Specific Questions About CRM

Smart CRM & Sales Hub CRM
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1

Spoiler

I am trying to figure out:

In 2022 How many offers have turned into proposals and how many proposals have turned into wins? Is there a way to track this?

How to get notified about when to follow up with clients? Can I set reminders, like if I have not followed up in 2 days to follow up now! ?

How to properly use and get notified about Deals in the sales CRM?

How should I be organising notes about client meetings? Doing it manually now

Is there a better way to set up contacts? Whats the correct way?

Is there a good place to keep a list of regular, trusted, recurring, close, clients?

2

Hi @TZumwald,

In 2022 How many offers have turned into proposals and how many proposals have turned into wins? Is there a way to track this?

Yes, if you’re using deals and deal stages to track this. If so, navigate to Menu > Reports > Reports > Create report and search for “deal stage funnel” in the top left search bar. Please refer to this article to understand how exactly this report works: Funnel (legacy) report types (This is important.)

How to get notified about when to follow up with clients? Can I set reminders, like if I have not followed up in 2 days to follow up now! ?

I would recommend using tasks for this: Create tasks. You can specify in your notification settings that you would like to be notified about due tasks: Set up user notifications in HubSpot

How to properly use and get notified about Deals in the sales CRM?

This is a broader topic, I’d recommend reviewing this elearning content to get a better understanding: https://academy.hubspot.com/courses/hubspot-sales-software

How should I be organising notes about client meetings? Doing it manually now

You can log notes directly to a contact or company record: Create or log activities on a record. Unless you’re working with a tool that transcribes meetings and which integrates with HubSpot, doing this manually is still common practice.

Is there a better way to set up contacts? Whats the correct way?

Better than what? As a general advice, I’d recommend following the instructions and methodology outlined here: https://community.hubspot.com/t5/Ask-Me-Anything-and-Panel/AMA-Demystifying-HubSpot-s-lifecyle-stages-deal-stages-and-lead/m-p/514256

Is there a good place to keep a list of regular, trusted, recurring, close, clients?

This is managed in HubSpot via properties. Using property, e.g. by setting up a custom property for “Customer type”, you can “tag” contacts, build lists and filter for this property’s values.

I’ve linked many resources above and would recommend you review them thoroughly. A good starting point would be the certification I mentioned earlier.

Hope this helps! If it does, please mark this post as an accepted solution.

3

Hey @TZumwald,

I will answer one by one.

  • ‘In 2022 How many offers have turned into proposals and how many proposals have turned into wins? Is there a way to track this?’ - You can create funnel reports by going into reports in HubSpot to analyse this infomation.
  • 'How to get notified about when to follow up with clients? Can I set reminders, like if I have not followed up in 2 days to follow up now! ? ’ - You can set up your notificaitions in your user settings - and can then manage the notifications reminders from the tasks or the workflows
  • ‘How to properly use and get notified about Deals in the sales CRM?’ - We have deals dashoard to manage the deals, you can open individual deals to know about the information regarding the deal, and per the notification, you will need to set the notification for each user or you can automate the notifications via the workflows.
  • ‘How should I be organising notes about client meetings? Doing it manually now’ - you can log your notes while being into the call itself in the contact dahsboard.
  • ‘Is there a better way to set up contacts? Whats the correct way?’ - Set up contacts means what? We can create contacts manually, get them converted form website, from integrations, etc. What exactly you are asking here?
  • ‘Is there a good place to keep a list of regular, trusted, recurring, close, clients?’ - Yes we can manage these in the lists and then you can manage the lists in the folders

I will also suggest you go through the HubSpot Academy, that will definitley help in your concerns.