HubSpot CRM features are a great way to organize and track customer interactions and activities. These features include Email tracking, Notifications, and Custom objects. They are also user-friendly for novice salespeople. To learn more about these features, read on. This article will help you make the most of the HubSpot CRM.
Adding custom objects to HubSpot CRM allows you to customize the information that your customers can view and interact with in your account. These objects have the same infrastructure as standard objects, but they are more flexible. You can assign any number of properties to your custom objects, and they can be associated with other objects. They can also be used to create new workflows and reports. In addition, you can use custom objects to customize marketing emails, web pages, and more.
The first step is to go to the HubSpot portal and click the Settings icons. From here, click the menu item called Custom Objects. You’ll see a message that describes the data structure you need to create for your custom objects. Click the “Create a custom object” link in the blue box. It will take you to the HubSpot developer site, where you can create the schema you need.
One of the best aspects of HubSpot CRM is that the software is customizable. You can add custom objects and link them to standard objects. You can also add custom properties to contacts and deals. For example, you can create a custom object to track emails, and then link it to a contact’s deal record. Likewise, you can associate multiple invoices and payments to a deal, as well as multiple contact details.
When a lead opens an email sent by your company, you can follow up with them and send them a personalized email. The software also lets you automate outreach through email templates and playbooks. You can even segment your records and set filters. This way, you can better understand who opens your emails and who doesn’t.
In HubSpot, users can send notifications when a contact submits a form. This can help them identify contacts who engage with content repeatedly. To do so, navigate to Marketing > Lead Capture > Forms.
Users can also customize notifications, as long as they have the proper permission set. Notification preferences can be set for individual users or groups. The super admin can also set default notifications, but individual user preferences take precedence.
Account-based Marketing Tool
In addition to the standard features, HubSpot CRM offers an account-based marketing tool that enables you to personalize your campaigns. You can define your ideal customer profile and configure your targeted accounts to suit that profile. This allows you to segment your customers based on their buying behavior, such as identifying and targeting high-value customers.
Account-based marketing (ABM) is a powerful growth strategy that combines the efforts of marketing and sales to offer customers a personalized buying experience. The tools within HubSpot CRM make this task easy, thanks to a powerful ABM feature known as Target Accounts.
Scheduled workflows in HubSpot CRM let you set up automated tasks based on certain end goals. These actions can include sending recurring emails, performing advanced calculations, or sending deal data to shipment handling systems. These tasks can be customized to suit your specific needs. For example, you can schedule a workflow to send a newsletter to your list every time a certain date is near.
You can create and manage workflows from HubSpot’s main menu. There are a number of different workflows that you can create. You can even create and edit existing ones. You can also clone an existing workflow. Once you have the workflow set up, you can clone it and move it to another location.
AI Based Duplication
A number of HubSpot CRM features include AI base duplicating, identifying and merging duplicate contacts. This automated task can save hundreds of man hours. Moreover, HubSpot also has scheduled workflows that trigger emails and tasks at specific times. In addition, this CRM tool is highly customizable.
Duplicated contact information is an inefficient process that wastes time and money for sales, marketers, and service providers. The AI-based duplication management feature from HubSpot helps you merge duplicate contacts into one record, minimizes inaccurate reporting, and enhances customer experience.