HubSpot CRM Tutorial for Beginners
Vložit
- čas přidán 26. 06. 2024
- Get the free CRM here: clickhubspot.com/jyv
Is your business struggling with scattered data across multiple tools? Are you looking to optimize your operations and achieve more with fewer resources? Join Marc in this comprehensive tutorial video, where he shares a screen-share demonstration of how HubSpot's powerful CRM can revolutionize business processes for Marketing, Sales and other teams and drive sustainable growth.
Timestamps:
0:00 Introduction
0:27 Organizing customer data in HubSpot's CRM
2:46 Setting up a company in the HubSpot CRM
4:05 Upload existing customer data to the HubSpot CRM
5:55 Customizing the customer data view
6:43 Creating a contact in the HubSpot CRM
7:21 Creating customized active lists of customers
9:02 Managing deals in the HubSpot CRM
9:42 Creating a deal in the HubSpot CRM
11:27 Creating dashboards and reports
12:55 Conclusion
About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.
⚠ Disclaimer:
The videos on our CZcams channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature. - Věda a technologie
free?
Yes, you can use HubSpot's CRM for free: clickhubspot.com/jyv
@@HubSpot-CRMInformative 👍
@@HubSpot-CRM for international calls too ?
I knew NOTHING about HubSpot, or even its sheer existence, until today when I was contacted about a role that integrated data from Qualtrics and HubSpot together. So...I did what I always do. CZcams University.
Now I'm a top candidate for this role just by watching this one single video!
Did you get the job? lol
@@not_unsxgned not only did I not get the job after the initial call...I never got an actual interview.
Love the simplicity, urgency, and speed of overall presentation
That's great feedback because that's exactly what we want to deliver, David.
You are on fire. I truly enjoyed your way of presenting. Got the most of it at first time. You made me fall in love with Hub Spot. Thanks very much, Mark.
Many thanks for this video. Now I have a better understanding on how to use HubSpot CRM.
Great video - thank you for keeping it short, to the point and moving quickly.
Amazing presentation! Broken down in a simple and plain manner easy to understand and quick to the point
Agreed. Easier to digest, isn't it?
Thank you for the feedback. Marc will be pleased to hear that!
Lovely intro to the HubSpot CRM. We’re big fans of HubSpot, and this is a really solid video to show to those who are just getting started!
Thank you for this wonderful video!
Simple easy to understand and straight to the point
The team was so happy to hear that! We are constantly working on pacing and storytelling - good to know it works for you!
I love this! Concise, direct to the point.
Thanks for the love! Marc will be happy to hear it.
Couldn't agree more. Been using Hubspot for years, and it's an amazing tool.
Blast from the skating past with Christian Hosoi. Nice.
Great simple video. Nice to see that you're connected with Phil, Bob, & Jerry 💀🌹⚡🐻
I am a cold caller/appointment setter. This is very convenient. Thank you!
Did this ease your efforts with cold calling
Well done on using Hubspot, Jovin!
Great tutorial! I learned a lot from this video. The instructor did a great job of breaking down complex topics into easy-to-understand sections. Highly recommended for anyone interested in learning Python.
Ok you are fun to watch! Thank you!!
Thanks for this video😉😉I'm a newbie VA and this video really helps me..
We are glad it was helpful, Claire!
Love this guys enthusiasm, hahha :D
This is amazing. Thank you.
Great tutorial, Marc! Thanks for all the great information! You answered a lot of my questions... Nothing left to do but smile, smile, smile =)
Awesome
Wow... Amazing tutorial
great video, is inspiring specially when it comes to present CRM solution to our customers.
Thanks for the quick video
Glad it was helpful! Is there anything you'd like us to cover in an upcoming CRM video?
@@HubSpot-CRM architecturing hubspot for abm ( contact and account stages, workflows and rules, tips, suggestions, best practices)
Thank you for the simple fast tutorial (Didn't know the Grateful Dead sold Donuts!)
We are excited to have some Grateful Dead fans in our community.
Thanks
You're welcome!
Thank you !
Thanks it is really helpful
Amazing video
Thank you for letting us know that it was helpful.
Great explaination for beginners
Nice
Thanks, we are excited to hear that.
Thank you making it so simple and easy to understand
We're glad you found Marc's video helpful! It's always our goal to make things simple and easy to understand for our viewers.
Thank you
Yo! Gonz, Hosoi, Hensley and Cab? Hosoi skates for TITAN! Great video.
Thank You!
Thank YOU for watching!
Our call center has experienced VAs ready to start in the best price you could get!!
Grateful Dead jokes. I'm here for it.
Same lol
great stuff my guy
Marc will be stoked to hear that his tutorial was helpful!
I thought Hubspot and CRM's in genral are hard. Thanks for proving me wrong team.
Thank you for the clear video presentation. Is it possible to integrate Whatsapp business messages in the contacts tab toolbar?
Thank you 🎉
Of course! We are always delighted to assist!
thank’s😃😃😃
Sure! You're welcome!
Could i use this to email hotels to inquiry/ send invoicing for commission? This would be so helpful! Would I have to put the data into the companies section instead?
What is add multiple files with associations in the upload existing data section?
Hi,
Birthday reminder is it available in HS?
amazing, do you have more funtion?
how do you import and continuously sync contacts from google
I had an error of unmapped column, pls how do I go about it and what was there is first name
In order for people from all over the world to understand these courses, driving through CZcams Auto Truck in different languages of the world is necessary, not only in English language.
