This document was made for Hubspot, but the principles can apply to any CRM type or sales system.
<aside> đź”” This document is a glossary, not a book.
</aside>
Please do not see this lengthy document as required reading.
Based on the formula of “Attention / Content.” ‣
Lean on automation and simple, single-variable fields to reduce how much we’re expected to manually enter.
Fields are meant to contain single variables are are meant to convey one piece of information. The more we adhere to this, the more elegant things we can do by combining fields.
Rely on humans as little as possible for updating fields that can be updated by other processes.
Also, don’t ask for manual labels or interpretations of data that’s already stored. “Priority” is a manual field that asks for manual interpretation of existing fields - Deal Amount, Number of Adoptions, Readiness to buy (stage). This is like putting a dry erase board next to a light switch and writing “on” when you flip the switch up and writing “off” when flipping the switch down.
Capitalization - Because Hubspot has a lot of proper nouns that can be confused with common terms, I Capitalize Hubspot-specific words, especially with the key objects (Contact, Company, Deal, Ticket, etc)
Examples: “We have three Contacts in the optometrist’s contact lens department.” “I’ll take the lead on following up with these Leads.”
Hubspot Fields in code formatting.