Hubspot Sales Onboarding

What’s covered in our professional Hubspot Sales Onboarding?

Account and Tech Setup

To set you up for sales success, we’ll start your journey on understanding the fundamentals of HubSpot. HubSpot is a big platform with a lot of tools, and to get the most value out of them, you’ll need to understand the foundations and how the tools work together. Along with helping you understand the HubSpot fundamentals, we’ll guide you with setup tasks including:

Connect your personal email inbox
Set up your personal profile & settings
Invite your team
Create custom properties to store your data
Import your contacts, companies, deals, and notes into HubSpot
Review existing CRM & lead management system(s)
Install HubSpot tracking code on your website
Set up your deal currencies
Set up external system integrations

Connect with Prospects on their Terms

What we’ll cover:

How are you currently communicating with prospects? What process works best for your team?
What communication channels do your prospects prefer to use?
How do prospects schedule meetings with your sales team?
How are your sales reps emailing prospects?

What we’ll guide you on:

Set up live chat on your webpages.
Learn how to use conversations to answer your prospects’ questions.
Connect your email and calendar so you can use the meetings tool to let prospects book time with you.
Use email scheduling to send to prospects at their preferred times.
Email prospects directly from the CRM.

Contact us today to start integrating your systems!

Contact Us

Phone 1300 655 722
Email info@snapfrozen.com.au

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Our Expertise

Snapfrozen specialises in web application development and cloud infrastructure.