clean and organise your CRM
Data requires housekeeping. HubSpot CRM has everything you need to stay on top of data management. But setting this up correctly for the first time, and keeping track of how and where your contacts are categorised and stored, can be a challenge — especially at scale.
We’ll help you to map out your data requirements and plan for the best way to meet these using HubSpot CRM. We’ll set this up for you, meaning all your current and future data is stored in the most effective way. And we’ll optimise your CRM usage month after month, so your entire organisation can depend on your CRM to inform their strategies and decisions.
maintaining and optimising all your portals
We both know HubSpot doesn’t stop at the CRM. Whether you have one portal or a suite, it’s important that your HubSpot platform is optimised to deliver the most value and the biggest return on your investment.
We’ll help you maximise adoption so that every customer-facing team knows how to get the most out of the platform. We’ll set up custom dashboards to meet your unique reporting requirements. And we’ll carry out regularly scheduled technical optimisation across all of your portals, promoting consistency across your systems and your users.
bespoke HubSpot support
HubSpot is renowned for the quality of its support, but sometimes an off-the-shelf solution doesn’t meet your business needs. Whatever your circumstances, when you require custom HubSpot support, we can help.
If HubSpot’s support isn’t specific enough or it doesn’t meet the complexity of your circumstances, our HubSpot Certified trainers are on hand to step in and provide the group training or 1:1 coaching you’re looking for. Receive a more personalised masterclass on the new features or functionalities that HubSpot releases on a monthly basis. We’ll help you to unlock the platform’s full potential, technically and across your teams.
starting with scoping
Before we enter into any kind of commitment for our managed HubSpot services, it’s important that we understand your circumstances and expectations. What challenges are limiting your use of the platform? What goals does your team need to meet? What functionality does HubSpot need to deliver for you?
The exact combination of services we provide will depend on your current inbound marketing challenges and goals, which we’ll uncover in the strategy and architecture phases across a series of dedicated workshops.
our managed HubSpot services
To help give you an idea of the types of activities that we can deliver, here are some examples:
- HubSpot implementation, custom configuration and onboarding
- Advanced implementation, HubSpot certified (AIC)
- CRM and data migration
- Data optimisation
- CRM management
- Ongoing portal optimisation
- Website migration
- Training and ongoing support