HubSpot
      Back to home
      1. Knowledge Base
      2. Client Onboarding
      3. HubSpot

      HubSpot CRM Overview & Architecture

      Comprehensive Guide to Using HubSpot CRM

      Objective

      The objective of this SOP is to provide a step-by-step guide for effectively using the HubSpot CRM system to manage contacts, companies, deals, and tickets, as well as utilize various marketing tools and automation features.

      Key Steps

      1. Understanding the Dashboard:

        • Familiarize yourself with the dashboard where you can view information and reports.

      2. Navigating the CRM:

        • Access the CRM section to manage contacts, companies, deals, and tickets.

      3. Managing Contacts:

        • View and interact with contact records, log activities, send emails, make calls, schedule meetings, and customize information.

      4. Utilizing Marketing Tools:

        • Access marketing tools within HubSpot to manage campaigns, emails, social media, ads, web forms, call-to-actions, and SMS marketing.

      5. Creating Content:

        • Use the content creation tools to build websites, landing pages, blogs, podcasts, case studies, and knowledge-based articles.

      6. Automation and Workflows:

        • Set up automated workflows for follow-ups, data transformation, nurturing campaigns, and other processes.

      7. Reporting and Analytics:

        • Generate reports, set goals, and analyze marketing, sales, and service analytics within HubSpot without the need for third-party tools.

      8. Data Management:

        • Integrate with other tools, track custom events, maintain data quality, use data sets for analysis, and understand the data model.

      9. Library Tools:

        • Access templates for one-to-one emails, meeting schedulers, file management, playbooks, snippets, coaching playlists, and Breeze AI features for enhanced functionality.

      Cautionary Notes

      • Ensure that sensitive data is handled securely within the HubSpot CRM system.

      • Regularly update and maintain data quality to avoid errors and inconsistencies.

      • Be cautious with automation settings to prevent unintended actions or workflows.

      Tips for Efficiency

      • Customize your dashboard to display relevant information for quick access.

      • Use templates and snippets to save time on repetitive tasks.

      • Regularly review and optimize your marketing campaigns and automation workflows for better efficiency.

      • Stay updated on new features and tools within HubSpot, such as Breeze AI, to enhance your CRM experience.