From the course: CRM Basics: Unlock Business Growth through Relationships
Join today to access over 24,900 courses taught by industry experts.
Plan for data imports - HubSpot Tutorial
From the course: CRM Basics: Unlock Business Growth through Relationships
Plan for data imports
- Imagine a world where you can take your current spreadsheet of contacts or an exported database from an old system and simply import it into a CRM where you can see your contacts and all their information and collaborate with other team members to drive more sales and build repeat business. In my work, I've had to collaborate with team members on our incoming prospects with a system built on transparency, which helped us work together for more powerful relationship building, more efficient analysis of our efforts, and a much more personalized communication style, and it helped close more deals with more delighted customers than ever. Sound like something you'd like? I'm going to walk you through the planning stage of data imports. As you set up your CRM, planning for the right information and setting up the best case scenario for properties will help you with long-term happiness. Here's a hopefully familiar story to highlight the power of import planning. You have a list of contacts…
Download courses and learn on the go
Watch courses on your mobile device without an internet connection. Download courses using your iOS or Android LinkedIn Learning app.