Sales Hub Onboarding

CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you.

 

That’s why we’re so excited about this space to learn and grow better together!

 

To get started, say hello and introduce yourself. Here are some questions you can use for inspiration:

  • What's your current role?
  • What industry do you currently work in?
  • What do you consider your superpowers?
  • What are you hoping to get out of this board?

You can also find below a recap of all the steps for your onboarding: 

 

Step 1 - Structure your database

Step 2 - Set up and automate your Sales pipeline

Step 3 - Optimise your day-to-day processes

Step 4 - Analyse your data

Step 5 - Get your team on board

RLJ
Member

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi Charlotte and the Community,

Role: I've just set up a business teaching graduates from low income backgrounds to become software developers and then finding them roles in large companies. 

Industry: education and technology consulting 

Superpowers: am ok at a lot of things rather than good at anything;

What I'd love to get out of this Board: help pointing me in the right direction with my questions. 

 

Looking forward to learning and helping.

Rich 

CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Welcome @RLJ , really grand to have you here !

Don't hesitate to ask your questions under the posts to start a conversation 🙂

RLJ
Member

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Thank you. Would love some help with the below. If you can answer any of them, and/or point me to tutorials/video's it would be hugely appreciated. 

 

Context: I've just started using Hubspot to manage my Sales CRM as I want to build a pipeline. I've currently got approximately 1500 contacts and 800 companies (although most of them were added by the Hubspot Chrome Plug in that connects to my Gmail). This means that many of the people and companies are not really sales prospects but friends, colleagues, partners, etc.

 

Status: I've watched a bunch of Hubspot Academy videos and have edited the Lead Status's property to suit my business (and I'll soon categorise all the relevant contacts/companies accordingly). I've also determined the relevant stages of a pipeline for when a company/contact becomes an Open Deal.

Questions: before I go through and categorise every Contact/Company I'd love to know:

  1. A lot of the Contacts and Companies stored in Hubspot are just people that the Hubspot Email tool as picked up and added to my CRM but are not potential clients. What property/field should I use to categorise them? I presume the Type property but is this only for Company? Or if I set it for Company, does it flow down to every Contact at that Company (this would be excellent);
  2. Everytime a contact or a company is added (e.g. by the Chrome plug in) how do I prompt or automate something to make sure the Contact/Company gets categorised correctly (e.g. the Type, the Lead Status, etc.)?
  3. how do I determine whether to have different pipelines for different services/training that we offer (e.g. Software Engineering, DevOps, Data Science) or client types (e.g. revenue generating vs non-revenue generating), etc.
  4. At present I set Tasks as a reminder to send chase emails to prospects in a few days time. However I could write this email in advance, save it (maybe as a template) and then if the person hasn't responded, send it automatically. Is this easy to do?

Thanks a mill!

Rich.

PamelaMG
Member

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hello, I'm Pamela and I'm new to this space. I look forward to learning a lot in this space

CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Welcome @PamelaMG ! Feel free to ask any questions under each post 🙂

BCooke
Member

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Good day , great to be part of hubspot. 
Who can i chat to in regards to Outlook / hubspot issues . Ive tried every fix on the web and no luck .

 

Thank you in advance 

Barr y

0 Upvotes
CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi @BCooke , sorry to read that you are experiencing some difficulties with Outlook / HubSpot integration. You can directly contact the support team by chat or email, by clicking on the "help" botton at the bottom-right corner of your HubSpot portal.

You will be able to explain them the issue with screenshots of any error message you may have and troubleshooting steps you've taken so far. 

Hope this helps !

0 Upvotes
BStone8
Participant

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

  • Account executive

  • Sales B2B- IoT
  • Building rapport and genuine interest in learning about others
  • Connecting with other sales professionals and gaining insight
0 Upvotes
CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hello @BStone8 , welcome to the Sales Onboarding Community ! 

Feel free to comment under the posts to share your thoughts 🙂

0 Upvotes
MarvOkechi
Participant

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi team, 
I'm Marvellous from Nigeria and i am new to this space, I hope to learn a great deal and connect with great minds too.

0 Upvotes
CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi @MarvOkechi , welcome on board !

Don't hesitate to share your thoughts and ask your questions under each post 🙂

KGrace
Member

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi

I am Grace Kachi from Nigeria. I'm new in this space. I hope to learn a bunch over here 

0 Upvotes
CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hello and Welcome @KGrace, very happy to have you here 🙂

Please let us know if you have any questions or any feedbacks by commenting the different posts and I'll be happy to help you. 

Hope you'll enjoy this ! 

MStevensrev
Participant

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

  • What's your current role? VP of Enterprise Growth at Transalted
  • What industry do you currently work in? AI & Language Services
  • What do you consider your superpowers? Empathy
  • What are you hoping to get out of this board? Courses and articles that help me (responsible for sales management) admin Hubspot in such a way that it is useful for the outbound sales team...currently everything is set up by the Marketing team

Need help and connection to others who have used CRMs in their career but now have to set up and admin until the team grows and a person can be hired for this work.

0 Upvotes
CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi @MStevensrev  and Welcome to the community-enabled onboarding ! Don't hesitate to comment on the posts if you have any questions, Hope you'll enjoy this 🙂 

LMOMO
Member

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

HELLO

0 Upvotes
CharlotteJ
HubSpot Moderator
HubSpot Moderator

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

Hi @LMOMO , happy to have you here.

Please, let us know if you have any questions ! 🙂