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
And also:
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
Use documents
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.
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.
Hubspot
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
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.
Lusha
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
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
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.
Zapier
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.