Hubspot Onboarding Made Easy
With our extensive expertise and refined skills, we’re equipped to ensure your HubSpot experience is seamless and successful from the start. From strategy to implementation to scale and beyond!
- Hubspot Onboarding – We know hubspot in and out. let us guide you through the onboarding process to make things easy for you. We have developed an onboarding methodology which will help you quickly maximize your investment.
- Hubspot Audit – One of our most popular products is an audit. instead of purchasing new modules or spend time on figuring out whats working and what is not. let us do the heavy lifting for you.
- Hubspot and Salesforce Integration – Map values from Hubspot to Salesforce while leveraging the advantages of each system is an art. We will insure all reports and dashboards are accurate and with high data integrity.
- Migration Projects – Projects as such require experience and deep expertise. together we will plan the new structure or your CRM, plan the data migration strategy, scope the level of effort, milestones and goals.
- 3rd Party Integration – In addition to Hubspot market place that has many great applications to offer. we will help you integrate to 3rd party applications such as BI, ERP, Financial systems and more.
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FAQ
Most frequent questions and answers
Every implementation project is a little but different and therefore needs some customization. The general guidelines we follow when implementing the HubSpot CRM or integrating with another CRM include:
- Sales and Marketing alignment workshop
- Mapping out the Objects and Properties
- Visualizing the Marketing and Sales flow for both Online and Offline sources
- Mapping out and Setting up the automation and assignment Rules
- Simple Data Migration (not cleanup)
For a full HubSpot Integration (including marketing and CRM) we have developed a 4-6 week plan beginning with the initial kick-off meeting leading all the way to testing. With active communication and productive feedback we can successfully meet these deadlines.
This time frame is based on a typical framework and subject to change from case to case.
It is up tpthe client requirements and needs this is the average time for completion from end to end
Yes, it is possible to migrate your existing deal data from excels or an existing CRM to HubSpot. HubSpot has 3 standard Objects; Contacts, Companies and Deals and as long as we have this data cleaned up and have signed off on property mapping, we will be able to migrate the data and associate them.
*A Migration project must include a HubSpot CRM Implementation Project in order to plan and execute correctly.
Since, it can be difficult to know where to begin or how to solve something half way through, bringing in an agency on these complex projects takes the burden off of your team, giving them more time to focus on the Marketing initiatives. Our team executes these projects on a daily basis in a systematic way that ensures transparency and clear process of each step, and are prepared for challenges that may arise. We are also supported by additional teams of Strategists, designers and developers, giving our clients access to additional resources as they need, who already are familiar with the clients and processes.
