HubSpot Sales Onboarding
Why Sales Hub
HubSpot is a diverse CRM platform, which combines the benefits of individual softwares into one. At the heart is the customer relationship management
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Centralized Contact Management: A unified view of every interaction helping teams manage customer relationships more effectively
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User-Friendly & Scalable: An intuitive interface designed for teams of all sizes.
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Sales Automation: Automate repetitive tasks such as rotating leads, sending notifications, and triggering next steps
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Seamless Integration: Connect with your favorite tools for a unified experience.
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Data-Driven Decision making: Leverage AI-powered analytics to track and enhance performance
HubSpot Onboarding – The Valve Way
We customize the onboarding experience to align with your unique sales processes and goals. Our HubSpot-certified professionals provide step-by-step assistance to ensure seamless implementation.
Through hands-on training and best practices, our goal is to empower your team to master HubSpot independently, ensuring long-term success without ongoing reliance on us / external partner.
Kick-off & Foundation
Portal Setup & Imports
The portal setup includes configuring basic settings and technically setting up HubSpot by creating Contact, Company, and Deal properties, defining default user views, and setting up the Sales Pipeline. Additionally, we will document processes and create a comprehensive Sales Handbook for your team.
Training & Reporting
We will host a training session covering HubSpot sales processes, set up MVP reporting in HubSpot Dashboards, and finalize the Sales Handbook to ensure a smooth transition for your team.
Support & Further Development
We will conduct monthly or biweekly planning sessions to refine processes collaboratively, ensuring continuous improvement by building and developing as needed.
Support & Further development project can be tailored to your needs, starting at 1000€ /month.
Our HubSpot Customers
