GETTING STARTED WITH HUBSPOT
HubSpot is a powerful platform for businesses that is constantly being updated with new tools and technology to help your marketing, sales, and service teams succeed. As helpful as it is, it can be a daunting task to onboard onto such a robust platform. Don’t worry, we’re here to help!
IMPLEMENTATION ON YOUR TERMS
Whether you grant us access to your backend or want us to relay instructions to your own development team for execution, we will make the process of technical onboarding easy and stress-free.
HUBSPOT TECHNICAL
SET UP & IMPLEMENTATION
Users
- Connect sales members
- Set up the meetings tool
- Teams
- Hierarchical teams
- Single sign-on
- User roles
Tools
- Calling
- Call transcription
- Documents
- Meeting scheduling
- 1:1 video creation
- Playbooks
- Connect email integration
- Team email
- Email scheduling
- Email tracking & notifications
- Email templates
- Email sequences
- Sequence queues
- Workflow extensions
- eSignature
- Smart send times
- Quote-based workflows
Reports
- Reporting dashboards
- Create custom sales dashboard(s)
- Set up deals leaderboards
- Custom reporting
- Filtered analytics view
- Adaptive testing
- Multi-touch revenue attribution
- Rep productivity performance
- Recurring revenue tracking
CRM
- Import contacts & companies
- Create custom properties
- Set up contact record views
- CRM pipeline set up
- Standard contact scoring
- Predictive lead scoring
- Calculated properties
- Record customization
Deals
- Import deals & products
- Deal pipeline
- Deal stages
- Tasks
- Lead rotation automation
- Quotes
- Products
Integrations
- Messenger integration
- Salesforce integration
- Stripe integration
- Slack integration
- Events API
Forms
- Required fields
Conversations
- Conversations inbox
- Canned snippets
- Conversation routing
