HUBSPOT IMPLEMENTATION SERVICES

The major benefit of hosting your landing pages and blog on HubSpot is the ease of creating your content, tracking it, connecting it and analyzing is. Not to mention the convenience of being able to create, track and analyze all of your content in one place, including your WordPress hosted pages. Additionally, the database provides the ability to use smart content and personalization on forms, emails and landing pages.

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.

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.