- This week's video is all
about how to get started with HubSpot.
So if you're looking for a quick and easy CRM system
to get you started, then look no further.
Oh, and there's also one feature in particular
that not many other CRM systems have
which in my opinion is pretty much a must have.
So make sure you stay until the end for that one.
It's been a moment since we took a look
at a real like how to video.
So forgive me if this seems a bit unnatural because well,
I'm working my way back into it.
For those of you who are confused like me.
Hi, my name is Pete Matheson
and I create content around using technology
to grow your business amongst other things
when I feel like it, sorry, not sorry.
Subscribe if you want more, sorry, not sorry, content.
And before we do get started just a quick shout out
to the sponsor for this video.
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And with that said, let's crack on with the content.
Now, CRM is a big challenge for some businesses.
What is it?
What do I do with it?
Which ones do I choose?
Well, over the last decade I've tried
a number of CRM systems.
And in that time I've always come back to one in particular
that always seems to do a really good job across the board.
And that one is HubSpot.
So first of all, what is a CRM system?
Well, CRM stands for Customer Relationship Management.
And what'd you do with
a customer relationship management system?
Well, it's loads really.
In a nutshell it stores all of your client information.
It's just a huge database of names and addresses
and telephone numbers,
but it extends to a whole range of other things.
You can store a history of everything
they've ever ordered from you.
Every support ticket they've ever raised.
Every email correspondence you've had with them,
right down to their favourite flavour of drink or cake.
A good CRM system has tonnes of features.
Email marketing for one can be used to send emails
to your customer base, which you can segregate into groups.
Say, those who have purchased a particular product
or service, tracking and automation too.
When people view pages in your website
you can track which pages they've looked at
so you can then trace that back to see
which order was placed.
Right back to the first page that got them on your website
which in turn may have come from a specific advert
you maybe ran on Facebook or Google.
And speaking of ads, it can manage and give you stats
around those ad campaigns.
For social media, you can use it to manage all
of your social posts across the likes of Facebook
and LinkedIn and Instagram and all of those usual places.
And with HubSpot, it also does a tonne of other features.
But landing pages, live chat, forms, quotes,
schedule meetings, raise tickets, chat bots,
basic automation, and more.
So you can see where I'm going with this?
A CRM system is such a powerful thing for a business
providing you choose the right one,
set it up properly and use it as a fundamental part
of your business each and every single day.
And that leads us nicely onto the question
of which one do I choose?
Because there are so many out there HubSpot of course,
but also Salesforce and Microsoft dynamics,
active campaign, pipedrive, Zoho, keep and so many more.
So where should I start?
Well, for me, HubSpot has been a long time favourite
that as I said earlier, I just keep coming back to
no matter what other CRM system I try.
I'm kind of like that faithful dog that always returns
to it's I don't know.
- You choo-choo choose me?
- And I guess the question there is,
why do I keep going elsewhere?
Well, HubSpot can get quite expensive
as you move up their product sets.
As you want more and more features and store
over a thousand contacts, then the price quickly grows.
And so I always tend to find myself looking for
an alternative when I was outgrowing the affordable options.
But I always, always did come back to it.
One issue that HubSpot does have with it in my opinion,
is with automation.
Because if you want to seriously automate your business
and your marketing process,
then you'll need to upgrade to their professional tier
which costs over £600 a month.
And this is where other CRM is like, maybe active campaign,
another firm favourite of mine which comes to the rescue.
And I'll probably actually make a video
about that one shortly and I'll link it up here
and down below when that goes live.
So why make this video?
Why make a video about what could be quite
an expensive CRM system?
Well, actually, because this week I noticed something,
HubSpot have a relatively new bundle
they have a bundled together,
called HubSpot Starter Growth Suite.
And they're also currently discounting this plan
from £94.50 per month, down to £42 per month for 12 months.
Obviously in 12 months time
it might revert back to that £94.50 per month.
But for the features you're getting,
it's actually a great deal
when you look at what it would cost you separately.
HubSpot's Sales Starter is £42 per month.
HubSpot Marketing Starter, another £42 per month.
HubSpot Customer Service, another £42 per month.
So at it's current promotion,
you're getting three products for the price of one.
And even when the price goes back up again,
you're still making a very good saving.
So what does this Starter Growth suite get you?
Well in the marketing department you get,
landing pages, ad management, live chat, bots, forms
website activity reports, list segmentation,
email marketing and ad retargeting.
A point of note here is that you don't get
marketing automation, social media
and some other more advanced marketing features.
As before that bumps you up to that next level.
On the CRM side, you get deals, some basic automation.
Custom properties which we'll get onto in a moment.
Quotes, calling, meetings scheduling, live chat
and some,
can't actually say that trackable statistics.
and finally on the service hub side, you get ticketing,
live chat, calling, bots, again some basic automation,
email templates, scheduled meetings, as well
as some reports around those tickets stats.
And these are more for say me running an IT company
or those of you who have to fix problems.
Customers can submit a ticket,
then your team work on that through to it getting fixed.
And with all of this
you can store 1000 contacts in HubSpot.
Which is also worth mentioning here
because HubSpot offers a free version of their basic CRM.
Which you can store up to 1 million contacts totally free.
Of course the catch here is
that you get little take on none of the features.
So it's kind of like a glorified database
but for many businesses
you may well be able to make this work for you.
So it's worth a look.
Any how, now you understand what a CRM system is
and what it can do for you.
Let's walk through the initial setup of HubSpot.
And for this example,
I'll be licenced under the starter growth suite
as I personally actually think it's really good value.
So firstly, what you need to do here is click
on the link down below, and follow the steps
to sign up for new accounts.
