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Questions

You have a client that you think would benefit from using HubSpot CRM. When you suggest this to them, they say, “I like the idea of using a CRM, but I don’t think my reps will remember to record their activities in it.” What’s the best way to respond to address this concern?

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You have a client that you think would benefit from using HubSpot CRM. When you suggest this to them, they say, “I like the idea of using a CRM, but I don’t think my reps will remember to record their activities in it.” What’s the best way to respond to address this concern?

“No worries–we can use the Tasks feature to send reminder emails to your reps so they don’t forget.”
“Good point–maybe HubSpot CRM isn’t a good fit for you.”
“Good point–let’s make sure we set up a time to train your reps so they understand the value of recording their work in the CRM.”
“Not a problem–HubSpot CRM automatically records emails and calls so reps don’t have to.”

 

When implementing HubSpot CRM for a client, should you help them create custom properties?

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When implementing HubSpot CRM for a client, should you help them create custom properties?

Yes – help them create as many as they need for the information they want to know about their contacts.
Yes – but focus primarily on properties to hold information connected to their buyer personas and the way they qualify leads.
No – it’s better to teach them about the standard properties and then add custom properties later, after they already understand the basics.
No – while adding custom properties is an option, creating new properties early on can lead to confusion and disorganization later.

 

 

The processes for creating an ideal buyer profile and creating a buyer persona are essentially the same except for one key difference. What is it?

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The processes for creating an ideal buyer profile and creating a buyer persona are essentially the same except for one key difference. What is it?

Buyer personas are optional, but every company needs to have at least one ideal buyer profile.
Ideal buyer profiles are static, but buyer personas need to be continually updated.
Ideal buyer profiles only includes demographic information, while buyer personas should include information about a person’s goals, fears, and challenges.
Buyer personas should be created primarily by the marketing team, while ideal buyer profiles should be created primarily by sales.