Table of Contents
Sales Hub Overview
HubSpot Service Hub unifies automation and CRM capabilities to help you deliver exceptional customer experiences at scale. This powerhouse platform streamlines your service operations while strengthening customer relationships.
Planning Your CRM Platform Migration?
Outbounding vs. implementation
Get started with standard features and platform fundamentals. While essential, this approach only scratches the surface of HubSpot’s capabilities.
Transform HubSpot into your business command center with:
- Tailored workflows and automations
- Custom properties and objects
- Personalized sales funnels
Business-specific processes
Why spend months learning through trial and error? Partner with our specialists to fast-track your success and unlock HubSpot’s full potential from day one.
Success Starts with Smart Implementation
80% of marketers report success when their technology is expertly implemented. Maximize your HubSpot investment with professional setup that turns powerful features into measurable outcomes.
Our implementation process
01 Solutions Design
02 Account Setup
Once your blueprint is ready, our expert implementation team steps in to orchestrate your HubSpot setup. Drawing from extensive experience across numerous migrations and implementations, these specialists ensure every crucial element is precisely configured. Working alongside your team, our experts handle the entire setup process, carefully attending to both fundamental settings and advanced features to create a solution that perfectly aligns with your business needs.
Setting up Users and Teams
Assigning appropriate access and permissions to the users.
Default account settings
Incorporating your brand's colors, logos, and corporate information
Organizing your domains
For web hosting and emails
Regulatory Compliance
Adhering to GDPR, CAN-SPAM, and data privacy laws
03 Data Migration
Every business has unique data needs that go beyond the standard contact-company-deal structure. We harness HubSpot’s versatile architecture to accommodate your specific requirements, ensuring every piece of your valuable data finds its optimal place in the system.
Our experts craft a custom data framework that preserves your business intelligence while enhancing its accessibility and utility.
Custom properties
For monitoring business information not covered by default properties.
Custom objects
For incorporating items such as memberships, products, subscriptions, events, among others.
Associations
For illustrating the interrelations between the objects.
Funnel stages
For visualizing various stages your clients undergo in the buyer’s journey
04 Integration
Drive your marketing success with perfectly synchronized data. We seamlessly connect HubSpot with your entire technology landscape, ensuring smooth data flow between platforms. This integration creates a unified ecosystem where every system works in concert, maximizing the effectiveness of your marketing strategies.
Social & ad accounts
To monitor your organic and paid promotions.
External CRM
In case you don’t use HubSpot CRM.
Analytics
Google Analytics or a BI tool.
Custom Integrations
Build custom integrations for any platforms when required.
05 Asset Development/Migration
Whether refreshing existing marketing assets or creating new assets, we help maximize your marketing potential. Our specialists carefully migrate your valuable content while optimizing it for HubSpot’s capabilities, ensuring a stronger, more effective marketing presence.
Emails
Email templates for crafting new brand-aligned messages.
Landing pages & forms
Setting up redirections from previous pages to maintain visitor traffic.
Active & static list
For ease in segmenting your audience.
Workflows
Filling the gaps with automated processes.
06 Custom Reporting
Watch your success unfold with tailored analytics solutions. We create custom reports and dynamic dashboards that give your team instant visibility into performance metrics, helping you track progress and refine strategies for maximum impact.
Attribution
Linking marketing activities to earnings and conversions
Funnels
Illustrating progress and conversion rates across various contact and deal stages.
Customer Journey
Evaluating interactions throughout the customer’s experience
Cross-object
Developing detailed reports from the data sets"
07 Training & Enablement
We believe in setting your team up for long-term success. Through hands-on training and detailed walkthroughs, our specialists ensure everyone understands your customized HubSpot setup. From daily operations to advanced features, we’ll demonstrate exactly how your new system drives results.
Skilled Instructors
Who are in tune with your objectives and accessible throughout the project.
Specialized sessions
Tailored for different user groups, ensuring the instruction is relevant to their specific roles.
Hands-on exercises
Crafted to allow your team to practice their tasks within the system.
Documentation
Available for your team's reference and useful for training new members.