Add 3 companies to the CRM and associate the contact to each of the companies but with different labels: Prior Employer, Channel Partner, Insurance Agent.
HubSpot: Add a new contact
Dynamics: Add a new contact
Salesforce: Add a new contact
The first communication needs to be an email which is already written but is personalised with the contact's name and a prompt for the user to enter the sport they like. The second step, set to 3 days later, is for the assigned sales rep to call the contact with a provided script.
HubSpot: Enrol two contacts into a pre-built series
Dynamics: Enrol two contacts into a pre-built series
Salesforce: Enrol two contacts into a pre-built series
Apply a filter through this activity timeline, to only show the website visits that this contact has had on the website.
HubSpot: View the timeline of an opportunity/deal
Dynamics: View the timeline of an opportunity/deal
Salesforce: View the timeline of an opportunity/deal
The marketing team is hosting an event. Create a list/campaign and add a prospect/lead and a customer contact to the event list/campaign.
HubSpot: Create a list and add contacts
A sales rep has left, but a new one has joined. Set up a new user, assign them to a team, and grant them a “sales rep” user security role. Move all the deals, leads, and accounts to the new user from the previous sales rep.
HubSpot: Set up a new user
Dynamics: Set up a new user
Salesforce: Set up a new user
A company has two sales processes, set these up. Then create a playbook that is recommended for a sales rep when they open a deal that is in the Discovery stage. Next, open a deal in the Discovery stage, and engage with the above playbook. Finally, move a deal from the “New Business” to the “Upsell” pipeline.
HubSpot: Set up & manage sales processes
Dynamics: Set up & manage sales processes
Salesforce: Set up & manage sales processes
Create a dashboard with 25 best practice reports to monitor the status of the pipeline, prospects and customers. Give the team access to this dashboard.
HubSpot: Create a dashboard
Dynamics: Create a dashboard
Salesforce: Create a dashboard
Send contacts an email that explains your company values when their deal reaches the “proposal” stage. Create an automation with the first step being a welcome email that greets them by name and includes the values. Next, enrol the contact into a Facebook audience so that they start seeing a banner ad campaign for 3 days.
The third step should be a text message to the contact that says “we can’t wait to start working with you”. Finally, create a task for the sales rep to let them know that the proposal stage campaign is now complete for this deal.
HubSpot: Create an automation
Dynamics: Create an automation
Salesforce: Create an automation
Create a form that a customer can fill out with their name, email and company name. Include a hidden field called “Competition Name” and set it to “Spring”. When someone fills out the form, ensure it is associated with their contact record. Send a notification to a Slack Channel and Microsoft Teams when the form is submitted.
HubSpot: Create a form
Dynamics: Create a form
Salesforce: Create a form