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
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.
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.
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.
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.
HubSpot Tracking & Technical Set Up
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
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.
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.
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.
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.
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 and Marketing Alignment in HubSpot
Your marketing and sales teams need to collaborate in order to achieve their shared goals around leads, deals, and revenue. We’ll help you get set up with live chat for sales, chat bots, sales collateral, sales content, and landing pages for demos, content offers, meetings, or individual sales reps.
Sales Hub Set Up & Implementation
- Connect sales members
- Set up the meetings tool
- Hierarchical teams
- Single sign-on
- User roles
- Connect email integration
- Team email
- Email scheduling
- Email tracking & notifications
- Email templates
- Email sequences
- Sequence queues
- Workflow extensions
- Smart send times
- Quote-based workflows
- Required fields
- Conversations inbox
- Canned snippets
- Conversation routing
- Call transcription
- Meeting scheduling
- 1:1 video creation
- 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
- Import deals & products
- Deal pipeline
- Deal stages
- Lead rotation automation
- Messenger integration
- Salesforce integration
- Stripe integration
- Slack integration
- Events API
- 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