How long does it take to Implement HubSpot?

On average we take 60-70% less time than HubSpot because we do the heavy lifting for you.

What do I need to do to get ready to use HubSpot?

We will walk you through the Project Plan so we both know exactly what needs to be done, by who and in what timeframe.

Regarding an implementation, how do I manage data migration?

Don't worry this is covered in our Implementation Project Plan.

HubSpot Implementation Services

Changing your company's CRM system to enhance your productivity, interopability and reduce costs is a significant decision with potential risks.

Many companies choose to partner with Big Business Agency to avoid the common challenges that may arise with a HubSpot implementation. We have many years of IT project experience and are confident with our project management expertise that we can deliver a successful implementation.

Unlike Onboarding, where the client is responsible for HubSpot set-up tasks, with guidance and support from us, our Implementation Services see us take a much more hands on role, more akin to traditional managed project.

Sales Hub Implementation

Marketing Hub Implementation

Service Hub 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

How your CRM is linked to your growth

While you may be able to manage without a CRM system for some time, switching between various data sources can be problematic and impede your team's progress.

Thanks to HubSpot's free edition of its Smart CRM, adopting a CRM has never been simpler. This allows you to test out a CRM without the need for long-term commitments or upfront investments. You can determine if a CRM suits your needs without any financial obligations.

As companies experience growth and encounter numerous opportunities to connect with potential customers, staying on top of interactions with prospects can pose a challenge. This becomes even more complex when marketing and sales teams are inundated with information and following different sales processes. This can lead to potential leads slipping through the cracks and prospects receiving inconsistent or irrelevant information.

Implementing a CRM system can alleviate these challenges by efficiently organising contact details, company information, and sales opportunities, while also effectively capturing and managing interactions across various communication channels.

How to Move Data into your CRM

First Clean the Data

Avoid wasting precious time by importing outdated test contacts or obsolete fields. Purge any irrelevant data prior to migration to keep your sales team from being muddled.

Mitigate Risks - Plan for errors and develop contingency plans

Transferring substantial volumes of data between systems inherently carries the risk of data loss. It's crucial for businesses to secure an offline backup of every piece of information before initiating the transfer to the new CRM.

Don't move everything at once

It's unnecessary to transfer all your company data in one fell swoop. By migrating data incrementally, you can more effectively pinpoint and address any irregularities that arise during the process.

Not just HubSpot Implementation

HubSpot Help

- Quick access to Certified HubSpot Consultants

- Help configuring your HubSpot CRM

- Automation, Workflows, Quick Fixes and CRM CleanUp

- Making HubSpot fit your business

No fuss, no contracts

Sales Hub Award Winning Sales Automation Software

Navigating the complexities of the sales process can be overwhelming, with numerous tasks to manage - prospecting, follow-ups, quoting, reporting and more competing for your attention.

Improve your sales process and elevate your sales success with Sales Hub, a dynamic and user-friendly sales CRM that provides sales engagement tools, configure-price-quote (CPQ) functionality, and comprehensive sales analytics for ambitious sales teams.

Sales Hub is designed on the HubSpot CRM platform where customer data, tools, and teams collaborate to establish a single source-of-truth for unparalleled sales representative efficiency.

By utilising the full CRM platform, salespeople can access deeper insights, warmer B2B leads, and aligned enablement materials to optimise their performance.

For a deep dive into the features and functionality of visit our Sales Hub page

Multi-Award Winning

Marketing Automation

HubSpot Marketing automation software to help you attract the right audience, convert more visitors into customers, and run effective marketing campaigns at scale — all on one powerful, easy-to-use platform.

The HubSpot ads tool enables you to leverage your other marketing assets and CRM data to build brand awareness and acquire quality leads for your business.

Juggling sales, marketing, and web content? Struggling with email and social?

Make the move to HubSpot and engage with your customers through coordinated communication via email, text, social media and your own website.

Get started with your Implementation

Get started with our done for you HubSpot Implementation Service.

Book A Meeting Today. Maximise The Power Of HubSpot to grow your business. Work with a proven HubSpot Partner with years of IT Project experience to get the best possible implementation for your business.

Get quick wins, high user adoption and seamless set up for your team. Book a time to talk today.

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