Client Workshop: CRM Guided Session

CRM Sessions include the Detailed design of the CRM typically for Sales and Service teams

Purpose

Typical Agenda Sales

1. Recap on process progress
2. Agenda, Intros & Scope
3. Goals & Stuff
4. What is HubSpot
5. MQL vs. SQL
6. Pipeline Design
7. Quotes & Products (dependent on license and Sales Enablement Product Tier)
8. Phone, Video, Meeting & App tools
9. Reporting
10. Roles, Teams & Access
11. Roll-out
12. Next steps

Typical Agenda Service

1. Agenda, Intros & Scope
2. Goals & Stuff
3. What is HubSpot
4. Key Support & Ops Scenarios
5. Pipeline Design
6. Object Properties
7. Service Forms
8. Conversations Inbox
9. Feedback
10. Knowledge Base Design
11. Other Snippets & Templates
12. Reporting
13. Roles, Teams & Access
14. Roll-out
15. Next Steps

Outcomes & Outputs

• Demo Sales and/or Service Hub & CRM 
• Capture requirements and processes for config
• How the Sales and/or Service CRM will be used
• Deal and/or Ticket flow
• Lead scoring
• Reports & Dashboards
• Automations
• Native Integrations Connected & Configured
• Training Guides

Length & Facilities

CRM Guided sessions start from 4 hours (Essentials) to 3 days (Enterprise) - your PM will advise the scheduled length of your session and detailed agenda at kick-off. 

If we are doing this session at your location we will need:

• Access to the presentation room 15m prior to the session to setup
• A projector or screen to present on with HDMI or Universal Connector (if your screen does not support these formats please let us know prior to the session)
• Access to WiFi (please send us details prior to the session)

Your team will need to bring:

Typical Attendees

• Managers and current Sales or Service process experts and influencers
• Attendees need the authority to define and make decisions around CRM process steps for how HubSpot will be used
• Should include everyone who needs to make decisions on the final CRM processes as this is an important session for our CRM Facilitators to understand your organisation and how you operate, but also for your team to collaborate and make decisions
• An important session for CRM Champions
• Note that during this session we will ask your team to make a number of decisions, if you have any individuals attending who are more natural introverts who prefer to absorbe and think about questions before making a decision please let us know if they would like an additional session prior to the workshop to walk through the types of questions and decisions we will be walking through 

Timing