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Using the objectives-based HubSpot onboarding methodology, we provide you with a customized configuration, dedicated onboarding specialist, ongoing training, and proactive support for your successful HubSpot implementation.

We create your company profile, add and configure user access and permissions, integrate with tools and platforms, and establish your baseline settings. This includes branding, website tracking code, IP filtering, email and calendar integration instructions, and default language and currency settings. 

HubSpot provides robust reporting and analytics capabilities, so you can monitor and analyze revenue growth KPIs. Our custom, growth-focused sales and marketing performance dashboard gives you actionable insights into all your marketing campaigns and channels, along with sales activities and outcomes.

Migrating from another CRM or marketing automation platform? Not to worry! We’ll seamlessly and securely transfer your existing data into your new HubSpot portal, so you retain important contact, company and deal data. We’ll also provide you with a pre-formatted contact and company records import template.

Automation is the key to scale your revenue operations, enabling real-time lead segmentation, prospect nurturing, and marketing campaign execution. We’ll start you off with a set of workflows designed to automate many CRM tasks, so you can focus your efforts on growing revenue.

HubSpot offers a vast array of tools for marketing automation, sales enablement, customer service, and more. We’ll configure these tools according to your business needs and processes. We’ll connect your domains, set up object properties, and create lead funnels, deal pipeline stages, service queues, and more. 

To help your team succeed with HubSpot, we provide hands-on training along with curated user content and ongoing support all throughout the configuration and onboarding program. After onboarding, Sellerant services can equip you with the strategy, systems, and skills to leverage HubSpot’s full potential.

Use HubSpot Onboarding to Set Growth Goals

Using the Objectives Based HubSpot Onboarding approach, we’ll partner with you to provide the expertise, resources, and skills to reach your HubSpot goals.

Reach prospects & accelerate sales

Report on performance

Automate pipeline

Streamline customer support

Help customers help themselves

Measure & track feedback and performance

Capture, convert & engage

Automate & personalize marketing

Measure traffic & understand results

Optimize your website

Measure website activity / goals

Capture leads

Kickoff Call

Team introductions, goal setting, preview milestones and timelines, and start the configuration

Create Project Plan

We’ll create our onboarding project plan, so our teams can collaborate to achieve your goals

Configuration & Execution

Our HubSpot-certified experts will perform your configuration, keeping you updated every step of the way

Growth Planning

As onboarding concludes, we’ll review our goals and present your customized growth action plan

Your HubSpot Onboarding Specialists

Victoria Moreno
Victoria Moreno
Caleb Popelka

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