PROCESS DOCUMENTATION
Imagine if your processes lived inside HubSpot.
Sidekick™ is our powerful Google Chrome plugin that overlays your work processes, guides and real-time contextual support directly in Hubspot, empowering your team exactly when and where they work.
No more hunting for training manuals, no more skipped processes. 100% data entry accuracy and process enforcement. Effortlessly.
Give your team everything they need
Onboard new users with guided actions embedded right inside HubSpot:
- Roll out your chosen sales playbook and enforce it with real-time prompts and automated rules
- Create your own playbook based on your top-performing sales rep
- Alert your team to at-risk deals due to missing actions or data
- Ensure your team is always up to speed with the latest best practices and Hubspot product updates
Faster Hubspot ROI:
Just launch sidekick, our Google Chrome plugin and onboard new users easily:
- Help your team learn faster, by accessing Project36’s expertise directly in your portal, at any time.
- We set up your Hubspot portal and have it ready to be used by your team in days.
- Implement custom portal setups specific to your industry, including properties, workflows, reports and dashboards.
Maximise your HubSpot investment
Enhance Digital Adoption of HubSpot
Real-Time Guidance
Get instant, in-context help directly within HubSpot.
Process Enforcement
Ensure adherence to sales processes with automated rules.
Embedded Cards
Contextual cards deliver tips and guidance at key workflow moments.
160+ Pre-Built HubSpot Cards
Immediate access to essential HubSpot guides and field explanations.
Data Accuracy
Prevent mistakes with real-time data validation and process rules.
Custom Process Creation
Tailor guides and process rules to your specific business needs.
Ongoing Updates
Receive monthly updates and new features to keep your team on track.
Team Scalability
Seamlessly add users as your team grows—Sidekick scales with you.
Flexible User Segmentation
Deliver personalised guides and process rules to specific teams.
Complete HubSpot Integration
No additional tabs or tools—Sidekick works directly within HubSpot.