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HubSpot On-Boarding

New to HubSpot? Getting started can be intimidating and time-consuming. We are a certified HubSpot agency partner with the experience and expertise you need to get you up and running.

Migrate2

MIGRATE

Migration services for moving your organization to the HubSpot platform.

Implementation

IMPLEMENT

Onboarding programs to get HubSpot up and running within days, not weeks.

Integrate

INTEGRATE

Integrate productivity and enterprise applications with HubSpot.

Customize

CUSTOMIZE

Customizing HubSpot for marketing and selling to the insurance industry.

Optimize

OPTIMIZE

The on-going optimization and daily management of your HubSpot environment.

MIGRATE

HubSpot has six core products we can migrate your existing system to:

CRM DATA MIGRATION

The migration of contact, company, and activity records from spreadsheets, or CRM system to the free HubSpot CRM.

MARKETING HUB

The migration of existing blog posts, marketing emails, landing pages, and forms to the HubSpot Marketing Hub.

SALES HUB

The migration of your Deals, Email Sequences, and Documents to the HubSpot Sales Hub.

SERVICE HUB

The migration of Tickets, Ticket Pipelines, Customer Portals, and Live Chat to the HubSpot Service Hub.

CMS HUB

The migration of all your website pages, landing pages, forms, and website content to the HubSpot CMS Hub.

OPERATIONS HUB

The migration of your Data Sync, Data Cleaning, and Data Quality Automation processes to the HubSpot Operations Hub.

IMPLEMENT

Our onboarding programs are designed to get HubSpot up and running within days, not weeks.

  • Domain Setup and Management
  • Installation of the HubSpot Email Extension for Gmail or Outlook
  • Email Marketing Configuration
  • Social Media Integration of LinkedIn, Twitter, and Facebook Accounts
  • Creation of Custom Fields and Views for Contact, Companies, and Deals
  • Lead Scoring and Routing
  • Marketing Dashboards
  • Sales and Marketing Custom Dashboards and Reports
  • Workflow Automation

INTEGRATE

There are over 1,000 HubSpot certified integration apps now available in the HubSpot App Marketplace.

There is no additional cost for many of these integrations.

PRODUCTIVITY TOOLS

Popular HubSpot free integration apps include:

  • Zoom | GoToWebinar | Microsoft Teams
  • Tableau | Trello
  • Slack | YouTube
  • LinkedIn Sales Navigator

ENTERPRISE APPLICATIONS

  • Docusign | Freshdesk
  • Salesforce | Microsoft Dynamics 365
  • Wordpress

CUSTOMIZE

Your HubSpot Sales CRM, Marketing, and Service Hubs can be customized for your target market segments.

Contact Record Customizations
  • Reports and Views
  • Lead Scoring
  • Attendance at Conferences, Events, and Webinars
  • Association Memberships
  • Geographic location
Company Records Customizations
  • Reports and Views
  • 3rd Party Data Integration
  • Technology Stack
  • Mergers and Acquisitions
  • LOBs

Interested in customizations unique to the insurance industry?

 

OPTIMIZE

The ongoing optimization and daily management of your HubSpot environment.

SEO

Search Engine Optimization is a dynamic process that needs to be monitored and modified as updates to algorithms can affect:

  • Pillar Pages and Topic Clusters
  • Website, Landing, and Blog Pages
  • Email Marketing Campaigns
  • Social Media Posts

We monitor/optimize your online content for:

  • Long-tail Keywords, Meta Descriptions, Alt Text
  • URL Optimization, Title Tags, Broken Links

Data Cleansing

Any CRM or marketing automation platform is only as good as its data. Poor quality data will have a negative impact on your sales and marketing initiatives.

To help you have the best possible data we monitor all of your data for the:

  • Removal of duplicate Contact and Company records
  • Verification of new Contact, Company, and Deal data
  • Data validation of email addresses to minimize bounce rates
  • Updating of data
  • Enforcement of consistent data entry best practices