What Is Hubspot and What Can I Do with It?

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. 

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.

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. 

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