HUBSPOT SALES
CRM TRAINING
A clean, well-maintained sales CRM is essential to your team’s success. We offer training services to help your sales team get used to the HubSpot platform so they are set up to succeed with this new tool.
USER SET UP INCLUDING EMAIL INTEGRATION, NOTIFICATIONS, AND CHAT PROFILE
DOCUMENTS FOR PLAYBOOKS
SCREEN SHARE WALKTHROUGHS IN YOUR ACTUAL HUBSPOT PORTAL
CUSTOMIZED AGENDAS FOR YOUR SPECIFIC PROCESSES
HOW TO BEST USE THE TOOL FOR EACH INDIVIDUAL REP
SALES DASHBOARD AND PRODUCTIVITY OVERVIEW
WORKING LEADS WITH HUBSPOT SALES TOOLS
LEAD ROTATION
Automate the process of lead assignment so no lead goes untouched and no sales rep runs out of leads to work. Leads can be assigned based on territories, lead source, industry, or persona to connect your leads with the right rep right away.
LEAD NOTIFICATIONS
Receive real-time updates on prospect activities and engagement to make sure you’re there at the exact moment they’re ready for you. Monitor website visits, blog views, content downloads, email opens, email clicks, workflow completion, and form submissions with email, browser, desktop, and mobile notifications.
MEETINGS
Integrate your reps’ email calendars with the HubSpot Meetings tool to allow leads to book time directly on their calendars. No more emails back and forth trying to find a good time. Empower your leads to choose the meeting day and time that works best for them.
EMAIL INTEGRATION & TRACKING
Connect your reps’ email accounts to HubSpot to automatically log emails onto contact records within your CRM. No email forwarding, copy and paste, or email folders needed. Plus, track all email opens, clicks, and responses right within their contact record.
CALL INTEGRATION & TRACKING
Set up call tracking to maintain a record of phone interactions within each contact’s record. Use productivity reports to monitor call volume and outcomes for individual reps and across your entire sales team.
SALES AUTOMATION TOOLS
Free up time in your day by automating task assignments, task reminders, contact management, deal management, and follow up sequences. Use snippets and templates to easily replicate your most frequent responses and emails without manually typing redundant information over and over again.
DOCUMENTS
Upload product information, spec sheets, sales PDFs, pricing sheets, data sheets, FAQ sheets, checklists, white papers, and other sales collateral for your entire team to use across their engagements with leads and customers.
INSIGHTS INTO YOUR PIPELINE
DEAL PIPELINES
Customizable pipelines provide a framework for visualizing and updating leads within your sales funnel. Build one overarching pipeline or develop different pipelines based on buyer persona, vertical, or internal team.
DEAL STAGES
Create deal stages that are tailored to your business model and sales processes. Easily move leads through deal stages as they hit specified triggers in automated workflows, or manually update deal stages right within the contact’s record.
CUSTOM REPORTS & DASHBOARDS
Identify kinks in your pipeline where leads are frequently lost or stalled with detailed reports. Customize your sales dashboards to monitor quotas, productivity, and other metrics at a glance.
HUBSPOT TRACKING & TECHNICAL SETUP
We will install the HubSpot tracking code so you can monitor and record user behavior across your sales and marketing efforts. We can also assist with integrations, asset migration, and troubleshooting any development issues that may arise during onboarding.
ENHANCED SALES PRODUCTIVITY
PRODUCTIVITY
Dynamic sales playbooks set your team up for success by defining roles, tactics, and objectives to be used across all of your efforts for a unified sales strategy.
LEAD SCORING
When your pipeline is full, how do your reps know where to start? Lead scoring automatically assigns values to your leads so your reps can start selling to the hottest, most promising leads first.
LEAD SEGMENTATION
Divide your leads into segmented lists to make sure your sales team always has a full, fresh list of contacts to work. Eliminate confusion over lead ownership and tailor your sales approach based on lead qualities.
TASK ASSIGNMENT
HubSpot task assignment ensures that even the most mundane tasks don’t get forgotten or lost in the shuffle. Task assignment and reminders can be automated to save your time and effort for actual sales activities.
PERFORMANCE REPORTS
Monitor individual rep performance and overall team performance with customized dashboards and reports. Identify training opportunities for individuals to grow their skills and recognize best practices that can be standardized across your entire team.
SALES HUB
SET UP & IMPLEMENTATION
Users
- Connect sales members
- Set up the meetings tool
- Teams
- Hierarchical teams
- Single sign-on
- User roles
Tools
- Calling
- Call transcription
- Documents
- Meeting scheduling
- 1:1 video creation
- Playbooks
- Connect email integration
- Team email
- Email scheduling
- Email tracking & notifications
- Email templates
- Email sequences
- Sequence queues
- Workflow extensions
- eSignature
- Smart send times
- Quote-based workflows
Reports
- Reporting dashboards
- Create custom sales dashboard(s)
- Set up deals leaderboards
- Custom reporting
- Filtered analytics view
- Adaptive testing
- Multi-touch revenue attribution
- Rep productivity performance
- Recurring revenue tracking
CRM
- Import contacts & companies
- Create custom properties
- Set up contact record views
- CRM pipeline set up
- Standard contact scoring
- Predictive lead scoring
- Calculated properties
- Record customization
Deals
- Import deals & products
- Deal pipeline
- Deal stages
- Tasks
- Lead rotation automation
- Quotes
- Products
Integrations
- Messenger integration
- Salesforce integration
- Stripe integration
- Slack integration
- Events API
Forms
- Required fields
Conversations
- Conversations inbox
- Canned snippets
- Conversation routing
