Découvrez comment utiliser le CRM d'Hubspot et pourquoi il sera utile à votre entreprise

1. Introduction to the HubSpot CRM.
Presenter: Julie Vetter @hoimoon
Hosted by
http://www.hubspot.com/products/sales

2. AGENDA
1. Why did HubSpot add a CRM?
2. What does the HubSpot CRM aim to accomplish?
3. Walk-through of setting up and implementing the CRM
4. Discussion of who the CRM is for
5. Q&A and feature requests

3. Why did HubSpot add a CRM ?
http://cdn2.hubspot.net/hub/137828/file-20443408-pdf/docs/sales-process/implementing_smarketing_at_your_organization.pdf

4. The Internet and Inbound Marketing changed the buyer, forcing sales to adapt
http://blog.hubspot.com/marketing/how-to-do-inbound-sales-slideshare-hspr

5. Aligning sales with the new marketing methods means aligning their tools, too
http://cdn2.hubspot.net/hub/137828/file-20443408-pdf/docs/sales-process/implementing_smarketing_at_your_organization.pdf

6. 2. What does the HubSpot CRM aim to accomplish ?
http://www.hubspot.com/products/crm

7. Moving the buyer along the journey from attraction to decision
http://cdn2.hubspot.net/hub/137828/file-20443408-pdf/docs/sales-process/implementing_smarketing_at_your_organization.pdf

8. 3. Walk-through of setting up and implementing the CRM
Resources
http://www.hubspot.com/sales/getstarted
http://knowledge.hubspot.com/crm-user-guide
http://academy.hubspot.com/broadcasts/inbound-sales
http://www.hubspot.com/products/sales
http://www.hubspot.com/products/crm
http://blog.hubspot.com/sales
HubSpot Users Idea forum (create free account, suggest and vote) CRM topics
https://hubspot.uservoice.com/forums/76407-general-hubspot-ideas/category/87614-crm

9. The HubSpot CRM – getting around
The dashboard – overview video & navigation
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10. Entering Contacts – step one
1. Via CRM Contacts + Add contact
2. Via iPhone App
3. Via Sidekick in Chrome
4. Via contact list import
5. Note: Marketing portal contacts auto-sync
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11. Entering Companies – step two
1. Via CRM Contacts + Add company same as contact
2. Via Sidekick in Chrome
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12. Creating Deals – step three
In the CRM + Add deal
Create the deal name, add the stage, contact, close date, owner
You can use the gear to edit the deal stages if they do not describe your process
Add filters (right) to hide done deals, for example
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13. Using Deals
Click on the deal card to add information
• Make and record a call
• Make a note
• Log a meeting or call made elsewhere
• Send an email that is tracked with Sidekick
• Schedule a meeting
• Add attachments (works with Google drive)
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Sales knows when a contact :
• Reads their email
• Returns to web site

14. Sidekick
Sidekick shows when sales emails are read
Provides stats on how many of your emails are being opened
In the Chrome browser plugin, Sidekick let’s you find company contacts,
competitors, and intelligence
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15. 4. Discussion of who the CRM is for

16. 5. Q&A and feature requests
#UnfinishedBusiness #StarStock

17. Merci !