Customizing Your HubSpot Sales CRM Best Practices and Tips

April 1, 2024

Customizing Your HubSpot Sales CRM Best Practices and Tips

As a business owner or marketer, you know that managing customer data and interactions is essential to your business's success. HubSpot's CRM is a powerful platform that can help you achieve this goal. However, to make the most of the platform, you need to customise it to fit your specific business needs.

Here is how you can do it.

1. Define Your Sales Process

Defining your sales process is the first step in customizing your HubSpot CRM. This involves identifying the stages of your sales funnel, the criteria for qualifying leads, and the actions taken at each stage. Once you have a clear understanding of your sales process, you can customize your CRM to match it. 

For example, you might create custom deal stages that reflect the different stages of your sales funnel or set up lead scoring to help you identify the most qualified leads. By customizing your CRM to match your sales process, you can ensure that your sales team is working efficiently and effectively.


2. Create Custom Properties

HubSpot's CRM allows you to store a vast amount of data about your customers and leads. However, not all this data is relevant to your business. To make your CRM more efficient, create custom properties that capture the information you need. 

For example, you might create a custom property for "Industry" or "Lead Source" to help you segment your contacts and leads. By creating custom properties, you can ensure that your CRM is tailored to your business needs and that you're capturing the data that's most important to you.


3. Use Workflows

HubSpot's CRM comes with powerful automation tools that can save you time and streamline your sales process. Workflows allow you to automate repetitive tasks such as sending follow-up emails, assigning leads to sales reps, and updating contact properties. By using workflows, you can ensure that your sales team is always working on the most qualified leads and that no leads fall through the cracks. 

You can also use workflows to trigger specific actions, such as sending a notification when a lead reaches a certain score or adding a contact to a specific list when they complete a form. By automating repetitive tasks, you can free up your sales team to focus on building relationships with your customers.


4. Integrate with Other Tools

To make the most of your HubSpot CRM, it's essential to integrate it with other tools you use. 

For eg. When a customer makes a purchase on your Shopify store, their information (such as contact details, purchase history, and order value) can be automatically synced to HubSpot. With this data, you can create highly targeted email lists and segments based on customer behavior and preferences.

By integrating your CRM with other tools, you can create a seamless workflow that saves you time and increases your productivity. HubSpot offers a wide range of integrations with popular tools such as Salesforce, and Shopify, so you can easily connect your CRM to the tools you use every day.


5. Customize Your Dashboard

HubSpot's CRM dashboard gives you a high-level view of your sales activities. However, the default dashboard may not show you the data that's most relevant to your business. To customize your dashboard, add custom reports, and remove unnecessary widgets. This will help you stay focused on the metrics that matter most to your business. 

You can also create custom dashboards for different teams, such as your sales team or customer support team, to ensure that everyone has access to the data they need. By customizing your dashboard, you can stay on top of your sales activities and make informed decisions about your business.


Work with a Solutions Partner:

One way to ensure that your customization efforts are successful is by partnering with a HubSpot Solutions Partner who can provide guidance and support throughout the process. A partner like BlueOshan can help you set up your CRM.  

HubSpot Solutions Partners streamline your CRM processes by guiding you in creating custom properties and workflows tailored to your business needs, automating tasks like follow-up emails and lead assignments. They facilitate seamless integration with other tools, such as email marketing platforms and calendars, creating a cohesive workflow that boosts productivity. Partners also assist in customising your dashboard with relevant reports, ensuring you focus on key metrics. 

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They provide comprehensive training and ongoing support, simplifying the adoption and effective use of HubSpot within your organisation, ultimately driving better results and business growth. Your tailored HubSpot CRM  meets your unique business needs, streamlines your sales 

Ultimately, partnering with a HubSpot Solutions Partner is a smart investment that can save you time, increase your productivity, and help you grow your business.With these best practices and tips, you can create a CRM that's tailored to your business needs and helps you achieve your goals.

Asphia Khan
Asphia Khan