Overview

Hubspot is our Customer Relationship Manager (CRM). Within Hubspot we have a record for every individual client, prospect, team member and lead, along with their companies, and associated deals we have done with them.

Hubspot is our source of truth for information about people we are connected with. It requires continual attention and pruning to stay up to date and useful for our whole team.

🏅Principles for managing Hubspot

• Completeness. We should try to put any information that can easily fit into Hubspot in there.
• Progress over perfection. CRMs are very hard to keep 100% updated, so we should focus on making things good, not perfect.
• Simplicity. Hubspot can be very complicated so whenever possible we like to simplify our setup by making it more streamlined. We avoid complex integrations or workflows.

📏 Rules for Hubspot

✅ Do…

• Log any important emails to Hubspot using the Chrome extension and/or forwarding addresses
• Keep information on every active sales lead in Hubspot
• Send helpful marketing email to our lists via Hubspot
• Use Hubspot itself to send follow-up emails to sales leads
• Centralize information on all people and companies we interact with in Hubspot
• Aggressively delete spam contacts from Hubspot and merge other contacts together

🚫 Don’t…

• Use Hubspot as a project source of truth
• Push all of your email into Hubspot. Make it a manual choice.

Concepts

Hubspot Contact

Hubspot Manager