Using dashboards, you can create an internal learning center with embedded videos, documentation and even slide decks from previous training sessions or summits. This keeps onboarding content accessible and eliminates the friction of toggling between tabs or tools.
I am incredibly proud of the journey we have made. Becoming part of Siloy feels like a natural next step in our development as a leading HubSpot partner. We have access to more knowledge and expertise and scalability. This will allow us to better meet our customers' needs, even when it comes to specific or time-critical needs.
"Generally, people follow the same steps [from company to company]," said Karen Ng, SVP of product and partnerships. This uniformity indicates a commonly recognized process for CRM implementation, albeit tailored to individual needs.