Join Adam Sharrow of Process Pro Consulting and Sean Steigerwald of CustomerIQ for an in-depth webinar on optimizing your HubSpot CRM setup for efficiency, automation, and accurate reporting.
🔹 Why This Matters:
Many businesses struggle with CRM organization, leading to messy data, inefficient workflows, and unreliable reporting. This webinar will break down best practices for structuring CRM properties, ensuring clean data flow, and automating key processes to eliminate manual work.
🔹 What You'll Learn:
✅ CRM Property Fundamentals – Understanding contacts, companies, deals, and custom objects
✅ Best Practices for CRM Data Management – Where to store key information and how to avoid clutter
✅ Lead Object & Segmentation Strategies – How to track multiple sales cycles without losing data
✅ Automation & Workflows – How to avoid "workflow soup" and create smooth property syncing
✅ Live Demo – Watch Adam and Sean set up key properties in HubSpot and integrate with CustomerIQ
📅 Date & Time: March 5th, 2025 @ 12:00pm CT
📍 Location: Zoom (link provided upon registration)
Perfect for sales, RevOps, and marketing teams, this session will give you actionable insights and a clear roadmap to set up your HubSpot CRM the right way.
🚀 Register Now!