Skip to content

HubSpot Sales Hub Onboarding

Services

CETDIGIT 
Onboarding

HubSpot 
Onboarding

Kick-off / Alignment Call

Strategic Guidance

General setup and customization of HubSpot platform to align with your business needs

 Guidance 
Only

Setup of users and permissions to ensure proper access and security

 Guidance 
Only

Integration with MS Outlook / Gmail to enable seamless communication

Guidance
Only

Calendar configuration and setup to manage appointments and tasks

 Guidance 
Only

Call Setup to enable call tracking and analytics

Creating custom properties to tailor HubSpot to your specific requirements

Importing companies, contacts, and deals data from your existing system to ensure 
accuracy in your new platform

Standard sales automation setup

Guidance
Only

Creation of up to three dashboards with up to ten reports to provide you with data-driven insights

Creation of up to five views/active lists to streamline your workflow and prioritize 
tasks

Guidance
Only

Turning on standard integrations (App Marketplace/native) 

Guidance
Only

HubSpot Professional 

 $750
 $1,500

HubSpot Enterprise

 $2,500
 $3,500

 

Please feel free to contact us for more information or to schedule a demonstration of our services.