ULTIMATE HubSpot CRM Tutorial for Small Business | CRM Software Essentials

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  • Опубліковано 23 лип 2024
  • 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 ➜
    hubspot.sjv.io/c/2844094/9761...
    *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:
    stewartgauld.com/best-crm-sof...
    ► Looking for a simple, understandable and actionable road map for small business success online? Make sure you get our all-in-one small business playbook (linked below) 📚
    👉 godigitalnow.store/products/g...
    ► These are the videos I mentioned in this HubSpot tutorial:
    Learn how to set up your HubSpot account:
    • How To Setup HubSpot C...
    How to use HubSpot tasks:
    • How to use HubSpot for...
    How to use HubSpot’s pipeline:
    • How To Create A Sales ...
    How create landing pages with HubSpot:
    • How To Create A Landin...
    How to engage in Email marketing with HubSpot:
    • HubSpot Email Marketin...
    How to use HubSpot on mobile:
    • HubSpot CRM App Tutori...
    Learn how to make a website for free with HubSpot:
    • HubSpot’s Free Website...
    Learn how to schedule meetings with HubSpot: • How To Use HubSpot Mee...
    How to choose the right domain name:
    • How To Choose A Domain...
    ► Today we navigate through the below chapters for this HubSpot crm tutorial:
    0:00 Intro
    01:18 Getting started
    02:27 Inside HubSpot
    03:15 Contact Management
    08:21 Manage companies
    08:39 Calls
    08:46 HubSpot activity feed
    09:05 Lists
    11:04 Inbox (email inbox)
    11:41 HubSpot chatflows
    12:29 Email snippets
    13:13 Email templates
    14:33 Manage ads inside HubSpot
    15:02 Email marketing
    17:46 Landing pages
    18:35 HubSpot’s free website builder
    19:36 Forms
    19:53 Deals
    21:12 Tasks
    22:18 Meeting link
    23:18 Quotes
    23:34 Tickets
    25:04 Dasboards and reports
    26:18 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: mailchi.mp/71ac3fcdbfdf/stewa...
    Let 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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КОМЕНТАРІ • 28

  • @narekpapukyan5455
    @narekpapukyan5455 11 місяців тому +2

    Excellent overview of HubSpot Stewart! Thank you for the great content!

  • @mdzillurrahman4483
    @mdzillurrahman4483 Рік тому +3

    Thank you very much Stewart. Hope I will use this CRM paid version. And I am eagerly waiting for your HubSpot CRM upgrade tutorial for the Email campaign. Have a good day.

    • @StewartGauld
      @StewartGauld  Рік тому

      Thanks for that mate. Will be releasing that soon.

  • @kimdifilippo7030
    @kimdifilippo7030 5 місяців тому

    Thank you Stewart for this Video. I'm a beginner and have watched other videos but yours are so easy to understand. I'm looking forward to watching your other videos to help me along.

  • @StuartMacadam
    @StuartMacadam Рік тому +1

    Very good tutorial for my favourite CRM system.

  • @dumezayopele-oc1wv
    @dumezayopele-oc1wv Рік тому

    Hi Stewart, thank you for all your classes. They are most valuable. Pls could you come up with a tutorial on Apollo? Your lectures are one of the very few ones I look forward to and understand perfectly. I'll appreciate it immensely. THANKS.

    • @StewartGauld
      @StewartGauld  Рік тому

      Thank you. I will look into this for you. Thanks!

  • @renewuhypnotherapy
    @renewuhypnotherapy 10 місяців тому +1

    Thank you for this information it was really good👍

  • @chanylchannel
    @chanylchannel Рік тому

    Nice presentation

  • @PrathamSinghHD
    @PrathamSinghHD 6 місяців тому

    Hello Stewart, excellent video! Just a question when I created my Hubspot account the Nav bar is on the left side and not on the top like you have :/ can you please help me in telling me how to change it's appearance towards and top and not on the left

    • @StewartGauld
      @StewartGauld  6 місяців тому

      Thanks! That's odd. Are you using a small screen or device?

  • @user-xt8qr6re5e
    @user-xt8qr6re5e 5 місяців тому

    Could i use this to email hotels to inquiry/ send invoicing for commission? This would be so helpful! Would I have to put the data into the companies section instead?

    • @StewartGauld
      @StewartGauld  5 місяців тому

      You sure can! You can, just depends on how you want to manage your data.

  • @jeffalbrecht1
    @jeffalbrecht1 5 місяців тому

    How are paid options. Does hubspot integrate with stripe for example?

    • @StewartGauld
      @StewartGauld  5 місяців тому

      Hey mate,
      More advanced features. Yes, the free plan now allows you to integrate with Stripe and collect different payment types.

  • @sulmanahmad6943
    @sulmanahmad6943 6 місяців тому

    ​​​Informative 👍 I have 2 questions
    1- when leads are importing(through IMPORT CSV ) in Hubspot CRM,is there any assign column to assign specific lead to a team member
    2- When lead are coming from website,Facebook & wordpress or other sources are they distributing automatically among team members ?
    Like using RoundRobbin or something else ?

    • @StewartGauld
      @StewartGauld  6 місяців тому +1

      Hey!
      Sure.
      Yes, and you can add other custom property types.
      Yes, you can set this up how you like (assigning team to accounts).
      I hope that helps.

    • @sulmanahmad6943
      @sulmanahmad6943 6 місяців тому

      @@StewartGauld Thanks for your guidance ❤️ I Subscribed
      1. Kindly make a short video on it or share the UI screen shot
      2. RoundRobin used?

    • @StewartGauld
      @StewartGauld  6 місяців тому +1

      @@sulmanahmad6943 will do. We do not use that software.

    • @sulmanahmad6943
      @sulmanahmad6943 6 місяців тому

      @@StewartGauld and what about pipedrive?
      Actually I am learning about CRM (hubspot, pipedrive and Monday) through your videos but could not find theses features discussed above, So kindly guide me about it.
      Thanks for your quick response 🙂