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CRM Software Tutorial: How to Import Your Data into NetHunt CRM

2,265 views April 29, 2020 9:13

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ChannelNetHunt CRM for Gmail

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This video is a CRM software tutorial on how to import your data into NetHunt CRM.
You might be using another CRM software or keeping your data in spreadsheets at the moment. No worries, you can migrate all that data into NetHunt CRM in a few clicks. Sign-up to try this CRM! bit.ly/2X2JWTt

Timecodes:
0:00 How to import data into NetHunt CRM
0:30 How to prepare your data for import
01:51 How to start import in NetHunt
02:40 How to map the fields
05:28 How to check for the duplicates in NetHunt
06:27 How to import the Deals into NetHunt

More useful links:
- Book a free demo with our Customer Success team: bit.ly/3n8Rfph
- "Customization in NetHunt" article - bit.ly/2wVNYSP
- "How to move away from spreadsheets to CRM" - youtu.be/n9guJwjtkb8
- "How to import data from a CSV file" - bit.ly/37NfIqW
- NetHunt Blog for sales, marketing and customers support teams - bit.ly/340wdQf
_________________________________________________________________________________
Be sure to subscribe for more sales, marketing, and productivity tutorials that will help your business grow: youtube.com/channel/UCJP9BupOAIZW2JB0jw0Im9g?su…

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Educate your CRM journey at NetHunt CRM User Community
community.nethunt.com/


-----------------------------About NetHunt CRM--------------------------------

NetHunt is a fully-fledged CRM designed for sales, marketing, and customer service teams. Our mission is to help small and medium-sized businesses grow better, grow happier.

NetHunt operates as a CRM and productivity tool inside Gmail, integrated with LinkedIn and Sales Navigator, and covers a full set of features to manage leads, nurture customer relationships, monitor sales pipelines, and close deals faster.

Our customers use NetHunt to get jobs done:

- To organise client and lead databases.
- To capture leads with LinkedIn integration.
- To sync their Gmail activity with CRM and track sales processes.
- To sync their sales funnel with CRM stages, statuses, and tags.
- To manage individual and team tasks.
- To schedule follow-ups, bulk email campaigns, newsletters, and other types of communication with customers.
- To integrate NetHunt with other apps that they use every day.
- To store and access every moment of customer interaction with their sales team.
- To remind them about important calls, meetings, follow-ups.
- To monitor sales metrics and improve sales performance.
- To sync activities between sales, marketing, and support departments.
- To never miss a potential lead.

Sign up to our 14-day free trial. It only takes a few seconds! bit.ly/2XZV4ku

Music - bensound.com
#CRMsoftware #NetHuntCRM #NetHuntCRMtutorial #CRMdataimport

About this tutorial

NetHunt CRM for Gmail published this 9:13 video tutorial on April 29, 2020. It has been watched 2,265 times on YouTube.

Duration
9:13
Published
April 29, 2020
Views
2,265
Likes
15

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