CRM onboarding and implementation

We need to implement a best practice of CRM and help the sales team to build a work, which will be crucial for the customer service process and significantly help to manage a process.

As a result, we expect, that other departments could take this practice and scale on HubSpot Enterprise.

Before we start, we need to understand whether HubSpot suits the client's vision. We create together a plan of adaptation, HubSpot object systems, and metrics to solve. 

During that time, our objective was to explore the potential of integrating HubSpot's best practices into the ERC company's workflow. Additionally, we aimed to gain insights into enhancing sales processes through the use of HubSpot technologies.

First step is creating a teams permission system. After that we create training plan for management and we buid a task cantric sales process.
Every activity is planed on a different stages of dealboard, and have a tasks o neach stage. Task report helps to manage a team. 

Once the system is prepared, we initiate onboarding training for the team and closely monitor their work's effectiveness. Subsequently, we implement minor adjustments to enhance their performance.

We've successfully onboarded eight different teams, each with its own dedicated pipeline and permission systems. Initially, we brought on board four of these teams, and over time, the remaining ones have seamlessly integrated into the system as well.

Presently, the client's entire sales operation is directed by our CRM system. The team relies on it to document and clarify all sales processes. Additionally, the management utilizes the HubSpot reporting system to oversee the operational procedures.

Our client has expressed a desire to further expand the system within HubSpot, incorporating additional teams and accountants. Together, we envision an opportunity to enhance the company's workflow through HubSpot and increase our earnings.