FREE GUIDE

Reorganize Your CRM in Less than 1 Hour

A step-by-step guide to cleaning up your sales process, picking the right data points, and building a CRM that actually helps you close deals. No long-winded explanations or philosophies. Just 5 things you can implement today.

Inside the guide:

  • How to map your sales process into 3-6 trackable stages
  • Which data points to track on day one (and which to ignore)
  • A lead form setup that captures and qualifies contacts automatically
  • How to build a sales dashboard that shows pipeline health at a glance
  • Why your current clients belong in your CRM and how to segment them

“I'm sure we could have walked blindly into HubSpot and figured it out... but Fission saved us a great deal of self-inflicted pain by lighting the way to a well setup initial HubSpot instance for our business. There are a great multitude of fields that I'm confident we would have used incorrectly and bound ourselves up once our sales team grew down the road. Pay now or pay more later. Thanks Fission team!”

Kyle McAllister CEO + Co-Founder