MCSR MARKETING CONSULTANCY

The first thing to learn in HubSpot is how to use the CRM (Customer Relationship Management) system, because it’s the foundation of everything else in the platform.

🗂 Sections Explained:

• Contacts: Where you manage individual people and companies.
• Dashboard: View performance metrics and customize your workspace.
• Deals: Track sales opportunities and progress through your pipeline.
• Tasks: Organize follow-ups, reminders, and to-dos.
• Communication Tracking: Automatically log emails, calls, and meetings.

🧭 First Learning Focus: HubSpot CRM Basics

Here’s what you should start with:

1. 🧑‍💼 Contacts: This is where all your customer and lead information lives.

• Learn how to add, import, and manage contacts.
• Explore contact records: see communication history, notes, and tasks.

What you can do:

• Add or import contacts manually or via CSV.
• View detailed contact records including emails, calls, notes, and activity history.
• Segment contacts using filters and lists (e.g., by lifecycle stage or location).
• Associate contacts with companies and deals.

2. 📊 Dashboard: Your command center for performance insights.

• Navigate the CRM dashboard.
• Customize views to track deals, tasks, and performance.

What you can do:

• View customizable reports on sales, marketing, and service metrics.
• Track KPIs like email open rates, deal velocity, and ticket resolution time.
• Share dashboards with your team or stakeholders.
• Use pre-built templates or create custom reports.

3. 💼 Deals: Track your sales opportunities and revenue pipeline (sales pipeline).

• Create deal stages (e.g., Contacted → Demo Scheduled → Closed Won).
• Move deals through the pipeline to track progress.

What you can do:

• Create deals and assign them to contacts or companies.
• Customize your sales pipeline stages (e.g., Prospecting → Qualified → Closed Won).
• Forecast revenue and monitor deal progress.
• Automate deal movement with workflows.

4. 📞 Communication Tracking: Automatically log and manage interactions.

• Connect your email and calendar.
• Automatically log emails, calls, and meetings.

What you can do:

• Connect your email and calendar to log communications.
• Track email opens, clicks, and replies.
• Record and log calls directly from HubSpot.
• Use templates and sequences for consistent outreach.

5. ✅ Tasks: Stay organized and never miss a follow-up.

• Create tasks for follow-ups.
• Use reminders and automation to stay organized.

What you can do:

• Create tasks linked to contacts, deals, or tickets.
• Set due dates, priorities, and reminders.
• Use task queues to streamline your daily workflow.
• Assign tasks to team members.

🎓 Tip: Use HubSpot Academy

HubSpot offers free courses and certifications. A great starting point is:

• HubSpot CRM for Beginners
  academy.hubspot.com

Try HubSpot!