HUBSPOT SOLUTIONS

HubSpot Onboarding

HubSpot is a great tool. Sometimes, you just need a little extra help to make sure everything is set up properly for your business, your people, and your customers.

That’s where we come in. Get started with guided HubSpot Onboarding from Denamico today!

 

We're HubSpot Onboarding Accredited. Onboarding-Accredited-Badges-Horizontal-White-1

Earning HubSpot Accreditation is a major achievement. It signifies that we have earned the trust and recognition from HubSpot and possess the expertise to seamlessly onboard you onto the platform.

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MARKETING HUB

Marketing Hub Onboarding:

Each week of the onboarding program, you will learn about a new part of HubSpot's Marketing Hub and how to set it up to your business needs.

 

STARTING AT $4,500
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SALES HUB

Sales Hub Onboarding:

Each week of the onboarding program, you will learn about a new part of HubSpot's Sales Hub and how to set it up specific to your business needs.

 

STARTING AT $2,750
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SERVICE HUB

Service Hub Onboarding:

Each week of the onboarding program, you will learn about a new part of HubSpot's Service Hub and how to set it up specific to your business needs.

 

STARTING AT $2,750

 

The Onboarding Process

Here are some of the topics we will cover with you.

hubspot-crm-case-studyMarketing Hub

You will learn how to configure your portal settings and begin with HubSpot foundations.

  • Onboarding roadmap & your questions
  • HubSpot projects & settings
  • HubSpot 101 & introduction to objects

You will gain understanding of HubSpot data types plus ways to update your database automatically.

  • HubSpot Records And Properties
  • Lists and segmentation
  • Data hygiene best practices

You will dive in on creating different elements of your marketing campaigns including landing pages, forms, and CTAs.

  • Form setup and migrating form to HubSpot
  • Automating lead routing
  • Lead scoring

You will master how to put all of your marketing elements into Campaigns and work with the full suite of marketing tools.

  • Campaigns in HubSpot
  • Social Media and Ads
  • SEO and pillar content

You will dive in on all things HubSpot emails including automation and segmentation.

  • Email types and templates
  • Lists and segmentation
  • Automation and smart content

hubspot-crm-case-studySales Hub

You will learn how to configure your portal settings and begin with HubSpot foundations.

  • Onboarding roadmap & your questions
  • HubSpot projects & settings
  • HubSpot 101 & introduction to objects

You will gain understanding of HubSpot data types plus ways to update your database automatically.

  • HubSpot Records And Properties
  • Lists and segmentation
  • Data hygiene best practices

You will dive in on creating different elements of your marketing campaigns including landing pages, forms, and CTAs.

  • Form setup and migrating form to HubSpot
  • Automating lead routing
  • Lead scoring

You will master how to put all of your marketing elements into Campaigns and work with the full suite of marketing tools.

  • Campaigns in HubSpot
  • Social Media and Ads
  • SEO and pillar content

You will dive in on all things HubSpot emails including automation and segmentation.

  • Email types and templates
  • Lists and segmentation
  • Automation and smart content

hubspot-crm-case-studyService Hub

You will learn how to configure your portal settings and begin with HubSpot foundations.

  • Onboarding roadmap & your questions
  • HubSpot projects & settings
  • HubSpot 101 & introduction to objects

You will understand how to use Service Hub tickets to increase efficiency with your customer service.

  • Ticket pipelines and automation, assignment & alerts
  • Ticket assignment and alerts
  • Conversations inbox

You will master how to set up customer feedback surveys and how to use a knowledge base to allow your customers to find answers to their own questions.

  • Create NPS, CES, CSAT or a custom survey
  • Import or start a new knowledge base
  • Design & develop KB for SEO and customer feedback

You will dive in on your customer service goals and KPIs and how to measure your team activity

  • Dashboards & reporting best practices
  • Data hygiene best practices
  • Workflows & automation for Tickets
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HUBSPOT ONBOARDING

93%

User Adoption of HubSpot

 

HubSpot Onboarding Packages

Find the HubSpot Onboarding package that best fits your needs for Marketing Hub, Sales Hub, or Service Hub.

Marketing Hub Packages

HubSpot Marketing Hub is a comprehensive marketing platform that helps businesses of all sizes connect their teams, tools, and data.

You can easily create and manage campaigns, track customer engagement, and measure the success of your efforts. It also provides powerful insights to help you make informed decisions and optimize your marketing efforts.

Get Started →

 

