HubSpot Implementation and Setup
Package Offerings by Hub
In a few steps, our team will implement and optimize your HubSpot platform, whether you have one or multiple Hubs.
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HubSpot Onboarding Packages
| Guided Onboarding | Collaborative Onboarding | Premier Onboarding | ||||
|---|---|---|---|---|---|---|
| Pro | Enterprise | Pro | Enterprise | Pro | Enterprise | |
| Hours | 15 | 15 | 47 | 51 | 63 | 70 |
| Rate | $185 | $185 | $185 | $185 | $185 | $185 |
| Total | $2,775 | $2,775 | $8,695 | $9,435 | $11,655 | $12,950 |
| Tactical Workshops | ||||||
| Reverse demo of current CRM tool | ||||||
| Discovery call #1 - Overview of the configurations | ||||||
| Discovery call #2 - Review of the configurations | ||||||
| Portal Configurations | ||||||
| List of configurations to build out | ||||||
| Account Configurations | ||||||
| Account defaults branding | ||||||
| Create teams | Up to 5 teams | Up to 7 teams | Up to 8 teams | Up to 10 teams | ||
| Configure presets | 1 preset | Up to 2 presets | Up to 3 presets | Up to 4 presets | ||
| Permission sets | Up to 3 permission sets | Up to 5 permission sets | ||||
| Verify the HubSpot tracking code Installation | ||||||
| Configure notifications and notification profiles | 1 notification profile | Up to 2 notification profiles | Up to 2 notification profiles | Up to 3 notification profiles | ||
| Assist in setting up the single sign-on | ||||||
| Sandbox environment setup | 1 sandbox | 1 sandbox | ||||
| Object Management | ||||||
| Create custom deal, contact & company properties | Up to 10 properties | Up to 15 properties | Up to 20 properties | Up to 25 properties | ||
| Required fields on contact and company creation forms | Up to 10 properties | Up to 15 properties | Up to 20 properties | Up to 25 properties | ||
| Association labels | 1 per object | Up to 2 per object | Up to 3 per object | Up to 4 per object | ||
| Create custom objects | 1 custom object | Up to 2 custom objects | ||||
| Data Management | ||||||
| Set up lifecycle stages | ||||||
| Calculated properties | Up to 1 | Up to 2 | Up to 3 | Up to 5 | ||
| Field-level permissions | For up to 5 properties | For up to 8 properties | For up to 10 properties | For up to 12 properties | ||
| Custom events | 1 no-code | 2 no-code | ||||
| Multiple currencies | 1 currency | Up to 2 currencies | Up to 3 currencies | Up to 4 currencies | ||
| Layout Customization | ||||||
| Standard CRM interface configuration | ||||||
| Activities | ||||||
| Set up tasks creation defaults | ||||||
| Configure the "Never Log" settings | ||||||
| Conversation Centralization | ||||||
| Shared inbox | 1 inbox | 1 inbox | 1 inbox | 1 inbox | ||
| Assist in setting up Facebook Messenger integration | ||||||
| Connect live chat | 1 live chat | Up to 2 live chats | Up to 2 live chats | Up to 3 live chats | ||
| Slack integration | ||||||
| Training Sessions | ||||||
| Standard tools training sessions | 3 | 3 | 3 | 3 | 3 | 3 |
| Custom role-based training sessions | 1 | 1 | ||||
| Q&A sessions | 1 | 1 | 2 | 2 | 2 | 2 |
| Planning and Communications | ||||||
| Project management | ||||||
| ADDITIONALS | ||||||
| Governance Plan | 10 | 14 | 12 | 16 | ||
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2 Discovery Calls 1) HubSpot account governance structure + Defining your HubSpot governance structure 2) Governance owners, maintenance and review Deliverable: Governance plan Portal configurations: Users, Seats, Teams, Custom Permission Sets, Presets |
Up to 12 Users Up to 5 Teams Up to 3 custom permission sets Up to 3 presets |
Up to 15 Users Up to 8 Teams Up to 4 custom permission sets Up to 4 presets |
