The Keypeople feature in Charik is a powerful tool designed to enrich your HubSpot CRM by easily identifying and adding key contacts within targeted companies. It allows you to search for relevant contacts.
How to Use the Keypeople Feature:
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Access Keypeople:
- In the company record on HubSpot, locate the Charik - Companies section on the left side of the screen.
- Click on Actions, then select Key People.
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Search for a Contact:
- A search window will open.
- In the search bar, enter a job title, such as CEO.
- The tool will perform a search and provide the LinkedIn profile of the contact associated with the company listed in the record.
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Add the Contact to Your CRM:
- Once the profile is identified, you can add it directly to your CRM with a single click on Add.
- The contact will automatically be linked to the current company record.
Benefits of Keypeople:
- Optimized Contact Management: Quickly identify decision-makers within a company.
- Time Savings: Add key contacts in seconds without leaving your CRM.
- Improved Prospecting: Gain valuable insights to target the right individuals.
This feature greatly simplifies and enhances your HubSpot user experience while boosting your sales efficiency.