Closing the Adoption Gap for Sales Teams
This training framework focuses on helping new sales team members fully adopt HubSpot by providing targeted, role-specific training, ensuring they understand system rules and best practices, and offering continuous support. With this structured approach, we ensure that new starters quickly become proficient in using HubSpot, contributing to the overall success of your sales team and your CRM strategy.
Our Framework
Initial Assessment and Customised Training Plan
Before launching into training, assess the new sales team members' familiarity with HubSpot. This allows us to tailor the training according to their experience level and role.
Milestone 1: Needs Assessment
Conduct a quick survey or meeting with new starters to gauge their existing knowledge of CRM systems and HubSpot. Based on this, we’ll create a targeted training plan that addresses their specific needs.
Milestone 2: Customised Training Plan Development
Develop a training plan focused on the critical HubSpot features and rules that are essential for the sales team. This will include modules on lead management, pipeline tracking, communication workflows, and reporting.
Role-Specific Training Sessions
System Rules and Best Practices
New starters need to be trained not just on how to use the system but on the specific rules and best practices your company has in place to maintain data integrity and efficiency.
Milestone 5: CRM System Rules and Governance Session
Hold a session on the company’s specific rules for CRM usage, covering data entry standards, lead ownership, deal updates, and how information should be recorded and maintained in HubSpot. Make sure everyone understands the expectations for using the system correctly.
Milestone 6: Sales Team Alignment Workshop
Organise a workshop to ensure that all sales team members are aligned on how to handle leads, update deal stages, and use automated workflows. Reinforce how consistent use of the system can improve team collaboration and pipeline visibility.
Continuous Support and Feedback
Provide ongoing support and gather feedback to ensure that new starters are not only using the system correctly but are also comfortable with the platform.
Milestone 7: Post-Training Check-Ins
Schedule one-on-one follow-up sessions after the initial training to answer any questions and ensure new starters are comfortable with HubSpot. These sessions can also address any specific challenges they’re facing in using the system.
Milestone 8: Feedback Loops Established
Encourage new users to provide feedback on the training and their experience with the system. This feedback will be reviewed regularly to refine the training process and address any gaps in knowledge or confidence.
Monthly Team Reviews and Optimisation
Monthly reviews of CRM usage for the entire sales team (including new starters) will help reinforce best practices and allow for ongoing improvements.
Milestone 9: Monthly Sales CRM Review Sessions
Set up monthly reviews to go over key HubSpot metrics, such as deal progress, lead quality, and pipeline health. Ensure that new starters participate to reinforce their understanding and help them see how the system supports overall sales goals.
Milestone 10: Optimisation Workshops
Use insights from the review sessions to organise optimisation workshops that address any challenges the sales team is facing. Tailor these workshops to focus on areas where new starters may need additional support or clarification.
Ongoing Access to Resources
Provide resources and continuous learning opportunities to ensure long-term success.
Milestone 11: Access to HubSpot Academy, Training Recordings, and Cat Media Support
New starters will be given access to HubSpot Academy, where they can explore comprehensive training resources, certifications, and tutorials specific to their role. Additionally, they will have access to previous internal training recordings to review key sessions at their convenience. For any immediate questions or personalised assistance, they can contact Cat Media support for dedicated help.
Milestone 12: Quarterly Refresher Training
Plan quarterly refresher sessions for the sales team to cover any new features or updated processes in HubSpot. These sessions will help keep everyone up to speed and ensure that any new team members stay aligned with system usage.
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