Need assistance in getting Sales Hub set up? Want help in scaling and simplifying your sales processes to finalise more deals? No problem, as with a tailored onboarding plan that’s in line with your tech stack and company objectives, you’ll get the guidance you need at every point along your journey.
Sales Hub Onboarding has been created to perfectly suit the needs of those who’ve never used the software. We’ll provide guidance on how to get the best out of the platform by providing best practice for leveraging data, as well as teaching you how to develop nurturing and prospecting processes. With our help, you’ll close deals more quickly and move closer to meeting your business goals.
|A bird's eye view of your HubSpot sales process|
|HubSpot CRM customisations for your processes|
|Setup of base-line reporting & review|
|Team onboarding (permissions, invites & resources)|
|Setup of basic sales automation|
|Switching on basic integrations (app marketplace)|
|Help with importing/migrating your CRM data|
|Management of teams & routing|
|Mapping of your business processes|
|Assistance with custom integration (APIs)|
|Phase One success planning|
Interested in learning more about what onboarding covers? Take a look at this example of an onboarding plan for Sales Hub Professional users. You’ll see that it covers areas and topics that many customers enquire about. When investing in onboarding, the tasks and objectives will be in line with your business requirements.