Moving from Salesforce or another CRM and sales management platform over to HubSpot requires process management, data migration, and training. When you work with a HubSpot Onboarding specialist you will have a better likelihood of platform adoption across your entire organization.
Configuration of your HubSpot portal to give the right people the right access to the tools they need. Creating custom contact and deal properties, setting up pipelines and more.
Import your existing CRM data into HubSpot, migrate your current email templates, build your branded meeting pages and more. We work with you on the integration of 3rd party tools.
Customized live training with your business development team. We will review contact records, deal records, pipeline management and more.
We will work with you to build a custom dashboard that shows the sales activities of your BDs and build forecasting reports for your pipelines.
As you get familiar with HubSpot Sales tools, you'll likely have a few other questions. We always earmark a bit of time to allow for additional needs that arise after our training.
Tanya is a truly strategic, all-around digital marketer and marketing operations pro. She understands her customer needs and priorities and comes with a big picture strategic digital marketing plan while not neglecting the tactics and details. On top of that, her analytical skills are like no other. We had her analyze a very complex data set, after a short time, she came back with operational recommendations on how to clean the data and how to market to the different groups.
Working with Tanya was a pleasure through the entire onboarding experience. On the very first meeting she came prepared with a detailed checklist of everything we needed to do and we made sure that list was complete by the end of our onboarding. Our weekly calls were extremely beneficial even though I have implemented HubSpot in organizations for the past 10 years. Having an expert walk us along all of the details and in the weeds discussions we had was great. I would say to other marketing leaders, even if you have integrated HubSpot at other orgs you'll get even more knowledge working with the team at CRO:NYX.
Tanya went above and beyond in developing an understanding of our business and how to apply HubSpot for maximum effectiveness. Never impatient with us, she assisted our staff with no understanding of the system on how to use it effectively. Highly recommended!
We are happy to help you onboard to HubSpot sales tools regardless of your subscription level!
Our standard HubSpot Sales Pro onboarding package is $2625.
This price may be adjusted if you have unique data import needs or 3rd party integrations but generally reflects most onboarding scenarios.
We recommend including your onboarding partner in your HubSpot purchase discussions early on. They can help you make the best purchasing decision and get the right HubSpot subscription to fit your specific needs.
The most successful onboarding projects include ONE key stakeholder from your team to be the internal HubSpot champion who will see the project through to completion. This HubSpot champion will have regular calls with their Onboarding Specialist to go through everything that needs to be done to set up the account.
We invite all relevant team members to join our Sales Hub training calls.
Your Sales Hub Onboarding will be 6 weeks long and will include: