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Strategy-22023-05-15https://www.taipanconsulting.de/en/sales-pipeline-blog/common-challenges-during-sales-qbrs-and-how-to-overcome-themhttps://www.taipanconsulting.de/hubfs/assets/logo/Taipan_consulting_logo_320x132.pngTaipan_consulting_logo_320x132Taipan_consulting_logo_320x132https://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20right%20white.pngTaipan Logo col right whiteTaipan Logo col right whitehttps://www.taipanconsulting.de/hubfs/Imported_Blog_Media/Discover%20the%20most%20common%20challenges%20that%20arise%20during%20sales%20QBRs%20and%20learn%20effective%20strategies%20to%20overcome%20them-2.pngDiscover the most common challenges that arise during sales QBRs and learn effective strategies to overcome them-2Discover the most common challenges that arise during sales QBRs and learn effective strategies to overcome them-2https://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20white.pngTaipan Logo col whiteTaipan Logo col 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Welsch-Lehmannhttps://www.taipanconsulting.de/hubfs/assets/logo/Taipan_consulting_logo_320x132.pngTaipan_consulting_logo_320x132Taipan_consulting_logo_320x132https://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan-Logo-col-white-footer.pngTaipan-Logo-col-white-footerTaipan-Logo-col-white-footer2024-10-07https://www.taipanconsulting.de/de/blog/definition-eines-leads-in-salesforce-sales-cloud-und-hubspot-sales-hubhttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20right%20white.pngTaipan Logo col right whiteTaipan Logo col right whitehttps://www.taipanconsulting.de/hubfs/Leads%20in%20HubSpot%20und%20Salesforce.pngLeads in HubSpot und SalesforceLeads in HubSpot und Salesforcehttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20white.pngTaipan Logo col whiteTaipan Logo col 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team performance-12024-12-20https://www.taipanconsulting.de/en/sales-pipeline-blog/best-practices-for-presenting-data-during-sales-qbrshttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20right%20white.pngTaipan Logo col right whiteTaipan Logo col right whitehttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20white.pngTaipan Logo col whiteTaipan Logo col whitehttps://www.taipanconsulting.de/hubfs/Imported_Blog_Media/Learn%20the%20best%20practices%20for%20presenting%20data%20during%20sales%20QBRs%20and%20impress%20your%20team%20with%20your%20insights-2.pngLearn the best practices for presenting data during sales QBRs and impress your team with your insights-2Learn the best practices for presenting data during sales QBRs and impress your team with your insights-2https://www.taipanconsulting.de/hubfs/assets/logo/Taipan_consulting_logo_320x132.pngTaipan_consulting_logo_320x132Taipan_consulting_logo_320x1322023-05-20https://www.taipanconsulting.de/de/hubspot-sales-hub-demohttps://www.taipanconsulting.de/hubfs/TechVision/6)%20Wie%20du%20mit%20E-Mail-Tracking%20dein%20Verkaufsgespr%C3%A4ch%20optimierst%20%E2%80%93%20Tipps%20f%C3%BCr%20Account%20Manager.mp4/medium.jpgWie du mit E-Mail-Tracking dein Verkaufsgespräch optimierst – Tipps für Account Manager6) Wie du mit E-Mail-Tracking dein Verkaufsgespräch optimierst – Tipps für Account Managerhttps://www.taipanconsulting.de/hubfs/TechVision/6)%20Wie%20du%20mit%20E-Mail-Tracking%20dein%20Verkaufsgespr%C3%A4ch%20optimierst%20%E2%80%93%20Tipps%20f%C3%BCr%20Account%20Manager.mp4290nonohttps://www.taipanconsulting.de/hubfs/TechVision/8)%20Vertragsabschluss%20aus%20Sicht%20des%20Kunden%20und%20Verk%C3%A4ufers_%20So%20funktioniert%20die%20digitale%20Unterschrift.mp4/medium.jpgVertragsabschluss aus Sicht des Kunden und Verkäufers So funktioniert die digitale UnterschriftIn diesem Video sehen wir, wie ein Angebot aus der Perspektive des Kunden und des Verkäufers erfolgreich abgeschlossen wird. Der Kunde erhält das Angebot per E-Mail und kann es einfach einsehen, herunterladen und digital unterschreiben. Nach der Verifizierung durch Dropbox Sign wird die elektronische Unterschrift geleistet, was den Prozess beschleunigt und vereinfacht. Gleichzeitig erhält