HubSpot CRM Training and Implementation
Do you …
- Operate solely out of spreadsheets and your inbox?
- Have a CRM that your team hates?
- Lack a clear picture of your sales pipeline?
- Struggle to match the CRM to your sales process?
Only 46% of organizations report CRM (customer relationship management) system adoption rates greater than 90%. Considering how much how much your company’s paying for it ... that’s nuts.
Growing a successful HubSpot ecosystem is far more likely with the support of Certified Trainers and Partners. We provide such training and consulting services in all things HubSpot. We can implement a CRM setup your whole team will actually use, arranging your pipeline and deal systems for max efficiency!
HubSpot training can happen virtually or in-person. Here are some common training scenarios:
- High-level training on the HubSpot tools for individuals or teams
- Customized training around your specific setup and processes, for your entire organization
- 1:1, role-specific training for users struggling with the toolset
HubSpot Managed Services
Our fractional CRM service offers expert management of your HubSpot portal, helping you optimize to your heart's content without the need for a full-time administrator. This service is ideal for businesses looking to maximize CRM efficiency while keeping resource allocation cost-effective and flexible.
We can handle a range of CRM tasks:
- Data management
- System customization
- Workflow automation
- User access control
Tired of troubleshooting? Sometimes you just need a quick expert opinion or experienced HubSpot user to remove a roadblock.
Thanks to our Help Desk, you can schedule with an expert anytime to have an issue in HubSpot evaluated. It can be anything from tweaking a challenging email template to adding lead scoring in the CRM.
Our focus is on ensuring that your HubSpot CRM is tailored to fit your unique business processes and objectives, facilitating smoother operations and better data organization.
HubSpot Integrations
With today's multi-tech-stack environments, integrations are crucial to keeping data hygiene at its best. Every stakeholder needs the right data at the right time.
We can implement an off-the-shelf, HubSpot-supported integration, or have one custom-developed for your setup.
One we're especially hyped about is Supered.io, a user-friendly app that can smoothly integrate new tools into your operations (think Gmail, LinkedIn ...). Supered enhances sales team productivity and results by acting as a real-time trainer and reference guide for using your CRM's features. It's practically a living, breathing HubSpot tutorial, available 24/7.
Other integrations we recommend for B2Bs:
- Accounting software
- ERP/MRP
- LMS (Learning Management System)
- Project management
- Ticketing
- Other CRM or sales tools
- Email and calendar
- Website
- Analytics software
Sales Enablement
Your team wants to spend more time talking directly to prospects, not fussing with writing emails, drafting reports, and battling your CRM.
Our sales enablement services are about working smarter, not harder, and empowering your sales team with the resources, technology, and knowledge they need to close more deals. Some of the features our sales training clients love the most are:
- Goal setting
- Inbound sales consulting -- relationship selling techniques
- Email template creation and automation setup
- Supporting content (emails, case studies, whitepapers, etc.)
- Trackable sales documents
- Training on B2B lead scoring best practices
- Reporting
We'll work with you to define measurable objectives for improving your sales process. From there, we'll get your sales and marketing teams to define and agree on your buyers' research and purchasing process. By coordinating the right messaging, you'll keep Sales from trying to close leads that aren't ready – and instead close real opportunities faster.
