---
title: "Assessio: Phase 2 - leverance: Delivery team needs & scope"
description: "Assessio: Phase 2 - leverance: Delivery team needs & scope"
---

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# Assessio: Phase 2 - leverance: Delivery team needs & scope

Normal day to day scenarios

 

PTS:

 

Moodle lms system

 

1. Goes into website
2. Choose course on the certificates kalendar
3. Manually needs to be created in crm
4. Signs up in LMS today themselves ➝ does not have two factor today but they need
5. Choose language
6. They do 6-8 hours of training
7. Do exam they need to pass in the system
8. Automations that is sent ti them based on if they took the exam
9. In person exam on site, they need to do it
10. They get an invoice

 

 

SE + NO

 

Use EDAB LMS currently

 

The needs is to be more automated, but there is no connection between edab and upsales.

 

1. Register on upsales form in website
2. Do not sent to crm
3. Create manually in edab & arranging the certification days
4. Online training is taken
5. In person training is taken
6. Get invoice

 

**The new way of working in HubSpot as Sunrise recommends:**

 

1. Customer fills out HubSpot form on website
2. If customer exists in HubSpot, the submission is associated. If the contact does not exist it will create it automatically
3. A deal is created in a delivery pipeline and put in closed won stage automatically
4. The certificate is created in Zuora and invoiced automatically, based on information in HubSpot
5. Welcome email is sent to the customer for LMS module
6. Automation is sent from HubSpot until the customer completes certain modules
7. Upon completing the automation stops and the customers profile in HubSpot is automatically updated with the certification they took

 

 

LMS recommendation that works out of the box with HubSpot

 

1. [https://hublms.com/pricing](https://hublms.com/pricing)

Here you get all you are asking for, except the more interactive learning experience with puzzles etc. There is also Certificates included

 

Page Layouts & Modules for Website Build

 Customizable Brand Settings

 On-Demand Courses

 Customizable Course Listing Page

 Membership-Based Access

 In-Lesson Surveys

 Course Quizzes

 PDF Certifications

 Course Custom Objects + Associations

 User's Progress Tracking

 Standard Student Dashboard

 Student Experience Automation

 Final Exams with Variable Settings

 

1. [https://app-eu1.hubspot.com/ecosystem/145462006/marketplace/apps/learn-lms](https://app-eu1.hubspot.com/ecosystem/145462006/marketplace/apps/learn-lms)

 

 

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