der Account Manager Markus Weber eine Benachrichtigung, um das Angebot gegenzuzeichnen und den Deal abzuschließen. Das Video zeigt, wie beide Seiten von der digitalen Signatur profitieren und die Effizienz im Verkaufsprozess gesteigert wird. Im nächsten Video erfahren wir, wie das abgeschlossene Angebot in eine Rechnung umgewandelt wird.https://www.taipanconsulting.de/hubfs/TechVision/8)%20Vertragsabschluss%20aus%20Sicht%20des%20Kunden%20und%20Verk%C3%A4ufers_%20So%20funktioniert%20die%20digitale%20Unterschrift.mp4316nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/4)%20Wie%20du%20als%20Account%20Manager%20mit%20HubSpot%20m%C3%BChelos%20Deals%20verwaltest%20und%20Aufgaben%20im%20Griff%20beh%C3%A4ltst.mp4/medium.jpgWie du als Account Manager mit HubSpot mühelos Deals verwaltest und Aufgaben im Griff behältstIn diesem Video zeigen wir, wie Herr Weber als Account Manager mit HubSpot seine Arbeit effizient gestaltet. Er demonstriert, wie man Deals mühelos verwaltet, indem alle wichtigen Informationen zentral gesammelt und jederzeit zugänglich sind. Zudem lernt er, wie er Aufgaben organisiert, Follow-ups plant und Kollegen einbezieht, um gemeinsam die Verkaufschancen zu maximieren. Das Video bietet praktische Einblicke für Vertriebsprofis, die ihren Arbeitsalltag einfacher und produktiver gestalten wollen. Im nächsten Video erfahren wir, wie Herr Weber Informationen an den Interessenten versendet.https://www.taipanconsulting.de/hubfs/TechVision/4)%20Wie%20du%20als%20Account%20Manager%20mit%20HubSpot%20m%C3%BChelos%20Deals%20verwaltest%20und%20Aufgaben%20im%20Griff%20beh%C3%A4ltst.mp4364nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/7)%20Erfolgreich%20Angebote%20erstellen%20und%20abschlie%C3%9Fen_%20Mit%20E-Signaturen%20Zeit%20sparen%20und%20Erfolge%20sichern.mp4/medium.jpgErfolgreich Angebote erstellen und abschließen Mit E Signaturen Zeit sparen und Erfolge sichernIn diesem Video zeigt Herr Weber, wie er als Account Manager ein mündlich vereinbartes Angebot in HubSpot erstellt und versendet. Nach einer erfolgreichen Präsentation bereitet er ein strukturiertes Angebot vor, nutzt Textbausteine und Vorlagen, um effizient zu arbeiten, und fügt Rabattoptionen oder Gebühren hinzu. Zudem wird erklärt, wie E-Signaturen Zeit sparen und die Abschlussrate erhöhen. Herr Weber setzt Follow-up-Aufgaben, um den Verkaufsprozess zu optimieren und sicherzustellen, dass kein Termin verpasst wird. Im nächsten Video erfahren wir, wie das Angebot auf der Kundenseite ankommt und welche Schritte als Nächstes folgen.https://www.taipanconsulting.de/hubfs/TechVision/7)%20Erfolgreich%20Angebote%20erstellen%20und%20abschlie%C3%9Fen_%20Mit%20E-Signaturen%20Zeit%20sparen%20und%20Erfolge%20sichern.mp4352nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/3)%20Nachfassen%20mit%20Erfolg_%20Telefonat%20und%20Meeting%20vereinbaren%20%E2%80%93%20dein%20n%C3%A4chster%20Schritt%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video zeigt Jonas, wie er als Sales Development Representative (SDR) den nächsten Schritt im Vertriebsprozess meistert.In diesem Video zeigt Jonas, wie er als Sales Development Representative (SDR) den nächsten Schritt im Vertriebsprozess meistert. Nach dem Versenden von E-Mails und der Ankündigung eines Anrufs folgt Jonas nun bei einem potenziellen Kunden nach. Er nutzt HubSpot, um den Anruf zu protokollieren und wertvolle Informationen zu sammeln, wie Budget und Bedarf des Leads. Nachdem die Kontaktaufnahme erfolgreich war, plant Jonas ein Meeting für seinen Kollegen vom Account Management, um die nächste Phase einzuleiten. Im nächsten Video erfahren wir, wie der Prozess weitergeht. https://www.taipanconsulting.de/hubfs/TechVision/3)%20Nachfassen%20mit%20Erfolg_%20Telefonat%20und%20Meeting%20vereinbaren%20%E2%80%93%20dein%20n%C3%A4chster%20Schritt%20im%20Vertriebsprozess.mp4495nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/5)%20Deals%20clever%20voranbringen_%20Wie%20du%20E-Mails%20und%20Dokumente%20nutzt%2c%20um%20Verkaufschancen%20zu%20qualifizieren.mp4/medium.jpgDeals clever voranbringen Wie du E Mails und Dokumente nutzt, um Verkaufschancen zu qualifizierenIn diesem