HubSpot CRM Full Tutorial for Beginners

Presenter Introduction

• Presenter: Rob Arm Brewster
• Expertise: CRM software specialist
• Passion: Creating communication and organization environments for effective marketplace functioning

Tutorial Preview

• Getting Started with HubSpot CRM
  • Sign up process
  • Live program demonstrations
• Features of HubSpot
  • Usage in organizations
• Organizing Customer Information
  • Building relationships and business connections
• Team Communication
  • Role clarity and time-saving
• Marketing Tools
  • Effective use in CRM
  • Originated as a marketing company
• Integration and Website Building
  • Email marketing and CRM integration

Understanding HubSpot CRM

• Company Background
  • Marketing resource and software company
  • CRM (Customer Relationship Management) tool
• CRM Functionality
  • Organizes and coordinates customer activity
  • Helps build customer relationships and tailor solutions

Advantages of HubSpot CRM

• Free Access
  • Wide range of free features
• Integration
  • Sales, marketing, customer service, and operations in one hub
• Marketing Features
  • Ad management
  • Email marketing
  • Personalization tool
  • Live chat with AI chatbot

HubSpot CRM Levels and Tools

• Free and Paid Features
  • Starter kits for small companies
  • Packages for larger operations
  • Professional and Enterprise packages
• Customization and Automation
  • Sales team enhancements
  • Data formatting and business tools

Setting Up HubSpot CRM

• Sign-up Process
  • Choosing industry and usage purpose
  • Personalizing account details
  • Initial setup options for sales, marketing, or customer service

Connecting Personal Email

• Email Setup
  • Profile settings
  • Connecting Gmail or other email services
  • Importance of email signature

Managing Team within CRM

• Permission Setting
  • Using custom invite for setting user permissions
  • Assigning users to teams

Mass Upload of Contacts

• Spreadsheet Preparation
  • Necessary and additional fields
• Import Process
  • Mapping fields and verifying data

Uploading Companies and Deals

• Linking Contacts
  • Exporting and using record ID
• Spreadsheet Fields
  • Company and deal information
• Importing Multiple Objects
  • Mapping and importing process

Inbox and Communication

• Inbox Features
  • Conversation tracking
  • Creating tickets or deals from emails
  • AI assistant for email composition
• Ownership Assignment
  • Clarifying team responsibilities

Setting Up Chat and Live Chat

• Chat Settings
  • Visual customization and practical considerations
• Chat Flows Creation
  • Live chat setup and customization

Snippets and Email Templates

• Snippet Creation
  • Applying snippets in various contexts
• Email Templates
  • Creating and using templates for standardized communication

Marketing in HubSpot

• Core Marketing Tools
  • Integration with CRM
• Creating Ads
  • Connecting ad accounts (Google, LinkedIn, Facebook)
  • Ad targeting and campaign setup

Marketing Email Functionality

• Email Creation
  • Customizing templates
  • Audience selection and scheduling

Creating Landing Pages

• Page Setup
  • Free tool for specific marketing tasks
• Optimization and Customization
  • SEO and design considerations

Website Creation

• Theme Selection
  • Choosing based on business needs
• Page Customization
  • Using provided templates

Design Manager

• Coding and Customization
  • Viewing and adding elements at the code level

Form Creation

• Form Types and Usage
  • Embedding forms on webpages
• Customization and Updates
  • Adding necessary fields

Deal Pipeline Management

• Pipeline Overview
  • Advancing deals through stages
• Customizing Pipeline Steps
  • Setting probabilities and editing stages

Task Management

• Creating and Completing Tasks
  • Organizing daily activities

Meeting Setup

• Calendar Connection
  • Scheduling and logging meetings

Support Tickets

• Ticket Creation and Management
  • Activity logging and resolution steps

Reports and Dashboards

• Creating Reports
  • Customizing dashboards for insights
• Utilizing Templates
  • Viewing team and customer data

Conclusion

• Application of Knowledge
  • Encouragement to apply learned skills in the marketplace

These notes provide a comprehensive overview of the key topics covered in the HubSpot CRM tutorial, organized in a structured format for easy review.