Which of the following is a part of the evaluation stage of a Sales Hub implementation plan?
Building a reporting playbook Reviewing your client’s CRM to make sure that all deal stages are identical to lead status
Read MoreBuilding a reporting playbook Reviewing your client’s CRM to make sure that all deal stages are identical to lead status
Read MoreBuilding a clear communication plan, including meetings and communication beyond weekly emails Progress tracking Building a comprehensive implementation timeline Creating
Read MoreYour firm should drive alignment between the supervisory committee and the implementation team Your firm should log all required tasks
Read MoreWorking with the project manager to integrate outside technologies with Sales Hub Building custom integrations using HubSpot’s API Creating custom
Read MoreYour firm’s project manager should not be involved here. Only the IT lead or technology specialist should dictate what metrics
Read MoreComing to the client prepared with a full timeline for CRM migration and data modeling strategy before you’ve met with
Read MoreBy making sure the technology specialist does the job of the support engineer, thereby saving the client money. By making
Read MoreEach client’s situation is unique, and you shouldn’t underestimate the importance of thoroughly understanding your client’s previous CRM’s architecture. A
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