Where do your team’s interactions (phone calls, emails, etc.) with contacts appear inside HubSpot CRM?

How do chatbots qualify leads?

By routing website visitors to the first available sales rep By using a machine learning algorithm to rank your contacts based on the information contained in their contact properties By asking website visitors a series of questions and taking different actions based on their answers By calling the phone numbers stored in your contact records […]

What’s an ideal customer profile?

A checklist of the most basic attributes someone needs to have in order to be successful as your customer A detailed description of a customer who has purchased your product in the past A way of ranking the priority of your leads A standard report available on your sales dashboard Download HubSpot Sales Software Certification […]

What can you use the documents tool for?

You can use it to share a document with your contacts and get insights into how they interact with it. You can use it to create customized documents such as personalized quotes. You can use it to take notes about the conversations you have with your contacts throughout your sales process. You can use it […]