HubSpot Sales Hub Onboarding Premier
Beyond basic onboarding: Our services include hands-on setup to ensure your success!
Services |
CETDIGIT |
HubSpot |
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|---|---|---|---|---|
Kick-off / Alignment Call |
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Overview of your custom sales process in HubSpot |
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General setup and customization of HubSpot platform to align with your business needs |
Guidance Only |
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Setup of users and permissions to ensure proper access and security |
Guidance Only |
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Integration with MS Outlook / Gmail to enable seamless communication |
Guidance Only |
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Calendar configuration and setup to manage appointments and tasks |
Guidance Only |
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Call Setup to enable call tracking and analytics |
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Creating custom properties to tailor HubSpot to your specific requirements |
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Importing companies, contacts, and deals data from your existing system to ensure |
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Standard sales automation setup |
Guidance Only |
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Creation of dashboards and reports to provide you with data-driven insights |
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Creation of views/segments to streamline your workflow and prioritize tasks |
Guidance Only |
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Turning on standard integrations (App Marketplace/native) |
Guidance Only |
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HubSpot Professional |
$850 |
$1,500 |
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HubSpot Enterprise |
$1,700 |
$3,500 |
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Notes: 1. Services encompass 8 hours of meetings and offline work, available within 90-days. (16 hours for Ent.) |
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