Assistance with the strategic and technical aspects of getting Sales Hub up and running.
Switching CRMs can be a little confusing and overwhelming for reps and managers alike. Our objective is always to make this switch as smooth as it can be and we do this by providing a detailed plan of how to get started. Here is an example of an onboarding plan to help you grasp what to expect when experiencing the onboarding process as a Sales Hub Professional customer.
Generally speaking, the onboarding process takes as little as 2 months - with some completing it even quicker - during which time we concentrate on meeting your top 3 objectives. Given that onboarding is dependent on your objectives, our team will create a structure for the process, with your needs being fully prioritised. As part of this plan, we’ll give our full attention to interactions with potential customers, sales process automation and the creation of a highly personalised, scalable process.See the example shown below.
As part of the onboarding process, you’ll engage closely with a dedicated consultant from SalesProgramme who will work with you to realise both your short and long-term objectives. Your expert SalesProgramme rep is your de facto project manager who’s accountable for meeting your goals, as well as training on best practice for growth.
Getting Up & Running
When getting you set up, we’ll begin proceedings by giving you a proper understanding of HubSpot basics. It’s a large platform, featuring many tools and if you want to get the best out of them, it’s important that you comprehend these basics and how all the tools work in relation to each other. In addition to showing you the fundamentals of HubSpot, we will provide insight into setup tasks like:
Your First Objective Priority
Your Second Objective Priority
Your Third Objective Priority
As we near the end of the onboarding process, we’ll collaborate with you to identify your next objectives. You’ll be moved over to your Customer Success Manager whose job it is to ensure that you thrive when using the platform. Should you be after more ‘hands-on’ assistance in technical and strategic matters, our professional services represent the next logical step.
Need some questions that need answering? Want to go deeper into the subject? If so, then book a meeting with SalsProgramme to ensure that you have everything required to achieve success with HubSpot.