Do you have tutorial on designing email templates? Or are there free apps I can integrate to use free email templates?
I do a lot of snail mail for my business as well as emails. Can this CRM help with merging contact information to mailing labels? I have a hard time doing it in word and excel. I’m looking for a easier quicker way to set that up. 4:46
Is there a close ratio report as a percentage?
Are the features you review in your video all included in the free model?
I would like to know aswell
Does this platform take information from other software? I use Vagaro...does it integrate?
Help me on how to "ADD" option (drop down) under category
Can you sent bulk texts to selected contacts through Hubspot?
Love the sample contacts (~)}
Thanks for watching! We're glad you enjoyed the sample contacts. :)
Can I have sample import data so I can practice it?
why does my hubspot look different to yours?
Is it totally free? can you synchronise an email already exiting for the Email section?
Google Contacts are the best with map street view notes free sync with Samsung phones
But I have a question. I need someone to break down the differences between pipelines, tasks, tickets, etc. I cant wrap my brain around all the things and how they relate. I dont mean a video showing me how to create each one, just explaining the flow I guess is what I mean. Does that make since? I am overloaded with all the lingo
Start from the basics. Use chatgpt to help you with the words.
ChatGPT exists
How do i use this free version and use it with my students pretending we work for a company. Is it just a one user app.
Great tutorial... made better by Bob, Phil, and Jerry.
I was looking for a video to help me with my new Paid Vernon (didn't want Hubspot branding) and how to just create a basic list with all my contacts to send an initial email. My active List is limited to 50 as well...not sure how that will work when my plan is 1000 contacts...I'm confused.
I just need basic basic help to get my first email out, to all 73 contacts, one list.
Pls wat is CRM download as you create an account
Congrasulation this video cover a Year
What if I am a sales and marketing agency that would like the ability to manage customer relationships for small to mid-size service businesses. Would Hubspot give me the ability to manage 25 different busineses and their customers?
Dead fan!! Weir everywhere!
We love that you noticed!
Wich are the restrictions for the free one? Or do we have access to all software functions?
Hi Valentina, there is only one HubSpot CRM and it is completely free. This includes unlimited users, data, and up to 1,000,000 contacts with no time limit or expiration date. Some interesting features are the Meeting Scheduler, the Email Template Builder, the Live Chat and the AI Email Writer. Learn more here and give it a try (it's free forever): clickhubspot.com/jyv
Is there any means to incorporate sales out data to use within the reporting tool?
Great question. Yes, check out our Sales Reporting & Performance Management Software here which could help! clickhubspot.com/y1k
Sadly I can't find 'Automation' button...
What does HubSpot with my information?
i love how all the contacts are members of the grateful dead
We're glad some music lovers are noticing. :)
Wow
Whats the difference between contacts and companies here?
Contacts are people and companies are their parent organizations. Does that make sense?
Do you know how many people you can contact per day using the CRM? I’m looking to do 300 per day. Do you have any suggestions on software that can do this?
You can use HubSpot’s free CRM tools at no cost. With up to 1,000,000 contacts and no limits on users or customer data. If you wish to contact via email, you can send out 2,000 emails per calendar month with our free version of Marketing Hub (which integrates seamlessly with HubSpot's free CRM). The Marketing Hub Starter offers a 5x marketing contact tier email send limit per calendar month (5,000 emails): www.hubspot.com/pricing/marketing/starter
How can I use it if I do not have any website link? I want to watch it and learn it
Are you looking for a website link to get access to the free CRM? You can get it here: clickhubspot.com/jyv
You officially speak corporate
Can we find these videos in Spanish?
how do I get the Grateful Dead to work at my doughnut shop? haha
Maybe you should give HubSpot a try! 😊
Is this really free forever? No hidden subscriptions???
You can get HubSpot's CRM for free. You don't even need a credit card to use it, and you can use the CRM as long as you want (it's not a trial). It includes dozens of free marketing, sales, and service tools. If you want access to additional tools, you can add our hubs, such as the Marketing Hub or Sales Hub.
You can learn more and sign up for HubSpot's CRM here: clickhubspot.com/jyv
Except your HubSpot doesn't know how to import Google Voice Html Files( Call Logs) to CRM database which makes totally useless program.
Please explain I’m new to this. Can I record phone calls and add to CRM in txt or data pac
How is this Free? how does HubSpot make their profits?
Probably from the ones that cost. The free ones are limited
HubSpot offers a free CRM. It includes free marketing, sales, and service tools. You don't even need a credit card to use it, and you can use the CRM as long as you want (it's not a trial). If you want access to additional tools, you can add our hubs, such as the Marketing Hub or Sales Hub.
You can learn more and sign up for HubSpot's CRM here: clickhubspot.com/jyv
Seems you have a lot of skater and musicians contacts 😂
outdated. the website starts out with a different format than shown. Unbelieveable!
There is only so much we can do to update a video on CZcams (descriptions, title, thumbnail). CZcams does not allow us to swap videos, but we will surely create an updated CRM walkthrough.
can you reply on comments instead of just commenting
Why do you look like don pollo
Hey Mike how are you? I want to connect with customer service I have tried to send them messages, but no one has answered me. could I have an email to discuss with someone to know more about your CRM system? Or give me your email to discuss more with you. It is urgent
Thanks
You're so welcome! We're thrilled that Marc's CRM tutorial was helpful to you.