Imagine you’re leading a discovery call with a potential client. They’re interested in transitioning to the HubSpot Smart CRM, but are worried that their unfamiliarity with the platform and lack of best practices knowledge may lead to low user adoption. How can you address their concerns?

Imagine you’re leading a discovery call with a potential client. They’re interested in transitioning to the HubSpot Smart CRM, but are worried that their unfamiliarity with the platform and lack of best practices knowledge may lead to low user adoption. How can you address their concerns?

 

• Offer to set them up with a free trial of HubSpot Smart CRM.
• Demonstrate your knowledge of HubSpot’s products and methodologies.
• Deliver a presentation on the pros and cons of their current CRM system.
• Wait to schedule the migration until they’ve completed platform training in HubSpot Academy.