CRM Implementation and Onboarding
HubSpot CRM software assists real estate professionals in increasing their efficiency. HubSpot’s CRM can help you sell more quickly and effectively, whether you specialize in residential or commercial real estate.
B360 can help you to achieve the goal by employing HubSpot sales and marketing tools to utilize your real estate business. As the first HubSpot Gold Partner Agency in Myanmar, we offer personalized service to our customers according to HubSpot’s best practices.
We deploy the following steps for a successful CRM Implementation and Onboarding process.
In this session, we explore to get to know deeply about the client’s business.
- We discover the goal of the business.
- Who are your customers
- How do you capture your leads
- What are your current marketing effort
- What is your current sales process
The discovery session helps us to understand the nature of your business and how your team is performing things. Then, we will align with the existing process and modify it for the better outcome.
After the discovery session, it is time to set up the implementation. During implementation, we will :
- Set up the accounts
- Move and import the relevant existing contacts to CRM
- Develop sales and marketing pipelines
- Create any necessary reports and dashboard
Implementation stage is all about setting the right things to the right place and it helps you to quickly employ CRM with the help of us.
If you need a custom integration or native HubSpot integration, we can set it up for your business.
We provide the training for you to know how to use HubSpot and become familiar with it with the help of certified HubSpot Partner Trainers. We have developed full product explanation guidelines for you to understand HubSpot CRM completely.
The goal of our training is to familiarize you and your team with the features and functionality of each Hub – CRM, Sales, Marketing, and Service. Our purpose is to enable you to truly understand the platform as a whole and make the most of it for the success of your business.
If you’re new to HubSpot or an experienced user that wants to build and improve their inbound marketing and sales strategy, contact us now for the enablement CRM training.