Core Onboarding – HubSpot Sales Hub

A Sales Hub Core Onboarding together with Invise is perfect for those of you who know what type of sales process you want and what data you need – but who don't know how to use the HubSpot Sales Hub to get there. Onboarding gives you the best possible conditions to achieve your target image, streamline your processes and maximize the value of your investment in the tool.

Based on our solid HubSpot expertise, we help you with a technical setup that is tailored to your desired sales process. You get all the most important parts in place to succeed – regardless of what prior knowledge or internal resources you currently have access to. Once set up, you can start automating routine tasks, building smart pipelines, analyzing data, creating reports – and closing more deals. Regardless of whether you choose to take the next step with us (and, for example, develop your lead management process) or if you want to continue to work on your own, you have a solid foundation to start from.

If you're looking for a more customized approach, please have a look at our Tailored Onboarding.

Get training and a general picture of how Sales Hub can be used!

Attendees from client

2-3 (up to 10 is ok)

Estimated time from client

≈ 30 hours

Invise specialists

HubSpot Specialist and CRM-strategist

Estimated calendar time

4-6 weeks

The general process

Meet the team
Demo, structure and definitions
Technical setup of HubSpot
Trainings

Step-by-step

Meet the team

Digital start-up meeting where you get to meet your project manager and dedicated HubSpot expert. We focus on your goals with HubSpot Sales Hub and how to configure the tool so that it meets the needs of your particular organization.

Demo, structure & definitions

Demo review of HubSpot Sales where you get basic advice and a good understanding of the tool's various functions.

Before the review, you will receive a document from us to fill in, with points such as:

What steps you want in your sales pipeline.
What data points you want on deals/business opportunities.
What data points are imperative to moving deals through the pipeline.

Setup according to agreement

Our HubSpot specialists set up your hub according to best practice and your wishes.

Training package

Same as included in our Light Onboarding.

During three training sessions, we make sure you understand how HubSpot as a tool can help your organization, how your salespeople can work more effectively with sales and how you create the dashboards and reports you need to measure and follow up your results.

Get started with Sales Hub

We'll guide you to make the rights decisions

Core Onboarding of HubSpot Sales Hub