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https://academy.hubspot.com/courses/hubspot-sales-software?library=truethat

HubSpot Hygiene

The following are mandatory inputs for sales. These keep our CRM projecting our work efforts, its status and allow Mobiz to benefit from an accurate view of our revenue, customers, projects and also aid in supporting collaboration across our organisation.

Contacts:

Fields to complete on Contacts:

• Assign Team when adding contacts - Mobiz Sales ; Mobiz US Sales for US

• Job Title

• LinkedIn URL

• Buying Role

  • Blocker

  • Budget Holder

  • Champion

  • Commercial Signatory

  • Decision Maker

  • End User

  • Executive Sponsor

  • Influencer

  • Legal & Compliance

  • Other

• Contact Owner

• Notes (Cleverly conversation log; notes about the contact)

• Tasks for follow up

• Linked to the Company

• Lead Status

Deals:

Fields to complete on deals:

• Amount

• Currency (ZAR)

• Deal Type

  • New Business

  • Existing Business

• Sale Type

  • Direct Sale

  • Partner Sale

  • Channel Sale

• Deal Owner (linked to Company and relevant contacts)

• Deal Description: 1 liner overview

• POC: Yes or No

• Pilot/POC fields:

  • POC = Yes

  • POC start date

  • POC end date

  • POC Special Considerations

  • POC Internal Project doc

  • Number of Free credits

  • POC Status. Update the status to reflect:

    • On Track

    • At Risk

    • Not Started

    • Delayed/Paused

Companies:

• URL

• Website Domain

• Industry

• Size

• Additional notes on company to include, company overview researched from website, an idea of what business they are in i.e. what do they sell, how they sell it, and what marketing activities they currently undertake i.e. social media, SMS Marketing, emailers, website newsletters.

• Link the Company to the deal

Technical Additions:

• OZOW payment integrations

• Call Centre API

• CRM Integration

• BI / Analytics Integration

Process and activity related field inputs:

On Pilot: (WIP)

• Add the link to your Pilot Objectives document in Sharepoint. This triggers a notification to Customer Success to access it.

• Select POC = YES

• POC Start and End dates

• POC Special Conditions
  ​

On Contract: Add this information in Company fields:

• Effective date

• End of lock in contract period

• External MSA

• Varied Pricing

• License Package

• License Fee

Meetings:

• Add notes from emails (if not auto-logged in HS) - Guide below:

• Log meetings (if not auto-logged in HS)

• Add meeting notes under logged meetings

  • Meeting Agenda

  • Desired Outcome

  • Log Attendance

  • Questions and Comments

  • Decisions & Outcome

  • Log your Tasks & colleagues tasks

  • use @ to tag colleagues in notes so they know they're there 🙂

  • Transcript and Recording URL

  • Attachments

  • Next Steps: Actions and Responsible Person

  • Time of Next Meeting

Notes:

• Tag colleagues with important notes on deal/company/activity etc. with @name

HubSpot Custom Fields