Here at the Tree Group we use HubSpot CRM and Hubspot Sales. It's the all-in-one sales solution that helps sales teams of all sizes to grow their business by creating a human-friendly experience for sales reps and the people they’re selling to.
Our CRM implementation service will setup and customise HubSpot CRM for your business so you can manage and analyse customer interactions and data throughout the customer lifecycle from Lead generation to Customer acquisition, and Client engagement.
Services we provide for CRM implementation include: Define deal stages, Create custom fields, Data migration, Ongoing audits, Build custom Views and Reports for reps and managers.
The first step is to understand the best software option for your team and the right services to customise the CRM for your business. This is done as part of our free consultation.
Prioritise your day. Focus on your hottest leads using live notifications. Know when each person opens an email, clicks links, views documents, and views your website!
Save emails that you send over and over to create Templates and track email open, click, and reply rates to understand which emails work best across your entire sales team.
The Sequences feature automates email follow-up and reminder tasks.
Add new contacts manually using a prospect’s corporate email address, or pull them straight from your inbox or form submissions.
HubSpot will automatically create an associated company record and populate details such as revenue, industry, and contact details from its database of over 20 million businesses. Less manual data entry. More selling.
Instead of bouncing emails back and forth trying to find a meeting day and time, include a URL in your emails and even on your website so people can see your availability to make it ridiculously easy for a prospect to book a meeting with you.
Make calls from emails in Outlook and Gmail or inside the CRM.
Just one click connects you to a prospect through Voice Over IP or your desk phone. Your calls will always come from your number and all calls are automatically logged in the CRM.
You’ll spend less time dialing, and more time selling.
The tasks tool in HubSpot CRM helps you keep track of your to-do list and easily access the records associated with each task. You can even build a task list to automatically move from one task to the next.
The prospects tool allows you to see who is visiting your site. You can use the tool to help identify businesses that may be interested in your product or services. You'll see the company name, how many people from that company have been on your website and even what pages they viewed, how many times, and when they viewed those pages.
