Post by account_disabled on Feb 25, 2024 8:22:51 GMT
Place forms, pop-ups and chat on the site. After this, you may want to migrate your current contact database to Hubspot. This can be done in two ways - use the built-in import functionality; - contact a certified agency, and from your old CRM. Before importing contacts, you need to think about what additional information about contacts you want to store, and create custom fields for contacts in the system settings. If the required fields are configured, then import is accomplished by simply loading a csv file. In addition to contacts, you can import deals and notes.
You can add any information about the client from your old CRM to notes. For example Buy Bulk SMS Service the history of calls, meetings, email correspondence. The next important step is setting up deal stages stages of the sales process. You can set up a simple funnel consisting of, for example, three stages lead, negotiations, deal won, deal lost. Or you can write down other stages of complex multi-stage sales potential lead, first call, first meeting, demonstration, tender, negotiations, contract sent, contract signed, deal concluded, deal lost.
If you have an online store, then the sales funnel may look different a product is added to the cart, an order is created, the order is paid, the order is delivered, the order is cancelled. For a SaaS product, funnel stages can be linked to user actions registered, watched a demo, signed up for a free trial, signed up for a paid package, canceled a subscription. Sales Funnel The number and names of transaction stages depend solely on your desire to control individual transaction states and see them in reporting. Next, you can connect your and your shared email to Hubspot and get started.
You can add any information about the client from your old CRM to notes. For example Buy Bulk SMS Service the history of calls, meetings, email correspondence. The next important step is setting up deal stages stages of the sales process. You can set up a simple funnel consisting of, for example, three stages lead, negotiations, deal won, deal lost. Or you can write down other stages of complex multi-stage sales potential lead, first call, first meeting, demonstration, tender, negotiations, contract sent, contract signed, deal concluded, deal lost.
If you have an online store, then the sales funnel may look different a product is added to the cart, an order is created, the order is paid, the order is delivered, the order is cancelled. For a SaaS product, funnel stages can be linked to user actions registered, watched a demo, signed up for a free trial, signed up for a paid package, canceled a subscription. Sales Funnel The number and names of transaction stages depend solely on your desire to control individual transaction states and see them in reporting. Next, you can connect your and your shared email to Hubspot and get started.