HubSpot Implementation 

What are your HubSpot Implementation Options?

When it comes to migrating your CRM to HubSpot, you have a few options to consider. Each has its own pros and cons. The big question is whether to work with HubSpot or team up with a top-notch partner like Big Business Agency. 

Working with HubSpot you have to be aware of the number of resources you will be required to allocate  to do the implementation as HubSpot are very much hands off -  they guide your team on what to do. 

Here at BBA, we aim to set the highest standards and will work collaboratively with you and deliver a done for you service, freeing up your team to do things other than CRM implementation.

We make sure HubSpot is set up to propel your growth and your success, and that you maximise your investment in the HubSpot platform.

HubSpot Implementation  - What to expect 

If you're migrating from Salesforce, Marketo, Pardot, or another system to HubSpot we're here to project manage the move!

Maybe managing your current system is a challenge? Perhaps you need to spend hours on reporting? With our team member's expertise working with Technology companies, Manufacturing firms and Professional Services businesses, we streamline your business process within HubSpot, making system administration a breeze post-implementation.

We construct your CRM architecture, including custom objects and properties, workflows, lists, deals, pipelines, and templates making it easy for you to get value from your investment in HubSpot faster.

A HubSpot implementation is a comprehensive project management process that involves designing how HubSpot will meet your business needs and how it will be integrated into existing processes.

An implementation typically consists of eight (8) critical elements including

• requirements scoping
• schedule
• delivery methodology
• stakeholder identification and communication
• change request mechanism
• deliverables
• risk management (risks, assumptions and dependencies)
• adoption and training

During the scoping phase, we will confirm your unique business requirements across people, processes and systems aspects to create a solution that leverages HubSpot's integrated automation to simplify your operations.

This design will be implemented from start to finish, including data management, configuring settings, and integrating other mission-critical tools you use with HubSpot.

HubSpot Implementation timeline is dependant on the number of hubs being implemented.

Other options you may like to consider are Integration Services.

Once the implementation is complete, we will provide training to your team on how to effectively use HubSpot and the implemented systems in the new quote-to-cash processes.

This ensures that your team can make the most out of HubSpot right from the start. While a HubSpot implementation requires a larger investment compared to onboarding, it eliminates the need for your internal resources to handle the hands-on work of setting up HubSpot. 

Other services you might consider are HubSpot Integration Services which integrate HubSpot with your critical business applications such as your ERP.

Click here for information on our HubSpot Integration Services