Up to 20 Users Up to 10 Teams Up to 5 custom permission sets Up to 6 presets |
Up to 25 Users Up to 12 Teams Up to 6 custom permission sets Up to 8 presets |
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Sensitive Data / HIPAA 2 Discovery Calls Understand client needs and challenges and initial consultation and requirements gathering. Gap Analysis and Strategic Plan Assess current data management processes and tools and analyze existing processes, identify gaps, and develop a strategic plan. HIPAA Functionality Configuration Turn on HIPAA-specific settings, create sensitive data properties and set up user roles and permissions. 2 Training Sessions - Enable Sensitive Data in Settings - Establish governance: legal approval, Super Admin activation, internal HIPAA policies documented. - Create Sensitive / Highly Sensitive properties and mark PHI where applicable - Restrict user access - Create forms with Sensitive / Highly Sensitive properties Post-Training Support |
24 | 32 | ||||
| Standard Blog Article (1) Template | 20 | 20 | 20 | 20 | ||
| Standard Email (1) and Landing Page (1) Templates | 16 | 16 | 16 | 16 | ||
| System Pages Templates | 8 | 8 | 8 | 8 | ||
| Domain Setup | 5 | 5 | 5 | 5 | ||
| Brand (Business Unit) Setup | 6h | 6h | 6h | 6h | ||
| Guided Onboarding | Collaborative Onboarding | Premier Onboarding | ||||
|---|---|---|---|---|---|---|
| Pro | Enterprise | Pro | Enterprise | Pro | Enterprise | |
| Hours | 15 | 15 | 48 | 54 | 72 | 80 |
| Rate | $185 | $185 | $185 | $185 | $185 | $185 |
| Total | $2,775 | $2,775 | $8,880 | $9,990 | $13,320 | $14,800 |
| Strategic Workshops | ||||||
| Process mapping | ||||||
| Techstack | ||||||
| Lifecycle stages definition/Scoring | ||||||
| Tactical Workshops | ||||||
| Reverse demo of your current marketing tool | ||||||
| Discovery call #1 - Overview of the configurations | ||||||
| Discovery call #2 - Review of the configurations | ||||||
| Portal Configurations | ||||||
| List of configurations to build out | ||||||
| LEAD GENERATION |
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| Configure marketing email settings | ||||||
| Validate email sending domains | ||||||
| Set email body width and padding | ||||||
| Set fonts and colors based on client brand guidelines | ||||||
| Set up subscription types | Up to 3 | Up to 5 | Up to 8 | Up to 10 | ||
| Enable and configure double opt-in based on client preferences | ||||||
| Turn on track email opens | ||||||
| Turn on track email clicks | ||||||
| Set source tracking | ||||||
| Enable identity tracking | ||||||
| Check RSS language and email date formats | ||||||
| Set default values for email personalization | ||||||
| Create email lists/segments | Up to 2 | Up to 4 | Up to 4 | Up to 5 | ||
| Set subscription visibility rules | ||||||
| Set email frequency cap | ||||||
| Forms | ||||||
| Configure form settings | ||||||
| Update default file manager hosting domain to the client's domain | ||||||
| Email client about GDPR (if needed) | ||||||
| Set legitimate interest, privacy policy, consent to communicate, and consent to process data, based on client guidance | ||||||
| CTAs | ||||||
| Create CTAs | Up to 3 | Up to 4 | Up to 5 | Up to 6 | ||
| Socials | ||||||
| Verify social accounts connections | ||||||
| Set publishing settings | ||||||
| Allow sharing for appropriate connected accounts and select default accounts | ||||||
| Ads | ||||||
| Verify ad accounts connections | ||||||
| Set ROI for ads | ||||||
| Set up simple lead routing | ||||||
| Add ad pixels (if applicable) | ||||||
| Chat/Bots | ||||||
| Set up the chatbot tool | 1 chatbot | 1 chatbot | Up to 2 | Up to 2 | ||
| Buyer Intent Basic Configuration | ||||||
| Set up the buyer intent tool | ||||||
