Sales Hub onboarding

Provide salespeople tools for success and CRM that is fun and easy to use

HubSpot sales tools support salespeople in automating day-to-day tasks and help increase understanding of potential customers' movements. When all information is centralized in one place, the information available is always up to date! Enhance lead identification, track the progress of existing deals, and lead the sales pipeline with HubSpot sales tools. We can proudly say that in-depth sales expertise is one of our strongest points.

Kaks.io Labs – Your favorite onboarding partner

Know where to start. We have helped dozens of our domestic and international customers deploy HubSpot. Deployment projects are built through the definition phase for system configuration and technical design, not excluding the administration training. Need a comprehensive HubSpot and content strategy partner? Work closely with our selected office partners. Whether your needs are system deployment, redesign, or a comprehensive deployment project, don’t hesitate to leave us a contact request.

Sales Hub deployment project steps

The implementation of HubSpot’s CRM and sales tools consists of a kick-off meeting, three configuration workshops, and 1–2 sales training sessions. In between workshops, we will configure the system to suit your needs and implement the necessary customized record fields, sales pipelines, workflows, and reports for HubSpot.

Preparations

A cooperation agreement is created
Project start date is set on the calendar
Contacts and roles are defined

Project kick-off

The project schedule and goals are defined
The roles of sales, marketing, and communications are defined
Specify possible integration needs and system architecture

Configuration and Deployment

Define the sales process from the perspective of the vendor and
HubSpot, as well as the necessary sales pipelines
Define the required CRM fields for deals, contacts, and companies
System configuration
Data migration from a previous CRM system
Workflow Construction

Vendor Tools and Reporting

Defining vendor tools (e.g. product information and pricing, quote templates, snippets, workflows and automations, HubSpot mobile app, videos)
Testing for possible integrations
Building the necessary sales reports and dashboards
Project approval meeting and transition to continuous services

Training and continuing services

Training for salespeople
Transition to continuous service

What the CRM & Sales Hub Deployment project includes?

Kick-off meeting (1.5 h)
Definition workshops (3 x 3h)
Training for marketing administrators (3 h)
Creation of Sales Reports and Dashboard
Migration of sales CRM data in a standard format from the previous system
Modification of basic sales settings
Definition of contact, company and deal fields
Definition of the sales process and pipes from HubSpot’s perspective
Definition of Lifecycle stages for HubSpot

Optional modules

Lead scoring planning and implementation
HubSpot products and offers into the sales process
Design and creation of model sales emails and snippets
Design and creation of sales workflows and sequences
Implementation of telephone contact work at HubSpot (e.g., inside sales, bookkeeping, partner sales)
Definition and implementation of lead scoring
Definition and implementation of buyer personalities for HubSpot
Customer Path Design

Continuous Services - A systems expert as part of your team

Through deployments, we get to know our customers’ processes almost as well as our own. Our customers often want to take advantage of this understanding through a continuous service agreement. You’ll get a designated expert to help your team succeed with the HubSpot platform. The number of monthly service hours is always tailored to the customer's needs and wishes. In the broadest collaboration models, our experts are an integral part of the outsourced marketing team.