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What Is Hubspot and What Can I Do with It?

Amanda
  • Updated

What Is HubSpot?

HubSpot is a leading contact relationship management (CRM), marketing, sales, and customer service software company with a simple mission: to help sellers maximize sales and grow better.

 

What can you do with the HubSpot CRM?

  • Check your referrers' information, activities including purchases, actions, ect

  • Check pending purchases to follow up.
  • Check your own performance at real time to know if you reached your target.
  • Monitor your team's performance and follow up to reach your own goal.

HubSpot Overview:

There will be 3 main sections that you may need to pay attention the most:

CONTACTS: This is where you can check all referrers that you have. 

Screenshot (63).png

You will see some fixed fields showing up such as:

  1. Email
  2. Name
  3. Contact owner: The introducer of this referrer. It will show you if you filter Contact owner as yourself (this is how you filter out your own list).
  4. Create date: The date when this referrer created their account. 
  5. Contact - Abandoned carts: Pending orders of this referrer (If any)
  6. Register country: Nationality of this referrer
  7. First deal created date: The date when this referrer made their 1st order 
  8. Introduce type: There are 3 types of referrers at the moment: Official Affiliate, Official Partner and Official Senior Affiliate. We will categorize referrers based on their performance and records. There may be some referrers uncategorized.
  9. Order counts: How many orders this referrer has

 

DEALS: This is where you can check all purchases of your referrers.

Screenshot (64).png

You will see some fixed fields showing up such as:

  1. Deal name
  2. Deal contact (email)
  3. Contact owner: The introducer of this referrer. It will show you if you filter Contact owner as yourself (this is how you filter out your own list).
  4. Amount: How much money this referrer has spent. 
  5. Total amount: Total amount of money this referrer has spent.
  6. AMS Order ID: Their order ID 
  7. Level: Level of the Avatar they bought (if any)
  8. Country of register: Their nationality
  9. Payment gateway: Payment method (Bank transfer, credit card, ect...)
  10. Order date: Date of creating the order
  11. Paid date: Date of paying for the order
  12. Order status: Status of the order (Fail, pending, cancel or success)
  13. Email: Email of the referrer

 

REPORTING: This is where you can check all your and your team's performance.

We have created:

1. General dashboard: To Help you check the whole team's performance:

From this dashboard, you can track:

  • The total affiliate members in the system
  • New customers referred by official members
  • Purchases made by referrers
  • Direct revenue
  • Target report of 3 groups: Official Affiliate, Official Partner and Official Senior Affiliate. 

Screenshot (65).png

 

2. Personal dashboard: To Help you check the your own performance:

You will see:

  • The total referrers that you owned
  • Your target and remaining Target
  • How many of your new referrers have made a payment and your revenues
  • Your new registered referrers

Screenshot (66).png

 

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