If you've been using HubSpot's marketing tools at your company but have never used a sales CRM (or your current CRM just isn't cutting it), it's time to change that. A CRM is your company's most valuable information asset, and the HubSpot CRM is one of the most advanced tools available.
But effective CRM implementation can take a lot of time and effort. Cut down your onboarding time with ClearPivot's HubSpot CRM implementation package.
ClearPivot's HubSpot CRM Implementation package includes:
- Set up users, roles, and permissions.
- Build out custom object properties.
- Document a common definition of lifecycle stages for contacts.
- Migrate your current CRM data into HubSpot: Contacts, Companies, Deals, Products, and other custom objects if needed.
- Plan and build out sales pipelines and deal stages.
- Audit current website forms' integration into HubSpot. Make changes where needed.
- Build out custom object views for your sales reps.
- Build out custom reports and dashboards for your management team.
- Integrate with external systems where needed.
- CRM training for your staff and leadership, including CRM best practice training and HubSpot CRM-specific functionality training.
- Document standard operating procedures (SOPs) for your marketing, sales, and service processes utilizing HubSpot CRM.
It's time to quit tracking your sales on spreadsheets. Get a leg up on your competition with ClearPivot's HubSpot CRM implementation package and start building your sales pipeline.