HubSpot Onboarding or Migration
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New to HubSpot? We specialise in seamless onboarding and migration, tailoring HubSpot to your customer lifecycle. Our consultancy ensures your CRM is optimised from day one.
HubSpot Onboarding Across the Customer Lifecycle
Optimise your CRM across the entire customer lifecycle. Our HubSpot onboarding services ensure seamless integration of the Marketing, Sales, and Service Hubs, tailored to meet your business needs and drive growth.
- Marketing Hub Onboarding - Empower Your Marketing with HubSpot
- Sales Hub Onboarding - Build a Successful Sales Pipeline with HubSpot
- Service Hub Onboarding - Deliver World-Class Customer Service with HubSpot
Empower Your Marketing with HubSpot
Unlock the full potential of HubSpot’s Marketing Hub to supercharge your campaigns. We tailor HubSpot’s marketing automation, landing pages, and email tools to enhance lead generation and conversion, ensuring your marketing efforts drive measurable results.
Scoping & Discovery: We analyse your lead acquisition channels, target audience, customer journey, marketing plans, and goals to tailor our approach.
Custom Setup & Automation: We set up custom properties, views, lists, dashboards, landing pages, email templates, and workflows to suit your needs.
Technical Integration: We handle website integration, form replacements, email setup, and domain & tracking code configurations.
Social Media & Ad Integration: We connect your social media and ad accounts for PPC and paid social, including conversion tracking.
Data Migration: We ensure a seamless migration of data from your old CRM or marketing systems to HubSpot.
External Tool Integration: We integrate with external marketing tools and third-party applications via the HubSpot App Marketplace.
Attribution & Reporting: We implement lead source and revenue attribution across all channels, with lead quality triage and detailed reporting.
Training & Onboarding: We provide comprehensive training for your marketing team to effectively use HubSpot’s Marketing Hub.
Build a Successful Sales Pipeline with HubSpot
Empower your sales team with a configured sales pipeline in HubSpot. We streamline the setup process to help you track deals, gain insights into your sales funnel, and automate follow-ups effortlessly.
Scoping & Discovery
Understand your sales cycle, revenue model, target audience, and buying personas.
Account Configuration: Set up user accounts, integrate with your email and calendar systems, and install browser extensions and templates.
Data Setup & Import: Develop custom properties to map data points seamlessly via import.
Personalisation: Develop custom views, navigation and cards to match your sales process.
Sales Tools & Automation: Implement product line items, quotes, playbooks, outbound sales sequence automation, and templates
Lead Management: Define lead flow, lifecycle stages, and lead qualification processes.
Reporting & Forecasting: Establish goals, forecasting, and create reports and a dashboard for sales activity and revenue.
Training & Onboarding: Provide comprehensive training for your sales team to maximise their use of HubSpot Sales Hub
Deliver World-Class Customer Service with HubSpot
Set up HubSpot’s Service Hub to provide exceptional customer service. We help you establish efficient ticketing systems, automate service processes, and create comprehensive knowledge bases. From seamless case management to actionable insights, get your team ready to offer outstanding service and enhance customer satisfaction from day one.
Scoping & Handover Discovery: Evaluate the transition from sales to customer service or success teams to ensure a smooth handoff.
Service Team Setup & Configuration: Configure user accounts, integrate email and calendar systems, and set up browser extensions.
Customer Portal & Knowledge Base: Create and integrate a customer portal, knowledge base, and chat functionality on your website.
Custom Ticket Management: Establish custom ticket pipelines, properties, views, playbooks, and support templates tailored to your needs.
Customer Success Automation: Develop a customer success pipeline with onboarding automation and data integration from sales.
Feedback & Analytics: Implement customer surveys (NPS) and set up analytics and reporting for service performance and feedback.
Conversation Inbox Setup: Configure a Conversation Inbox for managing support inquiries, ticket routing, and automation.
Team Training: Provide comprehensive training for your service and customer success teams to maximise their use of HubSpot Service Hub.
Fast-Track Your HubSpot Onboarding
Week 1: Account Setup & Integrations: Configure your HubSpot account and integrate essential tools.
Week 2: Data Infrastructure, Process Mapping & Import: Establish data structures. map out your processes and import.
Week 3: Automation and Reporting Setup: Configure automation workflows and set up reporting dashboards.
Week 4: Alignment & Trainings: Align systems with your needs and train your team.
