Meeting Agenda & Explanation
This session is to demo the Sales Hub & CRM platform and capture requirements for configuration with HubSpot.
- Recap on process progress
- Features available in your Sales Hub Licence
- Configuring your HubSpot experience
- Walk through of key features
- Configuring your Deal pipeline
- Configuring your Contacts, Companies and Leads
Outcomes & Outputs:
- Demo Sales Hub & CRM
- Capture requirements for config
- How the Sales CRM will be used by the sales team
- Deal flow
- Lead scoring
Length & Facilities
Allow 4 hours for this session
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:
Who typically attends these sessions
Any key Sales & Marketing stakeholders that are involved in the CRM management.
These sessions are limited to 3 client attendees and assume an existing knowledge of the CRM.
Typically these sessions are facilitated by the Project Lead + Sales/ Marketing Design Configurator on Your Project.
Please contact Grace Kim on email@example.com or +64 27 208 3033 to book in this session.
This session will usually be scheduled 1 week from Kick-off
Internal Use Only
Sales & Marketing
Snippet reference: #crmguidedsession