HubSpot Onboarding
Our HubSpot onboarding service is designed for businesses that want to deploy HubSpot CRM quickly and effectively.
OBJECTIF
Quickly harness the power of HubSpot CRM
Our HubSpot onboarding service is ideal for businesses that want to set up HubSpot CRM quickly and cost-effectively, while applying industry best practices to their business in weekly workshops to co-create your ideal HubSpot instance. This approach includes 8 co-creation workshops, which can be spread over 4 or 8 weeks, and direct email support throughout the project.
We strongly recommend having clear goals in mind, ready to be implemented together, so that at the end of onboarding, your HubSpot generates a real impact.
Le processus
01
Kickoff and planning
The kickoff meeting will be led by your RevOps consultant. The consultant will be your main point of contact during the project and will ensure that all steps are completed accurately and efficiently. Your consultant will organize a 60-minute kickoff meeting during the first week after signing the service offer. This meeting will include the introduction of stakeholders, the review of goals & expectations, and the planning of workshops for the next 4 to 8 weeks of HubSpot onboarding, depending on your length of commitment.
02
HubSpot Portal Audit (if existing portal)
The portal audit assesses the current configuration of the HubSpot portal, identifying strengths and opportunities for improvement. We analyze data structure, customization settings, database management, and integration with other systems. This in-depth analysis provides us with a solid basis for recommending quick adjustments to optimize the use of HubSpot based on your specific needs. The objective is to ensure a smooth transition to an efficient CRM environment, aligned with your goals.
03
Optimization of the HubSpot portal (if existing portal)
Optimizing the portal involves the concrete implementation of the improvements resulting from the audit of your HubSpot portal. Based on the findings of the audit and the opportunities for improvement identified, we are adjusting and refining the portal to increase its overall configuration. This includes targeted changes, configuration adjustments, and custom optimizations to ensure your HubSpot portal has a solid foundation to accommodate new features that meet your evolving needs.
04
Configuration by co-creation
Our co-creation approach aims to implement in an interactive way, during workshops, configurations that meet the key objectives discussed previously. By following a thoughtful sequence, we adapt the configuration to precisely meet your needs. This ensures strategic implementation, aligned with your business goals, to maximize the efficiency and speed of delivery of new features in your HubSpot CRM.
05
Project closure
This stage marks the conclusion of our commitment. We are implementing the final adjustments, ensuring a smooth transition. We will plan a post-mortem meeting to identify the good and bad moves as well as the opportunities for improvement in our approach. Simultaneously, we assess new emerging needs, aligning our evolution department to anticipate future challenges. This proactive approach ensures that your solution remains agile and scalable, continuously supporting your business goals even after the initial project has been completed.
Questions fréquentes
HubSpot offers a comprehensive learning platform, HubSpot Academy, ideal for expanding your knowledge. At Lakhos, we also offer you continuous support with personalized training and specific coaching, thanks to our development plans.
Benefit from comprehensive expertise at a lower cost than a full-time employee. Our team optimizes your operations with cutting-edge technologies, improves your efficiency and reduces your costs while offering you the innovation you need to remain competitive.
- Access to expertise and experience: Our team brings a wealth of knowledge and experience, allowing you to take advantage of this expertise and take your operations to the next level.
- Improving efficiency and productivity: You will be able to streamline your operations, reduce costs, and increase productivity.
- Access to innovation: Our team uses cutting-edge technology and innovative solutions to help you stay ahead of the curve and stay competitive in an ever-changing marketplace.
- Cost reduction: By entrusting certain functions to our RevOps team, you can reduce your overall costs and maximize the impact of your investment.
HubSpot offers a wide range of integrations with other popular tools, including Salesforce, Slack, Google Workspace, Microsoft Office 365, Mailchimp, Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, ERP such as SAP, Dynamics Business Central, Google Workspace, Google Workspace, Google Workspace, Microsoft Office 365, Mailchimp, and Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, Dynamics Business Central, Google Workspace, Google Workspace, Microsoft Office 365, Mailchimp, and Zendesk, as well as accounting systems like QuickBooks and Xero, ERPs such as SAP, Dynamics Business Central, Google Workspace, In addition to these integrations, HubSpot has an extensive app marketplace where you can find lots of other integrations tailored to various needs and systems. This marketplace makes it possible to synchronize data, automate workflows, and streamline processes across different systems.
Migrating data to HubSpot typically involves exporting data from your current systems, cleaning and structuring the data, and then importing it into HubSpot. Working with an experienced team is crucial to ensure that all important data is successfully migrated and that relationships between data are maintained.
Yes, HubSpot is suitable for all sizes of businesses, from startups to large organizations. Its scalable features and flexible pricing make it accessible and beneficial for companies with varying needs in marketing, sales, and customer service.
The duration depends on the scope of your project and the type of support. For a turnkey project, the MVP phase generally takes between 3 and 6 months. We also offer an onboarding process in co-development mode with a resource person, which generally takes 6 to 8 weeks.