Unlocking the Power of HubSpot CRM Properties for Your Small Business

Ever felt overwhelmed by the number of leads you have to manage? Or maybe you’ve got a CRM, but it feels like a glorified address book? Picture this: you’re juggling a ton of contacts, trying to remember who’s engaged and who’s not, only to find out you missed an opportunity because you didn’t have the right info at your fingertips. Ni modo! Let’s change that. HubSpot’s CRM offers a treasure trove of properties that keep you updated on your contacts—like having a personal assistant right in your pocket.

Understanding HubSpot Contact Properties: A Game-Changer

In the world of small business—especially here in McAllen—we need tools that work as hard as we do. Each contact record in HubSpot CRM comes loaded with properties that hold essential info about your leads. While there are tons of standard properties, I’m here to spotlight the ones that automatically update. Trust me, these gems will save you countless hours while helping you stay ahead of the game.

Owner Assigned Date: Keep Your Eye on New Leads

Have you ever lost track of a new lead because life got busy? The Owner Assigned Date lets you know exactly when a contact was handed over to you. This is your cue to jump into action. With this property, you can set up a filter for contacts assigned “today” or “this week” and save that as a handy list. It’s like having a clear path to immediate opportunities. No te quedes atrás!

Number of Page Views: Gauge Engagement

If you’re attempting to figure out how engaged a contact is, look no further than the Number of Page Views. This property tracks how often they’ve visited your webpages. The higher the number, the more likely they are to be interested. If you’re trying to prioritize who to reach out to, sort your contacts based on this property. Suddenly, you’ll know exactly who’s showing more love to your brand.

Last Contacted & Recent Activity: Keep Those Connections Alive

We’ve all been there—neglecting a lead because we forgot when we last reached out. Utilize the Last Contacted and Last Activity Date properties to make sure no one slips through the cracks. You can easily see when you last called or emailed someone and even take notes on internal tasks tied to them. This proactive approach ensures you’ll always be in the loop and can keep your relationships warm.

Email Engagement: The Clicks and Replies

Do you send emails but wonder if they even get opened? The Recent Sales Email Opened, Clicked, and Replied properties tell you exactly that. You can filter contacts who’ve engaged with your emails, allowing you to target those hot leads more effectively. If someone opened or clicked but hasn’t replied, it’s prime time to follow up. Remember, timing is everything!

Meeting Bookings: Prepare Like a Pro

If you’re using the Meetings tool, the Last Meeting Booked property is your best friend. It shows when a contact last scheduled a meeting with you, so you’re always prepared. Tackle tomorrow’s schedule by filtering contacts to see who’s booked a meeting and jump into their records to prep. ¡Dale gas!

Sequence Management: Avoid Overlaps

Using Sequences? The Now in Sequence property can help. Simply put: if someone’s in a Sequence, the property will show as True, so you won’t accidentally enroll them again. This is a simple yet effective way to streamline your outreach efforts and avoid confusion.

Prioritize Sales Efforts: Likelihood to Close

For any business that’s serious about maximizing sales, the Likelihood to Close and Contact Priority properties are must-haves. These features are exclusive to HubSpot Enterprise users, helping you focus on the contacts most likely to convert. Filter your list by likelihood and contact priority to see where to put your energy, making your sales efforts laser-focused.

Follow Up for Final Touchpoints: Deal Insights

Speaking of sales, understanding when your deals are closing is crucial. That’s where the Recent Deal Close Date, Recent Deal Amount, and Total Revenue properties come into play. These details can help you identify high-value customers and reach out with personalized follow-ups. A simple check-in could turn into a referral or an upsell. Remember, a happy customer can be your best marketing tool!

Why HubSpot is the Go-To for Valley Businesses

As a local business owner in South Texas, you want solutions that fit your unique needs. At Ericks Webs Design, we know the local landscape inside and out, and our expertise in web design and digital marketing means we understand how to customize your online presence to work for you.

Ready to see these properties in action? Trust us; they’ll help you keep your leads hot and your sales pipeline flowing. Check out your HubSpot account, or let’s chat about how we can give your business the digital edge it needs!

That’s a Wrap!

Those are my top self-updating HubSpot properties. Did I miss any you rely on? Join the conversation on our HubSpot Community and connect with fellow small business warriors ready to share tips and update strategies.

So what are you waiting for? ¿Listo para llevar tu negocio al siguiente nivel? Hit us up—let’s get those leads rolling in! 🌟

Source:
https://blog.hubspot.com/customers/15-contact-properties-every-sales-team-should-use