How to Implement HubSpot CRM in Your Business

on August 21, 2018

Implementing a CRM is always an important step to coordinate and improve your sales process. Following the steps to implement it is very simple, aside from knowing a little computation, is about understanding the sales process and be able to apply it in the CRM.

Today we are going to talk about how to implement HubSpot CRM into your business:

Understand and Implement The Sales Process

Understanding the sales process is super important, since the way you perceive it, you will be able to add the information to the CRM to be follow up with your team and you.  If the information is clear, it will be better to understand and take care of.

Deals Laps: Every part of a deal is perfectly trackable for example set up a call, sent over a proposal quote, deal won and deal lost.

Custom fields:  This area is for the information of your clients, is truly important know how to fill it out. If the information is on the right site, this area ensures that the CRM holds the information for a specific marketing strategy, sales by territory and other specific tasks.

Lead Holdings: In order that the CRM will be effective, is very important to make clear rules that dictate the ownership of the leads, for example by territory, so follow this idea the custom fields must be done right in order to avoid any inconvenience on the team.


Migration of the data to the CRM

There are a few aspects to take in mind before import all the data to your new CRM

Take and look at the data you want to import:  Delete dirty data, contact that is no longer in use. Keep clean your CRM of duplicates is the key to avoid any situation with your sales process. You can check in here how to do it.

Move Data in parts:  Move data in parts, makes easy to identify errors during the migration.

Time to track leads

Once all the data is on the CRM is time to set up and planning how the leads will be taken off.

Build lead routing automation: HubSpot has the option to automatically assign leads to your sellers, so they will be concentrate on sell and not in looking for leads.

Take advantage of the reports that HubSpot made for you:  The data collected in the CRM offer you a lot of reports to measure your sales, the progress of your deals, who of your sellers make better efforts to close a deal. All these reports give management clear view of the progress and the sales strategies if there is something need to be changed.

Implementing HubSpot in your business it shouldn’t be painful. It’s all about knowing the process. If you have good working knowledge of your sales process, HubSpot is a powerful tool to track and even improve your lead-in and ultimately, your sales.