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Experts at HubSpot
Sales Hub Implementation

Tune the engine while it's running, without slowing down.

The extent to what your CRM can do for your business hinges on its setup. We at Growtomation, are a highly competent and seasoned partner within the HubSpot network.

For assistance with setting up or transitioning to HubSpot, reach out for a complimentary consultation.

Contact us!

Table of Contents

Sales Hub Overview

HubSpot's Service Hub serves as both a service automation tool and a Customer Relationship Management platform, crafted to enhance how your company delivers fulfilling service experiences to your clientele.

The Service Hub is a pivotal component within any company’s service team's arsenal of tools. When configured and maintained, its a driving force to elevating your customers' experience to VIP status.

However, gaps in its setup can lead to disappointing service encounters and overlooked customer interactions. This is why it’s essential to have a knowledgeable partner for implementation, who is thoroughly familiar with the platform and can tailor it to your unique requirements.

Outbounding vs. implementation

Onboarding encompasses a basic configuration of pre-built features along with guidance on the software

Whereas in implementation, you tailor HubSpot to your business's unique needs. This includes developing custom properties and objects, funnel automations, and other aspects specific to your business's workflow.

This highlights the contrast between dedicating months, or even years, to modifying a new system on your own, and swiftly becoming operational because a specialist has got you covered.

Our implementation process

01 Solutions Design

Your implementation begins with an in-depth discovery and design phase, during which we conduct interviews with key members of your team to gain insights into your business and to understand your requirements and desires for your HubSpot platform. We then confirm the feasibility of your needs and inform you of any constraints, along with strategies to navigate them.

02 Account Setup

Following the Solutions Design phase, you will be supported by a highly skilled project team, adept in a broad range of migrations and implementations. This team will assist you in the initial configuration of HubSpot, ensuring that no crucial settings or features are overlooked. The setup will include:

Setting up Users and Teams

Setting up Users and Teams
Assigning appropriate access and permissions to the users.

Default account settings

Default account settings
Incorporating your brand's colors, logos, and corporate information

Organizing your domains

Organizing your domains
For web hosting and emails

Regulatory Compliance

Regulatory Compliance
Adhering to GDPR, CAN-SPAM, and data privacy laws

03 Data Migration

The standard data framework of contacts, companies, and deals in HubSpot isn't universally applicable. But, HubSpot provides extensive flexibility. We make sure any data you need to import will find its place in HubSpot. This may encompass:

Custom properties

Custom properties
For monitoring business information not covered by default properties.

Custom objects

Custom objects
For incorporating items such as memberships, products, subscriptions, events, among others.

Associations

Associations
For illustrating the interrelations between the objects.

Funnel stages

Funnel stages
For visualizing various stages your clients undergo in the buyer’s journey

04 Integration

When you have an extensive technology suite, it's vital that your data seamlessly transfers between platforms. We'll make certain that all your systems are interconnected, enabling you to utilize synchronized data in your marketing efforts.

Social & ad accounts

Social & ad accounts
To monitor your organic and paid promotions.

External CRM

External CRM
In case you don’t use HubSpot CRM.

Analytics

Analytics
Google Analytics or a BI tool.

Custom Integrations

Custom Integrations
Build custom integrations for any platforms when required.

05 Asset Development/Migration

We will develop new assets to compliment your team and/or examine your current resources, rebuilding them with your updated toolkit. We assist in migrating:

Emails

Emails
Email templates for crafting new brand-aligned messages.

Landing pages & forms

Landing pages & forms
Setting up redirections from previous pages to maintain visitor traffic.

Active & static list

Active & static list
For ease in segmenting your audience.

Workflows

Workflows
Filling the gaps with automated processes.

06 Custom Reporting

We build custom reports and dashboards that keep your team up-to-date and visualize your achievements, and enable you to monitor and refine your marketing efforts.

Attribution

Attribution
Linking marketing activities to earnings and conversions

Funnels

Funnels
Illustrating progress and conversion rates across various contact and deal stages.

Customer Journey

Customer Journey
Evaluating interactions throughout the customer’s experience

Cross-object

Cross-object
Developing detailed reports from the data sets"

07 Training & Enablement

It's essential that your team is fully aware of how the new system operates for achieving success. Our experts will consistently guide you through the configurations we've made, the outcomes you should expect, and demonstrate precisely how it all functions.

Skilled Instructors

Skilled Instructors
Who are in tune with your objectives and accessible throughout the project.

Specialized sessions

Specialized sessions
Tailored for different user groups, ensuring the instruction is relevant to their specific roles.

Hands-on exercises

Hands-on exercises
Crafted to allow your team to practice their tasks within the system.

Documentation

Documentation
Available for your team's reference and useful for training new members.

Quick Links to Blogs

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

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