Sales Enablement
Supercharge your sales team with precise organization, scalable outreach and all the tools and structure they need to close more deals.
Sales Operations + Structure
- Sales Team Onboarding + Training System
- Automated Lead Assigning
- Real-Time Sales Activity Alerts
- Sales Enablement Content Library
- Deal + Company Scoring
- Competitor Intelligence Tracking
- Referral Partner Tracking + Engagement
Pass Leads to Sales
- An introduction to deal pipelines and sales processes in HubSpot
- An introduction to pricing and quoting with HubSpot
- Deal Pipeline Optimization
- Configure, Price + Quote (CPQ)
- Lost Deal Analysis + Follow-Up
- Closed Won Deal Handoff + Notification System
- Client Upsell Segmentation, Alerts + Playbooks
- Deal Health Monitoring
Sales Activity Management
- An introduction to tracking sales activities with HubSpot
- Sales Activities Organization + Attribution
- Discovery Call Process + Playbook
- Software Demo Process + Playbook
- Proposal Presentation Process + Playbook
Sales Goals, Forecasting and Reporting
- An introduction to sales goals, forecasts and reporting in HubSpot
- Sales Quota + Goal Tracking
- Individual Sales Rep Dashboards
- Sales Team Performance Dashboard(s)