Agenda

  1. Why are you here?
    1. Person at TLEX with contact to many (potential) customers
    2. Already involved in TLEX Sales process
    3. The new sales process depends on your cooperation
  2. What is the goal of HubSpot?
    1. Implement a sales process to improve the lead involvement and manage these more effectively
    2. Achieve a higher conversion rate from lead to customer
  3. Quick HubSpot overview
    1. CRM
    2. Marketing Hub
    3. Sales Hub
  4. General Sales Process
    1. New Leads / people
    2. Submit in lead form
    3. Creation in Deal Pipeline
    4. Manage Leads, communicate with them and document process
  5. Next Project Steps
    1. Clean Pipedrive contacts
    2. First briefing with the team
    3. Team training (HubSpot in general, sales process)
    4. Start using HubSpot

Notes / Questions