In this article, we describe all the steps involved in implementing HubSpot Sales Hub efficiently and correctly.
There are four essential steps to setting up HubSpot Sales Hub.
- Strategic kick-off call
- 2 x HubSpot workshop
- Lifetime support (Pro or Enterprise level)
- Chat & email support
Strategic kick-off call
The project starts effectively with a project kick-off meeting. The kick-off call is described in more detail in this article.
2 x HubSpot workshop
The HubSpot onboarding includes two workshops. In the workshops, we will go through the technical configuration, the foundations of HubSpot, and user training for the tools.
Workshop 1: CRM Implementation
The first workshop will focus on the technical side of deployment. Together, we’ll review how the HubSpot Sales Hub is configured to meet your business needs.
We're going through
- creating the sales process and its stages
- creating custom data fields
- company, contact and deal association cards
- various automation
- transferring data from the old system
- data cleaning
- user roles
- Outlook and G Suite integrations and their functionalities
- calendar synchronization
- use of the mobile application.
Workshop 2: Foundation
In the second workshop, we will focus on the following, as appropriate:
- co-operation between sales and marketing
- frictionless sales, ie. how to make sales more efficient
- HubSpot in daily sales work
Your company has a 45 min. Support call once a month repeatedly as long as your company is a HubSpot client. During the call, we will provide technical support, report on what's new and train your team to make more efficient use of HubSpot.
This service is for anyone who has acquired a HubSpot Pro or Enterprise-level license through Sales Communications. Learn more about support here.
Chat & email support
During the onboarding, you will have access to your customer portal, which you can use to ask all possible questions, and an e-mail address, where you will receive support whenever needed.
Can I get support for different HubSpot tasks?
Yes, you can. After the HubSpot Sales Hub onboarding, we recommend our HubSpot Partner Services for various HubSpot tasks. Our HubSpot experts will help you with any questions about HubSpot.
Try the service for seven days free of charge.
HubSpot Sales Hub - Onboarding 1999 € + VAT
Clear price. No other costs.
The HubSpot Sales Hub onboarding has the same structure no matter what HubSpot Sales Hub license your company obtains. Different configurations have different emphases. We will agree on the priorities with you at the start of the project.