HubSpot Sales Hub Onboarding

We undertake a comprehensive discovery process, working directly with your head of sales and key sales team members to understand: 

• Your existing sales processes 
• How you define each deal stage 
• Your current and ideal buyer journeys 
• The outcomes of your current processes 

Our team maps your existing processes to HubSpot and crafts a strategy to: 

• Carry over any processes that are producing strong results 
• Reduce manual tasks for your team 
• Use HubSpot to enhance your sales operations and marketing-to-sales hand-offs 

We leverage expertise in sales operations to onboard your sales team to HubSpot. We then customize the system to: 

• Ensure your CRM is set up optimally for efficiency and to maintain data hygeine 
• Set up the right deal stages and funnels 
• Help you leverage sequences and playbooks 

Our team implements best-in-class reporting to give you full funnel visibility and enable you to make decisions based on: 

• How active and efficient your sales team is 
• The outcomes of each interaction with prospects and opportunities 
• Which channels generate the most revenue and where deals are getting stuck