Sandbox focuses on
We carefully consider our solutions to support each and every stage of your growth.
Getting started with HubSpot?
Our HubSpot Onboarding is your first step to success! Our onboarding program is meticulously designed to familiarize you and your team with the extensive features of HubSpot.
From the initial setup to custom strategies tailored to meet your specific business objectives, our goal is to equip you with the knowledge and skills needed for success. Whether your focus is on enhancing lead generation, streamlining sales processes, or improving customer engagement, our onboarding process is structured to address your unique needs.
By providing personalized guidance and practical tips, we aim to accelerate your journey towards achieving tangible results and maximizing your investment in HubSpot. Our commitment is to support your business in its growth journey, ensuring you have the tools and insights to thrive in today's competitive digital landscape. Through our onboarding, you'll gain a solid foundation to effectively utilize HubSpot, setting the stage for long-term success and innovation.
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Marketing Hub Onboarding
A comprehensive solutions designed to streamline your marketing strategies, elevate your online presence and grow your customer base. Unlock the potential to attract more visitors, engage with your audience on a deeper level, and deliver personalized experiences at scale.
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Sales Hub Onboarding
The ultimate toolkit designed to streamline your sales processes and boost your team's productivity. Experience the advantage of advanced automation, detailed insights, and seamless communication features, all aimed at helping you close deals faster and more efficiently.
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Service Hub Onboarding
A powerful platform designed to enhance your customer support, turning happy customers into loyal advocates. Benefit from a suite of tools that streamline your support processes, from ticketing systems and live chat to customer feedback surveys and knowledge base creation.
What to expect from us?
By partnering with ConnectIn Digital for your HubSpot Marketing Hub onboarding project, you can expect a detailed and supportive journey that not only facilitates a smooth transition to HubSpot but also sets the foundation for achieving their business objectives and maximizing ROI from the platform.
Strategic Planning and Consultation
- Expert guidance on aligning HubSpot's tools with the company's marketing strategy and business goals.
- Development of a customized onboarding plan that addresses specific business needs, challenges, and opportunities.
Technical Setup and Integration
- Setup your HubSpot Marketing account, including adding users with the right privileges, clean and import your data, domain setup, tracking code installation, and email configuration...
- Integration of HubSpot with other tools and systems, such as social media platforms, Ads accounts, and third-party applications, ensuring seamless data flow and operations.
Content and Campaign Strategy
- Guidance on developing of a content strategy that leverages HubSpot’s content creation tools, SEO recommendations, and blogging platform.
- Guidance on creating and executing marketing campaigns using HubSpot’s comprehensive suite of tools, including email marketing, landing pages, and social media management.
Advanced Feature Implementation
- Deployment of advanced HubSpot features, such as predictive lead scoring, account-based marketing strategies, and advanced reporting dashboards.
- Setup and optimization of marketing automation workflows to nurture leads effectively across the buyer's journey.
Training and Ongoing support
- Personalized training sessions for the marketing team on how to use HubSpot Marketing Pro/Enterprise effectively, including hands-on workshops and best practice recommendations.
- Access to ongoing support to ensure the team can confidently manage and use the platform at it best.
Marketing Hub Onboarding Plans and Pricing
|
STARTER
$700
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PROFESSIONAL
$3000
|
ENTERPRISE
$4000
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|---|---|---|---|
| Kick-off call | |||
| Account setup | |||
| Data Migration/Import | |||
| Setup any external required integrations | |||
| Domain Linking & Email Integration | |||
| Setup HubSpot Tracking on your website | |||
| Google Analytics Integration | |||
| Landing pages | |||
| Marketing email templates | |||
| ChatBot & Live chat setup | |||
| Social and Ads configuration | |||
| Content strategy | - | ||
| Blogging tool with SEO Optimization | - | ||
| A/B testing for Email marketing | - | ||
| Lead Scoring | - | ||
| Smart Content | - | ||
| Marketing Campaigns | - | ||
| Custom Dashboard setup | - | ||
| Workflow setup | - | ||
| Custom Objects | - | - | |
| Attribution Reporting | - | - | |
| Account-based marketing | - | - | |
| Custom Events & Event-based Triggers | - | - | |
| Choose Plan | Choose Plan | Choose Plan |
What to expect from us?
