Hubspot Onboarding - OneIMS
Hubspot Onboarding - OneIMS

OneIMS Sales Hub Onboarding & Implementation

samuel-thimothy

HubSpot + OneIMS:

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 tools and show you all of the bells and whistles. Your employees need to become HubSpot experts and do the actual technical configuration, integrations, migrations, theme development, etc.

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 enablement to maximize your investment in HubSpot.

If your organization is looking for a more hands-on, white-glove approach to onboarding and implementation, you’ve come to the right place.

Process:

BusinessDiscovery Sales ProcessReview Tech StackReview Data Analysisand Clean up* Global SalesHub Configuration Individual SalesSeat Configuration Sales AutomationConfiguration Gmail/ OutlookIntegration Sales TeamTraining Sessions Deal StageImplementation Handoff & OngoingSupport*
BusinessDiscovery Sales ProcessReview Tech StackReview Handoff & OngoingSupport* Sales TeamTraining Sessions Data Analysisand Clean up* Global SalesHub Configuration Individual SalesSeat Configuration Sales AutomationConfiguration Gmail/ OutlookIntegration Deal StageImplementation
BusinessDiscovery Sales ProcessReview Tech StackReview Data Analysisand Clean up* Global SalesHub Configuration Individual SalesSeat Configuration Gmail/ OutlookIntegration Deal StageImplementation Sales AutomationConfiguration Sales TeamTraining Sessions Handoff & OngoingSupport*

Overview

The typical timeline to complete onboarding is 45-90 days, depending on the needs and requirements of each organization.

HubSpot OneIMS Standard OneIMS Advanced
RoleConsultativeDone with youFull-service
Meeting cadence2 per monthWeeklyWeekly
Email template set upLimited
Data migrationsStandard data format includedCustom
Training StructureGuidanceGuidance + Configuration + TrainingFull Implementation + Training
Configuring parent-child relationshipsLimited
Timeline & Completion3 Objectives over 90 days3 Objectives over 45 days6 Objectives over 90 days
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Deliverables

Every company is unique; therefore every onboarding experience is tailored to the organization that we are working with. Below are the most common deliverables that are included with our hands-on onboarding experience:

Deliverables HubSpot OneIMS Standard OneIMS Advanced
Contact Import & ConfigurationLimitedLimited
Tracking code implementation
Email template set upLimited
Outlook/ Gmail integration configuration
Custom object mapping and creation
Migrating parent-child relationshipsLimited
In-depth sales process review and consulting
3rd party application review and consultationLimited
Reporting set upGuidanceUp to 3 reportsUp to 5 reports
Chat bot assistanceLimited
Sales automation supportGuidance
Deal pipeline consulting and set upGuidance
Access to a team of full stack engineers for advanced integration support
Personalized, White-glove implementation
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Pricing

HubSpot OneIMS Standard OneIMS Advanced OneIMS Data Custom Migration
$1,000$1,500$4,500Custom Quote
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Schedule Free Onboarding Consultation

Need a better understanding of how this works for your business? Use this link to coordinate a time directly with your onboarding specialist: oneims.com/taylor