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With the help of the HubSpot CRM you ll nudge your contacts to a Sales funnel you can sort won & lost deals schedule appointments track performance against quotas you ve set sort deals by company names amount owner etc. And there s more! Generating a clear overview of your sales pipeline is one thing but it doesn t stop there the CRM will help you stay active constantly informing your sales and marketing teams with insights from multiple elements present in your database such as Follow up reminders Contacts assignments Conversion notifications MQL & SQLs notifications Implementing sequences in your CRM HubSpot CRM sequencesBy the implementation of sequences you ll be able to send a series of targeted timed and customizable emails to your sales contact and nurture them overtime in an automated way accelerating your sales cycles! Moreover you can create tasks or internal notifications as a reminder to follow up with a specific contact.

Once the desired action from the recipients has taken place in this case photo editing servies responding to the email they will be automatically taken off the sequence. You can create those sequences by using a mix of email templates and task reminders customize the delay between the sequence steps so emails and tasks will execute only when you want them to. You can also use workflows as another automated implementation to automatically enroll contacts to a list companies deals etc. Implementing Custom Reports By implementing custom reports you ll be able to better analyze objects and activities within your account.



Depending on your subscription you ll be able to analyze and create different reports such as Single object reports analyze contacts companies deals tickets custom objects activities line items or feedback submissions. Funnel reports measure the conversion rates between certain stages in a customer's lifecycle or deal's pipeline. Custom report builder it enables you to analyze objects in relation to marketing sales and service activities. Contact attribution reports measure which sources assets and interactions impacted lead generation Marketing Hub and CMS Hub Enterprise only.