Project Overview

As new custom properties, automations, and processes were implemented in the CRM, the sales team needed structured training to ensure adoption and efficiency. The company lacked a clear system for tracking leads, automating outreach, and managing sales tasks, leading to inefficiencies and lost opportunities.

Sales team was unfamiliar with new CRM processes and struggled to adopt automation tools.

Lead tracking and follow-up were inconsistent due to a lack of structured workflows.

Manual sales tasks reduced efficiency and created gaps in outreach.

No centralized system for organizing leads, making it difficult to prioritize and manage prospects.

Provided ongoing training & documentation to support adoption of new CRM processes, including tutorials on using custom properties and automation tools.

Introduced HubSpot Sales Workspace with structured lead pipelines to help sales reps track and manage prospects effectively.

Implemented automated sequences for follow-up emails, task reminders, and outreach, reducing manual effort.

Streamlined lead management by setting up clear workflows for tracking and engaging leads at different stages of the sales cycle.

✅ Increased sales team efficiency by automating repetitive tasks and streamlining lead tracking. ✅ Improved adoption of CRM tools through hands-on training and easy-to-follow documentation. ✅ Enhanced lead management with structured pipelines, reducing missed follow-ups. ✅ Provided a scalable foundation for ongoing sales operations and CRM usage.