Customize your HubSpot space to your brand

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If your business is small and you only have a few contacts to add at the beginning, you may not feel the need to improve your productivity when it comes to managing people on the platform. But as your list and team members grow, you'll need to get data faster and more efficiently.

HubSpot allows you to change the search parameters, the most recommended are:

Owner: so that you only see the contacts that “ belong to you ” and those that do not have a defined owner.
Lead Type: Allows you to recognize what status your client is in, what they know, whether they are qualified or not, etc.
Title: This corresponds to the management of your team members. Depending on the position they hold, you can filter them to find them and contact them to develop a collaboration process.
4. Define categories

Not all prospects will act and think the same way. Therefore, you should always prefer personalized communication with them. Of course, you will use automation, but you will analyze your customers' responses and, based on this, define new actions to improve the relationship.

Creating categories for your contacts is necessary to evaluate what type afghanistan mobile database of content to create and how to implement your Inbound Marketing strategy to ultimately increase conversions.

When setting a category, it is recommended that the name of the category be the action that must be performed. For example, after evaluating the conversion rate when you announced the launch of a course, you specified a category for those who did not buy from you: “Send educational content to get them to restart the funnel.”

5. Separate the records

The most common mistake is not separating your contacts according to their characteristics regarding your business.

You can do it taking into account:

Who are they?: People or companies.
What role do they play in your business?: prospects, clients, partners or suppliers.
If they are leads: what stage are they in?
If they are customers: new, returning or have not returned?
Suppliers: Should you look for new ones or stick with your current ones?
By separating records, you can prioritize who matters most and therefore, which tasks you will spend more time on. You will also see what tasks you have pending .

Keep in mind that the better you use the software, the easier your job will become, and the better the results will be. Properly managing your business with HubSpot's CRM means increasing reach and conversions. Putting these 5 tips into practice is not a difficult task, it is a task of dedication and perseverance. What are you waiting for to get started?