How to Work Deals With Hubspot CRM ?

   Hubspot is a device to create leads through onlinenetworking locales ,, Today we'll go over how to use deals now that you have contacts and a few companies installed into your HubSpot sales and CRM you need to start working those deals so what we're going to cover today is how to set up your first deal how to tweak the pipeline to fit how you guys sell and lastly how to drive people through it and make it actionable so first thing we'll do is here at the dashboard will click on deals the top of the screen and what you'll see here is a blank deal flow or a pipeline and this is the standard pipeline that comes with your HubSpot CRM you can see here appointments scheduled qualified to buy presentation etc now that's great if you're just getting started with sales you really haven't had a formal process before you can certainly jump in and follow this one it's all set up for you and the way that you do that is you start off by opening a brand new deal we'll call it the new deal , leave it at the stage appointment scheduled .

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So this means that you do have a plan to talk to somebody you expect that it'll be worth about a thousand bucks and it should close in just a few days I set myself as the owner I'm also here to set myself as the client so if you do have the company already in the CRM you should be able to find them there and the contact as well it create and away you go so when you're looking at a deal card like this one it's similar to the contact cards you should have all the context so as you do speak with people as you email them if you have meetings all those things will show up here related to the deal you'll also see the company and further down you should see the contact who's related to this you can also attach documents such as proposals or if you say running a test on their website or something along those lines you can have those PDFs right here in your deal flow perfect .


 

How to Use Deals with CRM ?

   Everything's in one place as you move people through the pipeline there's a few ways to do that and I'll show you how to do it now so in the deal card you can see here the this little this is the pipeline and what it looks like step by step if you know that they've moved over to qualified you've had that first appointment you've spoken to them and you understand that you have what they need and they can afford it move them to qualified to buy you schedule the presentation make sure you're in front of the decision-maker contract win the deal that sort of thing so as you step them through you can see it all right up here all the details that you need to know about any given deal right here and one of the really cool things about using the CRM .
let's say you want to log a meeting so you had a meeting got a meeting today went well spoke about cats and they need what we sell cool now to automate a task to follow up on this just click this box you can select a number of business days or a custom date when you need to or want to follow up by and then when you hit log activity let's scroll down here you see that there's a follow up on the new deal already put in there scheduled four or five days from now at 8 a.m. so you'll get an email at that time so that's what a deal card looks like if we go back to the pipeline you'll see it right there you can drag and drop these so they're really easy to move through the pipeline and something that I really prefer to use pipelines for is that I can visually see the progress so it's great to just see that as they move through you can tick them all the way across the board here and when you do get to a closed deal and you win it because we ROCK boom congratulations continue winning so that's what the deal flow looks like if you want to make any changes to the pipeline so say you have a defined sales process already we'll click on settings on the left hand side you'll see sales and deals and we can either edit the sales pipeline or create another pipeline and you may want to follow something like you're doing a connect call but sorry we'll just call this pipeline number two when you're looking at the your new pipeline you can the wind probability and that'll help you sort of gauge every step of the way how likely it is that you're going to get this deal across the line unless you've been tracking this it may be hard to know and may be hard to judge what this really looks like for your business so just suggest starting off with whatever you want in here as you continue to put deals through you'll see really how deals are progressing between you know how many connect calls turn into clients that sort of thing .