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New Hires: HubSpot Onboarding Tasks

Purpose: Equip new employees with the knowledge, tools, and best practice's to succeed in their role both efficiently and confidently. Tasks trigger when a new user has accepted their invite to HubSpot, the resources linked in the tasks will be in this SOP

New Hire Onboarding Tasks:

✅ Task #1 Day 1

Update Profile Picture, Install Sales Chrome Extension, Connect Gmail & Calendar

The other articles below review the details on how the logging/tracking works with the Extension/Gmail Connection, how the Calendar sync works, etc. These are great tools for understanding each aspect of the tools! If you have any questions, write them down and we will discuss!

1. Update your Profile Picture in HubSpot:

2. Install Sales Chrome Extension - Install the extension, click allow all and continue

3. Connect Gmail - Select All and Continue

4. Connect Calendar - Select All and Continue

5. Turn on Calendar Sync via Extension

6. Understanding HubSpot Extension & Google Connection

✅ Task #2 Day 1

Mobile App & Other Resources

We have a specific process for adding contacts into HubSpot. We have a form the Sales Team uses to add new or update existing contacts in the System. This processes allows us to audit all submissions for accuracy! No editing contact information unless a process is advising you to do so!

1. Installing the Mobile App

This is something that is beneficial to the Regional Executives as they are often traveling. We will review more in depth but feel free to install it and explore!

2. IC Realtime Contact Form - Bookmark this

Make sure you check the "When to use this Form" before you submit!

3. Contact No Longer Employed at Company

✅ Task #3 Day 3

HubSpot Academy Course

Below is a HubSpot Academy Course for you to take! This will give you a basis on some of the tools available and how to use them. 

Intro to Sales Hub Tools for Sales Reps

You can use the ACME Testing Company in HubSpot to test anything you'd like. Creating and logging activities, creating deals, etc. Operations will never process anything on this account. You have a contact with your ICR email that you can use to test, email, set up a meeting with, etc.

With that being said, here's a few articles on tools for you to dive in and test after you finish the course!

1. Email Templates:

2. Meetings: 

✅ Task #4 Day 3

Dialpad with HubSpot

Here are a few articles and tutorials on the Dialpad <> HubSpot Integration and how it works! As well as directions on updating the Time Zone of your Dialpad Meetings. When we do an in depth training, we will install the Dialpad Meetings integration app in your HubSpot. If you have any questions, write them down and we will discuss!

1. Updating Dialpad Meetings Timezone

Updating Time Zone in Dialpad Meetings

2. Dialpad with HubSpot. Review the article below to understand how it works! We will discuss further during training

✅ Task #5 Day 5

HubSpot Object Records & Views

Here are a few articles on different Object Records, Company, Contact, Deals, Orders.

Please Note: These articles are currently being updated, so some of the placement of information may differ than the images below - but not the main information. Will dive into that more later on.

1. Review Navigation Layout

2. Company Views/Reports

3. Mastering Deal Views

4. Sales Orders in HubSpot

If you have any questions, write them down and we will discuss!

 

Other Resources: