Training & Coaching

HubSpot & Salesforce Coaching

Helpful and experienced, the twist support team are Certified CRM specialists and coaches that are with you every step of the way. We take the time to explain and coach your team. Our goal is to see your organization grow and thrive. Are your current prospecting and marketing efforts to members and non-members creating a ‘wow’ experience? What processes can be implemented to improve relationships and outcomes?

Sales Coaching

Track your leads from first-touch through membership purchase & beyond!

Enable your membership team with high-quality sales tools to support active members to service their ongoing needs as well as handle non-member inquires as they travel through the sales process.

Examples of sales coaching include:

  • Lead Management: how to use HubSpot & Salesforce to prospect & manage incoming leads
  • How to track leads for reporting
  • How to prospect day to day: tasks lists, email integration, AI tools, email templates, etc.

Marketing Coaching

Market effectively. Create a report to review the attribution of marketing efforts to make data-driven decisions to spend your marketing budget more effectively.

Once an individual becomes a club member, the systems will sync the record to the CRM. If anything changes on the member’s record such as email address edit, a club check-in, a change in mailing address, etc. twist will note these changes and synchronize the data between systems.

Examples of marketing coaching include:

  • Email marketing
  • List management
    • Upsell current members from a targeted list
    • Prospect non-members with targeted offers
  • Social media scheduler, reporting, and management
  • Alignment of sales and marketing team goals

Certifications Held by Our Team:

  • Database Design & Management – Microsoft Azure Certified
  • Database Design & Management – AWS (Amazon Web Services) Certified
  • Salesforce – Health Cloud
  • Salesforce – Admin Account Customization
  • Salesforce Certified Administrator
  • Digital Marketer – Customer Value Optimization Specialist
  • HubSpot – Sales Software Certified
  • HubSpot – Sales Certified
  • HubSpot – Contextual Marketing Certified
  • HubSpot – Email Marketing Certified
  • HubSpot – Sales Enablement Certified
  • HubSpot – Inbound Marketing Certified
  • HubSpot – Inbound Sales Certified
  • HubSpot – Growth-Driven Design Certified
  • HubSpot – Marketing & Sales Enablement Strategy
  • HubSpot – Service Hub & Conversations Setup (Website Live Chat)
  • HubSpot – Marketing Software Certified
  • HubSpot – Lead Management Segmentation, Nurturing, and Lead Qualification
  • HubSpot – Coaching & Training Strategies for Sales Teams
  • Cardone University – 7-Figure Sales
  • Cardone University – Internet Lead Response Certified