Expectations

This article summarizes what is expected of the user when using HubSpot.

When using HubSpot, it is assumed that you will follow the following guidelines and expectations.

1. The user should keep on top of their pipeline hygiene.
   1. All deals should be tracked in HubSpot. Any deals not tracked within the system will not be tracked towards any sales goals.
   2. The user should be keeping all deals as up to date and accurate as possible.
   3. To review pipeline hygiene, the user can check this dashboard.
2. The user is expected to maintain standards of CRM hygiene.
   1. Maintaining CRM hygiene means the following:
      1. All deals should have the following:
         1. Amount
         2. Close date
         3. Owner
         4. Associated company
         5. Business Unit
         6. Business Unit manager
      2. All companies should have the following
         1. Assigned owner
         2. SAP ID, once the company as placed an order
      3. All contacts should have the following
         1. Company
         2. Email
         3. First Name
         4. Owner
      4. Users can check their CRM hygiene by viewing this dashboard.
   2. When adding a company or contact, the user is expected to check for duplicates, or if the company/contact already exists within the system before creating a new contact/company.
      1. If you did create a new company, once they place an order and are in SAP, the user must go back to the company and populate the SAP ID field.