Contact import and configuration - OneIMS will provide guidance, templates, and instructions for formatting and sanitizing data to be imported into HubSpot. Ultimately the client is responsible for the health of the data and ensuring that it meets guidelines when it is delivered to OneIMS for import and configuration.

Tracking code implementation - OneIMS will install HubSpot’s tracking code on your website, provided with login credentials for your CMS. Alternatively, OneIMS can deliver the tracking code to a developer on your team for implementation.

Reporting set up – OneIMS will guide and/or implement HubSpot reports based on the onboarding package selected. Reporting deliverables are to be agreed upon by both parties prior to setup, and may be subject to change based on the capabilities of the client’s HubSpot subscriptions and/or other third-party software.

Sales automation support - OneIMS to provide consultation, training and guidance on when and where sales automation may be useful within the sales process. This information can be turned into objectives to be completed by the OneIMS team if desired.

Access to a team of full stack engineers for advanced integration support - Subject to project-based limitations on the level of effort required to complete the advanced integration support.

Business Goal: Streamline quoting process

Objective: Configure HubSpot “Quotes” tool

Deliverables:

• Review previous/ existing sales quotes
• Customize & configure custom quote template to match client requirements and branding
• Configure quote “snippets” to meet common language used in quotes and terms
• Add and enable eSignatures
• Establish & Configure quote approval process (if necessary)
• Establish payment handling process (configure if hubspot payments or stripe)

Business Goal: Streamline lead rotation process and eliminate manual work

Objective: Automate sales process

Deliverables:

• Review previous/ existing sales process
• Map out new sales process and automation steps
• Map out lead assignment rules and criteria
• Implement lead assignment workflow
• Map out deal creation & movement notification
• Implement deal creation and notification workflow
• Map out post sale Handoff from Sales to the next POC
• Create post sale Handoff Workflow

Business Goal: Gain insight into sales team’s performance

Objective: Configure Sales Reporting

Deliverables:

• Sales team Activity
  • Define sales KPIs and Performance KPIs
  • Create a sales dashboard
  • Review sales content analytics tool
  • Populate dashboard with pertinent team/ individual activity metrics
• Sales team Performance
  • Create sales goals
  • Set up and configure sales forecasting tool
  • Set up revenue report

Business Goal: Systematize sales process and mitigate risk of human error

Objective: Configure Sales Pipeline and required properties

Deliverables:

• Define sales process
• Determine # of pipelines required (2 included in this objective)
• Implement deal stages in pipeline
• Configure deal stage required properties and simple deal stage automation

Business Goal: Manage and scale large sales team

Objective: Configure Enterprise sales organization toolsets

Deliverables:

• Users, Permissions & Teams
  • Configure sales team settings and permissions (hierarchical teams)
• Meetings & Calls
  • Determine global meeting and call type settings
  • Train individual reps on connection and set up
• Playbooks
  • Implement sales playbook feature
  • Collaborate with with sales leadership to embed videos into playbook (if desired)

Business Goal: Systematize outbound sales process

Objective: Build and implement outbound sales sequence

Deliverables:

• Define & map out outbound sales prospecting process
• Define prospecting KPIs
• Create required email templates and assets (meeting links, playbooks, etc.)
  • Client to provide content*
• Configure sales sequence for outbound prospecting
• Create rep prospecting report