Looking to spend more time selling and less time in your CRM?
Let's talk about five free HubSpot tools that every salesperson should use.
A CRM can be an amazing tool, but it can also be a big pain when it comes to
keeping information up to date and tracking all of your data.
And that's a shame because a CRM should be a tool that's used to manage relationships
and help you sell more effectively.
So let's take a look at these five free tools in the HubSpot CRM
that will help you do just that.
First up, the meetings tool.
Stop with the back and forth emailing. Are you free on this day? No.
Are you free on this day? No. How about this one?
The meetings tool connects directly to your calendar and once someone books,
they'll get into your CRM as a contact so you can follow up and track activity there.
Second, email templates.
In reality, most of the emails we send are just different versions of the same thing.
Introducing yourself for the first time, scheduling a meeting,
following up, or even sending a resource.
With the templates tool you can build out common messages and
add personalization tokens to step it up a bit. Plus with HubSpot CRM you can select
those templates right from your Gmail or Outlook interface.
Third, email scheduling.
As a sales professional you need to maximize the time you spend with your potential customers.
That means you should n't be spending your peak times managing and sending emails.
Instead with email scheduling features in HubSpot you can batch emails and schedule them to
send at a time that's best for your prospect.
Fourth, pop-up forms and collected forms.
Okay, so this one's a bit more marketing focused but it's unreal.
With collected forms, now known as non-HubSpot forms,
HubSpot can pull in website inquiries from any existing form on your website.
With pop-up forms website visitors can grab your free resource, whether
that be an ebook, video, or cheat sheet through a pop-up, drop down, or slide in box.
That pop-up form captures the contact info and puts them directly into your CRM
so you can follow up.
Five, custom fields.
While many CRM programs have custom fields, we don't see many people using them like they should.
Custom fields allow you to drill down specific information that you need
in order to move a sales opportunity forward.
For us, we have a field titled biggest marketing challenge,
which allows our sales team to tailor their follow up messages to speak to this hot button.
That's it! If you're new to the HubSpot CRM
and want more tips like this, head over to our blog. If you don't use the HubSpot CRM
and want to give it a try, drop us a line and see if we can help.