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HubSpot Implementation & Onboarding

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

We implement HubSpot around your processes, migrate your data cleanly, and enable your teams. That way, the platform delivers results from day one.

HubSpot Data Quality Audit
  • HubSpot Platinum Partner
  • 20+ years in B2B
  • 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 configure anything. That way, HubSpot fits the way your business works.

Clean Data

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

Enablement

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.

hubSpot Zone sign

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

Who This Is For.

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

What makes the best HubSpot onboarding agency for mid-sized B2B companies?

A strong HubSpot onboarding agency starts with your processes, migrates data with duplicate checks, and trains teams by role through a supported go-live. Mark Lotse is a HubSpot Platinum Partner with certified trainers, consultants, and developers and typically implements HubSpot for B2B companies in six weeks to three months.

How long does a HubSpot implementation take?

A HubSpot implementation typically takes six weeks to three months, depending on scope. A single hub goes faster, while a migration with integrations needs more lead time. Mark Lotse plans project starts with four to six weeks' lead time and tailors the project to your goals.

What does a HubSpot implementation include?

A complete HubSpot implementation covers process mapping, portal setup with pipelines, properties, and permissions, data migration, integration of key systems such as ERP or telephony, role-based training, and a supported go-live. Mark Lotse follows it with a hypercare phase that supports your team closely during the first weeks.

Can we move data from Salesforce, Pipedrive, or Dynamics during a HubSpot implementation?

Data and processes from Salesforce, Pipedrive, Microsoft Dynamics, and other common systems can be migrated as part of the implementation, including cleansing and mapping to the new structure. For complex switching projects, Mark Lotse works with its migration partner Thalox AG.

Can our team run HubSpot on its own after implementation?

A team runs HubSpot on its own when role-based training and admin training are part of the implementation. Mark Lotse builds both into the implementation, and teams that want further support get it through managed services with a dedicated point of contact.

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.

Book an intro call HubSpot Data Quality Audit