A quick guide

on HubSpot

HubSpot's customer platform offers all the tools and integrations a company need to grow their business. Plus, it's all powered by a single Smart CRM database, so everyone in their organization—Marketing, Sales, Service, and Operations—is working off the same system of record.

Here are a few of our clients that uses HubSpot for data management:

Next Move
Infinity Move
Oclock

HubSpot can significantly simplify and enhance a sales representative's job by providing tools and features that streamline various sales processes. Here's how:

1. Contact and Lead Management - helps organize all contacts, leads, and customers in one place. This makes it easy to track interactions, follow-ups, and customer details. You can easily track every deal stage, ensuring that no opportunity falls through the cracks.

2. Email and Call Integration - allows reps to create and use personalized email templates, track open rates, clicks, and responses to understand what’s resonating with leads.

By using HubSpot, a sales representative can reduce manual tasks, improve efficiency, and gain better insights into sales opportunities. This leads to more time focusing on closing deals and building relationships with prospects.

Logging in to HubSpot:

HubSpot logins are usually provided upon training like links you can use to access, username/email address and password. To log in:

Pull up HubSpot from a google chrome browser. Enter username and password then click the "log in" button. In some cases HubSpot will require a 2 way verification and will ask for a one time pin. OTPs from HubSpot are usually being sent to your client's email address which you will have access to. If not, contact your POC (Ems) to assist on secondary verification

2. After logging in you should land on the contacts page. You may also filter contacts from the filter options panel by Contact Owner, Create Date, Last Activity Date and Lead Status to manage leads easier