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HubSpot Implementation and Management

Level up your sales and marketing game.

HubSpot is a powerful tool that can help your business with marketing, sales, customer service, and more. But investing financially in tools like HubSpot is not enough—real results happen when you invest in a partner that can help you take advantage of all that HubSpot has to offer.

As a HubSpot Gold Solutions Partner, we can help you with HubSpot implementation, setup, and management.

Your needs are as unique as your business

HubSpot implementation is not a one-size-fits-all approach, and that’s why we’ll start our engagement with understanding your needs so we can build a custom-fit plan as unique as you are.

From importing contacts and setting up your sales pipeline to building marketing templates and launching your first chatbot, we handle it all. Here are some of the more common HubSpot implementation tasks we handle.

Technical Setup

Account

  • Time zone set up
  • Filter out internal IP addresses
  • Install HubSpot tracking code
  • Define physical address & email types
  • Configure blog settings

Users

  • Add users and teams
  • Hierarchical teams
  • Single sign-on
  • User roles

Integrations

  • Aide in the set up of integrations
  • Integrate with Google Analytics
  • Connect email integration
  • Connect social accounts
  • Messenger integration
  • Slack integration

Asset Migration

  • Import contacts & companies
  • Import deals & products
  • Domains
  • Add email sending domain
  • Connect info subdomain

CRM

  • Add buyer personas
  • Create custom properties
  • Set up contact record views
  • CRM pipeline setup

Sales Hub

Email

  • Connect email integration
  • Team email
  • Email scheduling
  • Email tracking & notifications
  • Email templates
  • Email sequences
  • Sequence queues

Conversations

  • Conversations inbox
  • Canned snippets
  • Conversation routing

Tools

  • Calling
  • Call transcription
  • Documents
  • Meeting scheduling
  • 1:1 video creation

Deals

  • Import deals & products
  • Deal pipeline
  • Deal stages
  • Tasks
  • Lead rotation automation
  • Quotes
  • Products

Reports

  • Create custom sales dashboard(s)
  • Set up deals leaderboards
  • Custom reporting
  • Rep productivity performance

Marketing Hub

Account

  • Add logos, favicons, branding, etc.
  • Install HubSpot tracking code
  • Integrate with Google Analytics

CRM

  • List segmentation: active & static lists
  • Event-based segmentation

Forms

  • Pop-up forms
  • External form tracking & collected forms
  • Native forms

Email Marketing

  • Add email sending domain
  • Set up marketing workflows
  • Email templates

Conversations

  • Live chat training & set up
  • Chatbot creation
  • Chat flow optimization

Landing Pages

  • Connect info subdomain
  • Landing page templates

Social Media

  • Connect social accounts
  • Social media publishing
  • Social media monitoring

Reports

  • Create a custom marketing dashboard
  • Custom reporting
  • Campaign reporting
  • UTM link tracking
  • Filtered analytics view
  • Website traffic analytics

HubSpot implementation starts at $3,000

Let’s talk about your specific situation so we can customize a plan to get you started on your journey to HubSpot success.