By partnering with ConnectIn Digital for your HubSpot Sales onboarding project, you can expect a comprehensive and expert-led approach tailored to streamline sales processes, enhance team performance, and maximize ROI from the platform.
Strategic Planning and Consultation
- Expert guidance on aligning HubSpot's tools with the company's sales strategy and business goals.
- A strategic onboarding plan that aligns with the your sales goals, processes, and challenges. This plan includes a timeline and benchmarks for successful implementation and adoption.
Technical Setup and Integration
- Setup your HubSpot Sales Hub, including adding users with the right privileges, clean and import your data, add custom properties relevant to your business needs, tracking code installation...
- Integration of HubSpot with other tools and systems (email, calendars...) to ensure a seamless flow of data across platforms and maximizes the efficiency of sales operations.
Custom Sales Pipeline and Automation
- Development of customized sales pipelines and processes that reflect your unique sales cycle and business model. This includes setting up deal stages, tasks, and automation to streamline sales activities and improve team productivity.
- Set-up sales automation workflows to automate repetitive tasks, nurture leads, and ensure timely follow-ups. This maximizes efficiency and allows the sales team to focus more on selling and less on administrative tasks.
Advanced Features and reporting
- Activating and leveraging advanced HubSpot Sales Hub features such as predictive lead scoring, custom reporting, advanced deal forecasting, and sales playbooks. These features are crucial for optimizing sales strategies and processes.
- Setting up dashboards, customr reports, and analytics to track performance against goals.
Training and Ongoing support
- Personalized training sessions for the sales team on using HubSpot Sales Pro/Enterprise effectively. This includes practical workshops on managing deals, using sales automation tools, and leveraging analytics for sales insights.
- Regular check-ins and strategic sessions to review progress, address challenges, and adjust strategies as needed. This ensures the Sales Hub setup remains aligned with the your evolving business goals and market dynamics.
Sales Hub Onboarding Plans and Pricing
|
STARTER
$700
|
PROFESSIONAL
$2500
|
ENTERPRISE
$3500
|
|
|---|---|---|---|
| Kick-off call | |||
| Account setup | |||
| Data Migration/Import | |||
| Setup any external required integrations | |||
| Email templates | |||
| Email tracking & notification | |||
| Meeting scheduling tool | |||
| ChatBot & Live chat setup | |||
| Shared inbox | |||
| Deal pipelines | |||
| List segmentation | |||
| Calling tool | - | ||
| Customizable quotes | - | ||
| Sales automation/Sequences | - | ||
| Workflow setup | - | ||
| Goals & Sales forcasting | - | ||
| Playbooks | - | ||
| Product library | - | ||
| Custom Dashboard setup | - | ||
| Permmission sets | - | - | |
| Custom Objects | - | - | |
| Sandbox | - | - | |
| Single sign-on | - | - | |
| Choose Plan | Choose Plan | Choose Plan |
What to expect from us?
By partnering with ConnectIn Digital for your HubSpot Service Hub onboarding project, you can expect a comprehensive and highly tailored approach that brings a wealth of expertise and insights to meet the unique needs of the customer’s service operations.
Strategic Planning and Consultation
- Initial consultations to understand the customer’s service goals, challenges, and requirements.
- Development of a customized onboarding plan that outlines the setup, integration, and optimization of Service Hub features to align with business objectives.
Technical Setup and Integration
- Technical setup of the Service Hub, including ticketing systems, knowledge base, and customer feedback tools...
- Integration with existing systems and platforms (e.g., CRM, live chat, email service providers) to ensure a seamless flow of customer data across tools.
Advanced Features Activation and Integration
- Configuration of custom objects, if necessary, to tailor the CRM for specific service processes and workflows.
- Activating and leveraging advanced Service Hub features such as automation, bots, and advanced reporting for enhanced customer service management.
Automation and Reporting
- Setup of automation workflows to streamline customer service processes, such as ticket routing, escalation, and response templates.
- Customization of reporting dashboards to track service performance metrics, customer satisfaction scores, and support team efficiency.
Training and Ongoing support
- Comprehensive training sessions tailored to the service team, focusing on how to use Service Hub efficiently and effectively.
- Access to ongoing support to ensure the team can confidently manage and use the platform at it best.
