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Sales Hub Quick Start



Sales Hub Professional and Enterprise onboarding

Here is a summary of what the Sales Hub Quick Start process includes. In addition to the QuickStart service, we recommend 15 hours of technical work. That way, you get the most out of your HubSpot onboarding.

Opening a HubSpot account

  • Setting up users and user permissions
  • Creating and editing teams
  • Language and location settings
  • Installing a tracking code

Installing HubSpot Sales browser plug-in and inbox integration

  • Installation and training for HubSpot Sales Gmail and Office365 plug-in
  • Personal emails integration
  • Connected inbox - introduction of a sales team email, e.g. sales@company.com

Importing data to HubSpot CRM

  • Importing contacts, business information, deals, tickets, or products - training and consultancy for the tools
  • Assigning ownerships

Sales tools training

  • Sales reporting and dashboard
  • Notifications and activity feed
  • Snippets 
  • Email template
  • Calls
  • Sales calendar
  • Create views
  • Mobile app
  • Download and share documents
  • Sales automation with sequences
  • Tracking prospects 
  • Conversations tool
  • Creating a chatbot (1 bot)
  • Making a live chat (1 chat)
  • Tracking sales targets
  • Workflows
  • Creating products 
  • Creating offers
  • Creating custom reports
  • Using Playbooks (Sales Hub Enterprise)
  • Forcing acceptance of offers (Sales Hub Enterprise)
  • Predictive lead scoring (Sales Hub Enterprise)
  • Monitoring customer interactions and actions (clicked elements) (Sales Hub Enterprise)

Sales reports

  • Creating a sales dashboard (1 dashboard)
  • Creating different reports (5 reports)

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