FORMATION IA
HubSpot IA pour les Petites Équipes Commerciales
Exploitez les outils IA de HubSpot pour que votre petite équipe conclue plus d'affaires avec moins d'effort manuel.
Ce qu'elle couvre
Un atelier pratique couvrant HubSpot Breeze Copilot, les séquences e-mail rédigées par IA, l'automatisation des résumés d'appels et les agents de prospection, adaptés aux équipes de trois à dix commerciaux. Les participants repartent avec des workflows configurés, des données CRM plus propres et des pratiques de vente assistées par IA reproductibles dès le lendemain. La session alterne démonstrations en direct et mise en pratique guidée directement dans les portails HubSpot des participants. Convient aux comptes Starter et Pro, sans expérience préalable de l'IA.
À l'issue, vous saurez
- Activate and use Breeze Copilot to draft prospect emails and meeting prep notes without leaving HubSpot
- Build at least one AI-assisted outreach sequence and configure personalisation tokens correctly
- Set up call summary automation and extract structured next steps from recorded calls
- Run a prospect research agent to enrich ten or more contacts with firmographic data
- Apply data hygiene prompt templates to identify and merge duplicate or incomplete CRM records
Sujets abordés
- Breeze Copilot: daily usage patterns for reps and founders
- AI-written email sequences and follow-up cadences
- Call recording summaries and next-step extraction
- Prospect research agents and company enrichment
- Pipeline forecast assistance and deal scoring review
- Data hygiene prompts to clean contacts and companies
- Setting up AI-assisted task queues and reminders
- Measuring time saved and pipeline impact
Modalité
Delivered as a single full-day session, either on-site at the client's office or via video call with screen-share. Each participant works inside their own live HubSpot portal throughout; no sandbox required. The facilitator shares a pre-work checklist one week before to ensure all accounts have Breeze features enabled. Hands-on exercises account for roughly 60% of session time. A digital playbook with prompt templates and workflow checklists is provided after the session.
Ce qui fait que ça marche
- Designate one team member as the HubSpot AI owner who validates prompt templates and shares wins weekly
- Start with one AI feature at a time — sequences first — before layering in call summaries and forecast tools
- Embed a monthly CRM hygiene ritual using the prompt templates learned in the workshop
- Track a concrete before/after metric (e.g. time-to-first-follow-up) to build internal buy-in
Erreurs fréquentes
- Leaving Breeze Copilot on default settings and never customising the company or persona context, resulting in generic outputs
- Adopting AI sequences without reviewing tone alignment, sending off-brand emails at scale
- Ignoring CRM data quality before enabling AI features, causing the model to surface wrong or duplicate contacts
- Treating AI call summaries as final without a human review step, missing nuanced objections or commitments
Quand NE PAS suivre cette formation
This workshop is not suitable for teams already running HubSpot Enterprise with a dedicated RevOps function — those teams need advanced workflow automation and custom AI integration training, not a foundational tool-adoption session.
Fournisseurs à considérer
Sources
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