What does On-Target! Marketing's HubSpot Sales Hub Training and Support entail?
Phase 5: Training & Support
In this final phase, we will ensure your sales team is fully equipped to maximize the new HubSpot setup. This includes live training sessions, step-by-step documentation, and ongoing support to ensure a smooth transition and optimal adoption.
1. Conducting Live Training Sessions for Sales Teams
- Host interactive training sessions focused on best practices for using HubSpot efficiently.
- Customize training based on user roles (e.g., sales reps, managers, administrators).
- Cover key areas, including:
- Navigating HubSpot’s interface and dashboards.
- Managing contacts, deals, and pipeline stages.
- Using automation features like task assignments and email sequences.
- Leveraging reports for performance tracking and forecasting.
- Provide real-world scenarios and hands-on exercises to reinforce learning.
- Record training sessions for future reference.
Deliverable: Live training sessions tailored to different sales roles, ensuring high adoption rates.
Estimated Hours: 5
2. Providing Step-by-Step Documentation for Easy Reference
Develop clear, user-friendly guides covering:
- Pipeline management and deal tracking.
- Lead scoring and assignment workflows.
- Automation rules and triggers.
- Best practices for reporting and dashboard usage.
- Include screenshots and step-by-step instructions for key processes.
- Create FAQs and troubleshooting tips to address common challenges.
- Organize documentation into a centralized knowledge base for quick access.
Deliverable: A comprehensive HubSpot user guide that serves as a reference for the sales team.
Estimated Hours: 4
3. Offering Ongoing Support & Troubleshooting (First 90 Days)
- Provide priority support to address any technical issues or process-related questions.
- Set up a dedicated Slack or email support channel for quick troubleshooting.
- Conduct monthly check-ins to monitor adoption and address challenges.
- Gather feedback from sales reps and make necessary adjustments to workflows or automation settings.
- Provide on-demand refresher training as needed.
Deliverable: Continuous post-implementation support to ensure smooth adoption and optimization.
Estimated Hours: 3
Total Estimated Monthly Hours: 12
By the end of this phase, you will have a fully trained, well-supported sales team that can confidently leverage HubSpot’s features to improve efficiency and close more deals.