Leaning Into the Lead Object | HubSpot Admin HUG | December 12 2023
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- Опубліковано 15 жов 2024
- Explore the new leads object and why it may fill the missing piece in your sales process.
The new leads object promises greater productivity and clarity in your sales process. But it may feel like a big change in how you use HubSpot. Does it live up to the hype? If so, what does it take to use it well?
Join us as we dive into these questions and more with Tyler Samani-Sprunk, Cofounder of Simple Strat and Co-host of the HubSpot Hacks UA-cam channel. He’ll be sharing his team’s experience with using the tool for themselves and rolling it out with their clients, including:
How it works
Who should use it
How to begin using it
Best practices and pitfalls to watch out for
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What I'm hearing is that in Salesforce, a Lead is a person, but in Hubspot a Lead is a process which is attached to a person (contact). This is helpful.
Thanks so much for inviting Tyler to present. Such a fun conversation about the leads object!
Super helpful, thanks for posting this.
I am curious what happens to a lead if a deal closes? Does it disappear from the prospecting space? Do you manage it ongoing from the deal space? This is a bit of a mystery to me.
I like to be able to see the buyer's journey in it's entirety - from creation of a company to close.
In the past, I 've creating deals for very every lead that came in and I've also used list reporting. Ultimately I created custom properties to manage the lead journey for our company in the companies object. It has been very effective to get the whole picture from company creation all the way to won or lost deal. I set up custom views in the company tab and can get an accurate picture of any rep's lead situation. Recently I started exporting this data into a google sheet for even more in-depth reporting to understand if a lead was hot/cold. etc.
Now that I've discovered the prospecting tool, it looks like this can potentially remove the need for the google sheet and put all of the lead reporting into one place, but I don't want to lose that view of the entire journey.
Any ideas here?
Thanks again!
Wait for it
What's the difference between Lead Stage and Lead Status? If Lead Stage for tracking contacts before becoming a SQL/opportunitiy?
There's no meaningful difference (see 7:07). We view Lead Stage as an evolution of Lead Status. We've deprecated Lead Status with Lead Stage now that there's a default object.