Sales Hub Enterprise | Onboarding

For more sophisticated sales teams. Complete sales software package with a more robust set of features — but without the added complexity.

  • Kick off call with the team
  • Live training to Sales Hub features
  • Online training: how to sell in digital environment
  • Workshop: describing the sales process - ideas for improving the sales process (documentation)
  • Gmail | Outlook integration
  • How to handle contacts in HubSpot
  • How to work with deals in HubSpot
  • How to schedule emails in HubSpot
  • Notifications and email tracking part of sales process
  • How to build email templates to boost sales
  • Document management makes sales easier
  • How to call via HubSpot
  • How to work with calendar
  • How to book meetings with customers via HubSpot
  • How customers can book meetings with sales
  • How snippets can make salespersons’ time more effective
  • Sales reports
  • How does Conversations function work
  • How to connect common email box to HubSpot
  • How does the live chat work
  • How does the chatbot work
  • Building of first chatbot together
  • Removing HubSpot logo and branding
  • How Prospects-function help with ABM-marketing
  • How sequences help salespersons’ work, save time and enable contacting people automatically
  • Defining teams and documenting team-related functions
  • Multiple pipeline managements and definition to HubSpot CRM
  • How does the sales automation work
  • Required fields are defined to make sure all needed information is gathered
  • How to create price list to HubSpot products
  • Products to HubSpot
  • Creating an offer template to HubSpot Quotes
  • Defining and mapping of the quote process
  • Setting up Stripe-integration for credit card payments if needed
  • How does eSignature work
  • 1 hour training how to use 1:1 videos in sales (customized videos part of sales work)
  • How does the playbooks work
    • Creating first playbook together with sales
  • How does the calculated properties work
    • creating one report with calculated properties
  • Creating one recurring revenue tracking report
  • How does the predictive lead scoring work
  • Unlimited support 1 month from the kick off call
  • Investment 5 500 € + vat
  • Support:
    • 950 € | month (6 months deal)
    • 1100 € | month (1 month deal, until further notice)

  • Payment terms: credit card or invoice