Video begleitet Herr Weber als Account Manager den nächsten Schritt im Verkaufsprozess. Er verschiebt seinen Deal spielerisch von der Termin-geplant-Phase zur Verkauf-qualifiziert-Phase und erhöht so die Abschlusswahrscheinlichkeit. Anschließend sendet er eine E-Mail mit einer angepassten Vorlage und einem Unternehmensdokument an den potenziellen Kunden. Dabei nutzt er praktische Funktionen von HubSpot, um seine Arbeit effizient zu gestalten, wie das Planen von Folgeaufgaben und die Integration von KI-Tools. Im nächsten Video erfahren wir, wie der Kunde auf die gesendeten Informationen reagiert.https://www.taipanconsulting.de/hubfs/TechVision/5)%20Deals%20clever%20voranbringen_%20Wie%20du%20E-Mails%20und%20Dokumente%20nutzt%2c%20um%20Verkaufschancen%20zu%20qualifizieren.mp4203nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/Vorstellung%20von%20TechVision%20und%20den%20Teammitgliedern.mp4/medium.jpgAm Beispiel vom fiktiven Unternehmen TechVision zeige ich, wie HubSpot Sales Hub zu deinem Lieblingswerkzeug im Vertrieb werden kannHallo, in diesem Video werde ich das fiktive Unternehmen TechVision vorstellen, das IT-Lösungen für schnell wachsende Unternehmen anbietet. Ich werde drei Schlüsselpersonen vorstellen: Jonas Müller, Herrn Weber und Frau Schmitz, und ihre jeweiligen Rollen im Unternehmen erklären. Bitte achte besonders auf Jonas' Aufgaben im Lead Management.https://www.taipanconsulting.de/hubfs/TechVision/Vorstellung%20von%20TechVision%20und%20den%20Teammitgliedern.mp4122nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/1)%20Wie%20du%20mit%20LinkedIn%20und%20HubSpot%20potenzielle%20Leads%20identifizierst%20%E2%80%93%20Schritt%201%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video begleiten wir Jonas durch den ersten Schritt des Vertriebsprozesses: die Identifikation von Leads. Jonas nutzt LinkedIn Premium.In diesem Video begleiten wir Jonas durch den ersten Schritt des Vertriebsprozesses: die Identifikation von Leads. Jonas nutzt LinkedIn Premium, um Unternehmen zu finden, die zu seinem Suchprofil passen. Mit der SURFE-Extension importiert er diese Daten direkt in sein HubSpot-System. Außerdem zeigt er, wie er gezielt relevante Kontakte, wie Geschäftsführer, identifiziert und speichert. Im nächsten Video erfahren wir, wie er weiter vorgeht.https://www.taipanconsulting.de/hubfs/TechVision/1)%20Wie%20du%20mit%20LinkedIn%20und%20HubSpot%20potenzielle%20Leads%20identifizierst%20%E2%80%93%20Schritt%201%20im%20Vertriebsprozess.mp4301nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/2)%20Wie%20du%20mit%20HubSpot%20die%20richtigen%20Leads%20ausw%C3%A4hlst%20%E2%80%93%20Schritt%202%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video zeigt Jonas, wie er mit HubSpot die richtigen Leads auswählt und priorisiert. Vom Dashboard aus verwaltet er seine Aufgaben.In diesem Video zeigt Jonas, wie er mit HubSpot die richtigen Leads auswählt und priorisiert. Vom Dashboard aus verwaltet er seine Aufgaben, überwacht neue Leads und startet gezielte Sequenzen für den ersten Kontakt. Jonas erklärt, wie automatische Workflows und vordefinierte E-Mail-Sequenzen ihm helfen, seine Vertriebsaktivitäten effizient zu gestalten und die Chancen auf eine erfolgreiche Kontaktaufnahme zu erhöhen. 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Look no further! Our article offers practical tips and strategies to help y-3Looking for ways to keep your sales team motivated and engaged during QBs? Look no further! Our article offers practical tips and strategies to help y-32023-04-25https://www.taipanconsulting.de/de/blog/wie-du-mit-hubspot-sales-hub-deinen-vertrieb-organisieren-kannst-demohttps://www.taipanconsulting.de/hubfs/TechVision/4)%20Wie%20du%20als%20Account%20Manager%20mit%20HubSpot%20m%C3%BChelos%20Deals%20verwaltest%20und%20Aufgaben%20im%20Griff%20beh%C3%A4ltst.mp4/medium.jpgWie du als Account Manager mit HubSpot mühelos Deals verwaltest und Aufgaben im Griff behältstIn diesem Video zeigen wir, wie Herr Weber als Account Manager mit HubSpot seine Arbeit effizient gestaltet. Er demonstriert, wie man Deals mühelos verwaltet, indem alle wichtigen Informationen zentral