Sales Enablement

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.

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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Planning
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Discovery
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Configurations
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Training

Planning

Your journey with Learners starts with us getting to know your team and business during a defined onboarding period. From there, we develop a project plan and kick-off that provides a clear understanding of roles, responsibilities, and timelines.

Discovery

We work directly with your sales team to uncover opportunities, pain points, and customer needs, in order to gain a full understanding of how best to serve your prospects.

Configurations

We set up all the elements required to enable your sales team to do what they are best at close deals.

Training

We set up your team for success by making sure they understand the bells and whistles of the platform and are able to get the most value from their HubSpot CRM.

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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