Sales Hub Advanced Onboarding

Organize, track, accelerate your sales cycle to boost lead conversion.

Sales Hub Advanced Onboarding Approach

Through onboarding process, you will discover the possibilities that Hubspot sales hub can bring to you.We will guide you through every process with in-depth details. Here’s a breakdown of the strategy, planning, and objectives that will be completed during each week of onboarding.

  • Weeks 1-2: Setup and Discovery

    Strategy and Planning

    • Introduction of Sales hub
    • Review account background
    • Breakdown team discovery and create account direction
    • Finalize project plan

    Completing Objectives

    • Install the HubSpot email extension
    • Connect your personal email inbox
    • Connect your Google or Outlook calendar
    • Set up your personal profile & settings
    • Install HubSpot tracking code on your website
    • Create teams and users
    • Set up your deal currencies
    • Configure single sign-on
    • Create custom properties and currencies
    • User setup complete: inbox connected, plug-in installed, profile setup [6+ users]
    • Default and required properties defined
    • User setup complete: inbox connected, plug-in installed, profile setup [6+ users]

  • Weeks 3-4: Strategy and Process Configuration

    Strategy and Planning

    • Continue deeper discovery
    • Discuss best practices around sales, services, and marketing alignment
    • Conduct business process mapping
    • Define technical solution architecture
    • Strategic review meeting

    Completing Objectives

    • Import historical data into HubSpot
    • Set up external integrations
    • Integrate website forms
    • Understand using multiple lifecycle stages
    • Create custom call and meeting types
    • Create and send custom email template [6+ users]
    • Enroll contact into a sequence [6+ users]
    • Send tracked email [6+ users]
    • Register phone number & place a call [6+ users]

  • Weeks 5-6: Data Migration and Automation

    Strategy and Planning

    • Continue to discuss best practices around sales, services, and marketing alignment

    Completing Objectives

    • Finalize importing historical data into HubSpot
    • Finalize external integrations
    • Automate lead assignment through workflows
    • Create deal notification workflow
    • Customize deal stages to match sales process
    • Customize lead status
    • Create snippet [6+ users]
    • Create custom filters [6+ users]
    • Upload important sales collateral to documents [6+ users]

  • Weeks 7-8: Reporting and Knowledge Transfer

    Strategy and Planning

    • Develop phase 1 deployment plan
    • Conduct knowledge transfer to core team
    • Review and finalize growth plan

    Completing Objectives

    • Automate team handoff through workflows
    • Create a task through workflows
    • Configure internal process or data automation
    • Customize default dashboard
    • Configure product library
    • Mark deal as closed-won
    • Configure multiple pipelines
    • Set up recurring revenue tracking
    • Create custom reports
    • Configure multiple dashboards
    • Create team- or role-specific dashboard
    • Use predictive lead scoring in a filter

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