Establish the foundation of your growth strategy by setting up your HubSpot CRM. Our accredited team of experts establish your contact management process and align it with your CRM.
HubSpot Customers' Most Reviewed Elite Solutions Partner
500+ HubSpot Certifications
14+ Year HubSpot Certified Partner
HubSpot Onboarding Accreditation
HubSpot Customer Training Accreditation
600+ 5 Star Reviews in the HubSpot Directory
Benefits of Our HubSpot CRM Onboarding & Implementation Services
Our team proudly holds several HubSpot accreditations and has successfully onboarded hundreds of companies that were new to HubSpot.
With our HubSpot CRM onboarding and implementation services, we help your team:
- Gain an understanding of how the CRM works
- Get all your properties, pipelines, and deals set up by our certified HubSpot implementation experts
- Align everyone on how to leverage your CRM to support your operations
- Ensure your data management is reliable and accurate
- Improve user adoption to unlock the full potential of your HubSpot portal
Results We've Helped Clients Achieve
Increase in
Customers YoY
Increase in Qualified Leads YoY
Increase in
Revenue YoY
Increase in Revenue Over 3 Years
HubSpot CRM Onboarding
Costs & Breakdown
Over the course of 10 weeks, we provide a variety of services that align with your specific needs. Some common items included in your HubSpot CRM onboarding plan include:
- Create custom properties, pipelines, and a ticket management process.
- Set up necessary integrations (e.g., Salesforce).
- Import relevant data and customize views for specific teams.
- Create deal stages that align with your sales process.
- Define and set up lead lifecycle stages.
- Develop task management processes for sales and support team reps.
- Provide training on HubSpot CRM capabilities.
- Deploy a recommended quick win strategy, such as a lead scoring system or marketing and sales automations.
Price: Starting at $7,000
Bluleadz HubSpot Onboarding vs. HubSpot Direct Onboarding
HubSpot provides its own guided onboarding program that helps businesses get their HubSpot account set up properly for their needs. However, if you don’t have enough internal resources or if your setup is complex, this option may leave you needing additional support.
With Bluleadz's HubSpot onboarding services, our HubSpot experts don’t just guide you through each tool — we set up each tool for you. You can customize your services to fit the level of support you need.
Other HubSpot Single Hub Onboarding & Implementation Service Packages
No matter the tier and hubs you have in your HubSpot account, our onboarding and implementation services are here to get you up and running fast.
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Marketing Hub Onboarding & Implementation
Configure your marketing tools to help attract meaningful traffic to your website and convert qualified leads for your sales team.
- Marketing Hub technical setup
- Data imports and organization
- SEO tool setup and strategy planning
- Reports and dashboard creation
- Conversion path development
- Lead management implementation
- Template creation
- Marketing automation setup
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Sales Hub Onboarding & Implementation
Align your sales process with your Sales Hub tools so your reps can engage qualified prospects and close more deals.
- Sales Hub technical setup
- Deal stage configuration
- Pipeline management
- Sales reports and dashboard creation
- Automation planning and implementation
- Quotes tool configuration
- Product library setup
- Meetings link creation
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Service Hub Onboarding & Implementation
Keep your customers happy while improving retention and generating referral business.
- Service Hub technical setup
- Ticket pipeline creation
- Knowledge base migration
- Productivity tools setup
- Customer portal development
- Service and support automation
- Shared inbox setup
- Chatflow implementation
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CMS Hub Onboarding & Implementation
Build a website that attracts and converts your ideal buyers while staying flexible for your team to optimize with ease.
- CMS Hub technical setup
- Website migration
- File manager organization
- HubSpot Theme customization
- Templates and asset creation
- Report and dashboard creation
- Website performance enhancements
- Personalized membership experiences
FAQs About HubSpot CRM Onboarding & Implementation Services
HubSpot’s CRM works optimally with all of the other HubSpot tools — such as sales, marketing, and support. However, it also integrates with many popular marketing and sales software; and our specialists will gladly set them up to work together.
No. All of our account managers, copywriters, strategists, and designers/developers work full-time in-house at our office in Tampa, FL.
We do everything within our control to ensure that you work with the same dedicated specialist throughout the duration of your project. However, if for any reason that needs to change, you will still get someone who will be fully updated on what your team needs to ensure seamless collaboration.
Each week, your dedicated HubSpot specialist will review what’s already been completed and go over the next steps. You will then have time to discuss your specific concerns that may arise during each step of the implementation process.
Most of the businesses we work with are in the B2B SaaS, cloud, IT, manufacturing, and professional services industries. That said, our approach is industry-agnostic at its core and we’ve worked successfully with other industries.
This depends on your specific business needs and the amount of support you’ve purchased. However, you can get a basic setup completed within 12 to 16 weeks.
Our service team is happy to accommodate any changes with your budget. Simply contact your account manager to discuss any updates.
Our standard onboarding process is between three to five business days. However, this can be expedited based on your needs.
