At Six & Flow, we’re proud to have been named as a strategic launch partner for HubSpot Sales Hub Enterprise - a designation handed out to less than 20 HubSpot partners worldwide.
It’s testament to our wide-ranging expertise in HubSpot across the sales and marketing spectrum (the same expertise that helped us become Manchester’s first HubSpot Diamond Partner), and our proven track record in complex migrations, integrations and change management for large sales teams.
1. Pre-workshop prep
We kickstart the requirements capture process by conducting video interviews with key stakeholders across your business, as well as a survey circulated around the wider team.
2. On-site workshop
Our on-site workshop is where we really get under the skin of your business, looking at everything from your top-line business challenges to your lifecycle stage definitions, sales process and opportunities for automation.
3. CRM strategy delivered
The outcome of the workshop is a documented CRM strategy that describes in depth how we propose to implement Sales Hub Enterprise in light of your unique challenges.
4. CRM setup
We populate your HubSpot Enterprise CRM with contact and company data, build reports and templates, and map your sales process to features within HubSpot.
We ensure your CRM is connected with any supplementary tools required by you or recommended by us, such as Drift for conversational sales and marketing, PandaDoc for document automation, and Databox for real-time reporting.
We build deal workflows and sales sequences to automate repetitive and low-value tasks, allowing your sales team to focus on selling.
7. Training and support
We provide tailored training and support to up-skill your team and help them make the most of HubSpot, getting them certified and delivering group and one-to-one training.