HubSpot Onboarding & Implementation Service

A successful start with HubSpot begins with a well thought-out onboarding and implementation process.

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What is the difference between onboarding and implementation, and why are both processes crucial to a company's success?

Onboarding and implementation are often used interchangeably, but they are two different phases in the process of introducing the HubSpot platform.

Onboarding helps you understand the platform and master basic tasks, while implementation is designed to fully customize HubSpot to your specific business processes and requirements.

Both processes are crucial as they create the basis for long-term success and efficiency.

We provide you with comprehensive support for the introduction of HubSpot in your company by accompanying you step by step. This starts with a detailed analysis of your business requirements, followed by the customization of the platform to your individual needs, through to the briefing of your employees to ensure that you can use the full potential of HubSpot.

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Onboarding

This is the first step in familiarizing yourself with the basic functions of HubSpot. It includes setting up your account, configuring the basic settings and learning the user interface.

Onboarding is usually a shorter process that can be completed within a few weeks. It focuses on providing you with a solid foundation to be able to use the platform effectively and optimally.

We always tailor the onboarding process to the individual requirements of your company.

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Implementation

This process is more comprehensive, starting with a comprehensive needs analysis to understand your organization's specific requirements and goals. We then create a customized implementation plan that includes all relevant HubSpot tools and features.

Implementation can include developing individual workflows, setting up lead scoring models, integrating with other systems and designing customized reports and dashboards.

This process requires close cooperation between you and us and can take more time depending on the complexity and specific requirements.

Our HubSpot Onboarding Services

With our marketing hub onboarding, you can effectively implement your new marketing platform and start using it immediately. We start with a comprehensive needs analysis to understand your organization's specific requirements and goals. We then create a customized implementation plan that includes all relevant HubSpot tools and features.

The next step is the technical setup, where we ensure that all systems are correctly integrated and running smoothly. In parallel, we explain all the tools relevant to you to ensure that all employees can use the platform efficiently. Finally, we carry out regular reviews and adjustments to ensure the success of the implementation and enable continuous improvements.

  • HubSpot CRM: Objects and data management
  • Buyer Personae and Buyer's Journey
  • Lead generation and conversion paths
  • Lead qualification and data segmentation
  • Email-Marketing
  • Traffic and Website Analytics
  • Content Strategy
  • Automated Lead Nurturing and Lead Assignment
  • Data migration/import
  • Marketing Campaigns in HubSpot

With our sales hub onboarding, you can effectively implement your new sales platform and start using it immediately. We start with a comprehensive needs analysis to understand your company's specific requirements and goals. We then create a customized implementation plan that includes all relevant HubSpot tools and features.

The next step is the technical setup, where we ensure that all systems are correctly integrated and running smoothly. At the same time, we explain all the tools relevant to you to ensure that all employees can use the platform efficiently. Finally, we carry out regular reviews and adjustments to ensure the success of the implementation and enable continuous improvements.

  • HubSpot CRM: Objects and Data Management
  • Presentation of the HubSpot Sales Productivity Tools
  • Mapping your Sales Process in HubSpot
  • Configuring the CRM interface
  • Lead-Scoring
  • Sales Automation: Sequences, Templates, Snippets
  • Sales Analytics
  • Lead Assignment, Routing and Team Management
  • Set up standard integrations in HubSpot
  • Data migration/import

With our service hub onboarding, you can effectively implement your new customer service platform and start using it immediately. We start with a comprehensive needs analysis to understand your company's specific requirements and goals. We then create a customized implementation plan that includes all relevant HubSpot tools and features.

The next step is the technical setup, where we ensure that all systems are correctly integrated and running smoothly. At the same time, we explain all the tools relevant to you to ensure that all employees can use the platform efficiently. Finally, we carry out regular reviews and adjustments to ensure the success of the implementation and enable continuous improvements.

  • HubSpot CRM: Objects and Data Management
  • Presentation of the HubSpot Service Productivity Tools
  • Setting up the Tickets Channels
  • Create user-defined Ticket Pipelines
  • Live Chat Implementation
  • Service Analytics: Measuring Productivity
  • Standardized Email and Chat responses
  • Ticket automation
  • Set up a knowledge database
  • Measure customer experience

With our content hub onboarding, you can effectively implement your new content/CMS platform and start using it immediately. We start with a comprehensive needs analysis to understand your company's specific requirements and goals. We then create a customized implementation plan that includes all relevant HubSpot tools and features.

The next step is the technical setup, where we ensure that all systems are correctly integrated and running smoothly. At the same time, we explain all the tools relevant to you to ensure that all employees can use the platform efficiently. Finally, we carry out regular reviews and adjustments to ensure the success of the implementation and enable continuous improvements.

  • HubSpot CRM: Objects and Data Management
  • Presentation of the HubSpot Content Productivity Tools
  • HubSpot CMS: Themes, templates and modules
  • Theme selection and setup
  • Content maintenance: The HubSpot Page Editor
  • Content strategy
  • Blog and Landing Pages
  • Smart Content and Personalization
  • Website Analytics
  • Breeze Content Agent

Would you like to improve your skills and knowledge via the platform through structured learning content?
Then our HubSpot training is just right for you.
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Let us plan your onboarding...

Book an online appointment with us. You will then receive your personal, non-binding offer.