New to HubSpot? Start With These Core CRM Features.

  Introduction Hello and welcome to HubSpot! It can be daunting to get started when implementing this robust CRM platform, particularly if you're unfamiliar with RevOps concepts like data centralization, revenue leak prevention, or marketing automation campaigns. We will walk you through the key HubSpot CRM features that are necessary for RevOps success in this guide. We will assist you in quickly unlocking value, from a HubSpot onboarding checklist and campaign creators to marketing automation. Knowing these features lays a strong basis whether you're developing your business workflow automation stack, deploying LMS tools for training, or collaborating with a learning management system consultant. 1. Contact & Company Management The Contact and Company records at the core of HubSpot are crucial for data centralization and facilitating coordinated RevOps. When set up correctly, you will reduce data silos that result in revenue leakage by keeping your clients and prospects i...