Whether you are a small business moving from a spreadsheet or inbox-based model, or already have an existing database of leads and customers, one thing is for sure, without CRM implementation, you may not be getting a complete 360-degree view of your customer. However, by implementing a CRM system like HubSpot CRM, you can centralise your customer data and enable every department at your company to get what they need from a single shared source of truth.
HubSpot CRM is an easy-to-use system that can help you measure and monitor the health of your sales revenue, with flexible opportunity and pipeline management, all while managing every interaction with your prospects and customers.
With CRM implementation, you can take full advantage of the features and capabilities of HubSpot CRM, streamlining your workflows and automating tasks to save time and increase efficiency.
25+ years of implementing CRM and Customer Management systems. Our team has a unique understanding of systems, data models and business processes to make sure that your HubSpot CRM implementation is a success.
We configure your business model in HubSpot CRM, enabling you to reach more prospects and service your customers with the right data and processes, aligned to your business operations.
We put the right data in your hands with hand crafted real-time intelligence reports and dashboards aligned to your business model. We ensure that every team has the data they need to grow new revenues and retain customers.
We implement HubSpot CRM to manage your sales pipeline and get the forecasting that you need to manage your business. We automate the tasks that sales and client management teams hate and put in place common and consistent sales processes and sales templates so that only the very best performing sales outreach messaging and templates are used across your business.
We've a package to suit most businesses but we can also customise our services to suit your needs.
Perfect for Small Businesses
Depending on requirements
Basic CRM Implementation:
Setup of 'HubSpot Free CRM'
Setup Deals & Pipeline Stages
Setup Custom Properties
Import Data & Cleanse
Apply GDPR Configuration
Setup Custom Filters
Setup Reporting Dashboard with 5 Reports
Setup Website Chat
Setup Team Email Inboxes
Setup Meetings Tool
Connect Website & Forms
Train up to 5 Users
Go Live Support
Depending on requirements
Our START package, plus:
Data Strategy & Plan
Data Cleanup Analysis & Mapping
Integration of Apps from the HubSpot App Marketplace
Create up to 20 Reports
Train up to 20 Users
Post Go Live Support with up to 3 User Coaching Sessions
Create Sales Email Templates
Create Sales Document Library
Create Sales Prospecting Sequences
Create Sales Snippets
** Requires Licence for HubSpot Sales Starter/Professional/Enterprise
We can help clean your data, build new custom integrations with another system(s) using HubSpot's API's, create email templates, and new content for sales team to leverage in their prospecting.
Please enquire about any of these services, we'll be happy to discuss them with you.
Get results fast and with no data loss, talk to us about our HubSpot CRM Migration Services.
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The implementation process of HubSpot can vary depending on the complexity of your organisation's needs. However, the process generally involves setting up your account, importing your data, customising your settings, integrating your tools, training your team, and launching your implementation. RevM and HubSpot also offer guidance and support throughout the process, including documentation, training resources, and access to a community of users and experts.
The time it takes to implement HubSpot CRM can vary depending on the complexity of your workflows and processes. However, many organisations are able to implement HubSpot CRM within a few weeks or months.
The cost of HubSpot CRM implementation can fluctuate depending on the the level of support you require. Talk to us for a no obligation quotation. HubSpot offers various licence pricing plans, including a free plan, a Starter plan, a Professional plan, and an Enterprise plan.
Yes, HubSpot is a customer relationship management (CRM) system that is designed to help businesses manage their interactions with customers and streamline various workflows.
HubSpot is designed with intuitive user interfaces and a range of resources and support available. However, the complexity of your organisation's needs and workflows needs to be built into the implementation configuration. HubSpot partners such as ourselves can also provide expert guidance and support to help ensure a successful implementation.