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CRM Enablement for Sales Teams

Work with us to design and configure HubSpot CRM to empower your team, automate your processes, and make selling a smoother experience for you and your customers.



Overview

This service equips your sales team with a custom-configured HubSpot CRM, tailored to your team's sales approach. From pipeline and deal stage configuration to workflows, sequences, playbooks, and reporting, we help you close more deals faster, with greater consistency and less admin.




Benefits & Outcomes

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  • Tailored to Your Sales Process
  • Automation That Works for You
  • Standardised & Scalable Sales Processes
  • Enhanced Customer Relationship Building
  • Faster Sales Adoption
  • Sales Insights You Can Act On

Tailored to Your Sales Process

Tailored-to-your-Sales-Process

We don’t believe in one-size-fits-all. Your CRM setup is designed around how your team actually sells, streamlining the journey from lead to closed deal.

Automation That Works for You

Automation-That-Works-for-You
From automated lead follow-ups to task reminders and pipeline updates, we configure sales automations that save time and keep your reps focused on closing.

Standardised & Scalable Sales Processes

Standardised-and-Scalable-Sales-Processes

Combining your proven sales methodology with industry best practices ensures  consistency across your team, making it easier to onboard new reps, scale your sales operations, and maintain efficiency as your business grows.

Enhanced Customer Relationship Building

Enhanced-Customer-Relationship-Building

With a 360-degree view of every customer interaction (from marketing engagement to sales/service history), your sales reps can have more informed, personalised, and relevant conversations, significantly strengthening customer relationships and trust.

Faster Sales Adoption

Faster-Sales-Adoption

With hands-on training, intuitive tools, and guided onboarding, your team gets up and running fast, minimising disruption and maximising early wins.

Sales Insights You Can Act On

Sales-Insights-You-Can-Act-On

Empower your team and leadership with real-time dashboards and reporting, turning sales data into actionable insights that drive performance.



Inclusions

Our dedicated CRM lead will guide your internal champions through setup, training, and adoption. With tiered product options, you can choose the level of support and functionality that best fits your sales team’s needs.
Enquire about this service
Tier
Essentials
The Essentials tier provides the fundamental tools necessary for smaller or simpler teams to efficiently manage customer relationships. It ensures quick setup and ease of use, offering the basic functionalities needed to begin leveraging CRM technology.
Essentials+
The Essentials Plus tier establishes a solid foundation with essential CRM functionalities, tailored for straightforward implementation and ease of use. It includes basic design, configuration, and training, ideal for smaller teams seeking reliable and uncomplicated CRM solutions
Accelerator
The Accelerator tier service provides detailed design, configuration, and training from experienced CRM experts. It's perfect for growing businesses looking to enhance their CRM capabilities.
Enterprise
The Enterprise tier offers comprehensive end-to-end design, configuration, and training with our top CRM specialists. It's ideal for large teams, those with complex processes, and teams keen to maximise automation
Internal Brief Internal Brief
Design Workshop Prep Design Workshop Prep
Session: Design Workshop Session: Design Workshop

<1 Day

<1 Day

<2 Days

<3 Days

Session: Design Review Session: Design Review

<1 Hour

<2 Hours

Configuration Configuration

1 Pipeline

<2 Pipelines

< 3 Pipelines

< 5 Pipelines

Session: Configuration Review Session: Configuration Review
Training Collateral Training Collateral
Session: Training Session: Training

Train the Trainer, 1/2 Day

Train the Trainer, Full Day

Train the Trainer, Full Day

Train the Trainer, <3 Days

Cutover Support Cutover Support
Session: Discovery/Shadow Session Session: Discovery/Shadow Session

1 Session

3 Sessions

5 Sessions

Session: Post Cutover Coaching Session: Post Cutover Coaching

1 Session

2 Sessions

3 Sessions 

5 Sessions

Configuration Documentation Configuration Documentation
Internal Communication Plan Internal Communication Plan
User Admin User Admin

Process overview & timeline

Week 1-2Week 3-4Week 4-8Week 8-10Week 10-12
Discover
Week 1-2
Discover
Shadow Sessions
Design
Week 3-4
Design
Design Sessions
Develop
Week 4-8
Develop
Configuration & Review
Deliver
Week 8-10
Deliver
Training & Go Live!
Drive
Week 1-2
Drive
Scheduling + Budget, risk & change management + Progress updates

Our Team & Roles

View our team
Project Management
Keeps everything on track.
project-icon
Project Management
Keeps everything on track.
CRM Lead

Owns the vision and direction for how the CRM supports sales operations.

CRM General
CRM Lead

Owns the vision and direction for how the CRM supports sales operations.

CRM Support

Provides hands-on assistance with setup, testing, and ongoing updates.

CRM Support (1)
CRM Support

Provides hands-on assistance with setup, testing, and ongoing updates.

FAQs

What is CRM Enablement for Sales Teams?

CRM Enablement for Sales Teams is a comprehensive process that goes beyond simply implementing a CRM system. It focuses on ensuring your sales professionals effectively use the CRM to optimise their workflows, manage leads, track customer interactions, analyse data, and ultimately drive more sales. It involves strategy, training, process optimisation, and ongoing support to maximise the CRM's value.

Why is CRM Enablement crucial for my sales team?

Effective CRM enablement helps sales teams:

  • Boost Productivity: Streamline administrative tasks, freeing up more time for selling.
  • Improve Data Quality: Ensure accurate and complete customer data for better insights.
  • Enhance Sales Forecasting: Leverage reliable data for more precise revenue predictions.
  • Strengthen Customer Relationships: Keep track of every interaction, leading to more personalised engagement.
  • Accelerate Sales Cycles: Identify bottlenecks and optimise the sales process.
  • Increase Adoption: Ensure your investment in CRM truly pays off by having your team actively use it.
  • Enable Better Coaching: Provide sales managers with clear visibility into team activities and performance.

How is CRM Enablement different from CRM Implementation?

CRM Implementation is about installing and configuring the software. CRM Enablement is about optimising its usage and integrating it into the daily habits and processes of your sales team. You can have a perfectly implemented CRM, but without proper enablement, it might remain underutilised and fail to deliver its full potential


Our sales process is unique. Can your enablement program adapt to it?

Absolutely. We recognise that every sales organisation has its unique nuances. Our approach begins with a deep dive into your specific sales process, stages, and workflows. We then tailor the CRM configuration, training content, and enablement strategy to fit your methodology, ensuring the CRM truly supports and enhances your unique way of selling, rather than forcing you into a rigid mold.

My sales team already has a CRM. Why do we need enablement?

Simply having a CRM doesn't guarantee its effective use. Many sales teams struggle with low adoption rates, inconsistent data entry, or a lack of understanding of how the CRM can truly help them sell more. Our enablement service bridges this gap, ensuring your team not only uses the CRM but leverages it strategically to streamline their work, gain insights, and drive revenue.


Testimonials

  • The team is process oriented, disciplined, and have mapped all our key processes and workflows to a level of detail that I have never seen done before. Very impressive. I highly recommend working with Hype & Dexter.

    Jek Tan
    CEO

    Integricity

  • The team are highly competent, reliable and have deep product expertise, they know HubSpot's product and team extremely well, resulting in a strong and effective working relationship.

    Fabio Pancaldi
    ANZ Sales and Partnerships Director

    HubSpot

  • I’m really proud of the company-wide adoption. It’s being used across sales, marketing, operations and customer service.

    Amrita Sidhu
    Managing Director

    Medianet

  • I’ve just always found that their problem solving and their ability to just come to the table with a solution has been genuinely quite a rare and satisfying experience.

    Andy Antonini
    Head of Customer Experience

    Coronation