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Advanced Onboarding For Sales Hub

Receive in-depth, ‘advanced’ strategic & technical assistance on growing your business with Sales Hub. We’re with you at every point of your journey, starting with a tailored onboarding plan aligned with your tech stack, objectives & company needs.

Who Is Advanced Onboarding for Sales Hub For?

Advanced onboarding for Sales Hub has been created for new HubSpot Sales Hub Enterprise and Sales Hub Enterprise customers with complex sales requirements. It’s a package that’s perfectly suited to companies with sales teams of more than 20 users and/or sophisticated sales processes and who need:

  • Extra technical assistance with defining custom integrations between their tech stack and HubSpot, as well as data migration.
  • Guidance as to best practice in defining the form your custom sales processes take inside HubSpot.
  • Assistance with the creation of sophisticated strategies for the implementation of complicated software use cases.
  • A higher-touch offering with interactions on a more frequent basis.
  • Extra focus on planning for the long term and readiness for deployment.
  • Documents that can be delivered to aid with internal comms.

What Do You Get When You’re an Advanced Onboarding for Sales Hub Customer?

Central to our overall approach is beginning with a select user group in order for the value offered to be visible sooner. Our team will also assist in defining the metrics of success, initial launch approach and what’s involved in a company-wide rollout.

Within the first 2 months, you’ll be helped in configuring all of HubSpot’s technical elements by your onboarding expert. You’ll also get guidance on the creation of system integrations and data migration, with your specialist working with you to form a tailored plan to get you fully integrated and your reps’ productivity increased.

Your plan will typically include subjects such as;

  What's offered
Tools that make your business more productive

CRM tailoring to your sales processes

An overview your tailored HubSpot sales process

Preparation for team onboarding (Resources, permissions, invitation etc)

Setting up of standard automation of sales

The management of multiple teams

Switching on of standard integrations (native/app marketplace)

Advice regarding the importation of historical CRM information

Mapping of your business processes

Consultation on custom integrations (APIs)

Phase one success planning

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