Sales Hub Onboarding
Sales Hub Onboarding Overview
During Sales Hub Onboarding, you may receive guidance on the following:
|
Professional |
Enterprise |
|
|---|---|---|
|
Productivity tools
|
|
|
|
Overview of your custom sales process in HubSpot
|
|
|
|
Customization of the CRM for your processes
|
|
|
|
Baseline reporting setup and review
|
|
Custom report setup and review
|
|
Onboarding your team (invite, permissions, and resources)
|
|
|
|
Standard sales automation setup
|
|
|
|
Turning on standard integrations (App Marketplace/native)
|
|
|
|
Consulting to migrate/import data from your CRM
|
—
|
|
|
Routing and managing multiple teams
|
—
|
|
|
Key Details
|
Want a look at what’s covered in onboarding? Check out this sample Sales Hub Professional Onboarding plan that covers some of the most popular topics customers ask for. When you purchase onboarding, the goals and tasks will be aligned to your business needs.
Looking for more advanced help with Sales Hub?
When Wai Yan came onboard, she was quick to pick up the internal challenges we were facing and gave recommendations on areas to focus on to get the sales reps to buy in to HubSpot. She was attentive to the needs of our sales team and offered solutions to help them achieve their goals. The onboarding for reports was particularly challenging but Wai Yan was patient in helping us piece it together. Our colleagues now find that HubSpot is easy to use as it syncs with their emails. By using a proper CRM tool they discovered it helps them keep close tabs of their journey with their customers and understanding that by adopting sales best practices they can work more effectively.
Sylvia Seah
Marketing Manager
Cyberlogitec Global
Get More Information About Onboarding Services
Want to learn more? We can help find the onboarding plan that's right for you.
