Smart creative Marketing Tips that totally work, direct to your inbox.. YES PLEASE!
Smart creative Marketing Tips that totally work, direct to your inbox..

Getting started with a CRM for your small business

Getting started with a CRM for your small business Article
Getting started with a CRM for your business

Table of Contents

iStock Image Credit: g-stockstudio

Ditch that spreadsheet

I find that when I chat to clients, and other small business owners that I meet, and I ask them what CRM (Customer Relationship Management system) they use, they either say, they don’t have one, or they are using an excel spreadsheet.

In this blog post, I will share with you a great free CRM that you can set up for your business, and I will also walk you through the various sales and marketing tools available in the free CRM system.

Hubspot Free CRM

I am a Hubspot Certified Consultant, so the system I recommend you use to get you up and running, is the Hubspot Free CRM, the free version which is really easy to set up and use. And there are lot’s of online blogs and videos to help support you through the set up phase.

Moving from excel to Hubspot

If you are storing all of your customer and lead details in an excel spreadsheet, you can simply upload the spreadsheet into Hubspot, and it’s nice and easy to do. This means then all of your contacts will be in one place, are easy to search, you can track your monthly leads, and you can use some of the additional free functionality to improve your productivity.

Sales Tools

A CRM is really a place to store information about people you do business with, or would like to do business with. There are 3 databases in the Hubspot CRM: Contact, Company and Deals. Below are the free sales tools available for use:

  • Contacts – This is where you can store your leads, and client contact details. You can set Hubspot up, to link to your email account and automatically populate your contacts with people that email you. You can also enter in notes each time you speak to, or meet with a contact, and refer back to your notes each time  you speak with that person, so you know what was discussed, and next steps.
  • Companies – Hubspot will automatically link contacts to companies based on email address.
  • Deals – This is where you track what deals you have in the pipeline, the deal status, and make notes around how you are progressing with closing a deal, and turning the deal into a client.
  • Tasks – You can set yourself tasks/reminders, based on your leads and clients. Then you can sort and filter by due date to easily filter and organise any outstanding tasks.
  • Dashboard – This is a snapshot of your overall activity and productivity.

Marketing Tools

There are also a number of free marketing tools in the Hubspot CRM, which are really useful to your business. I have summarised these below:

  • Tracking Code – You can install the Hubspot tracking code on your website, as the starting point to start utilising the marketing tools available in Hubspot.
  • Create a Lead Flow – This is a set up available, to capture leads from your website, and gain insights about your website visitors.
  • Create a Form – You can also start gathering lead information from your website, by adding a form to your website.
  • Facebook Lead Ad – This brilliant new functionality is available as Hubspot is now integrated with Facebook Ads, and it means that you can set up a Facebook Lead Ad in your CRM, to run an ad to capture leads for your business. Lead ad forms are mobile friendly and require less typing for your potential customers, as the fields are pre-populated with the leads contact details by Facebook.
  • Dashboard – You can also see all of your activity in one place on the marketing dashboard.

So there you have it, a brief summary of all of the tools available in the Hubspot free CRM. Well worth implementing into your business if you are currently using an excel spreadsheet. — Helping you build a vibrant business


Leave a comment

Sign up for our Small Business Marketing Tips