Digitizing my client’s business part 2: Hubspot

After sending over a report to my client and receiving feedback regarding her specific needs for the project, we together chose a software. Hubspot was the CRM we decided on and so I installed it on all her IOS devices. I then transferred over 100 of her customer’s contact information in order for us begin data entry for each profile. In order to add contacts, I simply clicked on the contacts tab at the top left. Then at the right, I clicked import and since we were using an iPad, all my client’s contacts were imported into Hubspot for us to edit and change.

Here’s a tutorial on importing contacts from spreadsheets

There was some difficulty choosing the best software for my client since we had to consider costs and functionality. Communicating that with a client can be difficult due to scheduling issues and the limitations of email and phone conversations. Ultimately, we chose Hubspot since it was the most straightforward to use and also because the customer database services it offers were free.

Above is what an individual contact looks like on Hubspot  

 

Throughout this project, I’ve learned so much about how to use a Customer Relationship Management software, the various customizable features and in particular, the ability to store customer data in an intuitive and convenient way. For example, I learned that a sales lifecycle is the name of a cycle used to organize where a customer is when it comes to them purchasing a product.  Also, I’ve continued to learn how to offer the kind of assistance that my customer wants, not necessarily what I think they need.

This is the Lifecycle stage drop-down menu within this contact’s page

 

Next, I will have a meeting with my client about how she is doing with the software and we will start implementing an integration for her business email address.