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Entrepreneurship

ULTIMATE HubSpot CRM Tutorial for Small Business | CRM Software Essentials (2023) [Video]

Today, I share how to use HubSpot’s dynamic business platform and all its impressive tools and features that are designed for small businesses. This is my HubSpot tutorial part two. The purpose of this video is to walk you through all of HubSpot’s CRM features and tools, in particular, I focus on their free CRM. The goal of this video is to make sure you are comfortable with navigating and getting started with HubSpot.👉 Get started with HubSpot for free here âžśhttps://hubspot.sjv.io/c/2844094/976131/12893*IMPORTANT NOTE: The HubSpot link up above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance! Read more about my top 7 CRM software for small businesses here:https://stewartgauld.com/best-crm-software-for-small-businesses/ Looking for a simple, understandable and actionable road map for setting up your small business online? Start here and get our all-in-one small business playbook đź“š: 👉 https://godigitalnow.store/products/go-digital-now-the-ultimate-small-business-playbook-ebook These are the videos I mentioned in this HubSpot tutorial:Learn how to set up your HubSpot account:https://youtu.be/7Ai_mfUdtPgHow to use HubSpot tasks:https://youtu.be/hL5lLeXW04UHow to use HubSpot’s pipeline:https://youtu.be/XjK7831oKEsHow create landing pages with HubSpot:https://youtu.be/CyLpN3mB9agHow to engage in Email marketing with HubSpot:https://youtu.be/jf1CXYNrJUwHow to use HubSpot on mobile:https://youtu.be/UPlUrLFCYVULearn how to make a website for free with HubSpot:https://youtu.be/irMel_RBUNkLearn how to schedule meetings with HubSpot:https://youtu.be/cWQIUGrQcRIHow to choose the right domain name:https://youtu.be/ODSz32uy_0M Today we navigate through the below chapters for this HubSpot crm tutorial:0:00 Intro01:18 Getting started02:27 Inside HubSpot03:15 Contact Management08:21 Manage companies08:39 Calls08:46 HubSpot activity feed09:05 Lists11:04 Inbox (email inbox)11:41 HubSpot chatflows12:29 Email snippets13:13 Email templates 14:33 Manage ads inside HubSpot15:02 Email marketing17:46 Landing pages18:35 HubSpot’s free website builder19:36 Forms19:53 Deals21:12 Tasks22:18 Meeting link23:18 Quotes23:34 Tickets25:04 Dasboards and reports26:18 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this HubSpot crm tutorial. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#hubspot #crm

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Entrepreneurship

How To Easily Manage Your HubSpot Data (Step by Step Tutorial) [Video]

Get started with HubSpot Data Management now: https://clickhubspot.com/xf7In this video, Kyle explains how you can use the datasets feature inside Operations Hub to make it easy for your team to create more granular reports faster. HubSpot comes standard with hundreds of reports that showcase the work your marketing, sales, and customer service teams are doing. If you ever need a report that doesn’t come standard, HubSpot custom report builder is a powerful tool that you can use to build pretty much any kind of report you want. The datasets tool inside Operations Hub Enterprise makes it easy to curate the data your teams need so that they can report quickly and easily.đź“” Grow Your Career and Business with HubSpot Academy: https://clickhubspot.com/Popular-Coursesđź“” Favorite Free Certification Courses:• Digital Marketing Certification: https://clickhubspot.com/od6• Social Media Marketing Course: https://clickhubspot.com/Social-Media-Certification• SEO Training Course: https://clickhubspot.com/SEO-Training-Course• Inbound Course: https://clickhubspot.com/Inbound-Certification• Inbound Marketing Course: https://clickhubspot.com/Inbound-Marketing-Certification• Email Marketing Course: https://clickhubspot.com/Email-Marketing-Certification• Inbound Sales Course: https://clickhubspot.com/Inbound-Sales-Certification• Taking your Business Online Course: https://clickhubspot.com/Business-OnlineVideo Chapters:00:00 – Intro00:15 – Custom Report Builder + Datasets00:38 – Tutorial: Building a Custom Report01:25 – Tutorial: Creating a Dataset03:56 – Tutorial: Filtering Records & Wrap up05:03 – SummaryAbout 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.âš  Disclaimer:The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.#HubSpot