gesammelt und jederzeit zugänglich sind. Zudem lernt er, wie er Aufgaben organisiert, Follow-ups plant und Kollegen einbezieht, um gemeinsam die Verkaufschancen zu maximieren. Das Video bietet praktische Einblicke für Vertriebsprofis, die ihren Arbeitsalltag einfacher und produktiver gestalten wollen. Im nächsten Video erfahren wir, wie Herr Weber Informationen an den Interessenten versendet.https://www.taipanconsulting.de/hubfs/TechVision/4)%20Wie%20du%20als%20Account%20Manager%20mit%20HubSpot%20m%C3%BChelos%20Deals%20verwaltest%20und%20Aufgaben%20im%20Griff%20beh%C3%A4ltst.mp4364nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/2)%20Wie%20du%20mit%20HubSpot%20die%20richtigen%20Leads%20ausw%C3%A4hlst%20%E2%80%93%20Schritt%202%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video zeigt Jonas, wie er mit HubSpot die richtigen Leads auswählt und priorisiert. Vom Dashboard aus verwaltet er seine Aufgaben.In diesem Video zeigt Jonas, wie er mit HubSpot die richtigen Leads auswählt und priorisiert. Vom Dashboard aus verwaltet er seine Aufgaben, überwacht neue Leads und startet gezielte Sequenzen für den ersten Kontakt. Jonas erklärt, wie automatische Workflows und vordefinierte E-Mail-Sequenzen ihm helfen, seine Vertriebsaktivitäten effizient zu gestalten und die Chancen auf eine erfolgreiche Kontaktaufnahme zu erhöhen. Im nächsten Video wird der Verlauf der Kontaktaufnahme weiterverfolgt.https://www.taipanconsulting.de/hubfs/TechVision/2)%20Wie%20du%20mit%20HubSpot%20die%20richtigen%20Leads%20ausw%C3%A4hlst%20%E2%80%93%20Schritt%202%20im%20Vertriebsprozess.mp4482nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/Vorstellung%20von%20TechVision%20und%20den%20Teammitgliedern.mp4/medium.jpgAm Beispiel vom fiktiven Unternehmen TechVision zeige ich, wie HubSpot Sales Hub zu deinem Lieblingswerkzeug im Vertrieb werden kannHallo, in diesem Video werde ich das fiktive Unternehmen TechVision vorstellen, das IT-Lösungen für schnell wachsende Unternehmen anbietet. Ich werde drei Schlüsselpersonen vorstellen: Jonas Müller, Herrn Weber und Frau Schmitz, und ihre jeweiligen Rollen im Unternehmen erklären. Bitte achte besonders auf Jonas' Aufgaben im Lead Management.https://www.taipanconsulting.de/hubfs/TechVision/Vorstellung%20von%20TechVision%20und%20den%20Teammitgliedern.mp4122nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/8)%20Vertragsabschluss%20aus%20Sicht%20des%20Kunden%20und%20Verk%C3%A4ufers_%20So%20funktioniert%20die%20digitale%20Unterschrift.mp4/medium.jpgVertragsabschluss aus Sicht des Kunden und Verkäufers So funktioniert die digitale UnterschriftIn diesem Video sehen wir, wie ein Angebot aus der Perspektive des Kunden und des Verkäufers erfolgreich abgeschlossen wird. Der Kunde erhält das Angebot per E-Mail und kann es einfach einsehen, herunterladen und digital unterschreiben. Nach der Verifizierung durch Dropbox Sign wird die elektronische Unterschrift geleistet, was den Prozess beschleunigt und vereinfacht. Gleichzeitig erhält der Account Manager Markus Weber eine Benachrichtigung, um das Angebot gegenzuzeichnen und den Deal abzuschließen. Das Video zeigt, wie beide Seiten von der digitalen Signatur profitieren und die Effizienz im Verkaufsprozess gesteigert wird. Im nächsten Video erfahren wir, wie das abgeschlossene Angebot in eine Rechnung umgewandelt wird.https://www.taipanconsulting.de/hubfs/TechVision/8)%20Vertragsabschluss%20aus%20Sicht%20des%20Kunden%20und%20Verk%C3%A4ufers_%20So%20funktioniert%20die%20digitale%20Unterschrift.mp4316nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/6)%20Wie%20du%20mit%20E-Mail-Tracking%20dein%20Verkaufsgespr%C3%A4ch%20optimierst%20%E2%80%93%20Tipps%20f%C3%BCr%20Account%20Manager.mp4/medium.jpgWie du mit E-Mail-Tracking dein Verkaufsgespräch optimierst – Tipps für Account Manager6) Wie du mit E-Mail-Tracking dein Verkaufsgespräch optimierst – Tipps für Account Managerhttps://www.taipanconsulting.de/hubfs/TechVision/6)%20Wie%20du%20mit%20E-Mail-Tracking%20dein%20Verkaufsgespr%C3%A4ch%20optimierst%20%E2%80%93%20Tipps%20f%C3%BCr%20Account%20Manager.mp4290nonohttps://www.taipanconsulting.de/hubfs/TechVision/1)%20Wie%20du%20mit%20LinkedIn%20und%20HubSpot%20potenzielle%20Leads%20identifizierst%20%E2%80%93%20Schritt%201%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video