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HubSpot CRM Basic Manual

Basic

Page

□ Contact Record in HubSpot CRM …………………………………………….. 03

□ Company Registration in HubSpot CRM ……………………………………………..
09

□ Business Registration in CRM HubSpot ………………………………………………

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 HubSpot CRM Basic Manual

Hello, welcome to our CRM Famisanar

In this Manual you will find detailed instructions to develop each of the basic Records in the CRM
tool to file your commercial management; it is important to clarify that to enter the data into the
platform it is recommended that you follow the following steps:

1) Register Contact details:

Contact registration refers to customer data, so you must have the customer's complete data to
complete the registration. In the event that, after communicating with the client, the client indicates
that he or she does not have his or her own email address or cannot provide us with the details of
a family member, the client must register with the following wildcard email address, on which you
must change the client's first and last name. The email address we will use is:
[email protected].

2) Add companies to this contact:

From the Contact record in the right panel you can access the option to add a company.
Remember to follow the steps you will find in this manual to register the company in which our
client works. The cases in which it will not be necessary to add a company registration will be the
independent ones.

3) Add businesses to this contact:

Also from the Contact record in the panel on the right, enter the business option, follow the steps
you will find in this manual to register business done with the contact. Please note that if you want
to register a business with the company, for example the opening of a Collective, in that case, the
Business registration must be done from the Company Registry with which you want to open the

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Collective. It is important to clarify that all businesses must have at least one contact or a
company report to validate the authenticity of the business registration.

Remember:
The data you report in the CRM is mandatory and it is your responsibility to record real data and,
if possible, ensure that it is valid data.

If you still have questions about the handling of records, do not forget to write to us at the
authorized channel for attend your concerns with the tool:
[email protected]

All United to Make Famisanar the Best Place to Work!

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□ Contact Registration
This is the first registration you must complete on the platform. Please take into account the
following steps:
1) Go to Contacts >> Contacts

2) Select the Create Contact option

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Select from the drop-down list the option corresponding to the
Type of identification of the Contractor. *Field Mandatory.

3) Fill out the Create Contact Form

RC ■ Civil Registry of Birth Enter the personal email
of the Contact in
IT ■ Identity Cards
question.
*Required field.

CC ■ Citizenship card
Enter the Contact Name.
*Required field.
Contact Identification Number *

Enter the Contact's Last Name. *Required field.

Numeric field, fill in the numbers for the Contact ID. *Required
field.
Contact Position

Alphabetical Field, indicate the Position that the contact currently

holds. *Required field.
Phone number *
Start by typing the contact's
name, email, or both.
In Numeric field,
thefillevent
in the Contact's
that, phone number,
after communication withpreferably
the client, the
the
Company's extension number *Required field.
client indicates that he or she does not have his or her own email address
or cannot provide us with the details of a family member, he or she must register with the
Mobile phone number
following wildcard email address, on which you must change the client's first and last name. The
email address we will use is: [email protected]
Numeric field, fill in the number of mobile phone of
Contact. *Required field.

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Current Contact Eps *

Select the contact's current EPS from the drop-down list.

Mandatory field

Compensat
e

Family Compensation Fund

Select from the drop-down list the option that corresponds to the Family
Compensation Fund that the Contact has.
at the moment. *Required field.

Look
for
Cafaba

Cafam

Copy Box

Prospect Type

Select from the drop-down list the option that corresponds to the Contact's Prospect
Type. *Required field.

Royal
Enterprise Individual

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Select from the drop-down list the option that corresponds to the Prospecting Channel through which you contacted the
prospect.
prospect. *Required field.

S3,
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Prospecting Channel *
Is the contact dependent or independent? *

Select the option that

corresponds to the contact from
the drop-down list. *Required
field.
Referred by Affiliate User

Independent

Independent contractor

Alternate Email *
Dependent

Enter a second contact email with the client. *Required field.

Information Bases Contact *

Depending on the information bases that are being sent from the Commercial Management area, you will find a list
drop-down to select. *Required field.

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Search and select this field only in cases where the contacted customer states that he or she is not
interested in purchasing, but instead is asking you to perform an administrative task that does not
contribute to your commercial work.

*This field is not mandatory

Briefcase

Phages
Contact Escalation to another
area

Look for

User Service

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□ Company Registration
To register companies, it is important that you take into account the three possibilities of creating or
assigning a company from the Contact record, for this keep in mind:

a) You can assign a company from the Contact Record via the client's corporate email, like
this:

1) Contact Record

Create contact

Mail
Enter the corporate email of the Contact in question.
Example: [email protected] *Required field.
Name *

Finish filling out the contact form, you will see that when the Contact Registration sheet is
generated you will find the assigned company, like this:

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b) You can add an existing company (From a record generated by you in the
platform in advance), like this:

1) Add Company from Contact Record:

Add a company that you previously created, add Company.

2) Select the Add Existing Company tab

Enter the name of the Company where

this client (contact) currently works, the
Company you are looking for will appear
in the drop-down list, select it.

