What Is HubSpot CRM?
Organize Your Sales Team with One Tool Built for the Future.
Get notified the moment a lead opens your email, track every interaction automatically, and organizes all your activities in one place with HubSpot CRM & Sales software.
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Is My Data Secure?
YES. HubSpot Smart CRM now features HIPAA compliant data protection.
HubSpot CRM can securely store your sensitive data with added layers of security to tailor your communications and minimize any future business disruptions. Stickler for the details? Read HubSpot's TERMS by clicking below!
HS DATA TERMS
More Than Sales
Go Beyond Sales and Connect Seamlessly with Marketing in HubSpot's All-In-One System
Did you know that HubSpot CRM is a part of a larger ecosystem that can connect all your data as one source of truth across Sales, Marketing, and Customer Service/Success? Learn more from this basic slide deck of how they all work together.
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1. Kick-Off
We will gather all the info we need and put our heads together to start planning for your a successful integration that is tailored to your Sales Process.
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This stage can include:
- Meet our team!
- Setting Up Sales Seats
- Finalizing HubSpot Sales CRM Purchase
- Collecting Information From Your Team
- Setting up Weekly Meeting Time
- Establish Timeline For Project Delivery
2. Assessment & Review
Let's go over all the things that make your Sales Process unique and find the best way to create a dependable, repeatable, and reportable process for your business.
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This stage can include:
- Sales Manager/Director Collaboration & Discussion
- Establishing Goals & Reports Needed
- Setting up rules and process for Sales Reps
- Learning Your Sales Process
- Discussing how to best set up and translate to a repeatable, reportable system process in HubSpot CRM.
3. Data Clean-Up & Import
Now that we know how to tackle this integration, we need to gather, clean, and import all your customer data into HubSpot.
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This stage can include:
- Importing Your Contacts
- Setting up Custom Properties
- Setting up Custom Deal Pipelines
- Setting up Custom Deal Views
- Establishing Smart Goals and Triggers for Automation
4. System Setup, Testing & Demo
Let's build out your HubSpot portal to work for you and your Sales Team! We'll get it set up, tested, and then demo the results for you.
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This stage can include:
- Implementing Items from Discovery & Setup
- Weekly Check-ins with Sales Director/Manager on Progress
- Ensuring everything works as scoped
- Demo new process and system for Sales Manager/Director and any other key stakeholders in your organization.
5. Sales Rep Setup & Onboarding
It's time to educate, train and assist your Sales Reps to get them ready to use the new system. Let's plan a launch date and go!
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This stage can include:
- Making sure each rep has login access and understands how to navigate the CRM
- Email Tracking Setup (Gmail or Office 365)
- Rep Meeting Calendar Sync & Setup (Google of Office 365)
- Outbound Call Recording Setup & Training
- System Monitoring & Live Support on Launch Day
6. Ongoing Optimization & Support
We did it! Your sales process is launched! But don't fear, we include and provide several options to continue supporting, optimizing, and assisting your team.
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This stage can include:
- Onboarding new sales reps to the system
- Ongoing data cleanup and optimization to safeguard our system and ensure HubSpot CRM remains an accurate source of truth.
- Running New Reports or Dashboards.
- Pipeline, Property, and Sales Activity Tweaking
- Ensuring that both the Marketing and Customer Service departments are aligned with your new sales process and exactly how we’re using HubSpot CRM for your team.
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