Moving from Jira, Zendesk or another CRM and ticketing 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 ticket properties, setting up pipelines and more.
Import your existing CRM data into HubSpot, migrate your current email templates and more. We work with you on the integration of 3rd party tools.
Customized live training with your customer success team. We will review contact records, ticket pipelines, automation opportunities, the knowledgebase tools, feedback tools and more.
We will work with you to build a custom dashboard that shows the activites of your customer success team and build reports showing your main KPIs.
As you get familiar with HubSpot Service tools, you'll likely have a few other questions and ideas of how to put them to use. 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.
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 Service tools regardless of your subscription level!
Our standard HubSpot Service Pro onboarding package is $1750.
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 Service Hub training calls.
Your Service Hub Onboarding will be 4 weeks long and will include: