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CRM Enablement for Sales Teams

Work with us to design and configure HubSpot CRM and sales tools that empower your team, automate follow-ups, and make selling smoother for you and your customers.



Overview

This service equips your sales team with a custom-built HubSpot CRM and Sales Hub setup, aligned with how your team sells. 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
  • Faster Sales Adoption
  • Automation That Works for You
  • Seamless HubSpot Integration
  • Sales Insights You Can Act On
  • Enhanced Customer Relationship Building
  • Standardised & Scalable Sales Processes

Tailored to Your Sales Process

CRM Sales

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.

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.

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.

Seamless HubSpot Integration

Your CRM doesn’t live in isolation. We connect it with your marketing and service hubs, creating one unified system that powers the full customer journey.

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.



Enhanced Customer Relationship Building

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

Standardised & Scalable Sales Processes

By embedding your proven sales methodology and best practices directly into the CRM workflows, you ensure consistency across your team. This makes it easier to onboard new reps, scale your sales operations, and maintain efficiency as your business grows.

Inclusions

Getting you set up to run your marketing operations using HubSpot, and enjoy maximum ROI from the
 inbound methodology.

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Tiers
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+
This service 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
Our Enterprise-tiered service 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
Design Workshop Prep
Session: Design Workshop
Session: Design Review - -
Configuration
Session: Configuration Review
Training Collateral
Session: Training
Cutover Support
Session: Discovery/Shadow Session -
Session: Post Cutover Coaching
Configuration Documentation
Internal Communication Plan - -
User Admin

Process overview & timeline

Week 1-2Week 3-4Week 4-8Week 8-10Week 10-12
Discovery
Week 1-2
Discovery
Start Research
Design
Week 3-4
Design
Figma Design
Delivery
Week 4-8
Delivery
Assets Provided
Deployment
Week 8-10
Deployment
Go Live!
Optimise
Week 10-12
Optimise
Success / Support

Our Team & Roles

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

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

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

  • 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

  • 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

  • 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

  • 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