begleiten wir Jonas durch den ersten Schritt des Vertriebsprozesses: die Identifikation von Leads. Jonas nutzt LinkedIn Premium.In diesem Video begleiten wir Jonas durch den ersten Schritt des Vertriebsprozesses: die Identifikation von Leads. Jonas nutzt LinkedIn Premium, um Unternehmen zu finden, die zu seinem Suchprofil passen. Mit der SURFE-Extension importiert er diese Daten direkt in sein HubSpot-System. Außerdem zeigt er, wie er gezielt relevante Kontakte, wie Geschäftsführer, identifiziert und speichert. Im nächsten Video erfahren wir, wie er weiter vorgeht.https://www.taipanconsulting.de/hubfs/TechVision/1)%20Wie%20du%20mit%20LinkedIn%20und%20HubSpot%20potenzielle%20Leads%20identifizierst%20%E2%80%93%20Schritt%201%20im%20Vertriebsprozess.mp4301nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/5)%20Deals%20clever%20voranbringen_%20Wie%20du%20E-Mails%20und%20Dokumente%20nutzt%2c%20um%20Verkaufschancen%20zu%20qualifizieren.mp4/medium.jpgDeals clever voranbringen Wie du E Mails und Dokumente nutzt, um Verkaufschancen zu qualifizierenIn diesem Video begleitet Herr Weber als Account Manager den nächsten Schritt im Verkaufsprozess. Er verschiebt seinen Deal spielerisch von der Termin-geplant-Phase zur Verkauf-qualifiziert-Phase und erhöht so die Abschlusswahrscheinlichkeit. Anschließend sendet er eine E-Mail mit einer angepassten Vorlage und einem Unternehmensdokument an den potenziellen Kunden. Dabei nutzt er praktische Funktionen von HubSpot, um seine Arbeit effizient zu gestalten, wie das Planen von Folgeaufgaben und die Integration von KI-Tools. Im nächsten Video erfahren wir, wie der Kunde auf die gesendeten Informationen reagiert.https://www.taipanconsulting.de/hubfs/TechVision/5)%20Deals%20clever%20voranbringen_%20Wie%20du%20E-Mails%20und%20Dokumente%20nutzt%2c%20um%20Verkaufschancen%20zu%20qualifizieren.mp4203nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/7)%20Erfolgreich%20Angebote%20erstellen%20und%20abschlie%C3%9Fen_%20Mit%20E-Signaturen%20Zeit%20sparen%20und%20Erfolge%20sichern.mp4/medium.jpgErfolgreich Angebote erstellen und abschließen Mit E Signaturen Zeit sparen und Erfolge sichernIn diesem Video zeigt Herr Weber, wie er als Account Manager ein mündlich vereinbartes Angebot in HubSpot erstellt und versendet. Nach einer erfolgreichen Präsentation bereitet er ein strukturiertes Angebot vor, nutzt Textbausteine und Vorlagen, um effizient zu arbeiten, und fügt Rabattoptionen oder Gebühren hinzu. Zudem wird erklärt, wie E-Signaturen Zeit sparen und die Abschlussrate erhöhen. Herr Weber setzt Follow-up-Aufgaben, um den Verkaufsprozess zu optimieren und sicherzustellen, dass kein Termin verpasst wird. Im nächsten Video erfahren wir, wie das Angebot auf der Kundenseite ankommt und welche Schritte als Nächstes folgen.https://www.taipanconsulting.de/hubfs/TechVision/7)%20Erfolgreich%20Angebote%20erstellen%20und%20abschlie%C3%9Fen_%20Mit%20E-Signaturen%20Zeit%20sparen%20und%20Erfolge%20sichern.mp4352nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/3)%20Nachfassen%20mit%20Erfolg_%20Telefonat%20und%20Meeting%20vereinbaren%20%E2%80%93%20dein%20n%C3%A4chster%20Schritt%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video zeigt Jonas, wie er als Sales Development Representative (SDR) den nächsten Schritt im Vertriebsprozess meistert.In diesem Video zeigt Jonas, wie er als Sales Development Representative (SDR) den nächsten Schritt im Vertriebsprozess meistert. Nach dem Versenden von E-Mails und der Ankündigung eines Anrufs folgt Jonas nun bei einem potenziellen Kunden nach. Er nutzt HubSpot, um den Anruf zu protokollieren und wertvolle Informationen zu sammeln, wie Budget und Bedarf des Leads. Nachdem die Kontaktaufnahme erfolgreich war, plant Jonas ein Meeting für seinen Kollegen vom Account Management, um die nächste Phase einzuleiten. Im nächsten Video erfahren wir, wie der Prozess