CRM Suite Onboarding
Get technical and strategic guidance on setting up your HubSpot Suite of software to grow. With an onboarding plan aligned to your company goals and tech stack, we’re here to help you — every step of the way.
CRM Suite Onboarding Overview
CRM Suite Onboarding is designed for new customers using HubSpot’s full CRM suite for the first time. We’ll guide you through best practices, give recommendations on how to utilize your data in HubSpot, and help you optimize the functionality that HubSpot offers – all with your business objectives in mind.
When buying CRM Suite Enterprise, use the table below to evaluate whether the Enterprise or Premier onboarding option is best for your business.
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How your data lives in HubSpot and segmenting your data |
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Automated lead nurturing and internal lead assignment setup
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Consulting to migrate/import data from your legacy systems
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Data quality best practice
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Creating a customized ticket pipeline
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Live chat implementation
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Baseline reporting setup and review
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Includes custom reporting
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Business process mapping and standard CRM customization for your processes
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Optimizing your website and blog
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Custom reporting to track KPIs, site performance reporting, reporting by brand domain
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Content partitioning
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Best practice for managing multiple business units in HubSpot
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Creating custom dashboards
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Advice on implementation and use of native/3rd-party integrations
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Programmable automatic with Operations Hub
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Advanced HubSpot tool tactics
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Consulting through the setup of multiple business units
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Maximum 2 business units
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Custom integrations
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Bringing business units together into a single portal
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Key Details
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Making the decision to go with HubSpot to help YouEarnedIt promote "Happiness at Work" is one of the best business decisions I've made as a marketing professional. The support, training, account management, and overall product experience have exceeded my expectations.
Tim Ryan
Director of Happiness Marketing
YouEarnedIt
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Getting HubSpot for our company was a wise decision and we already see great results from it. Our implementation specialist went above and beyond to get us onboarded successfully and efficiently. They were well prepared and extremely knowledgeable.
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We think of HubSpot as the extra full-time employee on our digital marketing team that we rely on daily.
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HubSpot's services have been a huge reason for our marketing success. It was important that we hit the ground running when we started using HubSpot. HubSpot's onboarding professionals and tech support helped us transition and launch our campaigns while we got up to speed on the robust toolbox that HubSpot offers. Thanks to their attentive, dedicated support teams, we didn't miss a beat in our communication with new and existing contacts.
Get More Information About Onboarding Services
Want to learn more? We can help find the onboarding plan that's right for you.
