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HubSpot Training

HubSpot Training: CRM Property Customization and Management

 Krista Moon    July 2, 2020

HubSpot CRM is a database that stores information about the people related to your business. In addition to standard contact data, such as phone, email, and address, users can add or customize fields to their unique situation and needs. Here is a quick overview of how to manage properties in HubSpot.

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HubSpot Training: Lists, Views, and Contacts

 Krista Moon    June 11, 2020

Marketers and salespeople need to communicate with the same customers at various stages of the buyer’s journey. HubSpot is a centralized database for all business growth related contact data. Here’s an overview of how each role typically uses HubSpot to quickly access the lists, views, and contacts they need to do their job.

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HubSpot Training: Maintaining GDPR Compliance

 Krista Moon    May 26, 2020

The days of email blasts to lists of contacts are coming to an end. The EU and California instituted more stringent privacy laws in 2018. More states and regions are soon to follow. If you use HubSpot, and email to contacts in the EU or California, here are some tips on using their GDPR functionality.

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HubSpot Training: Customize Contact, Company, and Deal Record Views

 Krista Moon    May 14, 2020

The number one benefit of HubSpot, in my view, is that the CRM is central to the entire tech stack. If set up correctly, it stores multitudes of valuable data about the one thing sales, marketers, and business leaders care about the most: target buyers. These are the people that will, hopefully, become their future customers. Taking time to set up contact, company, and deal record views in HubSpot is essential to use the tool effectively. Watch the video or download the slides to see how to do it.

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