HubSpot Onboarding & Support
We’ll guide you through HubSpot’s suite of CRM tools to identify which ones best suit your business needs. Then, we'll tailor a personalized implementation to support your specific goals.
Our HubSpot Onboarding Services
The reality is, that if you don't set up HubSpot properly to begin with, you'll find yourself fighting it more than it will benefit you and your team.
Strategy and Goal Setting
We take the time to understand your business objectives and goals - and then develop a plan and recommendation for which 'Hubs' to deploy
CRM Data
Whether you're using spreadsheets, or another CRM, we can handle the migration or syncing of your data into HubSpot. This ensures a seamless transition with no data loss, so you start with a complete and accurate database.
Lead Capture
This is probably why you want HubSpot to begin with! We integrate HubSpot tracking across your website, landing pages, and calls-to-action—or help you migrate to HubSpot CMS—to efficiently capture leads and feed them directly into your CRM
Automation and workflows
HubSpot has powerful automation and workflows tools. We will recommend which ones will be most valuable to you and get you set up for success
Marketing, Sales, Service
We establish a documented process to align your marketing, sales, and service teams. This collaboration ensures you're targeting the right audience, increasing conversions, and driving more revenue
Reporting and Dashboards
We build custom reports and dashboards that tap into your CRM data. We make it easy for you to get the information you need, and have clear, visual tools to support data-driven decisions
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Our services
Our HubSpot Solutions
Onboarding
We'll get you and your HubSpot subscription on track for sucess!
- $995 (one time)
Onboarding +
We'll get your team set up for success, and we'll onboard you for one additional Professional level Hub - Content, Service, Sales, or Marketing
- $1,495 - $1,995 (one time)
Support
One time, or ongoing support for your HubSpot system. Prices vary depending on number of Professional or Enterprise Hubs
- $595 - $1,495 / mo.
Frequently asked questions
How long does HubSpot onboarding usually take?
Typical onboarding can take between 4-8 weeks depending your data, integrations, and complexity. During the onboarding process, and once we are able to better understand your needs, we will provide a better estimate.
Will we lose data when migrating into HubSpot?
No. We use systems and processes to ensure that your data is always safe and secure.
Do we need a technical team to use HubSpot?
No - we provide the strategy and configuration so you can HubSpot confidently with in-house experts. Don't have an in-house expert? No worries - we have options where we continue to help you maintain your system and setup, as well as options available to train your team if you'd prefer.
How does HubSpot compare to other tools like Salesforce?
In our opinion (and many others) HubSpot excels over Salesforce in ease of use, and it's focus on integrated marketing tools. HubSpot really is unified platform for sales, marketing, and service that is often more accessible and affordable for small-to-medium businesses (SMBs).
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Customers of Elevate
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Daily active users
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Daily active users