HubSpot Smart CRM Implementation

What companies come to me with

Contacts with no company

Contacts sit in the database unlinked, so the company record doesn’t show who makes the decisions.

A field everyone fills in differently

Industry is picked from a list one day and typed in the next, so a segment filter returns half the companies.

Agreements in a rep’s notebook

A new rep takes over accounts and starts from scratch, because only the previous rep knew what was agreed.

What I set up in Smart CRM scope set in the workshop

Data model

Objects that fit your process

Companies, contacts, deals and tickets structured around how you sell and serve customers. I settle the model first, because every later report depends on it.

Properties

Fields that mean the same thing

Dropdowns where there is free text today, and required fields at key stages. Every property has a description of what it is for.

Associations

The customer on one record

Contacts linked to companies, and deals to both. The company record shows the people, open deals and full history.

Permissions

Who sees what

Teams and roles set up so reps see their own customers and managers see the whole team.

Lifecycle

From lead to customer

Lifecycle stages agreed by sales and marketing, so everyone knows when a contact is a lead and when it is a customer.

Cleanup

Your existing database

I merge duplicates, link contacts to companies and archive fields nobody uses.

Portal audit

How the implementation works

1
Free consultation30 minutes
You tell me where your customer data lives today and who uses it. I outline what your CRM could look like.
2
Pre-implementation workshop1.5-2 hour sessions
We agree what customer information you collect, who uses it and which reports it should feed. You get an implementation document with the data model and a license recommendation.
3
Setup and dataPer the document
I set up objects, properties, associations and permissions, and move your current data onto the new model. I back up the data before any cleanup, and we check the numbers before and after together.
4
Training1.5-2 hour sessions
Your team practices on its own database: how to fill in a company record, how to filter and who owns which customer.
5
Ongoing supportOn demand or on a retainer
After launch you reach out when you need something, or we agree on a fixed scope of work for each month.

Who you'll work with Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals

50+

New implementations and cleanups of existing ones

Migrations

15+

Full migrations from other CRMs

Teams

Dozens

Sales, marketing and service teams trained

Consulting

Hundreds

Hours of hands-on work with clients in HubSpot

Book a free consultation

Questions before a Smart CRM implementation

How is Smart CRM different from Sales Hub?

Smart CRM is HubSpot’s shared database: the objects, properties, associations and permissions every hub uses. Sales Hub adds rep tools such as sequences and forecasting.

Which license do we need?

Smart CRM is the base of every HubSpot license, and the edition determines things like permissions and custom objects. My recommendation is in the document after the workshop.

How much does a Smart CRM implementation cost?

We’ll work it out on the call, once I know your process and the state of your database. You buy the license separately, directly from HubSpot.

How much of my team’s time will it take?

The people who know your customers best join the workshop, and the whole team joins training, in 1.5-2 hour sessions. I handle the data model, cleanup and import.

Can data from other systems show up on the customer record?

Yes. Store orders, invoices or ERP data can be saved to the company and the deal. I check for an existing integration first, and where there isn’t one, I connect the systems in Make or with custom code.

We have another CRM or spreadsheets. What happens to them?

I move the data into HubSpot with its history, always after a test import. The old system stays available for reference as long as you need it.