topic Re: Ask Me Anything About CRM Management Training in Ask Me Anything and Panel Discussions

Ask Me Anything About CRM Management Training

DavidChaves — Thu, 13 Jun 2019 14:35:33 GMT

Are you looking to take your HubSpot CRM knowledge to the next level? We are here to help!

We are Serena and David and we work as Customer Training Specialists on the Classroom Training team at HubSpot. We deliver face-to-face training courses on different topics to HubSpot customers.

For the next two weeks, we’ll be collecting questions about our CRM Management training and we’ll be posting the answers on June 12 from 2 to 3 pm GMT. The questions we’ll be answering can be about our course agenda, the tools we cover, the format of the training… you name it. Some great question examples are:

‘How does HubSpot CRM help me remain GDPR-compliant?’
‘How can I use HubSpot CRM to map my sales cycle?’
‘What is the difference between lifecycle stages and lead status? How can they be used effectively?’
‘What is the value of joining this in-person CRM training?’

We want for our responses to be helpful to as many users as possible, so if you have more technical questions about your CRM set up, we suggest that you open a Technical Support Ticket or start a thread in the community.

You can post your questions on the comment section from June 3 to June 12, and we’ll be posting the answers on June 12 from 2 to 3 pm GMT.

We look forward to hearing from you!

Serena & David,

Customer Training Specialists at HubSpot

This AMA is now closed. If you have any questions, please post them in the Community.

Re: Ask Me Anything About CRM Management Training

MFrankJohnson — Sat, 17 Aug 2019 10:07:51 GMT

Hey Serena & David, thanks for the AMA.

Will you guys speak to HubSpot's recent removal of the IP address property and IP anonymization? We're sure there's more to know than the handful of properties might imply.
- see image

HubSpot IP Address Properties (anonymized)

Thanks in advance.

I wanted to call log action same like Sales force and Zoho CRM doing

kheni1001 — Tue, 04 Jun 2019 12:40:56 GMT

Hello,

Can you please tell me Hubspot provides the functionality like record a call log same like other CRM doing? I need to REST API to register call log action in Hubspot.

Also, I needed to retrieve the log call base on user's phone number or email using REST API.

Re: Ask Me Anything About CRM Management Training

KeyWestScott — Thu, 06 Jun 2019 21:23:59 GMT

I too would like some clarification on why this was removed. We happen to use this information, along with the other information that is captured when the customer is on our site, for those instances where there is a credit card dispute (sell directly to consumers). The banks and credit card issuers require an IP address, among other things, as proof of the customers purchase.

Thank you.

Scott

Re: Ask Me Anything About CRM Management Training

sharonlicari — Fri, 07 Jun 2019 14:12:23 GMT

Hey guys,

I want to bring this AMA to your attention in case you have any other question related to this topic.

@ErinKas @johnelmer @LaurenSH @diller @CorbinAssembla @BrookeHarper1 @Bettinarf @melissacord

Thank you

Sharon

Re: Ask Me Anything About CRM Management Training

DinaRingel — Fri, 07 Jun 2019 14:33:35 GMT

This is great that we can add team members to our customer list for them to view. I was asking to see if there is a way for each team member to see the entire list of customers but not any contact info? This helps to make sure we are not contacting the same customer, or potential new customer but also need them to be able view their own customers to make updates on contact, address, and any notes. I was told there was not an option now but maybe in the future.

Re: Ask Me Anything About CRM Management Training

relaycreative — Fri, 07 Jun 2019 14:38:58 GMT

For small, scaling businesses who don't use a CRM striclty, can you provide links to the fundamentals of using a CRM? Why must we have it? Also, a plan on how to take next steps. As a small business, we are juggling several functions and time is limited. But we have the desire to scale. What are the building blocks as it pertains to CRM, Sales and Profitability? I think just knowing what are the next 3 to 5 steps in our process could prove to be amazing.

Re: Ask Me Anything About CRM Management Training

coolnicekid673 — Fri, 07 Jun 2019 17:57:11 GMT

what is this all about

Re: Ask Me Anything About CRM Management Training

Nzilani_Glass — Fri, 07 Jun 2019 18:37:27 GMT

We've been using Hubspot to optimize how we can interact with past and potential clients, mostly churches and arts insitutions in our area.

We recently ran into some issues when exporting our contact/companies list to an an .xls file in preparation for sending out a promotional pamphlet. Ideally when exporting the addresses/phone numbers/etc from Companies list, we would also have the ability to include the names of the associated contacts, but the column only shows us the number of contacts, not the names.

We tried creating another .xls from the Contacts tab, but then we are running into the opposite problem, not being able to filter the contatcs by the description column, which is how we had been organizing the contacts.

Is there something obvious I'm missing? Or any way to easily integrate contact names, company names, addresses and phone numbers into a simple spreadsheet?

