Introduction to CRM and HubSpot
Welcome to our HubSpot CRM training guide! If you're reading this, it means your company has decided to embark on a digital transformation of its revenue operations processes through the implementation of HubSpot CRM.
But what is a CRM?
Introduction to CRM
CRM (Customer Relationship Management) is software used to manage and optimize a company's relationship with its customers, prospects and business partners.
A CRM allows you to centralize and standardize all information related to revenue operations on a single platform! Say goodbye to constantly changing tools and platforms to get the job done.
Whether you're in Sales, Marketing or Customer Service, a CRM will enable you to automate repetitive tasks, so you can save time and concentrate on higher value-added actions.
Introduction to HubSpot
HubSpot is the CRM software you're going to use.
It's a cloud solution that requires no installation, so you can connect from any device and from any Internet access point.
The solution also benefits from a mobile application, making it easy to access in all circumstances.
HubSpot is an intuitive solution, designed to be easy and pleasant to use, centralized and customizable.
The solution is divided into different modules, known as "Hubs", which enable users to benefit from specific tools and actions that may be unique to each Hub.
The combination of these Hubs results in a powerful, unique and completely connected solution.
Before going any further, and in order to get to the nitty-gritty of HubSpot, we invite you to get on board the solution!
To do this, we invite you to follow the onboarding guide.