HubSpot CRM Suite Starter Walkthrough (2024)

Are you a growing business stretching your time, money and expertise paper thin? Don't worry, HubSpot's totally got you covered with our CRM Sweet starter. It is our smart CRM with engagement hubs and a connected ecosystem, all designed to help you build customer connection and grow your business. This platform includes Marketing Hub simple, powerful marketing tools to help your team do what they do best Create great Content let's get started looking how email works within HubSpot. Simply select Marketing and Email. Here you'll be brought to a page where you can either create an email or you can manage emails you've already created and have sent out. Analyze the performance of all of your different emails, including the recipient engagement, the delivery rates, and any email performance reports that you have set up, as well as a data chart to show you how those emails are performing. Then you can also analyze the health. This monitors your email health. Are you sending bounced emails? Is your recipient list good? All of this data is right at your fingertips and will be actionable as soon as you send your first email. To get started creating your first email, simply click Create Email. Here you'll be able to select what type of email do you want? Is it an email that you're going to send to one or two or a group of recipients? Or is it an automated email that can get automatically sent out? For example, if somebody fills out a lead form on one of your webpages, an automated email can get sent out through an automatic workflow or a blog RRSS feed, which means you can publish this email once and send it out to a list of subscribers. We'll get started with an automatic automated email. Here you're brought to a page that has tons of templates for you to choose from. You can choose a basic template with basic elements or something a little more dynamic. To get started, I'm going to create a newsletter email. Now, once I select it, you're brought to our drag and drop editor. You'll see that anytime I hover over an element, it is completely editable. Thank you for subscribing to my newsletter. Each week I will send out curated content to help you grow your business with HubSpot. That seems a little short. Let's use HubSpot's content assistant to use AI technology to beef this up a little bit. To get started with Content Assistant, simply select a bunch of text, click on our Content Assistant, and here you can see I have a few options. I can rewrite this, expand it, shorten it, or even change the tone. To get started, I'm going to hit expand and let Content Assistant get to work for me. I can go ahead and insert the text that it wrote or generate more. I'll get started by inserting it now. Here I can select it again and even see that I want to change the tone and make it a little bit more friendly again. Content Assistant is working in real time using powerful AI technology to change that tone. And there is a great block of text. You can also see it anytime if you want to add elements to your newsletter or to your website. For example, if you wanted to add your social channels, you can simply drag and drop it right into your email and there it is. These all become customizable. Here you can add your URL to all your social channels so that your followers know where to find you and get great information. Let's say I want to go ahead and change the image at the top of my newsletter. I can simply select it and click Replace. Here I can either upload images and keep them in my file management system or down here I can use Content Assistant again to use AI to create an image for me. I can go ahead and choose what style I want and even give it dimensions. We'll make it a landscape dimensions and I'll click Generate and let Content Assistant create the image for me. I'm going to go ahead and select this one and click Insert. And there it is. Now that I've got the content created for my newsletter, it's time to get the settings tight so I can send this out to my followers. Go ahead and select Settings. Here you can go ahead and select who is the email coming from? What email address would you like to use? You can even personalize this subject line with personalization tokens. That way you can go ahead and select do you want to include a company name, a contact name? You can even add in the preview text that they'll see in their email browser on their mobile device. Make sure that you give this a great internal name so you and your marketing team know exactly which email this is. This IS Newsletter Sign Up 1. Select a language, what type of subscription this is, and any office location or other information. Now you're ready to send the email, Simply click Sending Now. Automated emails will be sent through what are called workflows. These are automated ways that we send emails. They can be either really complex or pretty simple. For example, if you have a landing page with a form where it says enter your email to download our new white paper, that's a simple workflow. Either way, you your automated email will be sent through one of these workflows once we're ready. But the first thing we need to do is review and publish. Here we can see it's giving me some quick warnings before I publish it that we didn't update the social media and given us some suggestions as well. Once I'm ready, I can either preview the email to see what it's going to look like on mobile devices, or I can even select a contact to see what this email is going to look like. And sure enough, you can see it says, hi Charlie, this is your first newsletter. Now I'm ready to go back and go ahead and click Publish. Now that the email's published, it's ready to be used through one of our automated workflows. Let's go ahead and see what happens when a user submits their information through a form. I'll go ahead and select form, select the form for our newsletter and click Go to form. Now you can see that as soon as somebody fills out this newsletter form, they will automatically get that email. I'll go ahead and click Update. And now our email is ready to be automated every time somebody sends out that newsletter. If your sales team's currently struggling with disconnected databases and spreadsheets and who knows what else, Sales Hub is the solution. It has everything your sales team needs all in one place. Here we're looking at a contact record. We have all the contact information, even information about the industry and the organization. We can also see in this top little toolbar that we can write a note, log an email, make a phone call, assign a task or log a meeting, and some other activities. We can even look at an overview of the lead. Here we can see recent activities that have taken place, any associated contacts or companies or deals that we have going with this lead. Once you click Activities, you can see all the activity that has occurred with this contact. We can even leave a note. I'll go ahead and save that note. I can log an email or create an email. I can make a call or log a call and you can even assign tasks. I can select when I want that task to be done, what time it's going to be due. I can even set a reminder and give any context. I'll go ahead and create that task and you can see automatically that task is added to the queue. Let me show you how simple it is to use one of our email templates or create your own from scratch. To get started with email templates, scroll up to the top and select Conversations and scroll down to Templates. Here you'll be brought to a screen that gives you two major emails or WhatsApp messaging. I'm going to go ahead and create new template and I have an option to create it from scratch or from our template library. Let's take a look at some of the great templates that we already have for emails for your sales team. Out of the box you can see we have some first touch emails and some follow up emails. Let's go ahead and select Share a helpful Resource. Here we can see a quick preview of the email and some of the personalization tokens that are in this email template. I'm going to go ahead and select Save to my selections and now I can see that the Share Helpful Resource template is in my email templates. Now when you go back to my contact and I want to reply to this email I can use one of my templates. I'll select Share a helpful resource. Now you can see that the email template is live. It's already updated with the customer's name and I can edit this as I see fit and take out and edit any information that I need. When I'm ready to send it I can simply hit send and that emails out to my prospect waiting for a reply. Let me show you how HubSpot's meeting.