You are running a small but growing business. You can use tools such as HubSpot to give a bigger push to your business. Why HubSpot? We could mention any other tool. It’s because HubSpot is an all-in-one tool that can bring many other tools on one dashboard. You can do HubSpot Stripe integration for Stripe payments. You can integrate credit cards for HubSpot credit card payments. In fact, it comes with many inbuilt tools you can use to grow your business.
So, you do not need to master too many tools. Since it is an all-in-one tool, many users are unaware of some of its useful features. Today, we will walk you through some of these hidden features including:
Task Queues
It’s a fact that salespeople utilize only 30% of their time on selling. You can close more deals if you can save time. This tool can increase the productivity of your sales team. You can create tasks and remind your team of follow ups. Here is a simple example for you:
The first task is to “Call Scott” and the second is to “Follow Up With Scott.” The sales representative will be into the “Calling” tab. The task will be automatically completed after the completion of the call. Now, the sales representative will be into “Follow Up With Scott.”
Filter Timeline
You can choose activities you want to be displayed on a timeline in HubSpot. You are a salesperson looking for your next task. You can filter only for tasks. These settings are applied to all the database records. You can set these tasks in one place.
Pinned Notes
When you are in a customer-facing role, you have to access important information immediately. The information may be about leads or customers. This is where you can use pinned notes. You can affix a note on any record in HubSpot. Another team member working on the same task will see that.
Auto-Calculated HubSpot Properties
The HubSpot CRM stores data on the following three primary objects including:
- Companies
- Contacts
- Deals
These objects have fields for storing information. For example, the contact object has properties such as first name, email address. Each object has default properties. Properties such as phone number, industry and country are simple and straightforward. Some fields are populated automatically.
Examples:
Recent Sales Email Clicked/Opened/Replied
This data can be used to find and follow up your hottest contacts in a timely manner.
Number Of Website Visit
You are using both HubSpot Marketing and HubSpot CRM. HubSpot Marketing collects website analytics data and that data lives in HubSpot CRM as well.
Next Activity Date
Next Activity Date holds the data of the next task, email, call or meeting. HubSpot sets this property automatically.
Deal Source Reporting
Now you want to know what is working best for your business. You want to learn about marketing channels that are bringing in the most deals and revenue. It is important to get answers to these questions as this helps in creating a future strategy. Let’s see how you can track data using HubSpot Marketing, HubSpot CRM and the reporting add-on.
When a HubSpot contact is created, it is automatically populated with useful analytical information. Original source type is a key analytical property that is assigned a value that is based on the source of contact such as email marketing, organic search, social media and more.
Original source data 1 and 2 are two additional properties that are also populated automatically. These three properties are automatically filled after a recent update.
HubSpot Stripe integration, integration for HubSpot credit card payments and there are many other useful features that can take your business to the next level.
