Get more from your Hubspot CRM with our in-depth guide to optimisation
Created by Pete Jakob of Purple Salix in partnership with Hubspot
Deciding to adopt a CRM is an important step in the development of your business.
But how do you ensure that you get the best from the new software? It starts with you considering what you really want your CRM to do for you.
Then it’s all about the quality and completeness of the data that you put into the CRM.
And how you can turn raw data into insight that you can act upon to benefit your business and your relationships with your customers and prospects.
These are the some of the steps that we’ll walk you through in this guide. Along the way, we’ll introduce you to several tips and tools to help you.
Simply complete the form and we'll send the guide to you.
What's included in your Hubspot CRM Guide?
Learn the tricks to become a Hubspot CRM Power User
1. Identify Data Sources
What are some of the potential sources of data that you could include within your CRM to add value to your sales and marketing activities?
2. Develop a Plan
We help you draw a visual plan for how your Hubspot CRM can be the centre of your integrated system for managing contact and company inisights
3. Import your data
How can you import data from third party sources into your contact or company records?
4. Clean
How can you use spreadsheets and Hubspot views to help eliminate duplicates, standardise field values and group together contacts with similar job roles?
5. Maintain
Having got your CRM the way you want it, how can you keep it that way. We review a few tips and a couple of handy tools to make maintenance easy.