Database Segmentation is a key element of managing contacts in any CRM ecosystem. There is no point uploading contacts without knowing how are we going to use them. You can use ‘tagging’ option, lists or contact filter view.
How to use Segmentation Tools in HubSpot? Key takeaways:
- Make a map of your data source to understand where your contacts are coming from and in what context?
- Ask yourself: what contact segments are important for you?
- Have a system in place to qualify contacts to segments (e.g. Tags)
- Keep consistent approach in your team
This webinar is useful for business owners and sales managers who consider HubSpot for their data management.
Type of content: Webinar Recording
Date: 12 February 2021
Duration: 60 min
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