How we do sales
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Use what you have
Yesterday I bought the domain for the “all in the family” project. Now I need to set up our email for my partner and me.
Last year, I bought additional licenses and force people to use Microsoft Office. I had to write a blog post to help our sales guys connect Outlook to HubSpot. What a waste of time, especially since the product we sold was wrong. 2020, so many hard lessons.
But not in 2021. We use what we have. I will only consider using new software when what we have doesn’t work anymore.
Look, I don’t know if this is the right more, but the restrictions and doing less could reduce the pain of failure. Also, doing less cuts down on my tendency to feel good doing busy work.
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How to set up HubSpot Sales on Outlook in the Browser.
This post I’m sending to my sales team. It’s a step-by-step how-to guide on setting up the HubSpot sales app on Outlook.com in the browser.
The HubSpot App allows us to:
- Add New Contact from Email Address
- Insert Emails sent and received to that contact in HubSpot
- Track email opens and clicks.
NOTE: If you’re not on my team, make sure your Microsoft admin has integrated HubSpot into your Microsoft 365 account.
Step 1:
After you create a new message click on the three vertical dots on the bottom.
Step 2
Click on the HubSpot Sales – Sales Tools
Step 3
Log in to your HubSpot account and pin the HubSpot app to your sidebar. Every time you create a new email you will see the app.
