
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.
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!"
Steps to HubSpot
Here's how it works
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01.
Discovery Record processes, data, and goals.
→ The result: a setup plan that everyone can understand
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02.
Configuration Set up a portal to support your processes
→ The result: a system that feels like your business
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03.
Migration Cleanly transfer and clean up data.
→ The result: a foundation you can trust
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04.
Training Empower teams and admins.
→ Result: Users who want to, not those who have to
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05.
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.