Skip to content

HubSpot Sales Hub Implementation & CRM Onboarding Services

Rebuild the ship while it's sailing,
and never get wet.

Launch your sales pipeline implementation with Aptitude 8, a trusted HubSpot implementation partner for fast, scalable CRM deployments.

Need help with a new implementation or migration to HubSpot? Contact us for a free consultation.

CRM Implementation Accreditation

 

Aptitude 8 doesn't do out-of-the-box onboarding. We do customized implementations of HubSpot to meet your business needs. See how we implemented HubSpot for Marq in 90 days in this video case study.

Table of Contents

Introduction to Sales Hub

Your HubSpot implementation is foundational to pipeline performance, sales visibility, and rep productivity. At Aptitude 8, we deliver custom Sales Hub deployments that reflect how your team actually sells — from lead capture to closed-won. Our process combines technical expertise and GTM alignment to help you deploy HubSpot CRM, streamline your sales pipeline implementation, and drive revenue faster. Whether you’re migrating from Salesforce or setting up a system for the first time, we’ll configure your data, automations, and reports to work how your sales team already operates.

 

Migrating from another platform?
Check out our guides to migrating from Pardot and Marketo.

 

Onboarding vs. Implementation 

Onboarding is a standard setup of out-of-the-box features with basic training. Implementation customizes HubSpot to your business—configuring properties, objects, and automation tailored to how your team works.

It’s the difference between spending months figuring things out alone or hitting the ground running with an expert-built system.

See how Aptitude 8 helped SXSW migrate to HubSpot Sales Hub, cutting costs and improving efficiency across their GTM team.

 

Effective technology starts with implementation. 
80% of marketing and sales professionals that had smooth implementations report that their technology is extremely effective at helping them achieve their goals.

 

Our Implementation Process 

01 Solutions Design

We start your implementation with a deep discovery and design phase, where we interview key stakeholders within your organization to understand your business and the wants and needs you have for your HubSpot instance. We validate that what you need is possible and let you know what limitations exist and how we can work around them. Then we build a gantt chart showing your project timeline and deliverables. 

02 Account Setup

After Solutions Design, you’ll be equipped with an expert project team who are experienced in a wide variety of migrations and implementations, bringing both knowledge of what you’re trying to build and the technology you’re coming from. They will help you with the initial set up of HubSpot, ensuring that you don’t miss any important settings or features along the way. 

Your account setup includes: 

Creating user roles and team permissions in HubSpot Sales Hub
Creating users & teams
Giving everyone the right access and permissions
Sales pipeline configuration with custom stages and fields
Configuring your sales pipelines
Including stages and required fields
Migrating sales collateral like sequences, documents, and quotes
Migrating and auditing sales collateral
For sequences, documents, and quotes
Calendar and email integrations for sales activity tracking
Calendar and email integrations
For automated activity capture and two-click meeting scheduling 

03 Custom Data Setup/Migration

HubSpot’s default data structure of contacts, companies, and deals is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot.

Your data migration could include: 

Custom properties for tracking sales-specific fields

Custom properties

To keep track of business critical information that doesn't fit in default properties
Modeling custom objects for deals, shipments, and orders

Custom objects

Like orders, shipments, distributors, or any other entity without a standard home
Object associations to show deal-to-company relationships

Associations

To show relationships between objects, and label those relationships
Funnel stage customization for unique sales processes

Funnel stages

To reflect the different stages your customers flow through during the buying process 
 

Data Dangers!
46% of HubSpot users report that data migration was a top challenge during implementation!

 

04 Integration

When you have a large tech stack, it is critical that your data flows from one platform to another. We will ensure that all of your systems are connected and that you can use synced data in your marketing.

05 Contact, Company, Deal and Activity Migration

Prior to migrating data into your new CRM platform, our team will work with you to audit your existing data model, data integrity, and the field utilization of your current solution to ensure your new system is populated and ready to go. 

We will help you migrate:

Migrating contact records with statuses and field data

Contacts

Their fields, relationships, and statuses
Importing company records with lifecycle and segmentation

Companies

Complete with type categorization, lifecycle, and relationships
Deal migration with legacy performance data
Deals
Make the cutover without losing a beat, and retain legacy performance data wherever possible.
Activity migration to retain historical sales communication

Activities

Don't lose context on launch by migrating over historical activities and ensuring you retain your communication history. 

06 Reporting & Dashboarding

A primary goal of CRM projects is getting visibility into your sales team’s performance. We will help you configure executive, management, and rep level dashboards to provide insight, accountability, and performance throughout your sales process.

07 Training & Enablement

Ensuring your team knows exactly how your new platform works is crucial for your success. Our team will always make sure to walk you through what we've set up, what you can expect & show you exactly how everything is meant to function. We will help get your team comfortable in their new tool, and equip them to sustain that expertise internally as you continue to grow. 

Contact Us

Let's make things happen together.

Quick Links to Blogs

What are your top priorities when evaluating a CRM?

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

January 18, 2023
HubSpot vs Salesforce Review: Cost, Setup, and Usability

HubSpot vs Salesforce Review: Cost, Setup, and Usability

Compare HubSpot and Salesforce across pricing, implementation, and management. Discover which CRM is more cost-effective and easier to use.

January 04, 2023
Unlocking the Power of CRM Data Across Teams

Unlocking the Power of CRM Data Across Teams

Without accurate data, you can’t make informed decisions, measure progress, or even accurately assess customer satisfaction. But it isn’t e...

January 02, 2023