Get advanced, in-depth technical and strategic guidance on using Sales Hub to grow your business. 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 Advanced Onboarding is designed for new customers on HubSpot Sales Hub Professional or Sales Hub Enterprise who have more sophisticated sales needs. This package is ideally suited to customers with large sales teams (over 20 users) and/or complex sales processes who require:
A core part of our approach is to start with a smaller group of users so you see value sooner. We will also help you define the approach for the initial launch, define success metrics, and a plan for a larger rollout.
During the first 60 days, your onboarding specialist will assist you in setting up the technical components of HubSpot, migrating your data, and creating any necessary systems integrations, while guiding you to define your ideal sales process. Your onboarding specialist will collaborate to create a customized project plan to get you fully up and running, completely integrated, and increased rep productivity -- you can expect that plan to include topics like:
What's offered | |
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Productivity tools for your business needs |
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Standard customization of the CRM for your processes |
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Overview of your custom sales process in HubSpot |
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Get ready to onboard your team |
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Set up standard sales automation |
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Turn on standard integrations (App Marketplace/native) |
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Consulting on importing historical CRM data |
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Managing multiple teams |
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Business process mapping |
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Custom integration consulting (APIs) |
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Phase 1 success planning |
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Key Details |
Price: Setting: Remote |
See a week-by-week breakdown of our advanced onboarding approach.
Want to learn more? We can help customize an onboarding plan that's right for you.