The HubSpot CRM is the heart of your HubSpot portal. All the hubs feed into and from it. It's the one source of truth when it comes to understanding your prospects and customer behaviour and tracking the ROI of your sales, service and marketing efforts. For this reason, we think it makes sense for your CRM to be setup the right way - first time. We've rolled out 100's of HubSpot portals and set them up for various organisations across multiple sectors. We understand where the detail is and isn't needed. Our setup service gives you the piece of mind that HubSpot experts have built your CRM from the ground up to your requirements - quickly.
What it includes
- Defined Pipeline & Deal Stages.
- Integrate the HubSpot Meetings tool with your teams calendar
- Adding documents such as pricing guides or product info directly to HubSpot.
- Direct tasks sent to the relevant people after purchases or downloads are made.
- Live Chat, quotes, products & meeting links setup for Pro users.
- Outlook and Gmail extensions setup
- Key filters setup for quick access to CRM data.
- Helpful explanatory videos and training.
- GDPR settings
- Add your team to HubSpot
What we need from you
- Required dashboard reports
- Your current / intended sales pipeline stage names
- Any sales documents to add to HubSpot
- List of users / pro users