Sales Hub Onboarding

Get technical advice for setting up Sales Hub, plus actionable guidance to help you simplify and scale your sales process so you can close more deals. With an onboarding plan customized to your company, goals, software, and tech stack, we’re here to help you—every step of the way.

Sales Hub Onboarding Overview

Sales Hub Onboarding is designed for new customers using the Sales Hub software for the first time. Sales Hub users value their onboarding experience because of the personalized advice they get migrating their data to HubSpot, creating prospecting and nurturing processes in HubSpot, and learning to close deals faster using our sales enablement tools. Customers also leave knowing they’re inputting data into their software in a way that supports their reporting needs.

During Sales Hub Onboarding, you may receive guidance on the following:

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 Starter Professional Enterprise Advanced
Productivity tools





Overview of your custom sales process in HubSpot





Customization of the CRM for your processes





Baseline reporting setup and review

 



Custom report setup and review


Custom report setup and review

Onboarding your team (invite, permissions, and resources)

 




Standard sales automation setup

 




Turning on standard integrations (App Marketplace/native)

 




Consulting to migrate/import data from your CRM

 

 



Routing and managing multiple teams

 

 



Business process mapping

 

 

 


Custom integration consulting (APIs)

 

 

 


Phase 1 success planning

 

 

 


Key Details

Price:

Setting: Remote

Legal Description

Price:

Setting: Remote

Legal Description

Price:

Setting: Remote

Legal Description

Price:

Setting: Remote

Legal Description

Would you like to know more information on what is covered during onboarding? Check out our sample plan of HubSpot Sales Hub Professional Onboarding. This sample plan covers some of our most popular topics our customers ask for. When you purchase onboarding, the goals and tasks will be customized to your business needs.

Looking for more advanced help with Sales Hub?

Check out our advanced onboarding services to see how our consultants can help. It’s designed for new customers on HubSpot’s sales software who have more sophisticated sales needs.
When Wai Yan came onboard, she was quick to pick up the internal challenges we were facing and gave recommendations on areas to focus on to get the sales reps to buy in to HubSpot. She was attentive to the needs of our sales team and offered solutions to help them achieve their goals. The onboarding for reports was particularly challenging but Wai Yan was patient in helping us piece it together. Our colleagues now find that HubSpot is easy to use as it syncs with their emails. By using a proper CRM tool they discovered it helps them keep close tabs of their journey with their customers and understanding that by adopting sales best practices they can work more effectively.

Sylvia Seah

Marketing Manager

Cyberlogitec Global

Get More Information About Onboarding Services

Want to learn more? We can help customize an onboarding plan that's right for you.

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