Sales Hub Onboarding is tailored for all customers utilizing the Sales Hub software.
Creating a strong base for your sales processes when introducing new sales software is essential for making it valuable and successful in both the short and long run. BlueOshan’s onboarding specialists will provide personalized help throughout your onboarding journey.
You’ll get recommendations on how to set up your account, configure various tools, and learn how to make the most of your software. This way, your team can improve their sales process to sell more efficiently.
Sales Hub Onboarding Process
Moving to a new CRM can be a big change, and it might feel overwhelming for managers and reps. Our aim is to help make this transition as easy as possible. We have a plan in place to get your team set up and running. Because the onboarding process is all about your specific goals, we'll set it up in a way that works best for you.
Take a closer look at how our onboarding process works.
Account and Tech Setup
HubSpot offers a comprehensive suite of tools, and to fully harness their potential, it's crucial to grasp the basics and how these tools collaborate. In addition to providing a strong grasp of HubSpot fundamentals, we'll help you with various tasks such as connecting your personal email and configuring your profile.
Invite your team, create custom data properties, and import contacts, companies, deals, and notes. Evaluate existing CRM systems, install HubSpot's tracking code, and set your deal currencies. Integrate external systems for a seamless experience.
Connect with Prospects
- Activate live chat on your web pages
- Utilize conversations to address your prospects' inquiries
- Integrate your email and calendar, enabling you to leverage the meetings tool effectively
- Implement an email schedule to reach your prospects at their preferred times
- Email your prospects directly from the CRM
Personalize your Outreach at Scale
- Add videos to your CRM emails
- Setting up automated follow-up queues for your prospects
- Using personalization tokens to send emails more quickly
- Making scheduling of meetings easier with the meetings tool
- Setting up quotes to close deals faster
- Creating a list of the products you sell in your library
Complete the Onboarding and Transition
Our onboarding specialists will collaborate with your stakeholders to define your post-onboarding goals. Our dedicated HubSpot Customer Success Consultant will continue to support your success in HubSpot.