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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.

Professional Enterprise Premier

How your data lives in HubSpot and segmenting your data

Automated lead nurturing and internal lead assignment setup
Consulting to migrate/import data from your legacy systems
Data quality best practice
Creating a customized ticket pipeline
Live chat implementation
Baseline reporting setup and review
Includes custom reporting
Business process mapping and standard CRM customization for your processes
Optimizing your website and blog
Custom reporting to track KPIs, site performance reporting, reporting by brand domain
Content partitioning
Best practice for managing multiple business units in HubSpot
Creating custom dashboards
Advice on implementation and use of native/3rd-party integrations
Programmable automatic with Operations Hub
Advanced HubSpot tool tactics
Consulting through the setup of multiple business units
Maximum 2 business units
Custom integrations
Bringing business units together into a single portal
Key Details

Setting: Remote
Legal Description

Setting: Remote
Legal Description

Setting: Remote
Legal Description

  • tim-ryan
    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


  • Zola_Enkhbold
    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.

    Zola Enkhbold

    Director of Marketing


  • anthony-hodge
    We think of HubSpot as the extra full-time employee on our digital marketing team that we rely on daily.

    Anthony Hodge

    Global Content & Digital Marketing Communications Manager


  • Dave Longwell
    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.

    David Longwell

    Director of Marketing

    Rent Like a Champion

Get More Information About Onboarding Services

Want to learn more? We can help find the onboarding plan that's right for you.