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.
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
Get results fast and with no data loss, talk to us about our HubSpot CRM Migration Services.
Fill in the form below and we'll contact you to arrange a suitable time to chat.