HubSpot Training - CRM workshop

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.