Advanced onboarding for enterprise-level sales teams.
Overview
HubSpot Sales Hub Enterprise Onboarding empowers large sales teams by providing advanced workflows, reporting, and custom configurations. Optima handles all aspects of onboarding for a seamless experience, so your team can quickly adopt and leverage HubSpot’s full potential.
Pricing
$7,000 (matches HubSpot’s pricing).
Project Duration
6-8 weeks (depending on scope and team size).
What’s Included
Phase 1: Setup & Configuration
- Configure team profiles, permissions, and deal currencies.
- Import contacts, companies, deals, and notes.
- Set up communication channels and integrate email and calendars.
Phase 2: Sales Process Customization
- Analyze sales team tasks and automate workflows.
- Customize pipelines to reflect the sales process.
- Implement advanced lead assignment and rotation.
Phase 3: Automation & Reporting
- Set up automated follow-ups with sequence queues.
- Implement personalization tokens in emails.
- Build advanced sales reporting dashboards.
Phase 4: Final Training & Handoff
- Provide training videos and final documentation.
- Evaluate post-onboarding goals.
- Recommend additional services for continued optimization.
Why Choose Optima?
Optima ensures your sales team operates efficiently with tailored configurations, hands-on training, and advanced automations that drive results.
Schedule Your Sales Hub Enterprise Onboarding Today!