Is your company currently evaluating HubSpot? Or you have already purchased and need expert onboarding services so you can maximize your investment?
First off, HubSpot is great. HubSpot is excellent at developing industry-leading software capable of transforming your business. On the other hand, HubSpot is not set up to be a service company.
The onboarding process that HubSpot provides for new customers is designed to guide your organization through the setup and usage of tools, and show you all of the bells and whistles. With HubSpot’s standard onboarding, your employees need to become HubSpot experts and do the actual technical configuration, integrations, migrations, theme development, etc. internally.
With OneIMS, we take care of the heavy lifting by actually managing the implementation process for you, as well as taking the time to ensure key stakeholder adoption training and enabling your organization to maximize your investment in HubSpot.
If your organization is looking for a more hands-on, white-glove approach to HubSpot onboarding and implementation, you’ve come to the right place.
To ensure that by the end of a four-week onboarding process, your sales team is capable to send and receive emails, make calls, create and edit contacts and companies, create and progress deals in pipeline, track activities, schedule meetings and monitor engagements of prospects via HubSpot Sales Hub, we have structured the onboarding process with these specific outcomes in mind.
Here is the tailored plan:
To ensure that by the end of a four-week onboarding process, your team is capable of sending marketing newsletters with your domain, tracking website traffic, capturing leads with forms, connecting a subdomain for branded URLs, and creating basic landing pages using HubSpot's Marketing Hub, we have structured the onboarding process with these specific outcomes in mind.
Here's a tailored plan:
Need a better understanding of how this works for your business? Use this link to coordinate a time directly with your onboarding specialist:
Contact import and configuration - OneIMS will provide guidance, templates, and instructions for formatting and sanitizing data to be imported into HubSpot. Ultimately the client is responsible for the health of the data and ensuring that it meets guidelines when it is delivered to OneIMS for import and configuration.
Tracking code implementation - OneIMS will install HubSpot’s tracking code on your website, provided with login credentials for your CMS. Alternatively, OneIMS can deliver the tracking code to a developer on your team for implementation.
Reporting set up – OneIMS will guide and/or implement HubSpot reports based on the onboarding package selected. Reporting deliverables are to be agreed upon by both parties prior to setup, and may be subject to change based on the capabilities of the client’s HubSpot subscriptions and/or other third-party software.
Sales automation support - OneIMS to provide consultation, training and guidance on when and where sales automation may be useful within the sales process. This information can be turned into objectives to be completed by the OneIMS team if desired.
Access to a team of full stack engineers for advanced integration support - Subject to project-based limitations on the level of effort required to complete the advanced integration support.
Objective: Configure HubSpot “Quotes” tool
Objective: Automate sales process
Objective: Configure Sales Reporting
Objective: Configure Sales Pipeline and required properties
Objective: Configure Enterprise sales organization toolsets
Objective: Build and implement outbound sales sequence