weitergeht. https://www.taipanconsulting.de/hubfs/TechVision/3)%20Nachfassen%20mit%20Erfolg_%20Telefonat%20und%20Meeting%20vereinbaren%20%E2%80%93%20dein%20n%C3%A4chster%20Schritt%20im%20Vertriebsprozess.mp4495nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/assets/portraits%20frank/frank-webinar-host.jpgFrank Welsch-Lehmann | Webinar Hostfrank-webinar-hosthttps://www.taipanconsulting.de/hubfs/assets/logo/Taipan_consulting_logo_320x132.pngTaipan_consulting_logo_320x132Taipan_consulting_logo_320x132https://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20white.pngTaipan Logo col whiteTaipan Logo col whitehttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20right%20white.pngTaipan Logo col right whiteTaipan Logo col right white2025-01-10https://www.taipanconsulting.de/de/leistungen/hubspot-crm-technisch-umsetzenhttps://www.taipanconsulting.de/hubfs/HubSpot-Onboarding-Services-SalesHubPro-Taipan.mp4/medium.jpgHubSpot Onboarding Fast-Track - In nur 9 Workshops und 90 Tagen eine Implementierung im Sales TeamDas HubSpot Onboarding: Sales Hub Fast-Track ist die perfekte Lösung für Unternehmen, die ihre Vertriebsprozesse schnell und effektiv in die Tat umsetzen möchten. 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Assistant in an email inbox, generating and optimizing email responses for sales operations efficiencyAn image of an AI Content Assistant in an email inbox, generating and optimizing email responses for sales operations efficiencyhttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20white.pngTaipan Logo col whiteTaipan Logo col whitehttps://www.taipanconsulting.de/hubfs/assets/logo/Taipan_consulting_logo_320x132.pngTaipan_consulting_logo_320x132Taipan_consulting_logo_320x132https://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20right%20white.pngTaipan Logo col right whiteTaipan Logo col right white2024-12-11https://www.taipanconsulting.de/de/sales-pipeline-blog/die-vorteile-der-verkaufspipeline-metriken-verstehenhttps://www.taipanconsulting.de/hubfs/Imported_Blog_Media/Sales%20Pipeline%20Metrics-1.pngSales Pipeline Metrics-1Sales Pipeline 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vertriebsmitarbeiters2023-10-29https://www.taipanconsulting.de/de/impressumhttps://www.taipanconsulting.de/hubfs/assets/logo/Taipan_consulting_logo_320x132.pngTaipan_consulting_logo_320x132Taipan_consulting_logo_320x132https://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan%20Logo%20col%20right%20white.pngTaipan Logo col right whiteTaipan Logo col right whitehttps://www.taipanconsulting.de/hubfs/assets/logo2024/Taipan-Logo-col-white-footer.pngTaipan-Logo-col-white-footerTaipan-Logo-col-white-footer2024-10-10https://www.taipanconsulting.de/de/bloghttps://www.taipanconsulting.de/hubfs/TechVision/Vorstellung%20von%20TechVision%20und%20den%20Teammitgliedern.mp4/medium.jpgAm Beispiel vom fiktiven Unternehmen TechVision zeige ich, wie HubSpot Sales Hub zu deinem Lieblingswerkzeug im Vertrieb werden kannHallo, in diesem Video werde ich das fiktive Unternehmen TechVision vorstellen, das IT-Lösungen für schnell wachsende Unternehmen anbietet. Ich werde drei Schlüsselpersonen vorstellen: Jonas Müller, Herrn Weber und Frau Schmitz, und ihre jeweiligen Rollen im Unternehmen erklären. Bitte achte besonders auf Jonas' Aufgaben im Lead Management.https://www.taipanconsulting.de/hubfs/TechVision/Vorstellung%20von%20TechVision%20und%20den%20Teammitgliedern.mp4122nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/7)%20Erfolgreich%20Angebote%20erstellen%20und%20abschlie%C3%9Fen_%20Mit%20E-Signaturen%20Zeit%20sparen%20und%20Erfolge%20sichern.mp4/medium.jpgErfolgreich Angebote erstellen und abschließen Mit E Signaturen Zeit sparen und Erfolge sichernIn diesem Video zeigt Herr Weber, wie er als Account Manager ein mündlich vereinbartes Angebot in HubSpot erstellt und versendet. Nach einer erfolgreichen Präsentation bereitet er ein strukturiertes Angebot vor, nutzt Textbausteine und Vorlagen, um effizient zu arbeiten, und fügt Rabattoptionen oder Gebühren hinzu. Zudem wird erklärt, wie E-Signaturen Zeit sparen und die Abschlussrate erhöhen. Herr Weber setzt Follow-up-Aufgaben, um den Verkaufsprozess zu optimieren und sicherzustellen, dass kein Termin verpasst wird. Im nächsten Video