Tracking Sales Made Easy with Hubspot

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03/03/2017 | by Ben Alisuag
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  • A customer relationship management system (CRM) is an online tool that allows you to track all your sales activities.
  • You can create contacts, companies, and deal records in HubSpot CRM.
  • You can segment records in Hubspot CRM by setting up customizable views of your contacts, companies, and deals.

Now that you have your sales team together (and if you don’t, learn how to here), you can use HubSpot CRM to equip your sales team with the information and the tools needed for today’s modern sales process.

HubSpot CRM gives you the ability to create contacts, company, and deal records. All three of these object types can be associated with one another and have properties that can be edited and customized.

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In addition to the three customizable object types, your sales reps can use tasks to stay organized. Tasks can be associated with a contact, company, or deal, but only include standard task fields such as Task Status.

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You can segment records in the CRM by setting up customizable views of your contacts, companies, and deals. Views will limit the records shown in both the table and board views of HubSpot CRM. You can learn more about setting up custom views here.

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Table view is the default layout of HubSpot CRM objects. It allows you to see your contacts, companies, deals, and tasks listed in a table. You can customize which property columns to include in this view by clicking the Actions dropdown and selecting Edit Columns.

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Each of the three primary objects includes a timeline for individual records, where sales reps can log calls, emails, tasks, notes, and activities. The timeline shows your team’s interactions as well as other timeline events from HubSpot Sales and HubSpot’s Marketing software.

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With HubSpot CRM, your team can send emails, log activities, schedule meetings, and make and record phone calls.

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The CRM can be seamlessly integrated with HubSpot Sales, so that your Sales team can log emails in the CRM automatically, create new contacts from their email client, and view open and click activity on the contact record in the CRM.

 

HubSpot Sales is an optional browser plugin for Chrome or Outlook on Windows that connects to HubSpot and gives your team the key insights into prospects’ businesses as well as track and log their emails in the CRM. With HubSpot Sales Contact Profiles, your team can leverage business information, nurture key relationships with individuals at that company, and identify related companies.

HubSpot Sales and HubSpot CRM adapt to your process by allowing your team to use the tools that they are familiar such as Gmail and Outlook, while HubSpot’s CRM works behind the scenes to log those communications. Learn more about HubSpot Sales here.

 

Hide Summary
Show Summary
  • A customer relationship management system (CRM) is an online tool that allows you to track all your sales activities.
  • You can create contacts, companies, and deal records in HubSpot CRM.
  • You can segment records in Hubspot CRM by setting up customizable views of your contacts, companies, and deals.