We’ve chosen a recent example of a training course that we ran with a HubSpot Enterprise client. They had a mix of Sales and Marketing team who were using HubSpot to keep track of Contacts, Deals as well as some of their Marketing. They’d also implemented a few Reports to get data into their management Dashboards.

They suspected there was a lot more that HubSpot could offer:

• Why a CRM is critical to every business – this conversation switched on their team and got them excited about how to use HubSpot correctly
• Shared Inbox – this opened up the door for their Sales and Customer Support teams to manage communications in a much more succinct manner
• Custom Views for Contacts – this helped their team to easily focus their Contact screen and find what they need way more quickly
• Contact Lists – understanding how List Filters work helped their Sales Manager instantly segment contacts to focus his sales team, and identify future opportunities
• Sales Meetings – they finally understand the mystery of how to allow people to instantly book in time with their team AND manage their calendars correctly
• Custom Properties – we had a sneak peak into how they can set up their own properties – they realised they don’t need a tech expert to customise HubSpot!