Crafting Excellence: The Steps of Our Onboarding Process

01.

Online Consultation & Meetings

Our onboarding starts with in-depth online consultations and meetings. Here, we understand your sales-specific requirements to develop a bespoke onboarding strategy that aligns with your sales objectives.

02.

Training

We conduct specialised training sessions to equip your team with the skills necessary to fully leverage HubSpot's Sales Hub. These sessions are interactive, ensuring your team is proficient in utilising all the features relevant to your sales process.

03.

Implementation & Setup

Dedicated hours are allocated specifically for the implementation and setup of your Sales Hub. This involves detailed technical setup and the integration of sales workflows, tailored to optimise your HubSpot platform for peak sales performance.

04.

Ongoing Support

Our support extends beyond the initial onboarding phase. We provide continuous assistance to tackle any upcoming challenges or updates, ensuring your ongoing success and growth with HubSpot Sales Hub.

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HubSpot Sales Hub Onboarding: Why You Need It

The HubSpot Sales Hub offers a suite of advanced features that can revolutionise your sales process, yet initiating its use may seem daunting. This is where our Sales Hub Onboarding steps in to streamline your experience. Our team guides you through the platform's utilisation, ensuring you rapidly achieve tangible outcomes. We handle the setup and implementation, allowing you to concentrate on refining your sales tactics.

The Onboarding Process for Sales Hub

Our streamlined five-section HubSpot Sales Onboarding process ensures a comprehensive setup, integration, and optimization of your sales tools, empowering your team with the knowledge and resources to maximise HubSpot's capabilities.

Discovery and Account Setup
  • Tailored understanding of your portal requirements and dependencies.

  • User onboarding, role/permission setup, team organisation, and presets.

Communication and Website Integration
  • Seamless integration of personal inboxes and calendar setup.

  • Setting up team emails, service pipelines, live chat triggers, conversational bots, and website tracking code.

Contact and Sales Process Management
  • Importing databases, customising CRM layouts, creating saved filters, and segmenting leads.

  • Establishing deal pipelines, custom workflows, product libraries, and quotes setup.

Integration and Sales Enhancement Tools
  • Including VOIP providers like AirCall or JustCall, Google Search Console, Google Analytics, and other third-party tools.

  • Crafting sales email templates, and snippets, and setting revenue goals.

Lead Management, Automation, and Reporting
  • Implementing lead scoring frameworks and ABM automation for effective lead management.

  • Offering comprehensive training on using the reporting dashboard, creating custom reports, and leveraging the report library for data-driven insights.

Download the sample Plan

Start with Our Free Sample Plan

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Straight Growth Onboarding: What makes us different

At Straight Growth, we're not just HubSpot experts - we're passionate about helping businesses like yours reach their full potential. Our dedicated team is committed to providing ongoing support and guidance to ensure that you get the most out of the platform. We're not just here to get the job done - we're here to be your trusted partner in success.

Partnering with Power

A Collaboration with HubSpot for Success

Testimonial

What Our core client say ?

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Get Started With HubSpot Sales Hub Onboarding

Benefit from HubSpot's advanced sales tools and our expert guidance for a seamless integration that boosts efficiency and drives impactful results. Embark on this journey to transform your sales strategy and achieve unprecedented success.