Welcome to Sidekick!
We created Sidekick with one goal in mind – making sales teams more efficient by taking the hassle out of CRM management. Whether you’re a sales rep focused on closing deals, a sales leader driving revenue growth, or a HubSpot admin ensuring data accuracy, Sidekick is built to make your life easier.
For sales reps, Sidekick automates the busywork, so you can spend more time with prospects and less time updating your CRM. You’ll always know the next step, and nothing will fall through the cracks.
For sales leaders, Sidekick gives you real-time visibility into your team’s pipeline, ensuring you can track progress, identify bottlenecks, and forecast accurately – without chasing updates.
And for HubSpot admins, Sidekick ensures that your CRM data stays clean, accurate, and up-to-date, while automating routine tasks, so you can focus on making the most out of your CRM, not manual inputs.
Our goal is simple: to help you and your team hit your targets faster and with less friction. If you ever need support or have questions, we’re just a message away!
Why this manual? We’ve put together this guide to help you hit the ground running. Our goal is to make sure you get the most out of Sidekick from day one, without any confusion or guesswork. This manual provides step-by-step instructions, tips, and best practices to help you create workflows, complete your setup, and drive efficiency with Sidekick. It’s designed to be your go-to resource whenever you need clarity or inspiration.
Lets unlock your team’s full potential with Sidekick.
If you have any questions along the way, don’t hesitate to reach out to our team. We’re here to help you succeed!
Best,
Team Sidekick