Step-by-Step Guide to Manage Leads in HubSpot

‘Lead’ is an exhilarating word for every marketer and sales person. It’s like a building block of their enterprise. But many times, marketer and sales person are overwhelmed by the numbers and types of leads they get, and if they are working in a bigger team, mismanagement is inevitable.

Managing leads in HubSpot prevents them from many problems and keeps them hassle-free from many monotonous tasks. Still, many marketers and sales person wonder, how to manage leads in HubSpot and to make the most of the platform. Here is the step-by-step guide to manage leads in HubSpot –

1. Lead Collection
Collecting leads is the first thing to do and if it is done in the right way, it results in more conversions. Mention form fields according to your needs to ensure that data is organised in the complete sales funnel. It helps to save all the useful information in CRM. Also, remember to keep data secure and ensure that you have taken permission from the prospect to save his or her personal information.

2. Lead Storage
Saving leads in the centralised platform helps you to fall prey to any miscommunication. When many team members are working on the prospects at different level, possibly they get diverted from the track and loose a potential customer. So, save the purchaser’s information in the way it is available to all and sync the data stored in a cloud-based system so, that there is no chance to miss it.

3. Lead Maintenance
Use the best lead management tools and automate the process to minimise human errors. You would find a number of tools to maintain prospect’s information in HubSpot CRM. It’s a crucial process to bring the prospects down in purchase funnel. The process includes –
• segment the leads to nurture in the right way
• enriching it with more information to help sales person
• syncing it between apps to keep the progress visible to all
You can also score the prospects based on the information you obtain from them. These scores are calculated on the basis of negative and positive points categorised according to your ease.

4. Lead Nurturing
This is the most crucial step for managing the purchaser because as the nurturing is made better, their chances of conversion also get stronger. Automation helps to engage the lead in real time even if the sales person is unavailable to attend. Keep insightful proper reporting of the progress of the prospect in purchase funnel and let it be available on the dashboard visible to all.
Nurture leads by engaging and enticing emails sent automatically and timely. Also, you can use the HubSpot CRM to direct purchaser to the right salesperson or support agent to counsel him in the best way they understand their pain points better.

5. Lead Discarding
Discarding useless data stored in the form of leads is necessary because having messy data makes things unmanageable later. Clean data regularly and also make sure to remove duplicate data. HubSpot provides many advanced tools to make it easier.

Conclusion
Cleaning data is last but important step to manage leads as it avoids errors. Managing leads in HubSpot CRM is efficient and productive for any enterprise. It ensures you to convert majority of the leads if done in the right way. You can also take help of HubSpot Agencies to learn more about step-by-step guide to manage leads in HubSpot as they are experts and help you to do everything properly in one go.