There are a lot of difference here and systems on the market, for example, Salesforce, Zosia, am
I right?
And Hasbrook really does have support as an example as it is free to start into a deep and provides
a ton of different options apart from storing and analyzing context on.
To set up, perhaps account, go to the Hapsburg dot com website, click on to get HubSpot free button
in the right corner, then click on Get Free CRM.
Type your first name, last name and email address or sign up with Google account.
Click next, then confirm your e-mail by clicking a link in your mailbox.
Then enter your password.
Next, specify your company name and domain.
And the last step provides some details about your business.
Click on the sign up button.
Then it will have an option to what ademar of the system, depending on your role in the organization
after that, as with every CRM, you need to configure your account.
We will cover only the most important configuration options for Carsia and functionalities as this is
a general digital marketing and advertising course and not the but marketing course.
Let's close the suggested configuration option for the chosen role.
All configuration options can be found under the setting stop from the top navigation marked with the
gear icon.
Let's start with connecting your email so all the emails you sent and receive are automatically starting
HubSpot.
You and co-workers from your company will be then able to see the full history of the conversation of
the client, chose integrations from the left panel, then email integration's.
And Connect and inbox.
Choose your provider from the list, we will choose Google, then you see what will be possible thanks
to the integration.
Apart from email visibility, you will have an option to schedule meetings in your Google calendar directly
from the CRM.
Click continue and allow HubSpot to access your Google account.
After some tests, the integration is already.
You can also download and install browser extension to make it even more comfortable with extension,
you will be able to log email into CRM automatically to e-mail opens and use email templates to save
time.
It's highly recommended, but as we just want to illustrate the tracking concept, we will not install
it to track e-mail without extension, you need to manually include the HubSpot address each time you
sent an email.
You want to track?
We will quickly test it.
Go to the contract up.
Copy the ABC address.
Go to your e-mail, right, and your e-mail and post the carpet address into the backfield.
Once you're finished, send email.
Go to the contacts tab where all of your contacts are start, you can see then your contact was created.
When you click on the contact, you can also see that the email is saved and assigned to this account.
We will have a closer look at the contacts in the next video.
We go back to the Settings tab.
Next thing you would like to do is to install CRM tracking code on your website.
This will allow you to see exactly what your contacts are doing on your website, how much time they
contact spent, what pages were visited and so on.
Implementation may look similar to you as we've seen this process a lot in the previous chapter.
Go to the tracking code from the left navigation copy and paste tracking code into every page of your
site just before the body tack again with Google Tech Manager or WordPress plugin.
You can do it very quickly next week during the configuration phase is to import all of the contacts
you already have.
We have a list of contacts in Excel on our desktop to import these contacts, go to the contacts tab
and click on the import button.
Click on import and file from the computer.
Click next.
Choose one file and click next.
Choose one object, because we only want contact data to be important confirmed that we want to empower
contacts, click next and drag and drop your file.
Remember that to part correctly, you need only one type of data and you need to head around your table,
you can click on the link to see other guidelines.
Click next, now it's time to match our columns to the fields or properties in HubSpot, some of them
will be automatically matched, for example, email others you have to match manually.
So Naimi will be first name, surname, will be last name and so on.
If you don't see the appropriate property, you can click on create a your property, for example,
we have a long preferred form of contact.
Select that it is contact information, give it a name and optional description.
Just whether it is a TextField number or drop down for us, it is urtext click create.
If you don't want to import any column, you just select the option.
Don't import the column.
Once you make a decision on all of the columns, you can click next.
If you want, you can create a list of contacts from this import list are very useful to segment contacts
in your database, you can create lists such as high spenders or list of contacts assigned to a particular
service and more.
Also, you must agree that it is your list of contacts, not somebody.
Least once you confirm that, you can finish your import.
If you already had some contacts from the import, find HubSpot.
Their information will be updated.
After a while, all your contacts will be visible in the contact stap.
You've seen some basic configuration options you should make in a serum system, in other systems,
these steps are very similar.
Other configuration options include connecting your social media profiles to pass directly from serum,
connecting Google ads, account to run ads directly from CRM, migration of contacts from your e-mail
systems defining the early stages and hundreds more.
And this is outside of the scope of this course.
In the next video, we'll take a closer look at the most basic functionality of CRM system, which is
context, storage and management.