HubSpot CRM Migration and Onboarding Services
Seamless onboarding onto your new HubSpot CRM platform
What can we help you overcome?
Unreliable and inaccurate reporting
Misalignment between marketing and sales teams
User adoption and change management
Kick-off call
We’ll set the scope of the project and cover all your requirements, deliverables and milestones for your HubSpot platform. Most importantly, we’ll unpack what success looks like to you and work toward this.
Discovery workshop
We’ll discuss your current CRM setup, marketing and sales processes, alongside your business and technical requirements, and make recommendations on how to improve your HubSpot CRM migration based on these.
Architecture and strategy recommendation
We’ll audit your current CRM system and data as well as identify what data needs to be transformed. Then, we’ll produce a personalised HubSpot CRM migration and onboarding plan to suit your exact sales needs.
Configuration and implementation
We’ll implement and configure your HubSpot account according to the new lead management process so that it delivers exactly what you need from it.
Training and change management
The HubSpot platform is only as valuable as your team’s willingness and ability to use it. We’ll provide personalised training and coaching of key users to manage the change in platforms.
Ongoing HubSpot support
Once onboarded successfully, we’ll provide ongoing support and mentoring to further optimise your HubSpot platform and inbound marketing strategy.
Relevant insights
New rules on cookies, tracking blockers and browser restrictions all work to degrade the process and quality of data collection.
There are always new tips and tricks to be discovered in the HubSpot platform. Here are our top HubSpot CRM tips and tricks.
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