Your Partner for Implementing HubSpot Sales Hub
Rebuild the ship while it's sailing,
and never get wet.
How your CRM platform is implemented is directly correlated to how effective it will be in helping you achieve your goals. Aptitude 8 is one of the most experienced implementation partners in the HubSpot ecosystem.
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
HubSpot's Sales Hub is both a Sales Engagement and customer relationship management platform (CRM) designed to help your business grow.
HubSpot’s Sales Hub is the single most important piece of technology in your sales team’s stack. When it’s set up correctly and properly maintained, it becomes the rocket fuel to launch your sales team forward and achieve their goals efficiently.
But, if Sales Hub is set up poorly, it becomes an obstacle that gets between your customers and their best prospects, slowing your team down and losing deals in the process. That is why it is critical that you have an implementation partner, like Aptitude 8, who understands the platform, inside and out, and can help you customize it to fit your specific needs.
Onboarding vs. Implementation
Onboarding is a stock setup of out-of-the-box features and some training for how to use the software.
Implementation involves customizing HubSpot to fit your business. That means creating custom properties, custom objects, sales automation, and more that are specific to how your business operates.
It is the difference between spending months, if not years, customizing a new, unfamiliar system on your own vs. hitting the ground running because an expert already did it for you.
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:
Giving everyone the right access and permissions
Including stages and required fields
For sequences, documents, and quotes
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:
46% of HubSpot users report that data migration was a top challenge during implementation!
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:
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.
Let's make things happen together.
Quick Links to Blogs
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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.
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Unlocking the Power of CRM Data Across Teams
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