| Website Analytics | ||||||
| Exclude client and SmartBug IP addresses from reporting | ||||||
| Set up native HubSpot integrations with Google Analytics, Google Tag Manager, and AdRoll | ||||||
| Configure external domains for tracking and automatic cross-domain linking | ||||||
| Configure tracking cookies | ||||||
| Limit tracking to specific domains | ||||||
| Limit cookies to subdomains | ||||||
| Implement bot filtering | ||||||
| Add excluded referrer URLs (if applicable) | ||||||
| Set up analytics views | ||||||
| Set cookie request based on client's GDPR or legal requirements | ||||||
| Enter any external domains to be tracked as part of website | ||||||
| Campaigns | ||||||
| Set up campaigns | 1 | 1 | 2 | 2 | ||
| Account Configuration | ||||||
| Confirm IT team connects domains/subdomains for blog, landing pages, website, and email | ||||||
| Create custom deal, contact & company properties (as needed) | Up to 10 | Up to 15 | Up to 20 | Up to 25 | ||
| Lifecycle stage sync contacts-companies | ||||||
| Automatically create and associate companies with contacts | ||||||
| Add additional customization to record views | ||||||
| Enable "Assign company owner to contact by default" | ||||||
| Create custom events | 1 no-code | 2 no-code | ||||
| AUTOMATIONS | ||||||
| Create a lead score | 1 | 1 | 1 | 1 | ||
| Add in persona properties | ||||||
| Create marketing-related automations | Up to 2 | Up to 3 | Up to 4 | Up to 5 | ||
| REPORTING & ANALYTICS Attribution |
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| Set up dashboards | 1 dashboard | Up to 2 dashboards | Up to 2 dashboards | Up to 3 dashboards | ||
| Set up standard reporting | Up to 10 reports | Up to 15 reports | Up to 12 reports | Up to 20 reports | ||
| Set up custom reporting | 1 custom report | Up to 3 custom reports | Up to 4 custom reports | Up to 5 custom reports | ||
| Configure website page and analytics settings | ||||||
| Create a customer journey analytics report | ||||||
| Training Sessions | ||||||
| Standard tools training sessions | 3 | 3 | 3 | 3 | 3 | 3 |
| Custom role-based training sessions | 1 | 1 | ||||
| Q&A sessions | 1 | 1 | 2 | 2 | 2 | 2 |
| Planning and Communications | ||||||
| Project management | ||||||
| ADDITIONALS | ||||||
| Standard Blog Template | 20 | 20 | 20 | 20 | 20 | |
| Standard Email and LP Templates | 16 | 16 | 16 | 16 | 16 | |
| System Pages Templates | 8 | 8 | 8 | 8 | 8 | |
| Domain Setup | 5 | 5 | 5 | 5 | 5 | |
| Guided Onboarding | Collaborative Onboarding | Premier Onboarding | ||||
|---|---|---|---|---|---|---|
| Pro | Enterprise | Pro | Enterprise | Pro | Enterprise | |
| Hours | 15 | 15 | 45 | 50 | 65 | 72 |
| Rate | $185 | $185 | $185 | $185 | $185 | $185 |
| Total | $2,775 | $2,775 | $8,325 | $9,250 | $12,025 | $13,320 |
| Strategic Workshops | ||||||
| Process mapping | ||||||
| Pipeline definition | ||||||
| Handoff process (MQL to SQL to Opportunity) | ||||||
| Tactical Workshops | ||||||
| Reverse demo of your current sales tool | ||||||
| Discovery call #1 - Overview of the configurations | ||||||
| Discovery call #2 - Review of the configurations | ||||||
| Portal Configurations | ||||||
| List of configurations to build out | ||||||
| Account Configuration | ||||||
| Create custom deal properties | Up to 10 | Up to 15 | Up to 20 | Up to 25 | ||
| Set up deal views | Up to 2 | Up to 3 | Up to 4 | Up to 5 | ||
| Set up the lead object | ||||||
| Prospecting | ||||||
| Set up HubSpot calling tool | 1 number | Up to 2 numbers | Up to 3 numbers | Up to 4 numbers | ||
| Enable "Track call and meeting types" | ||||||
| Customize call and meeting types for your team | ||||||
| Enable "Allow call recording" | ||||||
