What is CRM and What Can It Do?

Centralise your sales, service and marketing and build lasting relationships

Does your company rely on spreadsheets for recording customer details and notepads for following up leads? There is an easier way and if CRM is a new term to you, this 45 min session is designed to provide a clear introduction.

In this webinar, we explain what a CRM is and how it can help your business to operate more efficiently.

As a HubSpot Solution Provider, we use this system to manage our sales, marketing and communication.

Event Details
Date: 13th May 2021
Time: 10:00am – 11:00am
Price: Free

What you will learn

  • What a CRM ( Customer Relationship Management) system is
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it supports the management of customer communications (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • How it can help your business operate more efficiently

Who is this event aimed at?
This webinar is for business owners and sales managers who are new to CRM. To equip you to make informed choices, Mike will explain the basics of the HubSpot CRM system, talking through the key features. We want you to see how a CRM could help you manage your sales and marketing.

After the session, there will be a Q&A session to address specific questions you may have about the CRM.

About the Organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in supporting local organisations with web design, online advertising and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Introduction to CRM

Reduce costs of sales, build lasting relations with clients.

We are going to present how this process works from recording a lead to signing a new client. If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you. As HubSpot Solution Provider, we use this system to manage our own sales, marketing and communication.

Event Details
Date: 22nd April 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is a CRM ( Customer Relationship Management) system
  • How it manages customer communication (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
This webinar is for business owners and sales managers. Mike will explain the basics of CRM systems and present examples of HubSpot key features. We want you to see how this system can help you manage your sales and marketing. After the session, there will be a Q&A session to address specific questions you may have about the CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Introduction to CRM

Reduce costs of sales, build lasting relations with clients.

We are going to present how this process works from recording a lead to signing a new client. If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you. As HubSpot Solution Provider, we use this system to manage our own sales, marketing and communication.

Event Details
Date: 13th May 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is a CRM ( Customer Relationship Management) system
  • How it manages customer communication (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
This webinar is for business owners and sales managers. Mike will explain the basics of CRM systems and present examples of HubSpot key features. We want you to see how this system can help you manage your sales and marketing. After the session, there will be a Q&A session to address specific questions you may have about the CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Framework Digital – HubSpot Onboarding Package

HubSpot is a comprehensive CRM platform that supports efficient marketing, client communication and customer service and sales management. You can find out more about CRM and HubSpot here.

To fully benefit from the features, HubSpot needs to be properly set up in the right way for your business. This set up process is called Onboarding. Without in-house expertise, this can be a stressful and time consuming process.

As HubSpot Partners, Framework Digital have the expertise to help you to get everything set up in one day, with follow up support to help you get up and running.

Our HubSpot Onboarding Package

 

Day One – Set Up

We offer a full day onboarding service to ensure that HubSpot is correctly set up for your business. This includes integration with existing systems, the migration of data and the creation of templates.

At the end of Day One, your new CRM platform will be ready to use.

Day Two – Familiarisation

A two-hour session on the following day will show you how to use the features of your new CRM. We aim to give you the confidence to benefit from this business tool.

Follow Up Support

Our HubSpot Onboarding Package also includes 4-hours of Ad Hoc telephone support and a follow-up session. We are on hand to answer questions, troubleshoot and ease the transition for your team.

 

What is Onboarding?

Onboarding is the process of migrating and integrating your existing data (client lists, online  mailboxes, digital advertising data and more) into your new CRM platform. Whilst there are online resources to guide you, the process can be time-consuming, complex and daunting.

Our HubSpot Onboarding Service will streamline the process, ensuring the CRM meets your business requirement and that you feel confident about how to use the key features.

We work with you to understand your business requirements and deliver your customised HubSpot account quickly and professionally.

Our Onboarding process consists of 3 key elements:

  1. CRM Set-up
  2. Introductory Training
  3. Support

 

 

Day One – Full HubSpot Set up

We will work with you to undertake the necessary steps that are required to tailor HubSpot to your requirements. Working in partnership allows us to ensure that the CRM matches your needs and helps you to understand the process and functionality.

