Meet the Team

  • Connor_Square-1.png
    Connor Sullivan
    Inbound Consultant

    Your IC will work alongside you to support your sales strategy and business objectives, making sure you have all the strategy resources and advice you need to effectively use the HubSpot sales tools.

Meet Our Team

  • Connor_Square-2.png
    Connor Sullivan
    Inbound Consultant

    Your IC will work alongside you to support your sales strategy and business objectives, making sure you have all the strategy resources and advice you need to effectively use the HubSpot sales tools.

  • CRM Migration and Setup

CRM Migration and Setup

CRM Migration & Setup

CRM Migration and Setup is designed for new users of the HubSpot CRM software, looking for assistance from HubSpot's experts in moving their Sales data as well as processes over to HubSpot. Over the course of 60 days, you will work with a Technical Consultant to assist your team in setting up any systems integrations and database set-up and import. Your Inbound Consultant will guide you in aligning your ideal sales process with the Inbound Sales Methodology and the CRM best practices to ensure a fully functional implementation. Your HubSpot team will collaborate with you to create a customized project plan to get you fully up and running, completely integrated, and comfortable deploying your sales activities in the HubSpot CRM software.

What's Included

  • An assigned Technical Consultant
  • An assigned Inbound Consultant
  • Guidance on deploying, managing and executing your sales activities in the CRM
  • Assistance with installing and setting up HubSpot Sales tools
  • Guidance on building custom CRM reports (in HubSpot’s reporting add-on)
  • Guidance with technical set-up: database import, API consulting, guidance on integration and automation needs.
  • Customized group training for your sales team
 

 

Key Details

Price:

Setting: Remote

Level: All Levels

Legal Description

Our consultant Connor was such a pro. He went the extra mile to make sure we got setup correctly and were prepared to train our sales staff.

Jim Harris

Paul Mueller Company

Request More Information