SALES STRATEGY - HUBSPOT

---

As an approved HubSpot Solutions partner, we have become experts in tailoring HubSpot Sales Hub Customer Relationship Management platform for businesses particularly within the property and construction industry. We take the guess work out of customising the backend strategy and streamline your sales processes. 

Through a virtual or face-to-face training workshop we demonstrate to your team how to utilise the platform to efficiently organise, record, track and report their business development activities and generate stronger pipelines. We also assist with creating lead generation strategies to help drive new business.

Already using HubSpot? Let us undertake a HubSpot Health Check

Whether you have been using HubSpot for a number of years or recently introduced the platform to your business and team, Capulet provide a detailed 'HubSpot Health Check' to ensure you are getting the most out of the platform and not missing the opportunity to capture a clean database, build a strong pipeline and account manage your clients effectively. Over an interactive session, we undertake a detailed analysis across key areas of use and highlight areas for improvement and propose an entire backend mapping strategy.

1. Do you have a 'HubSpot How To Manual' that clearly highlights:

- Why the company has invested in the CRM platform and why it is important to use it 

- Instruction on how to download the app to your phone/ipad – upload your contacts on the go, create tasks on the go, keep communication constant 

- Overall Key Features 

- General use - improving your day-to-day Business Development activities  

- How to correctly set yourself up on the platform 

- Support: internal HubSpot champion

- 3 worlds - Deal, Company, Contact - what each means and why they need to associate to one another in HubSpot 

- How to create a Deal, Company, Contact 

Capulet know this manual inside out, we created it ourselves based on almost 10 years’ of experience tailoring HubSpot for companies. We create and customise the ‘HubSpot How To Manuals’ for our clients with their font, branding colours and logo as well as screenshots of their very own HubSpot set-up.

Remember, the manual helps ensure the team are supported and using the platform correctly. They know how to use the platform, where to go for feedback and ongoing support.

2. Have you created custom filters tailored to the way your business operates?

The HubSpot interface comes with standard preset filters, that's right the same terminology for every single company. It is up to you to strategise the custom filters appropriate for your business and the way it operates, jump into the backend and set everything up (correctly). This is where we come in. 

Capulet specialises in creating a custom backend mapping of all the proposed filters and dropdown options specifically for your business. Our in-depth knowledge within the Corporate Real Estate, Construction and Design industry means we already know how your business operates and what information you should be capturing on your clients, industry contacts, companies, leads and opportunities. 

3. Are you taking advantage of the dashbopards/reporting, workflows and trigger tasks?

The HubSpot interface comes with a variety of useful dashboards and reportings such as type of activites logged by users including: calls, meetings, tasks and notes. It is a motivating site for the team to visually see their usage and BD activity.

You can also set up trigger tasks such as, send particular user an email when this deal reaches this stage. This is particularly great for the marketing team to understand when it is time to prepare a tender, organise a client gift or send a client survey at the end of the project. 

You can also export data, bulk clean it and re-import it. We are here to help you understand the possiblities around HubSpot and ensure you are using it effectively.

Capulet also provide 1-to-1 training to new employees or existing ones that would benefit from a refresher on features and overall benefits to day-today business development activities.