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The HubSpot Platform is such a powerful toolset! It enables you to centralize your CRM, Marketing, Sales, and Support teams all in one place.

As HubSpot Certified Partners & Trainers, we can:

  • Support and guide your HubSpot onboarding so your team is enabled to use the software efficiently and effectively
  • Troubleshoot any Hubspot issues or challenges you may be experiencing
  • Integrate HubSpot with your other tools
  • Provide on-site or virtual HubSpot training for your teams or admins
  • Provide fractional HubSpot admin services when you're big enough to need a CRM admin but not quite to the point that you're ready to hire someone internally

 

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HubSpot Consulting

HubSpot Onboarding

Implementing a new platform always comes with a myriad of questions around best practices.

Should you...

  • customize the software for your processes or adapt your processes to the new software?
  • migrate all of your data at once, run a testing period, or use this as a milestone to clean up your data before migrating?
  • invest in up front training, on-demand support, or both?
  • integrate with your other software tools and if so, which ones and how?
  • implement one "hub" at a time, or go all in?

There are a lot of decisions to make up front that can really impact the efficiency and adoption of HubSpot at your B2B company.

We've guided many successful HubSpot onboarding processes and provide ongoing support to many B2Bs looking to continue improving their efficiencies and maximize the impact of the tools.

Migrating to HubSpot

Switching to HubSpot? We can help make the process a smooth one.

Depending on your HubSpot Hubs and subscriptions levels, we can migrate your:

  • sales process structure
  • pipeline and quote process and assets
  • lead scoring
  • marketing automation
  • branding, templates, and other marketing assets
  • customer service processes
  • ticketing system
  • automated customer surveys
  • integrations
  • blogs
  • website
  • custom objects

We can also provide training and ongoing support to make sure your team is maximizing their new toolset.

HubSpot Training

As HubSpot Certified Trainers and Partners, we're able to guide your team to successful daily use of the entire HubSpot ecosystem. Often coupled with Onboarding & Migrations, we provide team level, and 1-on-1 training in all areas of HubSpot.

It's no secret that the key to buy-in and adoption is continuous education and reinforcement. Our training packages allow you to immerse your team up front, and also support them over time.

HubSpot training can happen virtually or in-person. Here are some common training scenarios:

  • High-level training on the HubSpot tools for individuals or teams
  • Customized training around your specific setup and processes; this can take place on a 1:1 basis, by team, or for your entire organization
  • 1:1 training for specific individuals that are struggling with the toolset

HubSpot Troubleshooting

Sometimes you just need a quick expert opinion or experienced HubSpot user to remove a roadblock for your team. 

You can schedule with one of our experts anytime to have an issue in HubSpot evaluated. It can be anything from a challenging email template that needs a tweak, to lead scoring in the CRM.

HubSpot Integrations

With today's multi-tech-stack environments, integrations are crucial to make sure data hygiene is at it's best, and every stakeholder has the right data at the right time.

We can work with your to implement an off-the-shelf, HubSpot supported integration, or have one custom developed for your unique setup.

Some of the common integrations you should consider:

  • Accounting software
  • ERP/MRP
  • LMS (Learning Management System)
  • Project management
  • Ticketing
  • Other CRM or sales tools
  • Email and calendar
  • Website
  • Analytics software

 

 

The p80 way

our process

In an ideal world, how would you like to use HubSpot?

How do you currently do things in your existing platform?

What other platforms do you rely on?
We'll need to get under the hood with your current setup, which may include non-HubSpot software, to see what we're working with.
We'll work with your team to get HubSpot setup and functioning how you want it to.

We'll provide training along the way to make sure your team is empowered to maximized HubSpot's impact.
Even if you're now working efficiently in HubSpot, there's always room for improvement and further optimization.

Maybe it's time to optimize Sales Sequences, or adjust your lead scoring criteria. We aim to continue making HubSpot a finely tuned machine for your team.
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Need a Hand With Your HubSpot Portal?

We live in HubSpot, all day, every day. 

We're also HubSpot Certified Partners, and Certified Trainers! 

Grab some time on one of our experts' calendars if we can help!