And using that link will actually give you
a 30 day free trial of the starter growth suites.
So you get a whole month to try out this thing
before actually committing, which is pretty cool.
Once you are signed up then
there's a few things that you want to take care of
which I'll walk you through.
First things first, you want to add any users
who will need access to HubSpot
with the starter growth suite.
You actually have unlimited free users
but only two paid for users.
And what that means is that free users
will be able to view everything,
but not be able to use some
of those additional features.
A way around that might be to use a generic log on
for your marketing team, for example.
But I didn't say that.
The next cool thing here is a must have,
it is to integrate HubSpot into your email.
Why?
Well, because HubSpot can keep track
of every single email that you send to your customers
and their responses.
This is so important as it means that anybody else
with a HubSpot account can then pick up where you left off
if you just can't respond.
It doesn't track every single email just to be clear.
So your private emails aren't gonna be stored anywhere
for your staff to see, but you can set up HubSpot
to work in Gmail and outlook
and then selectively log emails to HubSpot
and then their responses will be automatically
stored in there too.
Next, you want to instal the tracking code
onto your website so you can track those here.
Actually on your website,
maybe they're filling in contact forms or forms
for just any free lead gen like free downloads.
You can either just download the HubSpot WordPress plugin,
or get your website designer to instal this piece of code
which you can just copy and paste into an email to them.
Next you can connect your own domain name to HubSpot
and this will allow you to use HubSpot
for things like landing pages.
For those who don't already know, a landing page is
also sometimes called a squeeze page.
It's essentially the page that you land on
when you follow a link.
Like if you follow an ad from Facebook or from Google
you will land on a landing page.
And on a landing page, you will see a condensed version
of what they want to effectively sell you.
The next step is to replace any form
on your website with a HubSpot form,
which you could do by going into the form section here
and creating whatever variations or forms you need here.
This might be a general contact form for your website
where you just ask for first name or company name,
telephone and a message.
Or it could be a form for a lead magnet.
Something really, really great that HubSpot does with forms
and absolutely love this feature,
is that it will remember the information which is stored
from previous submissions.
So if someone comes onto your website
and fills in the form for a lead magnet,
and then when they next visit the contact us page
because they're ready to actually inquire or buy,
that form will already the first name and email address
and various things filled out because it knows who they are.
And if you wanted to use forms
for something like say an application form,
this can be absolutely huge to save waiting time
on the same information over and over again.
And this now brings you onto the actual Gubbins
of HubSpot and any CRM, your contacts and your leads.
If you have them already stored in another CRM,
then you want to export them into something
like a CSV file and import those into HubSpot.
And the main thing to think about here is
what do you want to know about your contacts?
What information do you want to store without getting
into GDPR discussion?
That's a whole other topic for another day.
Now, HubSpot has you pretty well covered
for the majority of the information, like name, address
and telephone, date of birth, all that usual stuff.
But if you want it to store specific data
and going back to my previous example,
say their favourite flavoured cake,
or their favourite drink,
then you want to create some custom fields for those
which you can do by going here.
And if you do end up creating a lots of fields
then don't forget to categorise them
otherwise you will quickly lose your head
in all sorts of mess.
Once you have all of your contacts into HubSpot,
now you want to create some lists,
which is where you can actually group some contacts together
to do bulk actions on them.
Say a customer who's bought a particular product
or subscribed to a certain type of service.
Maybe it's a list of people who have recently opened one
of your marketing emails, or have recently replied to you.
You can get as creative as you need.
One thing I would say to do here is to set
up your email subscription types.
Subscription types are where you can define what type
of email it is that you're sending to people.
It could be say a marketing email,
the most obvious of course.
But you could also be using HubSpot
to send maybe a product notification
when there's an update to a product they've been purchasing.
For an IT business, you may actually want three categories,
marketing obvious, product updates is when say
Microsoft release a new feature to office 365,
and then critical notifications when there's a major outage
which affects all your clients.
The one magic thing that HubSpot does,
which quite a few other CRM systems do not do,
is that when a contact unsubscribe from a marketing email,
it does not unsubscribe them from the other email types.
This one feature is fantastic
because you don't want to annoy your customer
with marketing emails who then unsubscribes
but this is a more important and more relevant email.
And with all of this now set up, you can now look
at any other ways to get that data into HubSpot.
One thing I played with and started using
until Facebook actually changed the rule somewhat,
was using a system called many chats.
And it would basically create a bot on a Facebook page
which guided you through a series of questions
and the other person would answer those questions,
and those answers would then be stored in HubSpot.
So I knew people who wanted to receive updates
when I posted new videos or new podcasts,
articles, whatever you want.
So just have a think about how you want to bring
in the useful data into HubSpot.
And you can now also look at setting up email marketing
much like MailChimp, but you can do it all from one place.
So send a weekly or maybe a monthly email to your contacts.
And you can view all of the relevant information there too.
Who received the email, who opened it, click the links,
open the attachments, whatever you need.
It is right here in HubSpot and that's everything
I'm gonna go into right now.
This is only really meant to be an overview
but please do let me know what other questions you have
around HubSpot and perhaps CRM in general.
These might become a regular thing series perhaps
of how to videos or maybe some Q and A videos
to answer your questions.
If do you want to take advantage of the free trial
and the discounted £42 per month price,
then do sign up for HubSpot.
Use the link down below in the description.
Doing so does give me a little bit of a kickback as a bit
of a thank you for guiding you through the setup
because you got to feed the kids.
But it doesn't cost you anything extra.
Don't forget of course, to like the video if you did.
Subscribe if you're not ready,
hit the bell icon to be notified when future videos
are posted.
And I'll talk to you in the next one.
Thank you.
Bye-bye