img
HubSpot Training
Designing Your Sales Process in HubSpot
You missed the workshop but we didn't want you to miss the hacks. So here are the steps for setting up your sales process correctly in HubSpot and how to manage it properly going forward.

A well-designed sales process allows the replication of best practices and improves sales peoples’ skills while minimizing risks for both buyer and seller. “Success" with HubSpot fundamentally comes down to the strategies and processes you build outside of the platform. Then once this stage is completed you can focus on building these processes in HubSpot to gain insight into your sales funnel and improve your sales team performance.

Wondering how to achieve this in HubSpot?

Check out this presentation where we cover all the steps for setting up your sales process correctly in HubSpot and how to manage it properly going forward.

Inside the presentation, you'll find:

  • Sales Strategy vs Sales process
  • Steps to build your sales process
  • How to Map your sales process
  • How to build a sales pipeline
  • How to Align your CRM, strategy, and process

 

Get trained by the best :)

Would you like to be personally trained by us? We currently have few slots open for personalized training this first quarter so it's up for grabs if you want them.

Sign up here if you'd like training.

If you'd' like help in setting up your CRM correctly, sign up here.

 

What Others Say

Thorough, knowledgeable and charismatic!

Cacao Media has created an excellent program to help people and companies successfully navigate, understand and master HubSpot while giving useful tips and tricks for best marketing practices along the way. Well organized, knowledgable, accountable and charismatic are some of the words I would use to describe my experience thus far with them.

Gabrielle Zohar, GigaSpaces Technologies

Fill out this short form and grab your copy