Full transcript of “Tutorial HubSpot untuk Pemula 2025 | Kursus CRM HubSpot Gratis, Pemasaran, Penjualan & Otomatisasi”. Click a timestamp to open the video at that moment. Need another video? Use the YouTube transcript generator.
0:00 How are you all Ivan here and today we are going to discuss one of the most popular crm solutions in the market which is hubspot hubspot has many plans offered in various hubs ranging from sales marketing to operations so today we are going to do a step by step tutorial to see How hubspot can be the right choice for you Let's just jump right into it because this is a Step By Step tutorial If you want to follow along there will be a link in the description that you can click to get a free trial of this platform as you can see here the crm will be the center of all activities and there will be various hubs connected to it each hub will have its own function ranging from sales marketing services to content and so on the purpose of this is to keep everything in one place so that everyone has full visibility of what is
0:45 going on when you know what is actually driving a lead to your business we can pull that data into our crm so the main purpose of this platform is to track the entire customer journey If you are a business owner or entrepreneur having such information about your customers will be very important and this is where hubspot comes in you can track the activity of someone who has never interacted with your brand before starting from them being anonymous and never contacting your website until they become a lead and then become your brand promoter the whole point of this platform is to store as much information as possible about our prospects such as their favorite color favorite activity and when we contact them so that we can personalize our approach this will be key in our strategy because the days where
1:31 we could send random emails are gone in this era we need to do our best to stand out from our competitors and personalization will be the key factor behind our efforts so when we are ready to sign up here is the process after we click on the link in the description it will take us to this page and all we need to do is get started for free please enter the email you want to register with and once it is verified we just need to set up a password as well as our first name and last name now hubspot will ask you a few questions and it will help you in setting up the platform I have used the software before I know what problem I want to solve for example we are in the retail industry but again there are many different industries that can use hubspot we will be the owner and our company name is
2:17 test company it will be just me for now and our website is myfirstwebsite.com while hubspot sets everything up for us each case will be a little different so there are several template options that can help you set up the platform from sales marketing to customer service because they are different Hubs and have different functions but I recommend setting it up manually so you can customize it to your liking Let's set it up manually add a box later and if you want you can always add your Teammates here as well and we are ready to use hspot so we have covered the theory but how does it work here on the left hand side there will be a navigation bar with all the different options for us the place where you will spend most of the time is in the crm section here in contacts company records and
3:03 deal records this is where you will interact with your clients now I have the company record Opened up for us so let's see how it works as you can see here we have the company name which is blank and of course you can modify this when you enter your Company on the left hand side there will be information about the company such as domain name industry Who owns the company city type and various other things all the properties on the left hand side about the company you can modify and the way you modify them is quite simple all you need to do is press action here and customize the properties if we go ahead and do that once we press customize properties there will be all the custom properties listed for us here we can change the order of them or even delete some if we don't like them If we
3:50 want to add some properties there will be all the options customized by hubspot but I completely understand if you have something custom that you want to include in your SI RM so if we want to go ahead and do that all you need to do is press the gear icon here and it will take us to one place where we can modify the entire company record from here you want to add a specific section regarding what you are looking for like here we have about this company but if you want to have other sections we can add cards here and in settings you can make those custom settings but what I want to say is everything in our crm is customizable that is a big thing that hubspot is known for and no matter where you are in your journey hubspot can grow with you well if
4:36 we go back to the company record here all the activities like calls emails notes messages Linkin depending on how we set it up can be displayed here with some things you need a higher plan like for example if you are using Linkin sales navigator we need sales professional but for most things like sending emails or writing notes you can do that in the free plan hubspot however if you want to upgrade and have your own sales team I highly recommend connecting your phone number so you can make calls directly through your platform can do it in the start and professional features and that way depending on your circumstances you can listen back to the call and see What was said in that conversation it's very useful because that way nothing gets missed and you can
5:22 always remember What was said in the last conversation even if you weren't the one who created it usually for this middle section various sections will be saved when it comes to communications but if you also want to filter the activities that you want to see directly you can do it like this on the right side there will be contacts associated with a particular company deals associated with it tickets ocean payments other companies subscriptions and so on remember anything on this right side can be modified again All these company records can be modified So depending on what you're looking for with a lot of businesses that I work with one of the properties that they have on the right side is quickbook integration which can streamline their processes But all of this can depend on what you're looking for so I'll go ahead and modify it in the settings options Now let's take a
6:08 quick look at the basics inside hubspot there will be three types of records there will be company records contact records and deal records and all of those records will be linked to each other this is what I mean by this so we can see Let's say we're working with hubspot all the contacts are in hubspot right we can add them here you could say added on the right side the reason why we want to add some contacts on our right side is because often especially if you're doing business to business there will be multiple stakeholders involved and that way all the emails all the communications and all our interactions with them will be listed here in the middle from each person however if I want to see just what Brian Hogan said all I need to do is go to his contact record and if I go to activities I see
