Hubspot Onboarding & Implementation

From migrating your data to HubSpot to training your team, we’ll create and deliver a HubSpot solution that’s perfectly tailored to your business needs. Sit back and let us make HubSpot work like magic for you!

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Onboarding versus Implementation

At Revenue Amp, we get you up and running with HubSpot's basics during onboarding. Think of it as a quick tour of the standard features and a crash course in navigating the software.

But where the real magic happens is during implementation. This is where we tailor HubSpot to your business. We're talking custom properties, nifty objects, slick automations, and workflows designed to work exactly how you do.

The difference? Onboarding lays the groundwork, while implementation rockets you forward. Instead of spending ages trying to figure out this new system, you're off to the races with a fully customised solution built to deliver results from day one. Sorted?

Onboarding

Implementation

Hands On

Onboarding requires you to be actively involved, learning HubSpot by performing tasks with the support of a Revenue Amp and our in app sidekick.

Hands Off

Implementation allows you to delegate the technical work to a Revenue Amp expert who sets everything up on your behalf.

Basic Setup

Onboarding covers essential tools and features, providing a foundation for using HubSpot effectively.

Advanced Setup

Implementation includes more complex configurations, such as custom properties, detailed workflows, and integrations with other platforms.

Hands-on Learning

Onboarding emphasises hands-on learning, with you performing tasks guided by our in app sidekick gaining you practical experience with HubSpot.

In Depth Training

Implementation typically involves structured training sessions after the setup so your team can make the most of the custom configurations.

Our Implementation Process

Solution Design

At Revenue Amp, we kick off every implementation with a thorough discovery phase. We work closely with your team to understand your business goals and tailor your HubSpot instance accordingly. We'll identify potential challenges and develop creative solutions to ensure your system is optimised for success

HubSpot Setup

Following the design phase, our expert team, with deep knowledge of your existing system and HubSpot's capabilities, will guide you through the implementation. We ensure a smooth setup, activating key features and settings, so you can build a solid foundation for success.

Migration/Data Setup

HubSpot's default data structure might not always suit your specific needs. We'll ensure that all your critical data has a clear home within your HubSpot instance.

Integrations

If you're using multiple platforms, it's crucial for your data to flow seamlessly between them. We'll ensure your systems are connected so you can leverage synced data in your marketing efforts. (CPQ, eSignatures, ERP's etc)

Data Migration

Before migrating, we'll thoroughly audit your existing data, assessing its integrity and how fields are currently used. This ensures your new CRM is populated correctly, optimised, and ready to drive success from day one.

Dashboards & Reporting

key goal of CRM is gaining visibility into sales team performance. We'll help you configure dashboards to provide insights, accountability, and performance tracking across all levels.

Training & Go Live!

Empowering your team is crucial for success. We provide comprehensive training, ensuring everyone understands how to use HubSpot effectively. Our goal is to build confidence and equip your team to sustain and scale your success as you grow.

Introducing the Revenue Amp SideKick

By natively integrating with and extending the capabilities of HubSpot, our SideKick helps sales teams be more productive, aligned, and data-driven in their CRM usage. From onboarding to the use of integrated tools, Revenue Amp's Sidekick can help you do more.

Increase your Sales Productivity
Reduce onboarding time and costs for your Marketing and Sales teams
Streamline communication regarding updates and process changes through in-app notifications
Utilise living documentation that stays up-to-date, accurate, and useful for you and your team

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