HubSpot CRM Implementation
Setup, configuration, and team enablement for HubSpot CRM. Get organized. Track deals. Close more revenue.
The Lead Management Disaster
You're getting leads. Good ones. But then they disappear. Your sales team is chasing leads in their personal email. Marketing is updating a different spreadsheet. Account management has no idea what's been promised.
Deals slip through. Leads fall out of the funnel. Your team works hard but feels chaotic.
The real cost: You're losing 20-30% of deals just to disorganization. Not because of product problems. Because nobody knows what's happening with your leads.
HubSpot CRM solves this. But only if it's set up right. A CRM that's not configured for your actual sales process is just another tool your team won't use.
We implement HubSpot properly: configured for your exact process, automated workflows that remove manual work, and your team trained from day one. Then it actually works.
Implementation Done Right
Not just software installed. A fully configured, automated CRM that your team actually uses from day one.
Account Setup & Configuration
Create your HubSpot account. Configure custom objects, properties, and pipelines for your specific sales process.
Data Migration & Import
Move existing contacts, deals, and data from your current system into HubSpot. Clean data, proper formatting, verified import.
Workflow Automation
Set up automated workflows for common tasks: lead scoring, task assignment, email sequences, deal notifications.
Integration Setup
Connect HubSpot to your tools: email, calendar, forms, Zapier, Slack. Real-time data sync across your stack.
Dashboard & Reporting
Build custom dashboards for your team. Sales pipeline visibility, forecasting, activity metrics, and KPI tracking.
Team Training & Enablement
Live training sessions with your team. How to log activities, manage deals, use playbooks, run reports. Q&A and ongoing support.
How It Works
Week 1: Setup & Configuration
Create account, configure pipelines, import existing data, set up integrations.
Week 2: Automation & Dashboards
Build workflows, create reporting dashboards, configure alerts and automations.
Week 3: Training & Launch
Live team training sessions, playbook setup, go-live support, and documentation.
Pricing
$1,500-3,000
Implementation + training (3-4 weeks)
Price depends on complexity and data migration scope. Most projects $2,000.
Schedule ConsultationFAQ
Do we need to switch to HubSpot CRM?
It depends on your current system and goals. If you're not tracking deals or seeing pipeline clearly, HubSpot is excellent. If you already have a working system, we evaluate the ROI first.
How long does setup take?
Typically 3-4 weeks from start to full team adoption. This includes setup, configuration, data migration, automation, and training.
Do we need to provide data?
Yes. You provide current contacts, deals, and historical data. We clean it, format it, and import it. Bad data in = bad data out, so we handle this carefully.
What if my team won't use it?
Poor adoption kills CRM projects. That's why training and ongoing support are critical. We set up workflows that make HubSpot part of the job, not extra work.
Can I do this myself?
Technically yes. But setup takes time, configuration is complex, and mistakes compound. Having an expert do it saves time and ensures best practices.
Organize Your Sales Process
Get HubSpot set up right. Your team will use it. Your revenue will grow.
Schedule Consultation