CRM Discovery Workshop

Our fun and interactive CRM discovery workshop will walk you through all the things you need to create a successful HubSpot Sales CRM implementation. We look at your sales team, it's qualification process and pipeline to ensure that  HubSpot CRM is configured and optimised to enable your Sales Team.

CRM Discovery Workshop

Where required we will help you define new or refine existing sales processes to ensure your team can get up an running as quickly as possible with HubSpot sales CRM to realise rapid ROI.

OUR CRM SUCCESS FORMULA

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Our CRM discovery looks at your business from the ground up, how you currently attract, engage and convert clients. The entire sales cycle and customer journey.

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From the information gathered in our discovery phase we work with you to design a sales process that will scale with your business, we refine your qualification process and blueprint your ideal customer persona.

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The delivery phase covers everything from employee training and onboarding your Hubspot Sales CRM, importing data and customising your setup to meet your needs including integrations.

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Most CRM implementations fail because they aren't continually used or fully adopted, with our ongoing support you can ensure your team are using Hubspot Sales CRM to it's fullest and taking advantage of every feature.