You understand that you get out of your CRM what you put into your CRM. If only a few people in your company are using HubSpot, are you truly getting as much value as possible? If everyone in your organization only “dabbles” in HubSpot, your data, marketing, and sales efforts will suffer.

This is where we see the disconnect, and why we designed this workshop.

In this four-hour intensive workshop, HubSpot expert Will Smith and Digital Sales & Marketing Coach Kristie Crenshaw will help you clean and organize your portal, define your HubSpot processes, and get you ready to preach the value of HubSpot collaboration to your organization.

Part One: HubSpot Hygiene

• Perform a comprehensive HubSpot portal audit and set up a data cleansing cadence
• Organize your HubSpot portal to remove the fluff and focus on actionable data
• Define and document clear, repeatable policies and procedures for how your teams are expected to work in HubSpot

Part Two: HubSpot Collaboration

• Find and implement the best HubSpot integrations for your team
• Learn marketing strategies that enrich your data and sales conversations
• Practice tactics that help your sales team save time and sell faster

Part Three: HubSpot Alignment

• Reset the HubSpot standard for your organization
• Role-play the conversations you need to have with organizational leadership and teams
• Prove ROI with reporting that demonstrates real-world results from effective collaboration