Project Description

Cost: £1.050
Online & Phone

CRM and Sales Process Consulting


Sales Consulting with a Project36 HubSpot Expert

Whether you are setting up a CRM for the first time or you are switching to HubSpot from another CRM, it is difficult to know the ins and outs of a tool and be confident that you are setting your sales team up for success. CRM Training with Project36 is designed to assist a current HubSpot Marketing software suite customer get the most out of the HubSpot CRM and Sales tools.

A Project36 HubSpot expert will provide up to four (4) phone based consulting sessions to help you get the most out of your CRM system. We are active, daily users of the CRM and Sales suite and we will guide you through process planning, best practices and team adoption to ensure your sales process matches the buyer’s journey and the way your team likes to sell.

What’s included:

  • Up to four (4) hours of phone based HubSpot Sales consulting from a Project36 member
  • Customised HubSpot CRM demo and training for the entire sales team
  • Full access to all of the Project36 Support Team

Types of topics/projects that are a good fit for this offering

  • CRM setup and best practices
  • CRM team adoption techniques
  • Sales process optimisation
  • Deal stage structure
  • Inbound sales methodology
  • Reporting, analytics and measurement
  • Sales and marketing alignment
  • Technical setup assistance (does not include CRM migration)

Ongoing access to a Project36 Technical expert for your general technical questions and areas including:

  • Portal customisation
  • Troubleshooting bugs and product issues
  • Guidance and training on tool functionality
  • Account organisation and clean-up
  • Salesforce Connector support

Customised Quarterly Strategy Report – designed to provide proactive recommendations on how you can better reach your goals and get the most value out of the HubSpot platform based on your unique business case.


Other HubSpot Support Services

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