During Day One, we will undertake the following tasks:

 

 Task                                                                                             What We Will Do

Setting Up Account Create your HubSpot account and password for your new HubSpot CRM account. We will work with you to define what your account will look like (service levels etc)
Setting Up Users We will work with you to set up users on your account. This includes creating profiles, granting access and delegating responsibilities
Create a Company Profile Creating your company profile will include personalising settings and preferences, and selecting relevant properties within the account
Add Mobile App This is where we bring your team into the CRM. This is achieved by sending a link/APK for the HubSpot App to the relevant team members. They will also be provided with login details and we can check that they have no issues with access
Connecting Mailboxes Being able to send and record emails on HubSpot is a valuable feature. To activate it, we will connect your existing email accounts to your new HubSpot CRM
Create Email Signature We’ll help you to create a professional-looking email signature. This will be sent with all emails from your HubSpot CRM account
Connect Domain Name Connect your domain name into your new HubSpot CRM account
Import Client List Database With the initial set up complete, we will import your client list into the new HubSpot CRM account. This sensitive data will be transferred and stored in a GDPR compliant way
Integrating Web  Enquiry Forms HubSpot can capture details entered into your website enquiry forms to create new client records. We will link your existing enquiry forms to your HubSpot CRM account so you can benefit from this functionality. The data will be protected in compliance with GDPR
Connecting Web Analytics The next step is to connect your existing web analytics into the new HubSpot CRM account. You can then easily review the effectiveness of marketing campaigns
Create Template for Newsletters Together, we will create a branded newsletter template. This makes it quicker and easier to deliver a consistent, professional image when emailing clients and prospects
Create an  Appointment Booking Form HubSpot offers an appointment booking and meeting system, so we will work with you to set it up in a way that fits your business needs
Connect Calendar The booking and meeting system can only work if we also connect your calendar to your new HubSpot CRM. Once complete, it ensures seamless meeting booking and organisation
Establishing a Sales Process Establishing a sales funnel and process is the next step. We will only capture the details that are relevant to your business. Once set up, this step will support financial forecasting, resource allocation and project management
Set Up GDPR Consent & Permissions There are specific consents and permission settings that enable you to capture and store clients’ data in accordance with GDPR
Connect Ad Campaigns (Google, LinkedIn etc) If you have active Ad campaigns, we will connect these to your new HubSpot CRM account. You will then find it easier to monitor performance and conversions

 

Day Two – A 2-hour Introduction Session

With the CRM set up completed on Day One, this session aims to build familiarity with the features, so you can begin using HubSpot with confidence.

During this session, we will:

  • Guide you through the key features of your HubSpot CRM account
  • Introduce the functionality, including how each module works, how to grant access to your team and basic troubleshooting

Follow-up Session

Scheduled for approximately 2 weeks after the Introduction session

Most questions don’t occur until you begin using a new system. Having experienced HubSpot for a few weeks, this session aims to answer questions, respond to comments and address any concerns you may have.

Ad Hoc Support

Our HubSpot Onboarding service includes 4-hours of Ad Hoc support between Day 2 and your follow up session 2 weeks later. Contact us for troubleshooting, best practice guidance or even a quick question.

Need more support? Additional support can be purchased on a per hour basis. We will provide further details if required.

What is a HubSpot Deal? A Deal is a record of potential revenue to your business.

Introduction to CRM

Reduce costs of sales, build lasting relations with clients.

We are going to present how this process works from recording a lead to signing a new client. If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you. As HubSpot Solution Provider, we use this system to manage our own sales, marketing and communication.

Event Details
Date: 16 March 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is a CRM ( Customer Relationship Management) system
  • How it manages customer communication (email, newsletters, calls, meetings etc)
  • How it enables data protection compliance
  • The part it plays in the sales process from lead registration to signing a new client or contract
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
This webinar is for business owners and sales managers. Mike will explain the basics of CRM systems and present examples of HubSpot key features. We want you to see how this system can help you manage your sales and marketing. After the session, there will be a Q&A session to address specific questions you may have about the CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy.

 

Mike Gulliver is new to the team and has experience in sales, training and customer service.

 

 

 

Framework Digital is HubSpot Solution Provider.


Book on Eventbrite

Introduction to CRM

As HubSpot Solution Provider, we use this system to manage our own sales. We are going to present how this process works from recording a lead to signing a new client.  If your company uses spreadsheets for recording customer details and notepads for following up leads — this 45 min session is for you.

 

Event Details
Date: 26 February 2021
Time: 10:00am – 11:00am
Price: Free

 

We are going to explain:

  • What is HubSpot CRM
  • How it manages customer interaction
  • How it enables data protection compliance
  • The part it plays in the sales process
  • How it can help your business operate more efficiently

 

Who is this event aimed at?
Aimed at business owners and sales managers, this session offers an introduction to the features and benefits of CRM systems in general and with a focus on HubSpot CRM.

 

About organiser
Framework Digital is a digital agency based in Aylesbury town centre. We have years of experience in web design, online advertising, and digital marketing consultancy. We are HubSpot Solution Provider.

Mike Gulliver is new to the team and has experience in sales and customer service.

 

 

Find out more about HubSpot CRM

 


Book on Eventbrite