Modules
Class 24: CRM in a Box
Transcript
I wish some something like this in a box existed when I was an internal admin at a manufacturing company. And then I was like breaking my house for left and right and causing all kinds of issues while learning the platform. So I wish something like that was possible. So what, what is this thing? And like what, what are we trying to solve for? Uh Let me try to build a parallel from guided on boarding. So people who don't know, guided on boarding, it's fine, don't hit yourself. Basically, it's like a, you know, coach that will help you get started on your hot spot. I help you achieve three goals out of, you know, of 6 to 8 or something like that. So it's done both by hubspot with hubspot professional services. I don't know what that looks like right now because majority of that is done and you know, handled by solution partners in some capacity. So typically the process of died on boarding looks like this. So it has a kickoff call, it has a project plan, uh which is basically in the project section in Hubspot. So if you don't know what I'm talking about. Here's the, here's the thing. So if you are in your account, you can click on this project's next to product updates. And this is where, you know, you can, you can do a bunch of things and it has tasks assignee and a lot of anyway, I digress. So, you know, you follow that all of your projects and you know, continue to finish tasks and hopefully get to your goals. You will have some kind of weekly syncs with your consultant or consultant who will guide you through the entire process. And then you know, it's like a wrap up. OK. So how is this C I in a box concept? Different uh like how, what is the main difference and how is it better? It's basically not better. Technically, it's a different product in a nutshell. And uh what this is is if you are like me and you prefer to learn stuff and break things and you do your own learning, do your own stuff. But uh you know, these are like, you know, business things that you're working on. Uh This is like your business and uh maybe you're ac RM admin at a very small company and you don't want to break stuff, but you still want to learn the platform. So you need an expert overlay, expert guidance on on top of that. So that's how this is structured. It's a, it's a self failing solution as you can see. And uh there's like uh we currently offer it for sales might increase it to like other hubs and what not. But there are like various aspects to it. So you will have uh stuff that admins will do and stuff that the end users will do the sales marketing service, maybe you are from sales or marketing team and then you are also admin of your hubs for instance. So don't feel bad we are here to support you. So we provide like a booster pack to get you like very initially started and we operate all of these things on a super package. So there are like some bunch of optional add ons and whatnot. Like if you want us to do stuff for you or if you need like a separate consultation and whatnot, we offer that as well. Uh So you, you first uh buy uh stuff directly just like you would buy stuff on online, then you have a kick off and then you will deploy super packages. So I'll show you what that means and then you work on tasks. So that's, that's how it looks like in a, in a nutshell. So you will have something like this. So for example, in booster package, you will have all of the information about, let's say life cycle stages. It's not limited to this. But for example, let's start with like admin setup. So let's say you have the admin setup. So you will have all of the things very, very specific guidance on. Hey, how do you connect your domain? How do you get started? How do you connect your slack branding and whatnot? And then uh in the in the booster package, you will get very step by step instructions on how do you, so you will learn about, you know, all things life cycle stages. First, you will do like administrative, you'll invite your users, you'll pick three and then you know what, what are life cycle stages will Smith is going to teach you, you know, fun stuff. You will do an internal discovery on your side and then you will have this like a worksheet to fill and you know, go very deep into life cycle stages. Capture all of the necessary information. You build your life cycle stages. Uh You build all of the inclusion list, exclusion lists, workflows, reports, dashboards and you know, any anything that's relevant, any custom life cycle stages that might be relevant and uh you know, uh update any kind of training or anything uh that you do with it. So yeah, it's pretty cool. I don't know what are your thoughts on this, but I'm like super excited about this. I wish I uh I really had this something like this when I was first starting out and that will not only help me uh do stuff but also learn stuff with expert guidance from, you know IP strategists and with like a fraction of cost. So yeah, super excited about this. Um Yeah.