HubSpot CRM Tutorial for Beginners
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Get the free CRM here:
Get the free CRM here: https://clickhubspot.com/jyv
Is your business struggling with scattered data across multiple tools? Are you looking to optimize your operations and achieve more with fewer resources? Join Marc in this comprehensive tutorial video, where he shares a screen-share demonstration of how HubSpot's powerful CRM can revolutionize business processes for Marketing, Sales and other teams and drive sustainable growth.
Timestamps:
0:00 Introduction
0:27 Organizing customer data in HubSpot's CRM
2:46 Setting up a company in the HubSpot CRM
4:05 Upload existing customer data to the HubSpot CRM
5:55 Customizing the customer data view
6:43 Creating a contact in the HubSpot CRM
7:21 Creating customized active lists of customers
9:02 Managing deals in the HubSpot CRM
9:42 Creating a deal in the HubSpot CRM
11:27 Creating dashboards and reports
12:55 Conclusion
About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.
⚠ Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.
Is your business struggling with scattered data across multiple tools? Are you looking to optimize your operations and achieve more with fewer resources? Join Marc in this comprehensive tutorial video, where he shares a screen-share demonstration of how HubSpot's powerful CRM can revolutionize business processes for Marketing, Sales and other teams and drive sustainable growth.
Timestamps:
0:00 Introduction
0:27 Organizing customer data in HubSpot's CRM
2:46 Setting up a company in the HubSpot CRM
4:05 Upload existing customer data to the HubSpot CRM
5:55 Customizing the customer data view
6:43 Creating a contact in the HubSpot CRM
7:21 Creating customized active lists of customers
9:02 Managing deals in the HubSpot CRM
9:42 Creating a deal in the HubSpot CRM
11:27 Creating dashboards and reports
12:55 Conclusion
About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.
⚠ Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.
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