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.
The typical timeline to complete onboarding is 45-90 days, depending on the needs and requirements of each organization.
| OneIMS Standard
Up and Running
| OneIMS Advanced
Keep it Going
|Done with you
|2 per month
|Email template set up
|Sample data import/Standard data format included
|Guidance + Configuration + Training
|Full Implementation + Training
|Configuring parent-child relationships
|Timeline & Completion
|3 Objectives over 90 days
|3 Objectives over 45 days
|6 Objectives over 90 days
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:
|Contact Import & Configuration
|Tracking code implementation
|Email template set up
|Outlook/ Gmail integration configuration
|Custom object mapping and creation
|End user training
|1 one hour session
|2 one hour sessions
|In-depth sales process review and consulting
|rd party application review and consultation3
|Reporting set up
|Up to 3 reports
|Up to 5 reports
|Quote setup and configuration
|Sales automation support
|Deal pipeline consulting and set up
|Access to a team of full stack engineers for advanced integration support
|Personalized, White-glove implementation
|Advanced Implementation / Data Migration
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