Get ready to achieve your sales goals
Moving to a new CRM can feel overwhelming for managers and reps alike. We aim to make this transition as seamless as possible with a detailed plan for getting your team set up and running. This is a sample plan to help you understand what you can expect from Sales Hub Professional Onboarding. Typically, our customers complete onboarding within 2 months -- some do it even faster -- and we focus on accomplishing up to 3 of your primary goals. Since onboarding is dependant on your goals, we’ll structure onboarding and prioritize objectives to your needs. In this sample plan, we’ll be prioritizing the following goals: connect with prospects on their terms, automate your sales process, and personalize your outreach at scale