HubSpot CRM - How to Get the Most Out of Your HubSpot CRM

Master the fundamentals of HubSpot CRM by identifying contact, company, and deal records, plus service tickets, and learn how activities link across records.

Use HubSpot's sales call tool to contact leads within five minutes of conversion, log outcomes in the contact record, and track activity for accurate sales reporting.

Learn how to make and log sales calls in HubSpot CRM, log call details and outcomes, associate calls with records, and collaborate internally with notes and follow-up tasks.

Master creating, personalizing, and sharing sales templates in HubSpot CRM, using scratch or library templates, and sending from contact records or email extensions with tracking.

Learn to create and customize sales email templates in HubSpot CRM using the template library or from scratch, edit content, personalize with tokens and placeholders, and organize templates in folders.

Learn to use sales templates in HubSpot to craft emails, insert documents and links, schedule or send now, and log messages to contacts, deals, and related tasks.

Learn to use sequences in HubSpot CRM to automate your sales outreach with emails, tasks, and follow-ups on autopilot while personalizing for each prospect.

Learn to build effective sequences in HubSpot by selecting or editing email templates, configuring cadence and tasks. Use performance insights to optimize enrollment timing and privacy settings.

Enroll contacts into sequences from their contact records or filtered list views (up to 50 at a time), then customize cadence, timing, subject lines, and start options.

Bulk enroll up to 50 contacts at a time into a sequence in HubSpot CRM, with a daily limit of 500 enrollments, using targeted lists and per-contact personalization.

Explore how to create and use snippets in HubSpot CRM to quickly insert personalized, reusable text in notes, emails, and tasks via hashtag or the snippet icon.

Create and use snippets in HubSpot CRM to save repetitive text, personalize with property fields, and manage them via conversations > snippets, including folders and actions like clone and delete.

Learn to create and use snippets across calls, notes, tasks, and quotes in HubSpot CRM, with personalization tokens. Pull in snippets via the icon or hashtags for faster outreach.

Learn to use filters to identify and prioritize marketing qualified leads that match your buyer persona and ideal customer profile, boosting outreach efficiency and conversion potential.

Use filter views in HubSpot CRM to gauge buyer interest via recent sales email open, click, and reply dates, and customize lead statuses to prioritize outreach.

Learn to use HubSpot CRM filters with last contacted, next activity date, and number of times contacted to guide reps' follow-ups, and create custom properties to tailor these filters.

Learn how to create custom views and save them as saved filters using action statements that define the actions sales reps should take with specific lead types.

Convert your action statement into a saved HubSpot filter for director leads. Filter for more than three attempts and opened emails with no replies, then save.

Master finishing touches in HubSpot CRM by configuring saved filters for the contact owner, adjusting privacy and team permissions, and tailoring columns for quick access to vital contact data.

Learn how to set default and favorite saved filters in HubSpot CRM, making your preferred contact views appear first and accessible quickly.

Discover how to create tasks with due dates, reminders, and notes in HubSpot, assign teammates, and link them to contact, company, or deal records, then manage them with task queues.

Identify and map your typical sales cycle, customize your HubSpot CRM deal stages to match essential steps, and define required properties for each stage to improve close rates.

Identify the required, factual, and inspectable steps to refine your sales process in hubspot, then remove redundancy and base actions on logged data rather than feelings.

Convert your sales process into deal stages in HubSpot, naming them in past tense and including won and lost. Assign probabilities to each stage for forecasting and set up pipelines.

Configure HubSpot to require certain properties at each stage of the sales cycle and pipeline, ensuring deals advance only after key actions like a demo.

Align marketing and sales by capturing predefined reasons for lost deals in HubSpot CRM, such as bad timing, bad fit, cost, or competitor, enabling reporting and automated workflows.

Learn to pass slow moving leads back to marketing to nurture them until they are ready to talk to sales, using lead status properties and automated six-month workflows.

Master prospecting with HubSpot CRM by customizing properties, automating sales processes, using saved filters and tasks to prioritize outreach, align deal stages, and review closed lost reasons and statuses.