A company is at its best when all the elements work seamlessly together. The same is true of a CRM. The more users updating information to keep it up to date, the better able you are to understand how your business is faring, and where efforts need to be reviewed.
Let's quickly look at two scenarios - firstly, where our caller does not have a well-kept CRM:
Caller 1: Hi Prospect, it's been a while since we have spoken, how are things?
Prospect: Hi, we are good, but I spoke to John last week.
Caller 1: Oh, sorry, I didn't know that. Now, I have on record that you you were interested in product A - do you want to tell me more about that?
Prospect: I actually filled in a request for a demo yesterday on Product B. I think I'm just waiting on pricing information?
Caller 1: Can I confirm your email address?
Prospect: Oh, did you not get that on the form?
As you can see, our friend Caller 1 is quickly on the back foot.
Let's now compare this with a well-managed CRM:
Caller 2: Hi Prospect, it's caller 2 from my company, I'm just following up on the demo you had with Steve yesterday, how did it go?
Prospect: Oh hi there, yes, it was great thanks!
Caller 2: Good! So you see those differences between product A and product B now?
Prospect: Yes, that's much clearer.
Caller 2: Perfect, well I will put together some price options based on what was discussed with Steve and get that proposal emailed over to you later today if that's ok?
Prospect: That's great, thank you for your help.
Here, Caller 2 has all the current, relevant information at their finger tips. Everyone on the team has been updating the CRM, allowing the sales process to be much smoother. A first rate impression is given and Steve is seconds from making a sale.
The new user will receive an email welcoming them to your account and prompting them to set their HubSpot password. If the user is already a user in another HubSpot account, they will not need to set a new password, but will now have access to your account when they log in.
If your new user doesn't receive a welcome email within five minutes of being added to your account, ask them to check their Junk/Spam folder. If the email doesn't appear there, the user should follow the steps to ensure HubSpot emails are delivered. You can then give them access by sending a reset password email. The new user can also do this directly from the login screen.
Once the new user logs in, they can set up their profile.
Read more about the different user roles and permissions here: https://knowledge.hubspot.com/getting-started-with-hubspot/how-to-add-users-to-your-hubspot-account
And if you have any questions about any of this just give me a shout, or book a quick call!