Front office teams are internally facing, such as finance, HR, and IT.
Back office teams and front office teams are both the same in the modern economy in...
What do your top performers do in their outreach process?
Could you walk through an example of a recently closed customer?
What outreach behavior would you like your...
Legacy CRMs often require clients to sacrifice customization for ease of use
Sales Hub offers easy integrations with tools commonly used by sales teams, via HubSpot’s App Marketplace
...
Be honest and transparent about what your client can and cannot report on in HubSpot. If they cannot access critical data without any warning, they’re much more likely...
Always discuss the flywheel rather than answering their product questions directly. The flywheel is the best answer to any and all product questions.
Offer to discuss their questions...
When you have reason to believe that the client doesn’t care about the deadlines
When you know that you can earn a larger commission by going over the...
Because the client should be given time to evaluate whether the finished product meets their expectations
Because you cannot complete a CRM implementation without a thorough CMS implementation...
Determining how support and service team members should work with sales on potential upsells/upgrades, NPS feedback from clients, etc.
Defining lead status properties
Developing their buyer personas
Defining...
Ask them what they are afraid of losing by adopting some automation. Work with them to figure out which parts of the sales process are repetitive and manual....