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HubSpot Sales Hub Implementation
Rebuild your sales without having to stop growth.
The success of your CRM platform implementation directly determines how effectively it will assist you in reaching your goals. Nobis Link stands out as one of the top implementation partner within the HubSpot ecosystem..
If you require assistance with a new implementation or migrating to HubSpot, don't hesitate to reach out for a complimentary consultation.
"Super easy to work with... takes time to understand our goals and put together the plan to accomplish this. "
Sean M. GloveBox
Introducing the Sales Hub
HubSpot's Sales Hub serves as both a Sales Engagement and customer relationship management platform (CRM) specifically designed to drive the growth of your business.
Sales Hub is undeniably the cornerstone of your sales team's tech stack. When properly implemented and diligently maintained, it propels your sales force forward, empowering them to efficiently achieve their goals.
However, if Sales Hub is not set up correctly, it can become a hindrance that stands in the way of your customers and their most promising prospects, impeding your team's progress and resulting in lost opportunities. This is precisely why partnering with an implementation expert like Aptitude 8 is crucial. With their in-depth knowledge of the platform, they can help you tailor it to your unique requirements.
Onboarding vs. Implementation
Onboarding entails a ready-to-use package of features and comprehensive software training.
Implementation, on the other hand, goes beyond the basics by tailoring HubSpot to perfectly suit your business needs. This involves creating customized properties, objects, and funnel automation that align with your unique operational requirements.
The key distinction lies in the time and effort saved. Instead of spending months or even years trying to navigate and customize a new system on your own, our experts have already done the groundwork for you, allowing you to hit the ground running from day one.
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Our implementation process
1. Solutions design
We kickstart the implementation process by embarking on a comprehensive discovery and design phase. This involves engaging in enlightening conversations with key stakeholders within your organization to gain a deep understanding of your business objectives and the desires and requirements you have for your HubSpot instance. We make sure to validate the feasibility of your needs and inform you of any potential limitations, while also devising effective workarounds. Furthermore, we create a visually appealing gantt chart that showcases the timeline and deliverables of your project.
2. Account setup
Once you've completed Solutions Design, you'll have an exceptional project team at your disposal. These experts have a wealth of experience in various migrations and implementations. They will assist you in the initial setup of HubSpot, guaranteeing that you don't overlook any crucial settings or features throughout the process. Your account setup encompasses:
- Creating users & teams
- Provide the right access to everyone
- Configuring your sales pipeline
- Deal pipeline stages and required fields
- Migrating and auditing sales collateral
- Sequences, documents and quotes
- Calendar and email integrations
- Automate activity capture and two-click meeting scheduling
3. Custom data migration
HubSpot's pre-set framework for contacts, companies, and deals doesn't cater to everyone's needs. Fortunately, HubSpot empowers us to go beyond the basics. We guarantee that any data you want to transfer will find a perfect place in HubSpot. Your data migration may encompass:
- Custom properties
- To effectively monitor vital business information that exceeds the limitations of default properties
- Custom objects
- Including memberships, products, subscriptions, events, and an array of other potential objects based on your business
- Associations
- To visually illustrate connections between objects and accurately categorize those connections
- Funnel stages
- To accurately depict the various stages that your customers progress through while making a purchase
4. Integration
Having a robust tech stack necessitates seamless data flow across platforms. Our team will guarantee that all your systems are interconnected, enabling you to utilize synchronized data effectively in your marketing efforts.
- Document creation & eSignature
- ERP or payments platform
- CPQ or inventory management
- Custom integrations
5. Contact, Company, Deal and Activity Migration
Before transferring your data to the new CRM platform, our team will collaborate with you to conduct a thorough evaluation of your current data model, ensuring data integrity and optimal field utilization. This meticulous process guarantees that your new system will be fully populated and prepared for seamless operation.
Allow us to assist you in seamlessly migrating the following:
- Contacts
- Companies
- Deals
- Activities
6. Reporting & Dashboards
One of the main objectives of CRM projects is to gain a clear understanding of your sales team's performance. Our team will assist you in setting up dashboards for executives, managers, and representatives, allowing you to gain valuable insights, ensure accountability, and enhance performance throughout your sales process.
- Sales funnel conversion analytics
- Sales activity
- Lead response time
- Deals created by source
- Custom reporting
7. Training & enablement
Understanding how your team can effectively navigate our new platform is essential for achieving success. Our dedicated team is committed to providing comprehensive guidance, explaining the setup we have tailored for you, clarifying your expectations, and demonstrating the seamless functionality of every feature.
- Expert trainers
- Train the trainers
- End user sessions
- Hands-on exercises
A CRM implementation plan
Our implementation plan outlines exactly how we will set up your CRM, drive revenue growth, and support you the whole way
Foundation
Build the framework of your CRM based on your business goals and embed a great customer experience throughout your business.
Growth
Drive prospects through a scientifically designed customer experience that drives more engagement, happier customers and more revenue.
Support
We are always by your side as you're growing. Whether it's keeping up with the latest sprint, or an adhoc support issue. Use your dedicated support portal to manage ongoing tickets and connect with your specialist.