Gracjan Kasprzyk, HubSpot consultant

HubSpot Smart CRM Data Model Setup

Objects, properties, associations, pipelines and permissions set up in your portal around how you sell and serve.

phaseImplementation
engagementProject
productCRM

The problem this solves

Deals have no company attached, every department counts customers differently, and renewals live in a spreadsheet because the CRM has no place for them. Every new workflow and report inherits that mess.

How I work

I start with your sales and service process. We agree which records your company works with: companies, contacts, deals and tickets, plus custom objects for contracts, locations or subscriptions where they are justified. We also agree how records connect and which department owns which field.

Then I set it up in the portal: property groups on every object, validation rules, lifecycle stages and lead statuses, pipelines and deal stages, association labels, teams and permissions. If the portal already has data, I move values from old fields to new ones and only then archive the old fields. I update the workflows and lists that used them as part of the same work.

What you get

Objects and associations set up in the portal and documented
Properties in groups, with an owner and validation rules
Lifecycle stages and lead statuses agreed by sales and marketing
Pipelines with entry and exit criteria for each stage
Teams and permissions that match the model
A data model guide for your portal admin

What people ask before a quote

Do we need custom objects?

Usually not. Most B2B companies fit into contacts, companies, deals and tickets with well-built properties and associations. I suggest a custom object when a record, such as a contract, has its own lifecycle and its own reports. Availability depends on your edition, so I check it before we decide.

We already have data in HubSpot. Will changing the model break it?

It won’t if the changes happen in order. First I move values to the new properties, then I update workflows and lists, and I archive the old fields last so historical reports keep working.

How much does a data model setup cost?

We’ll work it out on the call, once I know your process and your portal. You pay for the HubSpot license separately, directly to HubSpot.

What usually goes with this service 3

CRM

HubSpot CRM Setup

A portal ready to use: users and permissions, connected email and calendars, tracking code and views for each team.

Learn more

CRM

CRM Data Migration to HubSpot

Contacts, companies, deals and history from your old CRM, moved after a test import, with the database cleaned up.

Learn more

CRM

HubSpot Lead Routing and Management

Every new lead goes to the right rep with a status and a follow-up date, and becomes a deal once qualified.

Learn more

Let’s check whether this service fits your situation

After you submit the form, you pick a time in my calendar. I prepare the scope and a quote after the call.

Your call is with Gracjan Kasprzyk