First, set up your Hubspot account:
Second, install Hubspot Sales extension and connect your inbox:
Get started with your CRM.
Import contacts, companies, deals, notes, tasks and products
Set up and customize your deal pipelines and deal stages
Get started with your marketing tools.
Create Lead forms and pop-up forms
Use non-HubSpot forms
Create and analyze Facebook lead ads in HubSpot
Get started with your sales tools.
Use sales email templates
Use meetings, calling tool and conversational bot
Create email sequences
Monitor Systems and Data.
What information is most relevant to a company will change as the business scales overtime. For a CRM to remain useful processes and data cleanliness should be evaluated annually.
HB Group is one of Israel’s leading enterprises heading 3 different divisions; safety, learning, and Innovation, which together provide comprehensive services for corporations related to the safety world of both physical and virtual assets (Data, Facilities and Employees).
As with most well-established companies that have been around for decades, modern problems arise and need to be dealt with swiftly and accordingly to secure the company’s relevancy in an ever-evolving market. Even though HB Group maintained the same quality services and respectable reputation, its infrastructure lacked certain digital tools and solutions to secure their relevancy throughout our digital times.
Sasi Bachar, VP Marketing & Business Development at HB Group for the past 5 years, has initiated the plan for a revolutionary transformation in the company, especially in the digital world but also in their marketing strategy altogether.
“HB Group is a strong company, with many years of experience and a strong foot-print in the safety world of Israel, working with many of the biggest companies in Israel like Microsoft and Intel, and many governmental branches as well.
What happened to us was very natural, and probably happens to many, if not all, mature companies in Israel who entered the digital world with the belief that our history and reputations were enough to excel in the new market, and that digital is only a suggestion for companies who have already proved themselves. And also, that marketing strategy that has worked before, are going to continue to work and that we can count on them.”
In order to tackle these issues and stay ahead of the curve, HB Group approached IV-Lead for potential solutions. After presenting HB with a detailed marketing strategy, competition analysis, and execution plan, Sasi was determined they can begin to re-establish their grip in the Israeli Market to which the company’s sectors needed digital restructuring.
We were more than happy to tackle the issues at hand and presented HB with a comprehensive, actionable Marketing plan to boost their online presence and make use of modern marketing channels and tools to increase their reach and ultimately boost their revenue.
Part of our strategy was to optimize HB’s websites in order to better leverage aggregated analytics and SEO optimization, create and ensure the upkeep of their news and blog articles as well as their social media presence. IV-lead also enrolled HB in various successful ad campaigns on the most respectable social media networks.HB successfully expanded the reach and awareness of their brand and services with the assistance of IV-lead’s skillful proficiency in Digital Marketing.
Many different tools are available for sales and marketing teams to become more efficient. Automation and analytical tools are very helpful to create more precise sales processes and understanding of the customers.
Your sales team wants to sell – not fight with messy spreadsheets, cluttered inboxes, or clunky tools that slow them down.
HubSpot CRM automates the tasks salespeople hate and takes minutes to learn – not months. That means doing more deals and less data entry.
Monday.com is a tool that simplifies the way teams work together - Manage workload, track projects, move work forward, communicate with people.
Manage, track & organize all your work in one visual tool. Team collaboration service that offers an attractive interface and a high level of customization
Linkedin Sales Navigator
LinkedIn Sales Navigator makes social selling easy with sales tools that focus on helping you find the right prospects to build trusted relationships.
The world of selling has changed. Get the social selling tools you need to succeed in the new era. Drive more sales and build pipeline.
Find direct, updated emails of the people you actually need to contact. Accurate B2B sales data. Real-time validation.
Lusha’s chrome extension enriches any business profile with direct phone numbers and emails. Lusha is the easiest way to find B2B contact information with just one click.
Google Analytics lets you measure your advertising ROI as well as track your Flash, video, and social networking sites and applications.
Get a deeper understanding of your customers. Google Analytics gives you the free tools you need to analyze data for your business in one place.
Toggl is the leading time tracking app for agencies, teams and small businesses. A simple time tracker with powerful reports and cross-platform functionalities.
The simplest time tracker to help you get things done. Ideal for teams, freelancers & agencies.
Connect Your Apps and Automate Workflows. Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.
By setting up automated workflows with Zapier, you can cut out manual effort and tedious copy-pasting.