CRM Revamp & Refresher


FunnelBud goes through your sales process again and does an optional revamp based on things we’ve learned since your initial implementation, and conducts an online or on-site training with your sales team to get your team onboard and using it fully.

Perfect if you want to improve the CRM setup, do onbaord a new team, or do a refresher based on new solutions and sales processes that have been implemented since the last training was conducted.

Solution Expert: Yusuf Young

SKU: 2205111012 Categories: , Included in License Cost: Basic, Standard, PremiumTechnologies: SharpspringResults sought after: Automate sales process, Gain control over your sales process, Make sales process more effectiveTypes of solution: Training
What this solution gives you:

A fresh look at look at your sales process and if you’re using the CRM to its full capacity, as well as a team onboarding and training.

  • How you work and your sales process
  • The Inbound process and MQL/SQL leads
  • How to perform the most common sales operations and work with the CRM
How this solution is delivered:

This solution and training is conducted as part of the included Success Consulting meetings included in your package. What we do:

  1. We will send you some initial questions to get your view on what’s needed.
  2. We will have one or more online meetings with your key stakeholders to understand your needs and see if we can make some quick adjustments together before we train your team.
  3. Once we’re happy with the chances made, we’ll have one or more an online, or paid on-site, training sessions with your team in our recurring meetings until everybody is fully onboarded and all questions are cleared out.

Note: Best results are usually achieved if you select a few users who represent your decision makers and power users, and we have a few lighter online sessions with them, rather than a big “one-time” training session for all users. During the lighter sessions, we will be able to discuss questions more openly, make decisions, and make some changes to your process, rather than “forcing” a process onto all users all at once.

  • Online training (basic license & up): Included as part of the success consulting meetings in your package.
  • On-site training or additional training aside from what’s included in your package (all license packages): $1200.
  • Non-customers (online or on-site): $2600 (includes understanding the account, incl. understanding the setup, interviews, goal setting, training and post-training follow up).

Note: If you have 5 or more participants, we recommend an on-site training because it will help with engagement.

Key benefits:
  • You will know if there are parts of the CRM you’re not using and optimize the way you use it.
  • You will onboard all members into a standardized way of working.
  • Your sales and marketing teams will be more in sync.

Yusuf Young

About the Author

Yusuf helps companies use Marketing Automation to grow B2B sales. In his role as a Marketing Automation consultant implementing systems such as HubSpot and Salesforce, he discovered the need for better services at a lower cost. Today, he runs FunnelBud to make the fruits of sales and marketing technology available to businesses worldwide.


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