![]() ![]() Next, you will want to import and manage your contacts and deals. The pipeline is a visual representation of your sales process, and it allows you to track the progress of your leads and deals. Once you have your account, you can begin setting up and customizing your sales pipeline. The process is quick and straightforward, and you can have your free trial account set up in minutes. The first step in using HubSpot CRM for sales engagement is to sign up for an account. Setting up HubSpot CRM for Sales Engagement In this article, we will explore how to use HubSpot CRM to automate your sales engagement process and how it compares to Salesforce CRM. One of the best tools to automate your sales engagement process is HubSpot CRM. To keep this tutorial simple, we'll select 'Add to static list' under list management.Sales engagement is a critical aspect of any successful B2B sales process, and automating that process can help businesses build stronger relationships with their prospects and customers, drive conversions, and increase revenue. Property management (used to set different values of deal properties).Ads management (used to send contacts to contacts to ad audiences - e.g., Facebook).List management (used to send contacts to new marketing lists).Create (used to create records or new tasks).Assignment (used to send contacts to specific owners).External Communication (used to send emails or enroll contacts into sequences).Internal Communication (used to send internal notifications).Branches (used to create conditional if/then statements). ![]()
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