erfahren wir, wie das Angebot auf der Kundenseite ankommt und welche Schritte als Nächstes folgen.https://www.taipanconsulting.de/hubfs/TechVision/7)%20Erfolgreich%20Angebote%20erstellen%20und%20abschlie%C3%9Fen_%20Mit%20E-Signaturen%20Zeit%20sparen%20und%20Erfolge%20sichern.mp4352nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/6)%20Wie%20du%20mit%20E-Mail-Tracking%20dein%20Verkaufsgespr%C3%A4ch%20optimierst%20%E2%80%93%20Tipps%20f%C3%BCr%20Account%20Manager.mp4/medium.jpgWie du mit E-Mail-Tracking dein Verkaufsgespräch optimierst – Tipps für Account Manager6) Wie du mit E-Mail-Tracking dein Verkaufsgespräch optimierst – Tipps für Account Managerhttps://www.taipanconsulting.de/hubfs/TechVision/6)%20Wie%20du%20mit%20E-Mail-Tracking%20dein%20Verkaufsgespr%C3%A4ch%20optimierst%20%E2%80%93%20Tipps%20f%C3%BCr%20Account%20Manager.mp4290nonohttps://www.taipanconsulting.de/hubfs/TechVision/4)%20Wie%20du%20als%20Account%20Manager%20mit%20HubSpot%20m%C3%BChelos%20Deals%20verwaltest%20und%20Aufgaben%20im%20Griff%20beh%C3%A4ltst.mp4/medium.jpgWie du als Account Manager mit HubSpot mühelos Deals verwaltest und Aufgaben im Griff behältstIn diesem Video zeigen wir, wie Herr Weber als Account Manager mit HubSpot seine Arbeit effizient gestaltet. Er demonstriert, wie man Deals mühelos verwaltet, indem alle wichtigen Informationen zentral gesammelt und jederzeit zugänglich sind. Zudem lernt er, wie er Aufgaben organisiert, Follow-ups plant und Kollegen einbezieht, um gemeinsam die Verkaufschancen zu maximieren. Das Video bietet praktische Einblicke für Vertriebsprofis, die ihren Arbeitsalltag einfacher und produktiver gestalten wollen. Im nächsten Video erfahren wir, wie Herr Weber Informationen an den Interessenten versendet.https://www.taipanconsulting.de/hubfs/TechVision/4)%20Wie%20du%20als%20Account%20Manager%20mit%20HubSpot%20m%C3%BChelos%20Deals%20verwaltest%20und%20Aufgaben%20im%20Griff%20beh%C3%A4ltst.mp4364nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/Breeze%20Intelligence%20Unternehmen%20Daten%20Anreicherung.mp4/medium.jpgBreeze Intelligence Unternehmen Daten AnreicherungBreeze Intelligence Unternehmen Daten Anreicherunghttps://www.taipanconsulting.de/hubfs/Breeze%20Intelligence%20Unternehmen%20Daten%20Anreicherung.mp423nonohttps://www.taipanconsulting.de/hubfs/webinar%20-%20neuer%20SWP.mp4/medium.jpgHubSpot Sales Workspace 2025: Neue Features für effizienteres VertriebsmanagementDer neue HubSpot Sales Workspace ist eine zentrale Arbeitsumgebung, die Vertriebsmitarbeitern ermöglicht, ihre täglichen Aufgaben effizienter zu managen. Diese Beta-Version bringt wesentliche Verbesserungen für vier Hauptherausforderungen: Verbesserte Pipeline-Übersicht Der neue Workspace bietet eine übersichtliche Darstellung aller Deals mit automatischer Priorisierung durch einen Deal-Score. Dieser Score berücksichtigt verschiedene Faktoren wie Dealwahrscheinlichkeit, Aktivitätsniveau und Abschlusszeitraum.https://www.taipanconsulting.de/hubfs/webinar%20-%20neuer%20SWP.mp43497nonohttps://www.taipanconsulting.de/hubfs/TechVision/2)%20Wie%20du%20mit%20HubSpot%20die%20richtigen%20Leads%20ausw%C3%A4hlst%20%E2%80%93%20Schritt%202%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video zeigt Jonas, wie er mit HubSpot die richtigen Leads auswählt und priorisiert. Vom Dashboard aus verwaltet er seine Aufgaben.In diesem Video zeigt Jonas, wie er mit HubSpot die richtigen Leads auswählt und priorisiert. Vom Dashboard aus verwaltet er seine Aufgaben, überwacht neue Leads und startet gezielte Sequenzen für den ersten Kontakt. Jonas erklärt, wie automatische Workflows und vordefinierte E-Mail-Sequenzen ihm helfen, seine Vertriebsaktivitäten effizient zu gestalten und die Chancen auf eine erfolgreiche Kontaktaufnahme zu erhöhen. Im nächsten Video wird der Verlauf der Kontaktaufnahme weiterverfolgt.https://www.taipanconsulting.de/hubfs/TechVision/2)%20Wie%20du%20mit%20HubSpot%20die%20richtigen%20Leads%20ausw%C3%A4hlst%20%E2%80%93%20Schritt%202%20im%20Vertriebsprozess.mp4482nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/8)%20Vertragsabschluss%20aus%20Sicht%20des%20Kunden%20und%20Verk%C3%A4ufers_%20So%20funktioniert%20die%20digitale%20Unterschrift.mp4/medium.jpgVertragsabschluss