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Starter Sales Hub Setup

HubSpot CRM setup, contact segmentation, lead capture forms, and an initial integration with essential tools.

Features

Contact and Company Setup: We'll configure your CRM to capture and store contact and company data seamlessly, ensuring that no lead is overlooked.


Record Customization: Declutter your record views to ensure that your sales team has the right information, where they need it.


Contact and Company Import: Take your existing data from spreadsheets or your current CRM and import it into your new HubSpot account.


Custom Properties: Tailor your CRM to fit your business with custom properties. Track and categorize leads, customers, and opportunities using fields that matter most to you.


Deal Pipeline Setup: Get your deals organized with a customized pipeline that matches your sales process. Track your opportunities from start to finish, ensuring nothing falls through the cracks.

Benefits

Time Savings: Less manual data entry and repetitive tasks. Setup the foundation for automations that streamline your CRM, allowing your team to concentrate on revenue-generating activities.


Improved Team Efficiency: Sales teams work more effectively with custom view, organized pipelines, and contact/company associations.


Data-Driven Decision-Making: Informed decision-making is at your fingertips with organized data and custom properties.


Improved Customer Relationships: The better you know your customers, the stronger your relationships. Our Starter CRM Configuration helps you build meaningful connections.

Deliverables

  • Discovery Call

  • Kickoff Call

  • Mapping Call (Sales Process)

  • Onboarding Plan (Deliverable)

  • 30-Minute Portal Review/Handoff

  • Setup of Users & Associated Permissions

  • Filter out Internal IPs

  • Setup Email Footers and Signatures

  • Setup GDPR Compliance Settings

  • DKIM and SPF Set Up

  • Migrate Existing Deal Pipelines and Stages

  • Import Existing Contacts and Companies

  • Import Existing Deals

  • Import of Existing Products into HubSpot CRM Database

  • Build 1 Pipeline based on Sales Process

  • Create Basic Deal-Creation Workflow

  • Build Contact Us Form (connect to the pipeline if applicable)

  • Setup 5 Snippets*

  • Build 2 Sequences (Max 5 Emails)*

  • Sync Ownership Between Contacts and Companies

  • Setup Users & Associated Permissions

  • Create Essential HubSpot Sales Reports and Dashboards

  • Social Media Setup and Settings Configuration

  • Setup GDPR Compliance Settings

  • Setup Salesforce integration with HubSpot

  • Setup Meetings Tool via Gmail or Outlook Integration

  • Setup Companies to Automate Filling Properties with HubSpot Insights

  • Sync Ownership Between Contacts and Companies

  • Guidance on Gmail and Outlook Integration with HubSpot

  • Setup Native Integrations via HubSpot Marketplace

  • Create 5 Custom HubSpot Sales Reports (Enterprise)

  • Setup 3 Sales Email Templates (Enterprise)

  • Build 5 Sequences of max 5 emails (Enterprise)

  • Build 1 Sales Playbook (Enterprise)

  • Map Custom Objects to HubSpot Objects (Enterprise)

  • Migrating Parent/Child Relationships (Enterprise)

  • *Copy not included

Hours

25

Delivery

4-6 weeks

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