Click Save and you're

1 done.
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c) Contact Record
independently, as follows:

1) Go to Contacts >> Companies

2) Select the Create Company option

Create a
company

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3) Fill out the Company Creation Form

Enter the Domain name register an email domain is the part of an

address that follows the @ symbol

To create a company, you are asked to register an email domain, which is the part of an address that follows the '@' symbol. The most
common personal email addresses are gmail.com, outlook.com or yahoo.com. However, in the corporate context, it is almost essential
for companies to have their own, for example:

Emails at Famisanar end in @famisanar.com.co

For example: [email protected]
The domain would be: famisanar.com.co

For example, if the email of our contact at the Aviatur Company is:
Contact email: [email protected]
The domain would be: aviatur.com

In the case of a gmail.com, outlook.com or yahoo.com email, consider the following example:

Since it is a Hotmail email, what you should do is:

Domain: hotmail.com
Name: Indicates the real name of the company

and then, choose the option "No, create a new one", something like this should appear.

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Hotmail.com

Rosmery Rodriguez Bustamante

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*You can do the same with Gmail, Outlook, Hotmail, Yahoo, etc.

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NIT

Company ID *
Select the appropriate option from the drop-down list.
*Required field.

CC - Citizenship card

CE - Foreigner's Identity Card

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Company Identification Number

Numeric field, fill in the numbers of the client Company identification.

*Required field.
Economic Activity of the Company

Select from the drop-down list the option corresponding to the Economic
Activity of the client Company. *Required field.

Look for

Telecommunications

Tourism and Food Service

Hydrocarbons

Number of employees *

Numeric field, select the current number of employees that the Client
Company has. *Required field.
Type of Contributor *

Select from the drop-down list the option that corresponds to the type
of contributor that the Client Company represents. *Required field.

Dependent
Independent

Independent Contractor

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mily Compensation Fund *

Select the appropriate option from the drop-down list.

for the Family Compensation Fund that the Client currently has. Compan
*Required field. y
Look
for

Cafaba

Cafam

Copy Box

mpany Telephone Number

Numeric field, select the phone number or PBX of the

Client Company. No extension. *Required field.

sition of the Contact Person in the Company

Select from the drop-down list the option that corresponds to the position of the person with whom
you maintain contact with the Client Company. *Required field.
Manager

Director

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contact person

Alphabetical Field, indicate the First and Last Name of the contact person of the Client Company.
*
Required field.

ne Number *

Numeric field, indicate the extension number where the Client Company Contact person is located. No
extension.

Contact Person Email

You can customize the properties [ your computer sees here.

*Required field.
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□ Business Registration
Contacts can be registered independently or from each contact record. To register contacts you must take into
account the following steps:

1) Business Registration from the Contact Registry

To create a Business record from the Contact Record follow these steps:

2) Fill out the Form: “Add Businesses to this Contact”

Add businesses to this contact

Track revenue opportunities for your business contact. associating a

The system brings the

Business name by Default,
so it is not necessary to
change it. We recommend
Create new business Add existing business
saving it with the client's
identification number and a
description of the type of
B business you do.
Business Name * X.
Example: 103234587
Bogotá Ombudsman's Office - New business SAT *Required6 field.
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FIRST CONTACT PBS PBS PROPOSAL PURCHASE DECISION TRACKING

SUBMISSION

It corresponds to the first interaction It corresponds to the formal just to make the customer aware of the product.
that is generated with the Client, in the sending or presentation of a It corresponds to the appointment in which the
first contact with a potential Client, the formal commercial proposal, for client will make the decision to purchase or
main objective pursued is to obtain the potential Client's purchasing decline the business.
information about the situation of the decision.
same and to carry out a study or If the user decides to purchase, he/she will sign
survey of their needs. We are not trying to sell, the PBS/PAC Membership form.

PBS DOCUMENTATION PBS WON CLOSINGS PBS LOST CLOSURES

If it is a PBS Affiliation of a new contact, it will an approval phase and will be understood Close Earned and PAC "Issued".
correspond to When the Pbs Membership Status is in Lost closure refers to businesses that have been
toa phase complete If it corresponds to "Recorded" status, it will be assigned to abandoned for various reasons.
documents, complete documents.
transfer, is in
If it is a PAC Affiliation, it will correspond to the time when Medical Admission will indicate whether the Prospect will be
accepted or not and complete the required documents.

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New PBS User -

AND Fill in the Number of the number of affiliated persons or

transferred, remember to choose the “Pipeline PBS” option in the “Pipeline” field.
*Required field.

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 In these fields you must
indicate the quantity of
Products that the customer
shows interest in
purchasing. Remember that
has to choose
previously in the “Pipeline”
field the “Pipeline” option
PAC”, for
Record in these fields the
quantity of PAC Products in
which the customer shows
interest.

Since these are mandatory

fields, you must fill in the
number 0 in the fields where
no sales are being
generated, so that the
business can be recorded.
*Field
Mandatory.

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Job Description

(H) FT . . .. ,,.. , 77 ~
Optional, provide a general description of the offer you are
handling.

Select the Reason for Withdrawal from the drop-down list, this
field should only be completed in the case of a To register this you
business such as “Lost Closure”, otherwise should not fill out
nothing.
and with the membership policies

It has no geographic coverage

Does not have the capacity to pay

There is no network coverage of providers

Reputational motive of Famisanar EPS

In the case of having access to the Product (Users with Full License with permissions
to Send Sequences), they must also complete the following:

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