Welcome to the world of streamlined customer relationship management with HubSpot CRM! Whether you’re a small business owner, a sales leader, or part of a growing marketing team, setting up your CRM correctly is essential as it will underpin everything you do going forward.
Our checklist will guide you through every step to ensure you’re harnessing the full power of HubSpot CRM and setup for success. Naturally, if you need help from an expert, we are on hand to help you get setup for success with HubSpot. Just Get in touch.
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Initial Setup and Configuration
✅ Sign Up for HubSpot CRM: It’s free and easy to get started.
✅ Customise Your Profile: Set up your personal and company details.
✅ Connect Your Inbox: Integrate your email to streamline communication.
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Contact Management Essentials
✅ Import Contacts: Bring your existing contacts into HubSpot CRM.
✅ Organise Contacts: Categorise contacts with tags for easy management.
✅ Create Custom Properties: Tailor contact properties to fit your unique business needs.
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Company Records and Deal Tracking
✅ Set Up Company Records: Add companies and link them to contacts.
✅ Customise Deal Stages: Reflect your sales process in the deal stages.
✅ Create Deals: Start tracking your sales opportunities.
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Sales and Marketing Alignment
✅ Integrate Marketing Tools: Sync your marketing software with HubSpot CRM.
✅ Lead Scoring: Establish criteria to prioritise leads.
✅ Create Email Templates: Save time with reusable email templates for common queries.
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Task Management and Productivity
✅ Set Up Tasks and Reminders: Keep on top of followups and appointments.
✅ Implement a Sales Pipeline: Visualise your sales process for better forecasting.
✅ Automate Routine Tasks: Use workflows to automate repetitive tasks.
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Reporting and Dashboard Customisation
✅ Customise Your Dashboard: Tailor your dashboard to show key metrics.
✅ Create Reports: Generate reports to gain insights into your sales performance.
✅ Set Goals: Use the goalsetting feature to keep your team motivated.
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Team Collaboration and Communication
✅ Add Team Members: Get your team on board and assign roles.
✅ Use the Chat Feature: Communicate internally for quick collaboration.
✅ Share Documents and Templates: Make sure your team has access to necessary resources.
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Data Security and Access Management
✅ Set Permissions: Control who can access what in your CRM.
✅ Review Compliance Features: Ensure you’re up to date with data protection laws.
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Testing and Training
✅ Test Your Setup: Run through common scenarios to test your setup.
✅ Train Your Team: Ensure everyone knows how to use HubSpot CRM effectively.
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Launch and Continuous Improvement
✅ Go Live: Start using HubSpot CRM in your daily operations.
✅ Gather Feedback: Regularly collect feedback for ongoing improvements.
And there you have it – your comprehensive checklist for setting up HubSpot CRM. With this guide, you’re not just setting up a system; you’re laying the groundwork for enhanced customer relationships and streamlined sales processes. Ready to dive in?
