THE HUBSPOT CRM2015 Video Tutorial Handbook

Why Use the HubSpot CRM?

If you’re the kind of sales person that wants to be armed with as much reliable information about a prospect’s needs, pain points, and interests before contacting them, then the HubSpot platform is for you.

Who Should Use the HubSpot CRM?

Sales professionals that understand that the old playbook is out, and that those that serve prospects as “trusted advisors” win.Trusted advisors lead with value, seek to give, and always come to the table offering more than a run down of company products, services, and bragging rights.

Who Should *NOT* Use the HubSpot CRM?

If you’re afraid of trying something new, or believe there’s no room to improve – or – don’t truly want to know your prospects felt needs and meet them- or – are technology adverse….

…then HubSpot is not a good fit for you.

What does HubSpot Offer?

1. HubSpot connects all of the dots on a buyer’s journey. 2. See every online prospect interaction all in one place, in

one timeline.3. Centralized communication portal: phone calls +

recording, emails + tracking, calendar invitations4. Find new prospects through Sidekick5. Real-time prospect website revisit, email open, and link

click notifications on your desktop or mobile device.

Table of Contents for Tutorials1. Tutorial 1: Get a 30,000 ft view of the HubSpot Free CRM2. Tutorial 2: CRM Dashboard – Full picture of all of your

activities and success of all your efforts.3. Tutorial 3: Creating Custom Views of Contact Properties4. Tutorial 4: Tracking deals from start to finish, and learning

from success.5. Tutorial 5: How to prospect from companies that have visited

your website.6. Tutorial 6: How to get notified when anyone opens your

emails, clicks on links, and visits particular pages on your website.

Tutorial 1: CRM 30,000ft View

Tutorial 2: CRM Dashboard

Tutorial 3: Creating Custom Views

Tutorial 4: Using Deal Stages

Tutorial 5: Prospects Tool

Tutorial 6: Lead Revisit Notifications