HubSpot CRM Setup

Many people are managing their customer relationships, marketing follow-up and email management in multiple different tools, and often spreadsheets are central in those.

Group 301

Graduate from Spreadsheets

You’ve spent tons of time managing spreadsheets. The effort invested is dragging on your return on effort. Move to a system that’s going to improve the way you market and sell. Reduce the amount of time you need to spend managing the information around customer relationships so you can keep focusing on those relationships. 

Group 2672

Centralize Your Relationship Data

We’ve seen it before. Marketing, sales and customer data split across numerous tools, databases and information warehouses. Experience the impact of centralizing that information and derive the value of being able to process it using HubSpot’s powerful workflow automations. 

Group 2675

Enrich Your Key Contact Information

Once we’ve imported your key data, we will use a number of data mining and enrichment tools to pull in information that you always should have had. Invaluable and necessary for your sales-marketing success, this includes email data to key contact information to company coordinates and essential deal data that will help you fill your CRM so that all the important data is there for you. 

Group 2666

Mapping Your Key Data

Discover the value of building new data points that can drive deals down your funnel faster, from persona information to industry targeting to individual lead scoring. We can help you build out key sales-marketing data that will drive the continued success of your CRM.

Group 2677

Define Your Sales Process

In order to scale, your sales team needs a seamless process that defines the key steps to get to close. We’ll help you map that process, turn it into a Hubspot pipeline and build the infrastructure to make sure you’re applying pressure at that pipeline from the marketing and sales sides.

Group 2679

Centralize Your Sales-Marketing Work

Sales and marketing that work together win together. We can help you realize the exponential impact of centralizing all your information with your work in one place, so you can scale and get the most impact. 

Book a Growth Call

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