HubSpot Onboarding

Marketing Hub

• Convert visitors on our websites into leads through:

- Forms

- E-books

- Webinars or

- Newsletter

• Attract new leads to do actions on the website. Content on the website. One action = points
• Create posts and ads on Social Media (FB, IG, X, LI)
• Send automated e-mails

Sales Hub

• How sales get leads:
  - Websites interactions - Inbound
  -Apollo imports -  Outbound
  -manual creation of a lead in HubSpot
• Contact object
  -Lifecycle stage
  -SDR Owner
  -Manual creation of a lead in HubSpot
  -Email/call/task
• Company Object
• Pipelines
• Deal Objects
  - Associated ONLY to one Company

How to use properties / filters

• Salutations
• Keywords
  - Industries

And more to come

Service Hub

• General emails connected to HubSpot:
  -invoice@montelgroup.com
  -sales@montelgroup.com
  -serviceinfo@montelgroup.com
  -support@montelgroup.com

Support forms:

-from inside Montel Online / EnAppSys platforms

What else can you do in HubSpot

You can create:

- Lists

- Views

- Reports/Dashboards

- Email Templates

- Snippets

- Files

- Documents

- Meeting calendar

And much more.

What do I need to do before using HubSpot? (All users)

• Update your name and surname, language and add phone number
• Check your notification settings: Settings (hubspot.com). For that please refer to this guideline (Embed) where I have provided information about which notifications you should enable.

What do I need to do before using HubSpot? (Sales Team)

• Update your name and surname, language and add phone number
• Check your notification settings: Settings (hubspot.com). For that please refer to this guideline where I have provided information about which notifications you should enable.
• Connect your outlook email to HubSpot
• Connect your calendar
• Add phone number to HubSpot calling Tool
• Add your email signature (please update everything with your details that is written in Caps Lock): https://app.hubspot.com/settings/8731174/user-preferences/email

For the HTML to add your signature please ask Aga for it. 

Links & chats to join

• HubSpot Support Channel on Teams

On this channel you will be notified about new updates in HubSpot

e.g new notification emails that will remind about assign only one company with closed deal or notification guideline

• Support Montel

it is the Internal Knowledge Base about Hubspot that Aga updates

Where can I learn more about HubSpot?

• HubSpot Academy
• Hubspot KnowledgeBase
• Loom videos (you can also find them on  support Teams Channel)

For more information

• https://blog.simplestrat.com/what-is-hubspot
• HubSpot Onboarding Presentation