Three steps to sales lift off.
It's easy to get started with Hubsession. We've gathered our setup into three simple steps that will help you get the most out of our platform. With our guidance, you'll be able to take full control of your account and make the most of your new automation superpowers.
Step 1: Get the ball rolling.
When it comes to generating and nurturing leads, efficiency is key. We'll help you get set up quickly,
with your data migrated and automations in place. That way, you can hit the ground running and start seeing results right away.
One-on-one kickoff meeting
The first step is a kickoff meeting to make sure that we're all on the same page. No two businesses are alike so this helps us double check which services and add-ons your business really needs before we start working on your account.
Setting up your account
We start by setting everything up for you, with your data migrated and automations in place so that you can hit the ground running. Let us do the hard work while you're busy with your other tasks.
Connecting to
your site
At this stage, we'll connect all your lead forms to the automations, creating appropriate tags and segmenting contacts into relevant pipelines. This will give your leads the best possible experience with less work on your end.
Step 2: Setting up your team for success.
Before you invite your whole team to join, we’ll help you personalize the platform by adding your own logo and importing your data. Now you’re ready for everyone to join.
Welcoming to your team
We’ll invite your team members one by one and talk them through the tasks they need to complete to enable their new superpowers. Depending on the user permissions requested, each staff member can either be a limited user or a full admin.
User
Our system is designed in a way that only authorized users can access and change configurations and permissions. This ensures that everyone is operating within the CRM securely. Users can be assigned different privileges depending on your needs.
Admin
For admins, our system provides full, unlimited access without any limitations.
Step 3: Continued Assistance
Even with the team on board and the automations set up, it takes time to ensure everything goes to plan.
That’s why we continue working alongside you to ensure you’re hitting common key performance indicators and making adjustments where necessary. While doing this, we’ll also identify new features that can maximize your results.
Keeping the team onboard
When teams are hesitant to change their current software, it's important to listen to their feedback to help guide them through the process. It's normal for people to need some time to adjust, but with a little help, they'll be using the new system in no time.
Hubsession.com Onboarding Solutions.
We offer a variety of packages to help with onboarding your team. Our expert-led consultations will help you streamline and optimize your processes, while making sure all stakeholders are able to effectively use the configuration, workflows and automations. We want to make sure your entire team is set up for success.
Close more deals
Get ready to grow your sales with Hubsession
Prospects guarantees sales engagement and outreach strategy that is data-driven and detailed, with industry-leading automation.