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Inbound Marketing Blog

How To Replace LinkedIn Tags with Hubspot CRM Properties

The Hubspot CRM is a great replacement for all the free users of LinkedIn who are missing the Notes & Tags options.

Here's how to set up properties on your Hubspot CRM to replace LinkedIn tags without having to fork out for a premium account.

Just go to Settings in the black navigation bar, find edit your contact properties or add new properties and then select Manage. 

Next, click the blue Create a new property button and you will see this pop up. These properties will then appear on your Contact cards as a field for you to complete and which you can use to filter your contacts as you require.

Why Losing LinkedIn Tags & Notes For Free Accounts Is Not A Problem

If you’re waking up with the new updated LinkedIn layout, one of the best features will now be missing from your free version – the mini CRM that allowed you to manage your relationships on the platform.

Previously, underneath each profile that you visited was a section where you could make notes and reminders about that connection. It showed your most recent interactions and could be ‘tagged’ with a series of labels that allowed you to filter your connections by the things that were common to them.

But not any more – unless you want to pay about £75/month to get the LinkedIn Premium Sales Navigator package.

So what can you do to replace LinkedIn tags and notes?

Get The Free Sales CRM from Hubspot

Fortunately, Hubspot have stepped into the breach with their free CRM which actually works much better than the old LinkedIn version, in most cases.

Identifying Who To Add To Your Sales Pipeline

You’ve got your CRM, your simple sales pipeline, the stages are set up and you’re raring to go! Let me at those prospects!!!

How To Use LinkedIn To Find Customers

Last year LinkedIn was great for finding customers. 

In 2016, you could do an Advanced Search that would allow you to put in the Job Title of your ideal customer, the ideal industry and a radius within which they were located. Press a button and LinkedIn would search through your 1st, 2nd and 3rd connections plus any Groups that you had joined and produce a list of likely candidates. It would even allow you to save that list and automatically update it for you when anyone new joined LinkedIn who met your criteria.

However, that feature is now severely curtailed in 2017 for free accounts.  

But all is not lost - you just need to be a bit more industrious and innovative. And, in some ways, the lack of automation will actually improve the way you select your list of potential prospects. It forces you to be more selective about who you add to your sales pipeline.  Read on to find out how to use LinkedIn to find customers in 2017.

Best CRM For Small Business - Why We Vote For Hubspot

The free Hubspot Sales CRM is an amazing piece of kit for small business executives. Not only can it handle up to 1,000,000 contacts, it can manage both your sales pipelines AND keep track of your orders post-sale.

Not just for Sales, this CRM actually manages your Orders too!

What makes Hubspot the best CRM for small business is its simplicity and versatility. As well as providing a great sales pipeline, the Deal Stages work just as well for running the process of taking a customer from their initial purchase through the manufacture of their order to their final sales payment and delivery.

Simple Sales Pipeline Stages for CRM Beginners 

So you've got your new free Hubspot CRM, downloaded our guide on how to use it, imported some of your existing contacts and now understand the concept of the sales pipeline

It's time to dig a little deeper and set up your pipeline correctly so you can manage your leads efficiently and effectively. This post explains how to do so.

Setting up Deals or Pipeline Stages  on a CRM

Identifying Your Ideal Buyer Profile & Buyer Personas & Keeping Track of Them

Many people who do Inbound Marketing get confused between Ideal Buyers and Buyer Personas - so here's a quick recap.

The ideal buyer profile defines which companies are a good fit for your product or service and helps you to exclude those who are not.

Buyer personas exemplify the different buying patterns of companies and/or people within your ideal buyer profile.

Ideal Buyer Profile and Buyer Personas

Share Your CRM With Your Sales Team

We had a call this week from a customer looking for a simple CRM that could be shared with her sales team.  

She wanted to get a system where ANY member of the team could talk to ANY prospect or customer and know exactly what the state of play was - and what had happened previously.

The Importance Of A Sales Pipeline For CRM Beginners

So you've got your new free Hubspot CRM, downloaded our guide on how to use it and imported some of your existing contacts.

Brilliant, but now what?

Well, you could just use this online dashboard as a substitute for your previous method – a whiteboard, spreadsheet or business card box with post-it notes, you know who you are! :)

If your ongoing strategy is to continue  calling or emailing existing customers and asking ‘Got any work?’, then you're missing a huge trick. Even if you're making appropriate notes on the Contact's profile, you're barely scratching the surface.

You could use your shiny new CRM to store decaying purchased ‘lists'  for cold calling individuals with the right job role. For anyone who is even thinking about doing this, please think again!  

Ask yourself, have you ever made a purchase from a random stranger who telephoned you out of the blue to crowbar their product into a forced conversation?

Instead, you could use this exceptional piece of kit as it was intended - to really move your business forward by creating a Sales Pipeline.

What's A Sales Pipeline?

Customer & Lead Databases - Minus The Annoying Spreadsheets

Have you ever had a spreadsheet with your customer and lead data on it?

Unfortunately, they can be huge, intimidating things that rarely get updated or even looked at.

Yes, your business coach told you it was a good idea to keep track of your customers and leads, but it can quickly get out of hand and you're probably not entirely sure what data to collect either.

Wouldn't it be nice if most of this could be automated?

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