[Document] Procedure Manual After Implementing HubSpot <Sales Hub Edition>
Let's explain using "Sales Hub," which can be considered the quintessential CRM-focused feature of HubSpot!
This manual explains the essential initial setup procedures required immediately after the introduction of HubSpot. In addition to an overview of HubSpot and its structure, as well as each step of the setup preparation, it also provides detailed explanations on list operations and the automation of business processes using workflows. HubSpot is a very convenient tool that can be built intuitively and without coding. Please use this manual as a reference to leverage HubSpot in various business operations. 【Contents】 ■Introduction ■Chapter 1: What is HubSpot? ■Chapter 2: Structure of Sales Hub ■Chapter 3: Setup Preparation for Sales Hub ■Chapter 4: Other Tips ■Conclusion *For more details, please download the PDF or feel free to contact us.
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Our company supports the entire process from strategy to execution as a professional in inside sales, in order to acquire high-quality business negotiations. We provide a flexible and reproducible support system tailored to the products and organization, maximizing the number of business negotiations that lead to orders. Through a wide range of support methods such as lead management to prevent lead leakage, follow-up on lost opportunities, site visit detection, scenario email creation, cross-selling, upselling, and dashboard creation, we contribute to revenue growth.