Categories
Entrepreneurship

HubSpot CRM App Tutorial | Manage Contacts, Tasks, Deals & Meetings On Mobile [Video]

In this HubSpot CRM tutorial for beginners, I help you get started and navigate through HubSpot using the free HubSpot mobile app.The free HubSpot mobile app allows you to manage contacts, companies, tasks, deals, and more directly from your smartphone completely for free. Learn how to use HubSpot for free using your computer (web version):https://youtu.be/brVfYiSPNI0 Learn how to create a sales pipeline here:https://youtu.be/XjK7831oKEsGet started with the HubSpot CRM for free here: https://hubspot.sjv.io/c/2844094/1001264/12893*IMPORTANT NOTE: The link above is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link (with no extra cost to you), this helps support our channel and we thank you in advance! Today we navigate through the below chapters for this HubSpot CRM app tutorial:0:00 Intro01:22 Download HubSpot’s free app02:05 Today (recent updates)02:18 Manage contacts & companies04:47 Business card scanner05:59 Deals (sales pipeline)07:43 Activity feed08:20 Send tracked email09:25 More (settings & tools)09:54 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this HubSpot CRM tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#hubspot #crm

Categories
Entrepreneurship

How To Use HubSpot CRM | All-in-One FREE CRM Software for Small Business (HubSpot Tutorial) [Video]

Today I’m excited to dive into our updated HubSpot CRM tutorial for beginners. In this HubSpot tutorial, I’m going to share how you can set up your account and leverage all the impressive free features that the HubSpot CRM has to offer.HubSpot in our opinion offers the best free CRM software on the market. Their generous free plan allows you to add unlimited users, unlimited data and up to one million contacts. In terms of the extensive features HubSpot provides, they go beyond CRM related activities and allow you to engage in email marketing, task management, ad campaign management as well as allowing users to create landing pages, forms and scheduling pages.I’m going to walk you through how you can use all of the free features that the HubSpot CRM provides. Get started with the HubSpot CRM for free here: https://hubspot.sjv.io/c/2844094/1001264/12893*(This link is an affiliate link, which means we will get a commission if you upgrade to a paid plan through this link, this helps support our channel and we thank you in advance!) Learn how to use HubSpot’s email marketing features here:https://youtu.be/OfKrJalDAHw Learn how to use HubSpot’s landing page feature here:https://youtu.be/CyLpN3mB9ag Today we cover the following chapters in this HubSpot tutorial:0:00 Intro01:25 HubSpot’s Free CRM02:02 Create free account03:12 Getting started03:31 Account settings04:00 Connect your email05:06 Create an email signature05:46 Connect your calendar06:58 Account Defaults07:11 Adding users08:43 HubSpot’s free features08:53 Contacts (manage/add)12:13 Companies (manage/add))12:50 Calls12:59 Activity feed13:07 Lists (segments)14:16 Inbox15:37 Chatflows16:38 Snippets17:46 Templates18:26 Ads (manage ads)19:09 Email (Email marketing)20:11 Landing pages21:29 Forms21:49 Deals (sales pipeline)24:06 Tasks25:38 Documents26:07 Meetings29:06 Quotes29:24 Tickets (support pipeline)29:58 Reporting32:41 Outro Are you interested in joining our small business community?Join us to receive actionable tips, tutorials and tools to grow your small business online (Subscribe to our email list) or join our exclusive community here: https://mailchi.mp/71ac3fcdbfdf/stewart-gauldLet me know if you found this HubSpot tutorial helpful. Also, if you require any help or support, make sure to get in touch with us today.Thanks for watching and enjoy!#hubspot #crm