CRM-icino

Managing your leads well is more valuable than just getting more leads

San Hero

    What is a modern CRM?

    Whether it’s your first time working with a CRM or you already have experience using HubSpot, our team will adapt to your goals and needs to ensure a successful project

    • 1

      Initial Package

    • 2

      Add-ons

    • 3

      Maintenance

    Estimated implementation time
    4 weeks

    Required HubSpot license
    Sales Hub Starter or higher

    Who carries out the implementation?
    Cliento

    • Analysis and optimization of the sales process
    • Creation and implementation of tracking and conversion codes per platform
    • CRM customization
    • Enable basic tracking tools
    • Setup of basic reports and dashboards
    • Initial database import
    • Functional training for the sales team
    • Technical training for administrators
    • Progress meetings (weekly)

    Estimated implementation time
    8 weeks

    Required HubSpot license
    Sales Hub Starter or higher

    Who carries out the implementation?
    Cliento

    • Analysis and optimization of the sales process
    • Enable basic tracking tools
    • Lead assignment automation
    • Deal stage-based automation
    • Chatbot setup for lead capture
    • Setup of basic reports and dashboards
    • Setup of custom reports and dashboards
    • Initial database import
    • Technical training for administrators
    • Advanced training for supervisors
    • Progress meetings (weekly)

    Estimated implementation time
    8–12 weeks

    Required HubSpot license
    Sales Hub Starter or higher

    Who carries out the implementation?
    Cliento

    • Analysis and optimization of the sales process
    • Enable basic tracking tools
    • Lead assignment automation
    • Deal stage-based automation
    • Chatbot setup for lead capture
    • Setup of basic reports and dashboards
    • Setup of custom reports and dashboards
    • Initial database import
    • Progress meetings

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    Maintenance and Support Policies

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    Frequently asked questions

    This is the perfect time to start managing your business opportunities. At Cliento, we’ll help you define each stage with the goal of establishing an optimal sales process

    Yes, you can have one or more pipelines with different sales stages. However, this will depend on the type of license you purchase.

    The main advantage is that the tool is fully customizable. All the information you need—such as prospect details, company data, and every stage of your sales process—can be configured to fit your needs, not the other way around.

    Yes, we have experience integrating not only with ERPs but also with other internal systems our clients use to manage their operations.

    Yes, if you’re currently managing your contacts, companies, and deals in Excel or another system, we can import them so everything is centralized in a single platform.

    Yes, you can access real-time information and tracking on how your reps interact with their assigned leads, including the number of opportunities they’re logging and their productivity over defined periods.

    Yes, there are different types of permissions you can assign. Some allow access to the entire contact database, while others limit visibility to only what's assigned to the user. You can also create teams to manage access more efficiently—permissions depend on the user’s role and specific needs.

    On training day, we give your sales team a brief theoretical introduction to inbound marketing and how it aligns with your sales strategy.

    Then we walk through how to manage a lead throughout the entire sales process using the CRM, leveraging the platform’s functionality. A week later, we reinforce the training with a Q&A session to address specific questions your team may have while using the tool.

    Yes, we can tailor a support plan to fit your needs.