Setting up any new system can be a challenge on your time – with FAST LEAD from Insight we set up HubSpot CRM for you so you don’t need to worry.

You can then quickly take advantage of all HubSpot’s features:

• Manage Your Pipeline with Total Visibility – Get an up-to-the-minute view of your entire sales funnel on a clean, visual dashboard. You can sort deals won and lost, appointments scheduled, contracts sent over, and track performance against quotas you set in one simple view. Sort deals by name, owner, amount, or stage with custom filters for actionable intel in a fraction of the time.
• Log Sales Activity Automatically – HubSpot’s free CRM tools track customer interactions automatically – whether they’re in an email, across social media, or on a call. Sync with Gmail or Outlook using HubSpot Sales, and capture every call, email, or meeting as it happens.
• See Everything About a Lead in One Place – Go way beyond names and job titles. Every interaction with a lead is stored in a tidy timeline, including calls, emails, meetings, and notes. You’ll never need to dig through a messy inbox or spreadsheet to figure out where a relationship left off.
• Get Started – No more expensive, difficult, and clunky CRMs that never get used. Act now to get started with the most lightweight and powerful CRM that you’ve ever seen. There’s no contract or training required.

What are you waiting for? With Insight FAST LEAD you’ll be up and running in no time at all and all the time knowing that we’re there to support you.

Getting started with your existing contacts is crucial for a fast start and taking control. We manage everything for you including:

• Providing an import template – Simply add your existing contacts to the supplied template and we’ll do the rest
• Create contacts – In HubSpot we’ll create your contacts and linked company details. We’ll create a display view so that you can easily see your contacts at a glance with their key information.

You just need to login to your portal and your contacts will be ready to work with.

What are you waiting for? With Insight FAST LEAD you’ll be up and running in no time at all and all the time knowing that we’re there to support you.

Don’t get caught in the “setup trap” – you know, where the system is set up, but then nothing happens… because it’s just sitting there waiting.

We make sure you’re not left in limbo by creating a landing page form that can be inserted into your existing website CTA (call to action) landing page:

• We create a form in HubSpot – We’ll create a form with your branding in HubSpot, then you or we can add this to your website.
• HubSpot tracking & logging – Any forms submitted are automatically tracked in HubSpot to make sure that the contact records are updated dynamically.
• Invisible visitors become known prospects – as visitors land on your website, HubSpot tracks them by their IP address. Once they complete a form HubSpot links everything together and you get their history added to their HubSpot contact. When you contact them you know more about their interests than just the latest contact form, so much better to tailor your contact to their interests and requirements.
• Automated responses – Once a form is completed, you want to strike fast. We’ll create an automated response so that your prospects get feedback straightaway.

What are you waiting for? With Insight FAST LEAD you’ll be up and running in no time at all and all the time knowing that we’re there to support you.

Once you’ve engaged with a prospect online you can capitalise by encouraging a Zoom meeting.

• We’ll set up your calendar – We’ll get you up and running quickly so that you have a link that you can add to your website, your email signature or in chat links in online meetings
• Link to Zoom – As standard HubSpot allows automatic Zoom meetings to be generated when a contact books a meeting in your online calendar – we’ll install and configure this as part of the package.
• Link to your email calendar – Avoid double booking, we’ll set up the integration with your email so that meetings appear directly in your calendar
• Meetings when you want – Don’t want to meet on a Monday – no problem, Take time out on Wednesdays to pick up the kids from school – no problem. Whatever your requirements are we’ll make sure that meetings are setup for you to match your schedule so that prospect meetings are welcome and not an annoyance.
• Confirm and remind – We’ll set up the meetings app in HubSpot so that an email is sent to confirm the meeting and a reminder is sent shortly before the the meeting commences. Every prospect meeting is important so we make sure they happen.

What are you waiting for? With Insight FAST LEAD you’ll be up and running in no time at all and all the time knowing that we’re there to support you.

Your business needs you and your colleagues to focus on doing what you do best. Setting up and implementing a CRM based lead gen system might not be one of your strengths or best use of your time. But it is our area of experience – we’ve been doing this marketing lark for over 30 years and have got the Experience, Expertise and Knowledge under our belts (and yes that’s EEK! for short!).

We use all this to deliver our FAST LEAD package for your business benefit. You maximise your business management while we get you up and running fast to capitalise on business development.

As a HubSpot Solutions Provider partner we have the experience to help you moving forward and we have the support of HubSpot to maximise your results.