A document detailing the complete logic behind customer acquisition from top to bottom.
Prepare a detailed plan on how contacts will be nurtured and pushed down the funnel based on interactions with content. Choosing the various assets the will be used in the nurturing logic by identifying them from existing assets or planning for future creation.
Once marketing automation is properly implemented, it is important to review and update the existing database. If you’d like our help with it, we’ve got tons of experience in data clean up!
Seriously over certified and we’re only getting started
Our HubSpot certificates include:
Content Marketing Certification
Social Media Certification
Growth-Driven Design Agency
Partner Sales Certification
Partner Delivery Certification
Partner Sales Services Certification
Sales Enablement Certification
GDD Agency Certification
Client Management Certification
Sales Software Certification
Selling Sales Services Certification
Inbound Marketing Certification
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HUBSPOT IMPLEMENTATION EXPERT
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.
We like to set up a Pre-kick off meeting so that we can be as productive as possible in the actual Kick-off. Those items include; a document of your current sales flow or someone who is able to explain it, business objects, excel of your current CRM (including the properties), and the end vision and what you want to achieve from this implementation.
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.
Understanding your goals, expectations, and concerns up front helps us to prevent any misconceptions along the way. We provide, and update daily, a Project Management Document and an Operational Playbook to keep full transparency of our progress and the process that will be implemented in HubSpot.We take preventative measures regarding data loss in a data migration project, including guiding you to export a copy of existing data from your CRM incase of a need to revert back. We migrate all data provided to us into HubSpot, including data that can be considered Historical Data.
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.
In every Implementation Project training is included and negotiated before the initial Contract is signed. Additional hours can be set up at an hourly rate if requested.
Penguin can support you in implementing HubSpot - get in touch with us to start the process today!