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HubSpot Implementation & Onboarding

Implement HubSpot the right way. Put it to use from day one.

We implement HubSpot in line with your processes, migrate your data seamlessly, and empower your teams—so the platform delivers results right from the start.

  • HubSpot Platinum Partner
  • Over 20 years of B2B experience
  • Certified Trainers, Consultants, and Developers
  • 10+ Years with HubSpot

The Starting Point

It’s easy to buy HubSpot. But its value only becomes apparent when processes, data, and people align. Without a clear setup, features go unused, data is entered into the system incorrectly, and the implementation gets lost in the day-to-day grind. This comes at a double cost: license fees for a platform that no one is fully utilizing, and time spent on workarounds that shouldn’t be necessary. That’s where we come in.

HubSpot Platinum Solutions Partner

Our Approach

Process First

We map out your pipelines and workflows before we set things up. That way, HubSpot and your business work together seamlessly.

Clean Data

Migration with duplicate checking and a quality strategy. You’ll get off to a solid start, free of legacy issues.

Qualification

Role-based training and an admin course so your team can manage and further develop HubSpot on its own.

Change Management

Adoption is part of the project. We’ll work closely with your teams to help embed the new processes into your daily routines.

Here's what you'll get.

  • Discovery and Process Mapping with Your Teams
  • Portal Setup: Pipelines, Properties, Permissions, Automation
  • Data Migration and Cleaning from the Legacy System
  • Integration of key systems (e.g., ERP, calendar, telephony)
  • Role-Based Training Plus Admin Enablement
  • Supported Go-Live with a Hypercare Phase

Real Results

"Comprehensive consulting and a collaborative partnership during the implementation of HubSpot in our company—we are very satisfied!"

Barbara Przeklasa, Marketing Manager at esentri

Steps to HubSpot

Here's how it works

  1. Discovery Record processes, data, and goals.

    The result: a setup plan that everyone can understand

  2. Configuration Set up a portal to support your processes

    The result: a system that feels like your business

  3. Migration Cleanly transfer and clean up data.

    The result: a foundation you can trust

  4. Training Empower teams and admins.

    Result: Users who want to, not those who have to

  5. Go-Live & Support Guided launch, followed by further development

    Result: Results starting on Day 1, continuous progress

Mark Lotse X You

For those who are interested.

For B2B teams just getting started with HubSpot or switching from another system. From your first CRM to migrating from Salesforce, Pipedrive, or Dynamics.

FAQ

Frequently Asked Questions

How long does a HubSpot implementation take?

Depending on the scope, it typically takes six weeks to three months. A single deployment takes less time, while a migration involving integrations requires more lead time. We’ll tailor the project to your goals.

Are you migrating from Salesforce or Pipedrive?

Yes. We migrate data and processes from popular systems such as Salesforce, Pipedrive, and Dynamics, including data cleansing and mapping to your new structure.

Which hubs do you cover?

The entire platform: Smart CRM, Marketing, Sales, Service, Content Hub (CMS), Operations, Commerce/Revenue, and Data.

How soon can you get started?

You'll have an initial consultation within a few days. We typically plan project launches with four to six weeks' lead time.

What happens after the go-live?

Upon request, we can provide ongoing support as part of our managed services: further development, support, and new use cases. Many customers start with the project and remain on a retainer.

Get off to a clean start with HubSpot

During the initial consultation, we'll assess where you stand and figure out the next steps. Want to review an existing portal? Then book the HubSpot Data Quality Audit.