example I'll get it there we go and that's gonna be added to my list here at the top let's just go back to all contacts and here's all the contact and information back to where we were before sorted by name the HubSpot CRM system also gives us the ability to export data in a number of different formats including the ones you see here and that is an email to the contact that we have on record alternatively we can send it to another email address if we choose so to get more in-depth information on in contact within the system I would simply select the contact and on the right I can see the recent activities sorted by date and to the left of the individual fields representing the contact information scrolling down a little bit I see the attachment section where I can enter any attachment in three different ways I can either select from it within my own HubSpot environment choose an external URL or upload a file from my computer HubSpot also gives us ability to add files right within our Google Drive and to do that we would simply scroll down to the bottom of the page click the enable Drive button and transfer our files that way the interesting thing about the HubSpot CRM system particularly for contacts and company information is the ability to change the data in just one place so we don't have to look for a save or commit button anywhere else in the page layout we would simply go to the respective field enter the new data and just hit save once we can also change the order of any of these fields simply by dragging up or down and if we choose to remove a field not from the actual data itself but just from the page layout we can do that by selecting the field and dragging it down to this red box here should we wish to add it again or any additional field for that matter we would simply click on manage properties look for the field in question drag it over to the left and click Save Changes scrolling up to the top of the window we can see that we have this section here for entering notes emails and any activity related to this particular contact once we enter our activity it'll show up here below in recent activities sorted by date format we can also like to create tasks and schedules and as well this is very beneficial for salespeople on the go we can add these schedules to our go calendar so for those who like to use Google on their mobile devices this is a very handy feature so this is provided a basic understanding of the contact system within the HubSpot CRM environment and of course commensurate with any contacts that you have in the database is all the companies or organizations that they roll up to and to get the most companies we would simply click the tab at the top and what's the same way that contacts was laid out we have the first to the left and the company data to the right and just like we did in the contacts object we can represent information that you've seen differently by going to the edit columns we can sort the data or we can add remove or modify one or many records within the system is just like we did in tax subpod also gives us the ability to add additional records in two different ways we can do that by sourcing our own data so if we wanted to see the visitors that we had seen the last month we can add those records rate from them here whether it be one or all records another way of adding external sources of data to our company database is to use HubSpot own crowd-sourced data of over 16 million contacts and the search can be executed in a number of different ways so let's say for example we wanted to look at industry we would simply select the one that we're looking for so let's say cosmetics we would click search and that would instantly give us all the information related to that particular industry and by clicking the plus sign here that would then be added to our database if we wanted to search for a particular company in database we can do that right up at the top here we simply type in the name of the company they're working for and once we select record much like the contacts information we see the particular to the left and respective 'ti to the right scroll down the page we can see all the particular information as it relates to this company record attachments new deals and of course contact information just like it appeared in the contact record that we saw before but interestingly enough HubSpot also gives us the ability to look at competitive data or competitor companies as it relates to the industry that we search for we can then add that just by clicking the plus sign here and the individual contacts making it as well scrolling back up to the top of the page if we wanted to enter any activity as it relates to this particular company we would do so here in this box the same way we did in the contacts object with the exception of course is that there's no email or call tab as they are contact related so and a high level this now concludes the walkthrough of both the contacts and companies object within the HubSpot CRM we'd like to thank you for watching and if you'd like more information on sales hub please visit us at