As one of only a few HubSpot Partners to achieve this accreditation, we are proud to have been recognised for our expertise in project and stakeholder management, change management, and professionalism throughout the sales and discovery processes. As an accredited partner, our team possesses a deep understanding of the following:
Marketing Hub Implementation
Sales Hub Implementation
Marketing Hub Software
Sales Hub Software
Service Hub Software
Our collaborative and tailored approach to onboarding allows us to better understand each enterprise client's unique challenges and goals. By working closely with stakeholders, HubSpot onboarding allows our team to create a customised strategy that aligns with each enterprise's objectives and results in a quicker return on investment.
Our success in earning this accreditation is due in no small part to the enterprise clients we have had the privilege of onboarding, some of which include Step Teachers and Medavie Blue Cross.
Our work with Step Teachers involved a comprehensive onboarding process - the goal of any onboarding project is for our team to understand the enterprise's challenges, and goals and, from there, prioritise a set of objectives. This is a collaborative effort between our team and Step Teacher's stakeholders to ensure we can create a customised strategy.
With each onboarding project, we seek to set up HubSpot specific to your organisation, so that you can quickly get up and running with what really matters to your business.
For StepTeachers, this meant implementing and tailoring Marketing Hub, Sales Hub and Service Hub to their business and creating the necessary data integrations to help leverage automation, segmentation, and reporting across their Go-To-Market functions.
Similarly, to onboard Medavie onto the HubSpot platform, we took a strategic and collaborative approach involving workshops, mapping sessions, and stakeholder interviews. By following this approach, our team could develop a customised onboarding strategy that would align with the client's goals and objectives.
This onboarding phase included various activities, including dashboard setup, data import and cleansing, custom properties creation, flexible associations, and more. Our team also ensured that the system was adequately branded and that all workflows, templates, and sequences aligned with the client's goals and objectives.
Throughout the onboarding process, our team emphasised training and empowerment, working closely with Medavie Blue Cross to ensure that they were equipped with the skills and knowledge needed to effectively use the HubSpot platform. This approach helped to ensure that Medavie Blue Cross was up to speed quickly while also setting the stage for a successful and sustainable implementation that would drive long-term results for the client.
We have the knowledge and expertise to customise HubSpot to your unique needs and goals. Contact us today to learn more about how our strategic goals and challenges so that we can help you get the most out of the HubSpot platform.
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