Building a CRM Foundation for AI-Powered GTM Operations | Hubspot by SalesPlaybook

• Workshop Description:
  Early-stage startups often struggle with scattered customer data, inefficient sales processes, and missed growth opportunities. This hands-on workshop is designed specifically for startup founders and sales teams who want to build a robust CRM foundation that not only organizes their current operations but also positions them to leverage AI for scalable growth.

  You'll discover how to transform your CRM from a simple contact database into a strategic asset that drives revenue, improves customer relationships, and provides the data quality necessary for AI-powered insights and automation. This session will give you practical frameworks and actionable strategies to implement immediately.

  We'll cover how to:

• Craft a Customer Journey and Sales Process within a CRM System

• Build a sales reporting based on the sales process

• Use a data quality framework for valid insights

• Leverage AI Capabilities based on the CRM

Walk away with:

• Best practices for your customer journey

• a framework for sales reporting

• data quality dashboard blueprint & SOP

• Hands-on usage of AI within the sales process

Speaker:
Erik Steffen has built the HubSpot & RevOps Services business at SalesPlaybook from the ground up over the past two years, successfully delivering more than 30 CRM projects. With over five years of experience across 50+ HubSpot, Salesforce, and Pipedrive implementations, he has extensive expertise in designing and optimizing CRM systems. His professional journey spans more than a decade focused on sales and sales operations.

SalesPlaybook

SalesPlaybook - a HubSpot Platinum & HubSpot for Startups Education Partner