The table below outlines HubSpot CRM expectations by role.
Client Manager |
Asst. Client Manager |
Group Leader |
Dept. Manager |
Project Manager |
Prof. |
BD |
|
Log BD Activities - Calls/Emails/Meetings |
X |
X |
X |
X |
X |
X |
X |
Create and Maintain Deals |
X |
X |
X |
X |
X |
X |
X |
Contribute to Accuracy of Client Information |
X |
X |
X |
X |
X |
X |
X |
Ensure clients are contacted at appropriate frequency |
X |
X |
|||||
Actively Monitor the Stale Deals dashboard |
X |
X |
X | ||||
Oversee accuracy of client information |
X |
X |
|
|
|||
Ensure sales workload is spread appropriately |
X |
X |
|||||
Ensure client workload is spread appropriately |
X |
||||||
Monitor sales targets and ensure they get met |
X |
X | |||||
Maintain knowledge of the largest Deals |
X |
X |
X |
Prof. Staff - Professional Staff
BD - Business Developer