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.
1. Opening a HubSpot account
Setting up users and user permissions
Creating and editing teams
Language and location settings
Installing a tracking code
2. 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
3. Importing data to HubSpot CRM
Importing contacts, business information, deals, tickets, or products - training and consultancy for the tools
Assigning ownerships
4. 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)
