Inbound Sales Training

Customized sales training for your products and services

We offer live inbound sales training that is customized for your target market segments in the insurance industry. Our training covers all four stages of the Inbound Sales Methodology:

• Identify
• Connect
• Explore
• Advise

Project Deliverables Include:

• Eight one-hour live sessions
• Custom role plays
• Homework assignments
• Positioning statements
• Voicemail scripts
• Email templates and sequences

Homework assignments and role plays can be created using actual prospect accounts and contacts.

All sessions are delivered online with live video and audio that can be recorded.

Sales Enablement Program

Implementing a new marketing automation or sales CRM system can be intimidating and time-consuming.

We can set-up and customize your HubSpot Marketing Automation Platform and Sales CRM platforms for your specific needs.

Project Deliverables Include:

• Development of a repeatable sales model
• Sales forecasting methodology
• Domain management
• Analytics
• Sales and marketing dashboards
• Custom reports
• Lead scoring workflow
• Sales pipeline forecasting
• Saleforce.com CRM integration

Optional Services:

• Migration of your existing website to be hosted on the HubSpot Marketing platform
• Website content repurposing and new content development
• Setup of any customizable website template packs purchased through the HubSpot Marketplace
• On-going management of your HubSpot platform

Sales Management and Oversight

We can take on a Sales Management and Oversight role to assist in the development of your inbound sales strategy. This includes providing oversight of the execution of sales activities to augment the senior management team.

Project Deliverables Include:

• Management: Coaching and mentoring of salespeople throughout the inbound sales process 
• Oversight: Sales operations functions that include sales forecasting, training, and CRM utilization
• Sales Staffing: Identifying, onboarding, and training the right salespeople for your organization

We take on this role for companies that have a short-term need for a Sales Leader who may be resetting their corporate strategy or require assistance before having a permanent employee in place.

CRM Migration and Implementation

Get Your CRM Up and Running Quickly

We have the expertise and experience to implement HubSpot Sales CRM and Salesforce.com for sales and marketing staff as well as senior management, finance, operations and professional services. This can include the migration of your account and contact data from spreadsheets, CRM systems or both!

Your custom Sales Forecasting Methodology can be quickly adapted to the system and changed as your business changes.

Project Deliverables Include:

• Technical setup of your CRM software
• Customizing the Account, Contact and other views to accommodate how insurance companies are organized
• The addition of 3rd party data such as AM Best to help your sales team better understand your target markets
• Role-based custom reports and views of your sales data

Optional Services:

• The integration of Salesforce Professional with HubSpot Marketing Professional
• The integration of other leading CRM systems via HubSpot approved technology partners
• Workshop-based training for your staff on your customized CRM system

CRM Management

Best Practices to Leverage Your Customer and Prospect Data

The data in your CRM system is a valuable asset that needs to be managed on a consistent basis to properly track prospects through their buying cycle and to monitor existing customers.

We employ best practices to avoid duplicate data, incorrect or inaccurate account and contact information that can diminish productivity and lead to missed opportunities.

Project Deliverables Include:

• On going data and user management
• Review and track pipeline activity
• Customization and modification of views and reports
• Import of new data

As your needs change, we can help you with modifications and customization on how your CRM data is used for continued growth of your company.