Optimize Your Sales Process with Signnow's Sales Lead Management for Sales

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just reminder before we even start this video is not for the HubSpot expert or for those someone was using HubSpot in a good amount of time the type of audience that we are trying to help here is for those who have zero to little idea how to use HubSpot when you get into your HubSpot account first thing you want to do is to add users you go to the settings under account setup there will be a users and teams from here you can start adding the basic information of the user such as first and last name email and their phone number you can also configure their access base on their permission based on their roles in your organization if you want to give them like a marketing access or workflows if you want to give them a sales access or maybe you want to give them a super admin access ing the account with dictates what's happened with software and tools you can use within the platform after adding all of the necessary users in your HubSpot account second thing you want to do is to give them something to work on so we need to upload contacts or leads there will be a multiple effective ways how we can upload contacts to your HubSpot it could be coming from an integration or coming from your Elite funnel but let's just cover the basic so on the upper right side there will be a creative contact this is a one-to-one adding contact scenario whenever you just wanted to add one contact at a time remember putting an email with the domain name could automatically create a company in your HubSpot account depends on your settings the other way of uploading contact into your HubSpot is uploaded in bulk you have to upload it in a CSV form best guess scenery for this for example you purchase a 20 000 leads from a lead vendor now you have to do it on a CSV port so you click import and start an import so you have to select a CSV file from your computer this is the format that you need to follow once all the contacts is completely uploaded to your HubSpot you might be able to notice that HubSpot is automatically associating a contact to a specific company although it seems to be pretty obvious what are the difference between a company and a contact but to make a lot of sense for you let us discuss the difference between a company and contact a company is an account or an organization that you might do business with while a contact is a person that works for that company such as like a key decision makers like managers CFO and CEOs to view all of the contacts that you have in your HubSpot record go to the upper left side companies so this is a great example in this company there will be a two Associated contacts that you can deal with such as sales manager or CF product when it comes in lead management within HubSpot you have to be familiar first with its properties properties are fields that store information in HubSpot records for example we have email phone number owner of the contact and lifecycle stage and Lead status lifecycle station lead status are just due out of many fields in HubSpot that are most commonly used to manage and track leads within the platform life cycle stages are just one out of many terms that are commonly used to help businesses to categorize your contacts and companies based on where they are in your marketing and sales process here are the types of lifecycle stage in sequential order from subscriber to lead to marketing qualified lead sales qualifying opportunity customer and evangelists for you to have a better understanding how to use these life cycle stages here are the descriptions feel free to pause if life cycle stage identifies a lead journey in marketing or sales process the lead status property describes those substages between a sales qualified lead life cycle stage here are the samples feel free to pause since we already have a better understanding what are the difference of basic HubSpot properties and its field let's talk about the filters the common use of filter is when you want to pull up a specific view of contacts based on their properties especially for dealing with huge amount of data filter is the way to go for example you wanted to pull up all of the existing customers in your organization under your ownership so you go to filters the contact owner is you hit apply life cycle stage is customer so now you have the view of the contacts that you wanted to see but let's say you don't want to do this every time then you can create a list on the upper left side of your screen under contacts there will be a list create a list keep and there you have it this could be a contact or company based you can create an active list or static list active list automatically updates overtime for example you wanted to create a list of contacts that has a customer life cycle stage property contacts will be automatically added to that list when they changed their lead status to unqualified while the static list doesn't update overtime but you can still create a list based from their company property these are just a few common best practices how to manage leads in HubSpot now let's talk about the inspiration on the upper right side of your screen and the settings icon account setup under integration let's view the app in the marketplace HubSpot has a wide range of integrated apps you can choose from there's no doubt that HubSpot is one of the greatest biggest and one of the user-friendly CRM available in the market but HubSpot alone are not usually perfect fit for all of the business needs so this is where the hot spot integration comes to play one of the best and not so common example if your sales team is looking for calling and tax and solution there's an app called avocare aloeir is a contact center software that has a two-way sync integration with HubSpot from contacts calls and SMS activities all of this can be logged in HubSpot real time as HubSpot cannot do this all alone so you may want to consider different softwares to integrate with HubSpot