Thanks!

Re: Ask Me Anything About CRM Management Training

jennysowyrda — Fri, 07 Jun 2019 20:48:36 GMT

I wanted to pull in a few users who this might be of interest to:

@gux, @emarie, @Dan1, @dleitch, @louischausse1, @jason13, @lucasfmsarmento, @ben_r, @rachelatscorr

If you have any questions, please share them here!

Thanks,

Jenny

Re: Ask Me Anything About CRM Management Training

Bettinarf — Tue, 11 Jun 2019 17:09:11 GMT

we ran into the same problem, we solved it by using lists. There you can combine contact properties and company properties.

Nevertheless it would be really desirable to have the possibility to combine contact an company properties throught the entire HS software.

REgards,

Bettina

Re: Ask Me Anything About CRM Management Training

SSSau — Mon, 10 Jun 2019 03:35:13 GMT

Would love to know where I need to go to change a clients lead status?

As a brand new user I'd love to know where the best resources are on using Hubspot? And if I had to only access 3 whic ones you'd recommend.

Re: Ask Me Anything About CRM Management Training

SSSau — Mon, 10 Jun 2019 03:37:25 GMT

Also will you be recording this session for us to view at another time, as I am based in Sydney Australia and the time isnt great for me.

Re: Ask Me Anything About CRM Management Training

Aortic_Warriors — Mon, 10 Jun 2019 21:12:36 GMT

This question is probably too basic for most readers here. Our organization doesn't have a way to track client registration, sales, and contact results. My guess is this is what CRM is suppose to do. We currently keep our Registration on email. Sales history on Google Sheets. Manual inputting inventory. And no contact tracking. Very primitive way to run a start-up non-profit organization. There's no way to do any query like in a database. If Hubspot CRM can help our organization accomplish these tasks on one platform, and can sync with portals such as Stripe, Square and PayPal, this is definitely something our organization need to do!

Re: Ask Me Anything About CRM Management Training

toni10 — Tue, 11 Jun 2019 11:07:53 GMT

Hi !

1) How do you set up automatically a task to receive a notification email 5 business days after you send an email to a customer?

My goal is to remember myself to follow up on the customers... and right now, after every time I send an email, I manually create a task for the customer to get that email notification 5 business days later...

PS: I use the Hubspot plugin on Gmail.

2) Is it possible to set up an automatic email that gets back to selected customers after a certain time, let's say 6 months, to know if everything's fine and ask for their new projects for example?

Thanks!

Toni

Re: Ask Me Anything About CRM Management Training

HGeo — Tue, 11 Jun 2019 13:27:13 GMT

Hi there,

Since I made my account on hubspot I was asking myself this question. How can I manage all my conversations if I`m not able to integrate LinkedIn. Not sure about the others but that`s where a big part of my communications are going even if i`m not af fan of LinkedIn.

Please provide me a solution or a workaround, thanks!

Re: Ask Me Anything About CRM Management Training

PranaySSI — Tue, 11 Jun 2019 18:17:05 GMT

Hi,

Is there a way to autosuggest a text form field based on previous entries in that contact property? For example, we have the form field "Company Name" and some of our leads enter different versions of their company name (short forms, spell errors etc) though they are from the same company. Is there an easy way to autosuggest the compnay name after entering the first few letters, based on previous enteries in the "Company name" contact property?

Thanks!

Re: Ask Me Anything About CRM Management Training

Bettinarf — Tue, 11 Jun 2019 16:36:46 GMT

this would be greta!

Re: I wanted to call log action same like Sales force and Zoho CRM doing

SerenaPol — Wed, 12 Jun 2019 13:18:31 GMT

Hello,
Can you please tell me Hubspot provides the functionality like record a call log same like other CRM doing? I need to REST API to register call log action in Hubspot.
Also, I needed to retrieve the log call base on user's phone number or email using REST API.

Hi @kheni1001 ,

It is possible to create an engagemnet to store data from CRM actions, including calls, across different objects. You can find more information about how to create Engagements APIs on this HubSpot Developer's Page.

For more in-depth technical advice on this, we suggest that you bring up this discussion in the HubSpot Developer's Forum.

Best,

Serena

Re: Ask Me Anything About CRM Management Training

SerenaPol — Wed, 12 Jun 2019 13:22:14 GMT

Thank you.

Scott

Hi @KeyWestScott ,

If you look at our reply to Frank’s question in this thread, the IP address is considered personally identifiable information (PII) and is governed by data privacy laws and for this reason it has been deleted from HubSpot.

As regards your specific question about proof of customers’ purchase, I would suggest consulting your developers and Integrators about other options to collect this information. More updates have been posted in the HubSpot API Changelog and in this conversation thread.

Best,

Serena