HubSpot Onboarding (Sales)

Professional sales onboarding is designed for new customers on the Sales Hub Professional software package with teams of up to 10 people.

If you’re looking to get up and running with HubSpot quickly, this onboarding package will help you complete the essential configuration of the software, accomplish your short-term goals, and see value rapidly.  

Completing the Quick Start Professional Consultation will help you:

• Complete the essential configuration of the software.
• Feel empowered to be a self-sufficient user of the product.
• Ensure your sales team are using and getting value from the powerful tools at their disposal

With the Quick Start Consultation, you’ll gain access to one-on-one support from an Implementation Specialist in addition to email support.

This service is for you if:
You are looking to set up the HubSpot CRM and Sales Professional tools in order to simplify, measure, focus, and scale your sales process.

Our Team Onboarding is designed for new customers on the Sales Hub Professional software with teams above 10 people.

With the help of an Implementation Specialist, you will receive both technical guidance to properly configure the HubSpot software, and campaign assistance to leverage the HubSpot tools and Inbound Sales Methodology.

In addition we will build out:

• Strategic organization of your contacts and companies in your CRM
• Best practices for the Sales Professional tools (Calling, Templates, Sequences, Meetings, Messages, Notifications, Workflows, etc.) to help convert leads into more opportunities.
• Deal management strategy to effectively move prospects from an opportunity to a customer
• Lead generation tips using your HubSpot Marketing software
• Guidance on the best reports to measure and track your success

All designed to get you up and running fast.

This service is for you if:
You are looking to accelerate sales with the HubSpot CRM and Sales Professional tools in order to amplify, measure, focus, and grow your business.

• Guidance on aligning  your Sales and Marketing organisations for lead generation, customer acquisition and competitive advantage
• Sales Process Optimisation
• A 'Sales Flywheel' strategy for generating more Word of Mouth leads for your business
• Reporting, analytics and KPI measurement for your team, including revenue, meeting, call and deal goals 
• Forecasting reports and sales dashboards 
• Creating strategies for implementing complex use cases in the software
• Integrations with Slack and other tools to increase efficiency
• Going beyond best practices and working to develop new tactics and strategies for your marketing and sales teams
• Addition of Sales Playbooks to streamline your sales processes

Our expert Inbound Sales Strategist will work with your team to create your reporting dashboards, sales enablement content strategy, sales process and sales meeting schedule, messaging matrix, and supporting workflows to fully embed the Inbound Sales Methodology in your business.