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Free HubSpot workshop

Haarlem, 3rd of July 09:45-11:45

win back your tech

Get stuck with HubSpot at times? Our experts will be happy to help you out! In our monthly workshops at our Haarlem office we get your portal ready for success and you can ask all your questions to real HubSpot nerds. No strings attached. Shall we?

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HubSpot is super user-friendly. In practice, that often means that everything is easy to customize. Too easy even. Everyone has their own way of working, and before you know it, your reports are no longer correct and your workflows are jammed.

In addition, HubSpot rolls out new features every day. You just have to keep up with it all in addition to your current work. After a few years, you're left with an untenable CRM and the process is vague and ambiguous. 

Then it's nice to ask an expert for best practices! During this workshop at our Haarlem office, while you enjoy a cappuccino, we will cover how to effectively deal with lifecycle stages, setting up a buyer journey in HubSpot, organizing a clear pipeline and ensuring data quality using workflows.

You'll go home with a concrete roadmap you can implement with your colleagues, plus some quick wins to get immediate results. The goal is to make you more self-reliant in HubSpot.

this session is for you if you:

  • Already use HubSpot
  • Work at a medium/large B2B company
  • See why a well-designed CRM is critical to commercial success

Program

Together, we'll look at how HubSpot can add value to your organization. Whether it's data quality, workflows, lifecycle stages, pipelines and so on. Ultimately, you'll see these improvements reflected in the profits your business makes.

Time to take your HubSpot portal to the next level!

  • Block 1: Changes in lead generation

    We discuss what a customer journey looks like and reflect on how the current way of bringing in quality leads has changed and how you as a commercial team can capitalise on it.

  • Block 2: Collaboration between commercial teams

    We reflect on why it's so important for your marketing and sales teams to start working together in HubSpot. Marketing edits leads and sales provides feedback on the quality of leads. This is how you continuously work toward better collaboration between your sales teams.

  • Block 3: How to do a portal audit

    Here we discuss how to set up and leverage lifecycle stages, how to efficiently handle duplicates, and how to optimally structure your pipeline.

  • Coffee break!

    We have a break to enjoy a nice cup of coffee and a small snack.

  • Block 4: Plotting the customer journey

    In this block, everyone gets to work on their own. We will shape the customer journey based on our blueprint. After the training, you can then set this up yourself in your portal.

    Tip: Useful if you now notice that your hubSpot environment lacks structure.

  • Block 5: Monitor data quality with workflows and reports

    In this block, we'll tell you the secrets of data management workflows and how to quickly detect errors in your data through reports. That way, you can be sure you are looking at the right data and can make informed decisions.

  • Block 6: Quick wins

    We'll close with some quick wins for in your HubSpot portal. For example, we'll look at how to protect your pipeline from incomplete data and how to work with smart calculation properties. In this way, you can quickly see improvements in your portal with small adjustments.

Tem je CRM

Loop je soms vast met HubSpot? Onze experts helpen je graag uit de brand! In onze maandelijks terugkerende workshops op ons kantoor in Haarlem stomen we je portal klaar voor success én kun jij al je vragen stellen aan echte HubSpot nerds. No strings attached. Zullen we maar?

Schrijf je nu in voor onze gratis HubSpot workshop!

event-person

questions about this workshop?

icon-email levi.bom@endeavour.nl