Have you ever thought why is it, that customer often says they feel neglected by their suppliers? It is because most of the suppliers do not know how to manage relationships with customers.

As a marketer, you must know that better a business manage the relationships it has with its customers the more successful it will become. And for better relationships, you have to first manage the customer data.

Also read:Why is Customer Acquisition Cost the Most Important Metric in a SaaS Business?

Luckily today we have few tools available in the market which can keep track of all our customer data and manages our business. It is CRM tools.

Before diving into the tips, let us first understand what exactly CRM is?

CRM or customer relationship management is a term that refers to practices, strategies, and technologies that companies use to manage and analyze customer data throughout the customer lifecycle.

In addition to this, CRM also compiles customer’s information which includes company website, telephone, live chat, direct mail, marketing materials and social media.

It also gives customer-facing staff detailed information on customers’ personal information, purchase history, buying preferences and concerns.

Hey! do these CRM make you think of anyone in particular? Yeah….. Mom.

Like CRM, Mom also somehow tracks all things about us just as if she had some supernatural power with her.

And we’re pretty much sure that this is where CRM must have come up with the idea.

Just Kidding!

Anyhow, let us get back to the point of best HubSpot and Salesforce CRM tips which will help you to manage and improve your customer relationships.

Tip#1. Say “HELLO” to your Lead


With HubSpot, it is simple to send emails, log activities, schedule meetings, and record phone calls. Today, let see how to use call queue functionality in HubSpot.

1. Add a Contact to a Call Queue


First, navigate your contacts within HubSpot Sales. Then choose the contacts which you would like to call by selecting the checkbox next to their record and after that select the phone icon which will add your selected contacts to your call queue.

2. Start Calling your Queue


To call your contacts, you have to first navigate to Sales Tools Call Queue and then you will find start calling button on the top left corner of the page.

The tool will automatically start with the first contact in your Call Queue. You will be redirected to the contact’s record.

There will be Call Queue controls added to the top of the page, so you’ll have the option to navigate to the Previous contact in the queue, Pause calling, or move to the Next contact in the queue.


3. Add delay time between calls.


Once the Call Queue begins, you will have the option to change the time delay between calls. To do so, select the dropdown next to the label Delay between calls.

You can also even prevent the call queue from automatically starting the next call. Simply hit next, whenever you’re ready to place the next call.

4. Complete your call.


In this tool, you can complete your call by just simply clicking on the Hang up button and the best feature of the call queue is that you can also take notes while talking to the contacts. After taking notes, just click on the Save call option.

In addition to this, you can also remove your contacts from the queue altogether, just click Remove from queue button after completing the call. The simple way of doing this is selecting the contact name and clicking the trash icon.


Tip#2. Bird Eye view of your task.

In HubSpot CRM, you can simply set a task by using task feature. This task feature helps you to stay organized with follow-ups, callbacks, and you also do general preparation before a call.

The best part of this feature is that it send you an email reminder that the task was assigned to you.

How to add a task.

In HubSpot CRM, there are two ways you can add a task.

1. From the Contact, Company, or Deal record

  • Navigate to the contact, company, or deal that you want to add a task for.
  • Click the Create Task tab.
  • Enter the details for your task.
  • Click Save task.


2. From the Tasks Dashboard

  • Navigate to Tasks.
  • Click the + Add task button.
  • Enter the details for your task and associate a Contact, Company or Deal with the task.
  • Click Save


Tip #3 Adopt Sidekick plugin and Make Your Peers Jealous of your Selling Skills.

Sidekick is a browser plugin for chrome that connects to HubSpot and gives you insight into your customers’ activities and makes your email and CRM tools work for you.

When you use Sidekick plugin,  you will automatically see a popup window in Gmail to compose your emails and a sidebar on websites you visit that provides company data, email connections and company contacts, which exist within your CRM tool.

To access Sidekick plugin, you need to first download a chrome extension because it will notify you when someone opens or interacts with one of your emails.

Download the extension here.

After clicking on this link, all you have to do is click ” Add to chrome”, but make sure you are visiting in chrome browser because it will automatically add the button to your browser window.

Once you have sidekick installed in chrome, you’ll see a button appear in the upper right of the browser button. Just like this.


This HubSpot button will show you the “Contact Profile” – a profile of the company who owns the website which includes tons of helpful information for your sales team.

Here is an example how contact profile might look like:


You can also add companies by clicking add to HubSpot and add contacts to HubSpot CRM by simply clicking Add.  


Undoubtedly HubSpot CRM along with Sidekick is one of the most powerful tools which you can use to succeed at sales. So, combine Sidekick with the HubSpot and if you want to  be unstoppable.

Hope this tips will help you in making you powerful from your competitor.

Now, let us dive into Salesforce CRM tips:

Tip #1 Dashboard [The Big picture]

You will need great reports if you want to take a great decision. For this, you need to first get your insight at a glance, especially depending on your audience and the device being used. Looking at the data can be frustrating.

But, don’t worry because Salesforce now give graphical look to the data which is easy to understand and you will not get frustrated by looking at the data.

Now, let see how we can create a dashboard in salesforce.

  • Click the Reports tab.
  • Then, Click the New Dashboard button.
  • And after that, in the component section on the left. You will find vertical bar chart icon, click and drag the chart to the first column.


  • Once you have put the bar chart in the first column, click the edit Title link and change the title name, for now, we will name our title “All Opportunities by Stage“.
  • After assigning the Title name, click the data source tab, which you will find in the left pane, expand the reports tab and then go to My Personal Custom Reports entries.


  • Select Opportunities by Stage from my personal custom report and drag this data to add data section.


  • Click Save. Name your dashboard All Opportunities. To automatically populate the Dashboard Unique Name field, tab out of the Title field and click Save and Run Dashboard.
  • The dashboard executes and displays the count of Opportunity records that are in each stage as a vertical bar chart. Just like this.


Tip #2 Feed Tracking [The Evidence]

In salesforce by using Feed Tracking,  users can see updates for records they follow in their Chatter feed. But, remember one thing Feed track can track only up to 20 fields per object.

Now, let see how we can enable and customize Feed tracking.

  • From Setup, enter Feed Tracking in the Quick Find box, and then select Feed Tracking.
  • After selecting Feed tracking, go to contact and select Enable Feed Tracking (1) as shown in the picture. After enabling Feed Tracking, Select up to 20 fields to track which you want to track


  • Click Save. After you saved your changes, the number of tracked field appears in the tracked column next to Contact.

Tip #3 Set Up the Weekly Data Export Service

This service allows you to recover any records which accidentally deleted by you. To set this service you have to go to the Setup > Data Management > Data Export.