Every service, described on its own
HubSpot hub implementations, portal audits, integrations, AI, training and ongoing support. For each service I describe what I set up and what stays with your company.
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HubSpot implementations: CRM 6
HubSpot Smart CRM Data Model Setup
Objects, properties, associations, pipelines and permissions set up in your portal around how you sell and serve.
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HubSpot CRM Setup
A portal ready to use: users and permissions, connected email and calendars, tracking code and views for each team.
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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.
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HubSpot Workflow Automation
Workflows that take repetitive CRM work off your team, each with a name and description that say what it does.
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HubSpot Sales Reports and Dashboards
Dashboards for leadership and sales managers with pipeline, forecast and conversion, all built on the same fields.
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HubSpot Native Integrations Setup
HubSpot marketplace apps and Data Sync set up with field mapping, sync direction and a test.
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