HubSpot Sales Set Up
HubSpot Sales Hub Onboarding & Training
A Clean HubSpot CRM
Contacts Import
Your HubSpot Sales CRM provides an integrated database to store and manage your contacts. Whether your contacts are currently stored in a sales tool like Salesforce, an email platform like MailChimp/ Constant Contacts, or a combination of spreadsheets and email contact lists, we’ll make sure your leads and customers are successfully imported into your HubSpot CRM.
Custom Properties
Make sure all of your current contact data is migrated into your HubSpot CRM. We’ll create custom properties for any pieces of data that are specific to your company’s needs.
Property Mapping
If you are integrating HubSpot with a platform like Salesforce, we’ll make sure the two softwares communicate effectively by mapping properties to their counterpart in the other platform.
Contact Record Customization
Customize the properties that appear on your contact records so your reps can stop wasting time looking for information and immediately dive into selling.
Contact Management Automation
Cut down on tedious logging and manual data entry so your reps can focus their time on selling. HubSpot’s CRM automatically enriches your contact records with data from over 20 million businesses. Plus, set up automated workflows to assign and update contact properties automatically based on rep actions.
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.
Enhanced Sales Productivity
Playbooks
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.