6:54 everything he said here in the middle as you can see the contact record looks pretty similar to the company record there will be properties on the left side there will be communications in the middle and there will be various properties on the right side like deals or tickets Again if you want to customize how it looks in the properties that will be displayed all you need to do is hit the customize properties action or you can do it In the new settings option here the purpose of this is to allow us to segment that information so there will be specific information that goes into the contact record versus the company record versus the deal record because if you just want to see what Brian Hogan said you don't want to see all the messages from every person in hubspot you just want to see what Brian said directly all we need to do is To see that is go to Briy's contact record and
7:40 if we go to the activity tab here we can see all of our interactions with Briy however if we want to see everything when it comes to Hubspot as a whole we have to go to the company record and we see it here in the middle with all of Bry's coworkers but if we create a deal all of the Communications for that particular deal or ticket will be listed in that deal record or Ticket so let's create a deal here we'll name it New Hubspot Deal let's hit create now as you can see this looks very familiar we have all of our activities in the middle here and all of the information regarding the deal in different columns on the right hand side again I don't want to sound like a broken record too much but everything can be customized to your liking if I were you and wanted to see all of the deals in one place I would
8:26 open up all deals pull up this view and that way we can see all of our deals here in front of us I really like this swim lane because from here I can just Drag and drop where a particular deal is from scheduling appointments to qualifying to purchase scheduling presentations and so on this way you can stay organized in your sales process and everyone is on the same page If you want to see specifically what's going on with that particular deal where you can access this information in the deal record So if we want to go to our deal record here If we interact with a customer we can send out quotes collect payments that could be related to that particular deal this can be very useful because often times with different clients you might sell them different things and in that way this allows
9:12 you to stay organized talking about organization what I do if I were you is create separate channels depending on what you sell If you sell multiple products or you sell to different territories this can be very useful to make sure everything stays organized but within each channel If you only want to see a certain amount of information all you need to do is apply a filter there and based on the criteria that is in the deal we can filter out that particular deal for example Let's say we want to contact people whose last activity was today or yesterday or whatever it is we can easily do that and set up a filter and again you can be quite creative with this once you've got some information in there now you might want to ask yourself Ivan How do I actually enter
9:58 your information into this the answer is quite simple all you need to do is go here and depending on what you want to enter Whether it's a company contact or a deal please open one of these now here is our Company record and all of our companies are listed here now If we want to import some all we need to do is press import and we can import from a file take from another application or even migrate our data the best solution here depends on what technology stack you are using currently for example If you are using sales Force you can easily sync the salesforce application and move all that information over so If you are using salesforce syncing that information from another application would be the best option for us however if you are more traditional and using a spreadsheet I would import that file from a
10:44 spreadsheet and that way you can map out the different columns depending on what you want to see in the company records again this whole process is pretty simple and you won't have much trouble with it cool now once you have your company records or con records in your system It's time to nurture your leads in my mind the easiest way to do this is through email marketing and the way we find this is by going to the email option here All we need to do is press skip here and once you have imported your contacts you have your own OP in list and you are ready to create your email we will be ready to go just for example purposes I will skip the setup so you can actually see this in action Let 's create our first email here this will be a regular email press Next and hubspot gives you
11:30 a lot of different templates but let's choose this e-commerce one this looks nice and attractive go ahead and use this template and see the great thing about this platform is that it's very easy to use because it's a simple Drag and drop system or If you use one of these you might as well use this one where you can modify various things the logo colors and various other things once again you mentioned all the options will be here on the left hand side once our email is created let's see what happens when we send it to do that we have to go to the analysis option here and hubspot has pretty in-depth reports where you can see recipient engagement delivery rates email performance reports data graphs and various other things once again all of this is customizable depending on what you're looking for and the best way to
12:15 do that is to go to reports here and open up the dashboard now once we open up the dashboard that means there will be a bunch of different reports there will be a lot of templates here for us but since we're talking about email let's create one email view let's hit next and create a dashboard like you see here once you've actually sent that email and gotten some data everything is inside hubspot that way all of your performance can be seen in one central place all of the email conversations that we do the average first response time or total emails revealed all of this information can be seen here and it's pretty simple to create a report right on What information do we want to see and how detailed do we want it All we need to do is hit report now If we want a custom report we'll need to upgrade to one of the
13:01 paid plans however if you're okay with that and want to stick with the free version there's going to be a lot of awesome templates here for us and if we Scroll down there's going to be a lot of different options for us so don't worry about running out you can also filter what you want to see and that way you can get a variety of options here upspot does a really good job when it comes to support as they have a lot of different options as you can see here there's going to be a lot of different things from their own community knowledge base with various articles to their own Academy which has various lessons hubspot documentation developer blogs customers or even Solution partners you name it there's so many different ways you can get help If you're having trouble with hspot if I Scroll down here If you're currently
13:46 using the free version there's going to be a lot of different community resources You've probably seen some of those blogs they're very helpful however if you're trying to scale up your operations the start and professional plans offer email chat and phone support which can be very useful depending on the plan that you have And there you have it is a beginner's guide to the hubspot platform if I were you what I would do is put your contacts or companies into it and now we can play with this platform it's completely free remember if you want to try this platform there will be an exclusive link down below in the description where you can do it completely free on this channel we make videos about different tools and platforms to help you grow and start your business If you found this video helpful or got any value from
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