Unlock the full potential of HubSpot's powerful CRM platform

Make HubSpot support your processes, not the other way around.

Before we touch a single button in HubSpot, we need to define how the tool will support your existing business processes.

Here’s what happens during the solution design phase:

• Define lifecycle stages andﾠlead scoring criteria
• Define custom contact, company and deal properties
• Define teams, permission sets, presets and partitioning rules
• Define email subscription types
• Define GDPR requirements
• Define lead notification and assignment flows
• Define pipeline and deal stage requirements
• Define KPIs and appropriate reports
• Create an app integration strategy

Now’s the time to actually log into HubSpot to start set up.

With a strategic plan in place for how to use the tool to support your existing business processes, we can begin to import data and customize your portal.

Here’s what happens during the solution implementation phase:

• Clean and import data
• Customize lifecycle stages
• Set up lead scoring
• Create custom contact, company and deal properties
• Set up user permissions and content partitioning
• Create email subscription types
• Implement GDPR requirements
• Create forms and notification workflows
• Set up multiple pipelines and customize deal stages
• Create reporting dashboards
• Connect apps

Minimize the risks associated with changing platforms.

When migrating to a new system, the chance of error can be frightening. That’s why we plan ahead to prevent common headaches, like bad data, incorrect permissions and broken notifications.

Here’s what happens during the risk mitigation phase:

• Merge duplicate records
• Populate missing data
• Perform a delta migration
• Confirm opt-in permissions
• Test form notifications
• Confirm user permissions and team assignments
• Check data syncing to outside apps

We’ve set you up for HubSpot success…now run with it!

HubSpot isn’t meant to be used solely by your agency of record. It’s a valuable tool for employees in sales, marketing, service and beyond.

We can develop hands-on, live and recorded video training sessions broken down by department and role (manager vs. employee).