Hi everyone!
I have been on Hubspot for two years now and I realized one major thing. For too long I was trying to use Hubspot’s standard properties but then I realized. Old down; actually; there is a lot of properties I need to create for myself!
Like a different lead status for different products etc.
Did the same “haha” moment happened to you?
If would be nice to download “templates” from other users trying to do the same than you.
e.g startup founder; sales and then you replicate their template.
Wdyt?
Hey @MikelMangold
so its very common that different teams need to see different information in the CRM
though I wouldn’t encourage that each user creates their own properties because in the long term this 'd lead to caos in the CRM and redundant information.
What we usually do with customers is define:
- What is a lead? What information do we need for Sales and for Marketing to see of a lead
- What is a MQL?What information do we need for Sales and for Marketing to see of a MQL…
and so with each stage, even when you create a deal.
Then each team and user can have a special view of the properties in the records, this is important to see only relevant information and work smoother .
Lead status is usually mistaken with lifecycle stage and deal stages, and this is usually used to reflect the state of a lead conversation. If you are already talking about a specific product or service, this might need to be reflected at a deal level.
From the templates point of view, its a good practice to have general templates that everyone can take and use, and then of course each team member can adjust and create their owns.
There is a cool template report that you can identifiy those ones performing better.
Templates can also be done by indutry, by contact type or role, by product/service, you have infinite options here. They can also be use from prospecting to following up a proposal/contract sent.
Hope this helps you define better your CRM
Hi Lucila,
I know what you mean! What I meant mostly is not just properties for each member of the team but when a new company joins, and based on what they are trying to achieve; they would get default properties based on them on not just the standard setting Hubspot offers to all.
Lifecycle stage is definitely one I would not change but lead status for me is annoying as an example as I don’t use the deals function before they are customers.
As a startup I need a lead status for fundraising, for the first product I want to do an MVP; for later stage products etc. Therefore, for each “initiative” i need a new funnel / therefore another lead status.
Do you know what I mean? (lead status is one property I selected for the purpose of this post but I have other properties which I don’t use neither and I think other founders would benefit from)
Template; sorry I didn’t mean message template but UX template; the Hubspot page with personalized properties for my company profile; like templates you can download on Notion.
Let me know your thoughts and thanks for your help!