Today, when speed and efficiency are key to success, HubSpot has become a popular choice among organizations around the world. The reason? The multiple advantages that your CRM offers, its ability to accelerate business growth and its implementation in just five days.
How to implement HubSpot in 5 days
We recommend seven steps to set up the HubSpot platform in less than a week:
1. Integrate your email
Integrating your CRM with your email is a simple process and once set up, you will enjoy the immediate benefits. Every email you send or receive will automatically be stored in your CRM, without the need for manual intervention.
2.- Create filters
Once you have connected your email to the CRM, each person you send a message to will be registered as a contact. As you accumulate more and more contacts, it becomes necessary to find an efficient way to organize them.
After you integrate email, many of the properties associated with each contact will be blank, but you can still quickly filter your contacts based on emails you've sent and received, such as newly opened sales email or reply recent sales email.
3.- Import contacts
The next step will be to move the historical logs from the old system to HubSpot . You can import contacts from a spreadsheet or directly from your Gmail contacts.
If you're using a spreadsheet, create a column for each property you want to import information into. This gives you the ability to fill in all the data you want in a single import, rather than creating individual contacts one at a time.
4.- Define the stages of your agreement
In addition to managing your contacts, it is crucial to structure your sales effectively. As you guide people through your sales process, offers play a key role in allowing you to track each person's progress. However, to maximize their usefulness, it is essential to customize offers according to your own sales process. This is where the negotiation stages come into play, providing you with a clear and tailored guide to move towards closing each sale.
5.- Create an ad for leads
Now that you have completed the full setup of your CRM and all your existing contacts are properly registered, it is time to focus on generating new leads.
Facebook lead generation ads are designed especially for small and medium-sized businesses that sell to other companies. These ads feature eye-catching Call to Actions (CTAs) and use Facebook data to automatically fill out forms. Additionally, you have the option to send these leads directly to HubSpot for immediate processing.
6.- Integrate with your website
Because Facebook isn't the only online presence your business has, you can connect HubSpot CRM to your website to capture visitors.
HubSpot offers JavaScript tracking code that can be easily incorporated into your website. Once installed, you will be able to create lead flows, which are small pop-ups that appear on specific pages, with the purpose of collecting information from your contacts and providing them with relevant content. This functionality will allow you to interact effectively with your visitors and potential clients.
7.- Invite your team
Once you have completed the full configuration of your CRM, it is time to invite your teammates to join and be part of this experience.
Hubspot recommends that you spend the first day integrating email, the second day creating filters and importing contacts, the third day defining the stages of your deal, the fourth day creating a lead ad and integrating the platform into the page website, and on the fifth day to invite your team.
Do you want to start taking advantage of the benefits of HubSpot CRM as soon as possible? At PGR Marketing & Technology we offer you expert support so you can do it in less than a week.