Service Hub Onboarding Plans and Pricing
|
STARTER
$700
|
PROFESSIONAL
$2500
|
ENTERPRISE
$3500
|
|
|---|---|---|---|
| Kick-off call | |||
| Account setup | |||
| Data Migration/Import | |||
| Setup any external required integrations | |||
| Domain Linking & Email Integration | |||
| Setup HubSpot Tracking on your website | |||
| Meeting scheduling tool | |||
| ChatBot & Live chat setup | |||
| Shared Inbox | |||
| Ticket Pipelines | |||
| Social and Ads configuration | |||
| Calling tool | - | ||
| Ticket routing | - | ||
| Ticket Automation | - | ||
| SLA | - | ||
| Playbooks | - | ||
| Customer feedback surveys | - | ||
| Knowledge base | - | ||
| Customer portal | - | ||
| Custom Dashboard setup | - | ||
| Permmission sets | - | - | |
| Custom Objects | - | - | |
| Sandbox | - | - | |
| Single sign-on | - | - | |
| Choose Plan | Choose Plan | Choose Plan |
Happy Customers
100% CERTIFIED CONSULTANTS
4x
Revenue Growth
97.8%
Customer Satisfaction
“Working with ConnectIn has been an eye opener in helping us explore and start using the HubSpot Marketing Pro tool to its full capacity. The detailed sessions covered most of the features within the HubSpot Marketing Pro tool with practical demos on how to use the features. ConnectIn are also well versed with the HubSpot and Salesforce integration in addition to having competent and certified trainers. The learning has proved insightful. ConnectIn helped us reach another level in our strategies for generating and nurturing organic leads. HubSpot is an incredible tool, extremely complex, which requires a more accurate experience to use it to its full potential. Having the expertise of ConnectIn was fundamental for this. The service team has always been extremely prompt and quick, contributing greatly to our business. ”
Ronald K.
Marketing Research & Automation Specialist, esriea.com
“Onboarding our business was handled in a very professional manner. Our staff were trained and brought up to speed with the HubSpot environment quickly and professionally. Advice was on point and the Connectin team made themselves available when required. Very pleased to provide a great review!”
Eugene L.
Chief Technology Officer, finfind.co.dz
“Excellent experience compared to our previous provider. Lamine and Sarah were very responsive. Went the extra mile to even help us with some matters that were beyond their scope of deliverables.”
Shokhrukh Y.
Head of Sales, repeat.app
“Professionalism and unlimited support from the beginning of our decision to use the system through training and implementing the requirements in record time. Special thanks for Ms. Sarah from CONNECTIN company who provide great & outstanding effort, support and training, that really make it so easy for us to use the HubSpot in very short time.”
Ahmed A.
Director Of Sales And Business Development, Advanced Systems & Technologies – Saudi Arabia
“We had a brilliant experience with ConnectIn Agency. Sarah, Chaima and Lamine were hands on and responded quickly to our enquires. We have learnt a lot through them and HubSpot has now become an integral part of our operations. I highly recommend ConnectIn as an onboarding partner.”
Mahlase, M.
Ambassador at GIBS Business School, South Africa
FAQ
HubSpot onboarding is the process of getting set up and trained to use HubSpot’s software effectively. It includes account setup, map your business processes in HubSpot, integrating your current tools with HubSpot, training on using HubSpot tools, and strategizing your inbound marketing efforts to achieve your business goals.
Yes! As with any new software you are using, HubSpot can be technical and complex to get started with. If you want to ensure that you are getting as much positive impact and change as possible from your purchase, you will need to know as much as you can about how to use the platform. We help make everything accessible and understandable so that you can get the results you want from HubSpot.
Onboarding with ConnectIn Digital offers a more personalized and tailored approach. We provide in-depth strategic advice, custom integrations, and hands-on support specific to your business's unique challenges and objectives, going beyond the standard onboarding process offered by HubSpot, and often quicker setup and optimization of HubSpot tools
The timeline can vary based on the complexity of your needs, the extent of customization, and your team's readiness. On average, it might take anywhere from two to twelve weeks.
Yes, we offer customized training sessions tailored to your team's needs and skill levels. This ensures your team can effectively use HubSpot and adopt best practices for your business.
After the onboarding, we offer ongoing support and consulting services to help you continuously optimize your HubSpot usage, implement new strategies, and achieve your evolving business goals.
Clear communication, setting realistic expectations, and actively participating in the onboarding process are key. Regular check-ins and feedback can also help adjust strategies and ensure alignment with your business objectives.