aus Sicht des Kunden und Verkäufers So funktioniert die digitale UnterschriftIn diesem Video sehen wir, wie ein Angebot aus der Perspektive des Kunden und des Verkäufers erfolgreich abgeschlossen wird. Der Kunde erhält das Angebot per E-Mail und kann es einfach einsehen, herunterladen und digital unterschreiben. Nach der Verifizierung durch Dropbox Sign wird die elektronische Unterschrift geleistet, was den Prozess beschleunigt und vereinfacht. Gleichzeitig erhält der Account Manager Markus Weber eine Benachrichtigung, um das Angebot gegenzuzeichnen und den Deal abzuschließen. Das Video zeigt, wie beide Seiten von der digitalen Signatur profitieren und die Effizienz im Verkaufsprozess gesteigert wird. Im nächsten Video erfahren wir, wie das abgeschlossene Angebot in eine Rechnung umgewandelt wird.https://www.taipanconsulting.de/hubfs/TechVision/8)%20Vertragsabschluss%20aus%20Sicht%20des%20Kunden%20und%20Verk%C3%A4ufers_%20So%20funktioniert%20die%20digitale%20Unterschrift.mp4316nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/Interview%20frank.mp4/medium.jpgInterview frankInterview frankhttps://www.taipanconsulting.de/hubfs/Interview%20frank.mp41041nonohttps://www.taipanconsulting.de/hubfs/TechVision/5)%20Deals%20clever%20voranbringen_%20Wie%20du%20E-Mails%20und%20Dokumente%20nutzt%2c%20um%20Verkaufschancen%20zu%20qualifizieren.mp4/medium.jpgDeals clever voranbringen Wie du E Mails und Dokumente nutzt, um Verkaufschancen zu qualifizierenIn diesem Video begleitet Herr Weber als Account Manager den nächsten Schritt im Verkaufsprozess. Er verschiebt seinen Deal spielerisch von der Termin-geplant-Phase zur Verkauf-qualifiziert-Phase und erhöht so die Abschlusswahrscheinlichkeit. Anschließend sendet er eine E-Mail mit einer angepassten Vorlage und einem Unternehmensdokument an den potenziellen Kunden. Dabei nutzt er praktische Funktionen von HubSpot, um seine Arbeit effizient zu gestalten, wie das Planen von Folgeaufgaben und die Integration von KI-Tools. Im nächsten Video erfahren wir, wie der Kunde auf die gesendeten Informationen reagiert.https://www.taipanconsulting.de/hubfs/TechVision/5)%20Deals%20clever%20voranbringen_%20Wie%20du%20E-Mails%20und%20Dokumente%20nutzt%2c%20um%20Verkaufschancen%20zu%20qualifizieren.mp4203nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/TechVision/1)%20Wie%20du%20mit%20LinkedIn%20und%20HubSpot%20potenzielle%20Leads%20identifizierst%20%E2%80%93%20Schritt%201%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video begleiten wir Jonas durch den ersten Schritt des Vertriebsprozesses: die Identifikation von Leads. Jonas nutzt LinkedIn Premium.In diesem Video begleiten wir Jonas durch den ersten Schritt des Vertriebsprozesses: die Identifikation von Leads. Jonas nutzt LinkedIn Premium, um Unternehmen zu finden, die zu seinem Suchprofil passen. Mit der SURFE-Extension importiert er diese Daten direkt in sein HubSpot-System. Außerdem zeigt er, wie er gezielt relevante Kontakte, wie Geschäftsführer, identifiziert und speichert. Im nächsten Video erfahren wir, wie er weiter vorgeht.https://www.taipanconsulting.de/hubfs/TechVision/1)%20Wie%20du%20mit%20LinkedIn%20und%20HubSpot%20potenzielle%20Leads%20identifizierst%20%E2%80%93%20Schritt%201%20im%20Vertriebsprozess.mp4301nonoHubSpot Sales Hubhttps://www.taipanconsulting.de/hubfs/Neue%20Kontakte%20mit%20Surfe%20Search%20finden.mp4/medium.jpgNeue Kontakte mit Surfe Search findenNeue Kontakte mit Surfe Search findenhttps://www.taipanconsulting.de/hubfs/Neue%20Kontakte%20mit%20Surfe%20Search%20finden.mp4232nonohttps://www.taipanconsulting.de/hubfs/TechVision/3)%20Nachfassen%20mit%20Erfolg_%20Telefonat%20und%20Meeting%20vereinbaren%20%E2%80%93%20dein%20n%C3%A4chster%20Schritt%20im%20Vertriebsprozess.mp4/medium.jpgIn diesem Video zeigt Jonas, wie er als Sales Development Representative (SDR) den nächsten Schritt im Vertriebsprozess meistert.In diesem Video zeigt Jonas, wie er als Sales Development Representative (SDR) den nächsten Schritt im Vertriebsprozess meistert. 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