WHEN AND HOW: Small Business Hub (CRM)
When should you use a Small Business Hub and how do you use it with best practices.
To track all activity of contacts and companies through your marketing, sales, and service 'recipes' (processes.)
Includes emails, calls, meetings, website visits, form submissions, chatbot interactions, document views, notes, tasks, issues, etc.
Our Preferred Tool:
CLEAN DATA INTO THE SYSTEM: Marketing
How do contacts get created? ie. Forms, Chatbots, Email, Meeting Bookings, etc.
CLEAN DATA THROUGH THE SYSTEM: Sales
How do contacts become customers? Your process to take contacts from leads to paying customers.
CLEAN DATA THROUGH THE SYSTEM: Service
How do you keep and help customers? Tickets to handle their issues, knowledge base to answer their questions, surveys to get ratings, testimonials, and referrals.
How is the database cleaned?
Regular processes to remove unnecessary contacts, de-duplicate the database, and perform preventative maintenance on marketing, sales, and service recipes.
Reports / Dashboards Which Measure Key Leading Indicators
Reports/dashboards need to be accurate and actionable to make key decisions.
Use the Mobile App
Track and see your data while on the go.
Use Key Features of Hubspot to Save You Time:
Contact/Company Filter Views
Frequently Asked Questions
Why do you recommend Hubspot?
Hubspot is easy to use, scaleable (ie. free to start then Starter and Professional tiers), replaces many different software tools, and integrates well with Gmail and Gcal.
It feels like my contact database is an absolute mess and will take hours to clean it. Can I actually do it?
Yes and we can help. It's necessary to clean your database and should be part of regular preventative maintenance for your business.
I don't have a marketing, sales, or service process in my business. What do I do?
If someone has paid you money for your goods or services, you do have a process for these functions. You just might not have ever thought of them as processes or written them down into a flowchart. To start, write down how people hear about you, how they pay you money, and how you make sure they receive what they pay for.
Do you need help with your Small Business Software Tech Stack?
We can help you determine the right software tools for your Small Business. Book a call with us to learn more.