- By going to hubspot.com/crm and creating a CRM account
- By adding the CRM to their existing portal
- Reach out to your Channel Consultant to create a new portal that includes marketing and CRM
- Have your client contact HubSpot Support to enable this in their portal
- “No worries–we can use the Tasks feature to send reminder emails to your reps so they don’t forget.”
- “Not a problem–HubSpot CRM automatically records emails and calls so reps don’t have to.”
- “Good point–let’s make sure we set up a time to train your reps so they understand the value of recording their work in the CRM.”
- “Good point–maybe HubSpot CRM isn’t a good fit for you.”
- Have sales make immediate contact
- Have marketing nurture
- Offer group-based resources
- Avoid investing too many resources
- Have sales make immediate contact
- Have marketing nurture
- Offer group-based resources
- Avoid investing too many resources
- Have sales make immediate contact
- Have marketing nurture
- Offer group-based resources
- Avoid investing too many resources
- Hand off to sales and have sales make immediate contact
- Have marketing nurture these leads
- Offer group-based resources
- Avoid investing too many resources
- Ideal buyer profiles only includes demographic information, while buyer personas should include information about a person’s goals, fears, and challenges.
- Buyer personas should be created primarily by the marketing team, while ideal buyer profiles should be created primarily by sales.
- Ideal buyer profiles are static, but buyer personas need to be continually updated.
- Buyer personas are optional, but every company needs to have at least one ideal buyer profile.