HubSpot CRM Implementation

Track and manage all interactions your sales and account teams have with prospects and customers.

 

We're Winners of the HubSpot 2020 Grow Better: Sales Impact Awards

HubSpot Impact Award Winners - RevM

 

Sign Up for FREE HubSpot CRM

 

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Setup, organise, and automate your business data and processes.

 

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, you are not getting a complete 360 view of your customer, where every department at your company can get what they need from a single shared source of truth, the HubSpot CRM. An easy to use system that enables you to measure and monitor the health of your sales revenue, with flexible opportunity and pipeline management, while managing every interaction with your prospects and customers.

 

HubSpot Impact Awards Winner | RevM

 

Expertise

  • Data, Systems & Processes

    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.

Business Model

  • Configured For You

    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.

Intelligence

  • Reporting & Dashboards

    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 are CRM experts

 

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.

 

Implement your sales pipeline process

We configure HubSpot CRM to perfectly forecast and predict your sales pipeline, aligned to your products, services and sales cycles, with real-time reporting and tools to help sales teams.

HubSpot CRM implementation in Surrey Woking Guildford
 
 

Configure HubSpot CRM to suit your Business Model

We apply custom configuration to the HubSpot CRM database so that it supports your business operations. Through configuration we enable you to prospect and sell to leads at scale, with automation of sales processes and tasks. 

HubSpot CRM Implementation Surrey Woking Guildford
 
 

Manage every interaction with prospects & customers

We'll provide best practice advice, configuration, and guidance for your sales, account management and support teams on how to use the HubSpot CRM to track and manage every interaction or communication you have with your prospects and customers. 

HubSpot CRM Migration data Surrey Woking Guildford
 

Forecasting & Reporting

We develop real-time reports and dashboards for each part of your business, across sales, operations and customer services. Data that enables each team to make informed business decisions. We also integrate third-party reporting systems with HubSpot so that you can continue to use your existing reporting systems with HubSpot data.

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25+ YEARS OF EXPERIENCE

We've been doing system implementations for more than 25 years across many businesses and many countries. We leverage our expertise in the  understanding of data models and business models to implement and configure best practice CRM systems which align to your business strategy.

HubSpot CRM Migration sales Surrey Woking Guildford
 
 

Flexible Pricing

We've a package to suit most businesses but we can also customise our services to suit your needs.

START

Perfect for Small Businesses

£899

Depending on requirements

Enquire Now

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

Most Popular

REV

Medium/Large Businesses

£ POA

Depending on requirements

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Our START package, plus:

Data Strategy & Plan

Data Cleanup Analysis & Mapping

Data Migration 

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

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** Optional:

Create Sales Email Templates

Create Sales Document Library

Create Sales Prospecting Sequences

Create Sales Snippets

** Requires Licence for HubSpot Sales Starter/Professional/Enterprise

RACE

Large/Complex Businesses

£ POA

Depending on requirements

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Our REV package, plus:

Comprehensive Requirements & Integrations Analysis

Integral Part of Your Project Team

Custom Integrations

Create Additional Reports & Dashboards

Enhanced User Training Sessions

Ongoing User Coaching Sessions

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.

 

Enquire Now

 

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