Workflows
Enjoy extensive automation workflow capabilities, including branch methodology and enrolment triggers, which guide leads down the funnel and manage the level and type of communications that each lead receives.
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Integrations
Connect your inbox and other sales productivity tools to HubSpot to enable full CRM and sales management.
Sequences
Send a series of targeted and personalized emails to prospects, to minimize human intervention and streamline the nurturing process.
Snippets
We help your team save time by identifying common email use cases and developing reusable templates and snippets that can be quickly deployed to further streamline the communications process.
Meetings
We help your team book more meetings and save on unnecessary back-and-forth by deploying HubSpot’s meeting scheduling tools, which encourage leads to arrange meetings directly with key team members.
Live Chat
Implement live chat to nudge visitors and leads to communicate via your business website, and quickly answer their queries.
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1Planning
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2Discovery
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3Configurations
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4Training
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Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!
Ashley Camire
Owner and Relationship Specialist
POQFL.com
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
Cynthia LaRue
VP Marketing at ShipHero
Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
Brandon Palmer
Digital Marketing Manager at ShipHero
Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Jamal M.
Main Street Financial Solutions
Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!
Chris G.
Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
Brett Oliveira
ShipHero Sales
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Learn from our
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AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.
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