Implementing HubSpot CRM for Sales and Marketing Alignment

Need to define processes for lead handover and recycling?

Want to be sure you never lose track of another lead?

Overview: Our overall aim is to facilitate sales and marketing alignment; this workshop works well if someone from sales and someone from marketing attends.  You'll agree a process for managing leads to minimise pipeline leakage and learn how to set up & use CRM.   

Who's it for? HubSpot Sales and Marketing teams who are ready to unify the efforts of sales and marketing and create a winning commercial team.

Objectives: By the end of this half day Hubspot training workshop, you will:

  • Have agreement between sales & marketing on lead handover and recycling processes
  • Set up properties, lists, filters, views, alerts and workflows to improve lead management
  • Map your sales process in HubSpot CRM

When and where?

The course will be delivered by Webex, or on a customer site by arrangement 

Pre-requisites: To get the most out of this course, come along armed with some examples of what you believe constitutes a "good" sales lead for your sales team and a list of the key steps involved in your current sales process.

Cost: £450 - £750 plus VAT Depending on customer requirements

Complete the form to be taken to up-to-date availability for this course. 

Not sure if this is for you?  View other HubSpot Training Courses from Intellegentia.

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