HubSpot CRM Training and Setup

HubSpot CRM Training and Setup

Align marketing and business development initiatives with the Hubspot CRM.

Close more leads, faster. Our HubSpot CRM experts and power users help clients with installation, configuration, training, and monitoring services with an emphasis on simplicity, utility, and flexibility.

What You Can Expect

CRM Introduction & Assessment ? Detailed presentation that shares the what, why, and how of the HubSpot CRM, including key

benefits and usage ? A deep dive into your situation, needs, existing CRM/database, and past roadblocks ? Critical path is delivered, outlining action items, client needs, and timeline

Configuration ? The CRM is configured to your specific needs, including Deal Stages, Pipelines, Syncing and

Notification Settings, up to 5 Custom Fields and Custom Views, etc. ? Recommendations for database consistency, sales processes, and other tools ? Existing database loaded into the CRM (must be delivered by client)

Templates and Documents ? With a Sales Professional account, we`ll help configure templates and documents ? Discover, acquire, and upload up to 10 documents into the CRM ? Pre-load 5 sales letter templates into the CRM (to be customized by the client)

Training & Monitoring ? Calls customized to your needs and the type of HubSpot Sales account you have ? 1 call 2-4 weeks after the last training call and 4 emails for periodic questions

Fees and Schedule for the CRM Training and Setup

Depending upon CRM customization requirements, our fees for this project range from $5,250 to $10,250, with completion ranging from 6 to 10 weeks.

Learn More

Dani Buckley Inbound Marketing & Sales Consultant

407-758-1495 DaniBuckley@

Lead G2 is a sales performance company that happens to know a whole lot about marketing. We know what can make an inbound marketing program successful. We help our clients understand lead intelligence and turn prospects into customers. Our team is made up of over 485 years of combined sales expertise, making us unlike any other inbound marketing agency.

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