What's Included: PRO ENT
Guided Consulting Sessions (1x/week)   Yes (8 sessions)   Yes (11 sessions)
Personalized Coaching Session
  Yes (1 included)
  Yes (2 included)
Email Support During Project
  Yes
  Yes
Setup HubSpot Users and Permissions
  Yes
  Yes
Setup Account and Tracking Codes
  Yes
  Yes
Branding Setup for Logo, Fonts, Colors
  Yes
  Yes
Import Existing Contacts and Companies into HubSpot CRM
  Limited Support
  Yes
Add Existing Custom Properties for CRM
  Yes
  Yes
Create Buyer Personas in HubSpot CRM
  Yes
  Yes
Setup Landing Page & Blog Settings, Connect Subdomain
  Yes
  Yes
Configure Email Tracking and Sending Settings
  Yes
  Yes
Import Opt-Out Lists from Existing CRM
  Yes
  Yes
Implement GDPR Compliance Settings
  Yes
  Yes
Configure Default Form Settings & Styles
  Yes
  Yes
Create Essential Marketing Reports & Dashboards
  Yes
  Yes
Integrate Existing Marketing Technology (HubSpot App Partners Only)
  Yes
  Yes
Integrate E-Commerce Solution (HubSpot App Partners Only)
  Yes
  Yes
Setup Enterprise Features
  Not Available*
  Yes
Setup & Training on Predictive Lead Scoring
  Not Available*
  Yes
Setup & Training on Custom Behavior Events
  Not Available*
  Yes
Training on HubDB and Use Case
  Not Available*
  Yes
Pricing
$4,500
$7,000
Timeline
9 weeks
13 weeks

 

* Feature not available with Marketing Hub Professional subscription.

Sales Hub Packages

HubSpot Sales Hub is a powerful tool designed to help you streamline your sales process and close more deals.

You can automate your outreach and follow-ups, saving you time and increasing your productivity. And with customizable reports and dashboards, you can monitor your performance and make data-driven decisions to improve your sales strategy.

Get Started →

 

What's Included: PRO ENT
Guided Consulting Sessions Yes (5 sessions) Yes (6 sessions)
Customized Coaching Session
Yes (1 included)
Yes (2 included)
Email Support During Project
Yes
Yes
Setup HubSpot Users and Permissions
Yes
Yes
Setup Account and Tracking Codes
Yes
Yes
Branding Setup for Logo, Fonts, Colors
Yes
Yes
Migrate Deal Pipelines and Stages to HubSpot
Yes
Yes
Import Existing Contacts and Companies into HubSpot CRM
Yes
Yes
Import Existing Products into HubSpot CRM
Yes
Yes
Add Existing Custom Properties for CRM
Yes
Yes
Configure Email Tracking and Sending Settings
Yes
Yes
Import Opt-Out Lists from Existing CRM
Yes
Yes
Implement GDPR Compliance Settings
Yes
Yes
Sync Record Ownership for Contacts & Companies
Yes
Yes
Configure HubSpot Insights for Company Data
Yes
Yes
Configure HubSpot Meetings with Email Client
Yes
Yes
Create Essential Sales Reports & Dashboards
Yes
Yes
Integrate Existing Marketing Technology (HubSpot App Partners Only)
Not Available*
Yes
Setup Enterprise Features
Not Available*
Yes
Setup & Training on Custom Objects
Not Available*
Yes
Setup & Training on Recurring Revenue Tracking
Not Available*
Yes 
Setup & Training on Predictive Lead Scoring
Not Available* 
Yes
Setup & Training on Custom Goals
Not Available* 
Yes
Setup & Training on Deal Splits
Not Available*
Yes
Pricing
$2,750
$4,500
Timeline
6 weeks
8 weeks

 

* Feature not available with Sales Hub Professional subscription.

Service Hub Packages

HubSpot Service Hub is a powerful customer service software that offers a range of features to help businesses provide top-notch customer service.

You can manage customer inquiries and support tickets, track customer interactions, and automate routine tasks. One of the standout features is its knowledge base. It offers chatbots, live chat, and ticket routing to ensure that customers are always able to get in touch with a representative. 

Get Started →

 

What's Included: PRO ENT
Guided Consulting Sessions   Yes (4 sessions)   Yes (6 sessions)
Customized Coaching Session
  Yes (1 included)
  Yes (2 included)
Email Support During Project
  Yes
  Yes
Setup HubSpot Users and Permissions
  Yes
  Yes
Setup Account and Tracking Codes
  Yes
  Yes
Branding Setup for Logo, Fonts, Colors
  Yes
  Yes
Import Existing Contacts and Companies into HubSpot CRM
  Yes
  Yes
Add Existing Custom Properties for CRM
  Yes
  Yes
Migrate Tickets from Existing System
  Yes
  Yes
Configure Email Tracking and Sending Settings
  Yes
  Yes
Create Essential Service Reports & Dashboards
  Yes
  Yes
Integrate Existing Marketing Technology (HubSpot App Partners Only)
  Yes
  Yes
Setup Enterprise Features
  Yes
  Yes
Setup & Training on Custom Objects
  Not Available*
  Yes
Setup & Training on Recurring Revenue Tracking
  Not Available*
  Yes
Setup & Training on Custom Goals
  Not Available*
  Yes
Setup & Training on Conversation Intelligence
  Not Available*
  Yes
Pricing
$2,750
$4,500
Timeline
6 weeks
8 weeks

 

* Feature not available with Service Hub Professional subscription.

"

Working with the entire Denamico team has been a great experience for our CRM migration. Their professional process, engagement and project management is second to none.

Caroline Crawford
Vice President of Sales North America

 

 

 

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Accreditation-DataMigration
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Let's Talk Onboarding!

At Denamico, we love helping people maximize HubSpot to achieve growth.


The implementation of the HubSpot CRM and other HubSpot Hubs should be thoughtful, efficient, and even exciting. We know that time is money — and we don't intend to waste either.