Sales Module 13: HubSpot Maintenance and Data Hygiene
Instructor
chili
Reviews
Course Overview
- Introduction to HubSpot CRM:
- Overview of HubSpot as a CRM and its importance in tracking prospects, leads, and clients.
- How to navigate the key features of HubSpot (contacts, deals, tasks, pipelines).
- Data Entry Best Practices:
- Guidelines for inputting new leads and prospects into HubSpot.
- Ensuring data consistency (naming conventions, tags, deal stages).
- Mandatory fields to fill in (contact info, company details, deal value).
- Keeping HubSpot Data Clean:
- How to regularly audit data for duplicates, outdated entries, and incorrect information.
- Using HubSpot’s deduplication tools to merge contacts and companies.
- Setting reminders for follow-up tasks and updating contact details.
- Automation and Workflows:
- Introduction to HubSpot automation for lead nurturing, follow-ups, and client engagement.
- Best practices for setting up workflows and keeping automations updated and relevant.
- Pipeline Management:
- How to keep the sales pipeline updated: moving deals through stages, closing won/lost deals, and maintaining accurate forecasts.
- Regular pipeline reviews and cleanup processes.
- Reporting and Analytics:
- How to generate reports from HubSpot to assess data quality (e.g., incomplete contact records, deal age).
- Monitoring data health with dashboards (lead source, conversion rates, deal statuses).
- Maintaining Compliance and Security:
- Ensuring data complies with legal standards like GDPR.
- Tips for keeping sensitive client information secure within HubSpot.
- Regular Maintenance Schedule:
- Setting up a regular schedule (weekly/monthly) for team members to clean and audit their HubSpot data.
- Assigning ownership for data management tasks (e.g., assigning a data steward).