| Enable "Allow call transcription" now called Conversational Intelligence | ||||||
| Set up conversational intelligence by connecting HubSpot's calling systems | ||||||
| Set up the prospecting workspace | ||||||
| Create sequences | 1 sequence | Up to 2 sequences | Up to 3 sequences | Up to 4 sequences | ||
| Activate task automation | ||||||
| Set up email tracking | ||||||
| Verify that "Enable email tracking for all users" and "Enable email attachment logging for all users" are turned on | ||||||
| Create sales email templates | 2 template | Up to 3 templates | Up to 4 templates | Up to 5 templates | ||
| Create snippets | 1 snippet | Up to 2 snippets | Up to 3 snippets | Up to 4 snippets | ||
| Create playbooks | 1 playbook | Up to 2 playbooks | Up to 2 playbooks | Up to 3 playbooks | ||
| Set up the meeting tool | ||||||
| Set up the predictive lead scoring tool | ||||||
| Pipeline and Revenue | ||||||
| Configure a deals pipeline (name, deal stages, conditional stage properties, tags, automations) |
1 pipeline Up to 5 tags Up to 5 automations |
1 pipeline Up to 5 tags Up to 5 automations |
1 pipeline Up to 10 tags Up to 7 automations |
2 pipelines Up to 15 tags Up to 10 automations |
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| Sync lifecycle stages to associated contacts and companies | ||||||
| Set up basic lead routing | ||||||
| Set up a deal score | ||||||
| Reporting & Analytics | ||||||
| Set up forecasting | ||||||
| Set up goals | 1 goal | Up to 2 goals | Up to 2 goals | Up to 3 goals | ||
| Set up the sales dashboard | 1 dashboard with up to 2 custom reports | 1 dashboard with up to 4 custom reports | 2 dashboards with up to 4 custom reports each | 2 dashboards with up to 5 custom reports each | ||
| Set up the customer journey analytics report for deal stages | ||||||
| Training Sessions | ||||||
| Standard tools training sessions | 3 | 3 | 3 | 3 | 3 | 3 |
| Custom role-based training sessions | 1 | 1 | ||||
| Q&A sessions | 1 | 1 | 2 | 2 | 2 | 2 |
| Planning and Communications | ||||||
| Project management | ||||||
| Guided Onboarding | Collaborative Onboarding | Premier Onboarding | ||||
|---|---|---|---|---|---|---|
| Pro | Enterprise | Pro | Enterprise | Pro | Enterprise | |
| Hours | 14 | 14 | 45 | 50 | 67 | 72 |
| Rate | $185 | $185 | $185 | $185 | $185 | $185 |
| Total | $2,590 | $2,590 | $8,325 | $9,250 | $12,395 | $13,320 |
| Strategic Workshops | ||||||
| Process mapping | ||||||
| Pipeline definition | ||||||
| Handoff process | ||||||
| Tactical Workshops | ||||||
| Reverse demo of your current sales tool | ||||||
| Discovery call #1 - Overview of the configurations | ||||||
| Discovery call #2 - Review of the configurations | ||||||
| Portal Configurations | ||||||
| List of configurations to build out | ||||||
| Deepen Relationships | ||||||
| Set up customer portal | 1 portal | 1 portal | 1 portal | 1 portal | ||
| Set up knowledge base | 1 knowledge base | 1 knowledge base | 1 knowledge base | 1 knowledge base | ||
| Set up a form to collect incoming tickets from customers | 1 form | 1 form | 1 form | 1 form | ||
| Set up HubSpot calling tool | 1 number | Up to 2 numbers | Up to 3 numbers | Up to 4 numbers | ||
| Set up conversational intelligence by connecting HubSpot's calling systems | ||||||
| Set up interactive voice response | ||||||
| Set up customer success & customer health scores | 1 customer health score | 1 customer health score | 1 customer health score | 1 customer health score | ||
| Drive Efficiency | ||||||
| Configure a tickets pipeline (name, statuses, conditional properties, tags, automations) |
1 pipeline Up to 5 tags Up to 5 automations |
1 pipeline Up to 5 tags Up to 5 automations |
1 pipeline Up to 10 tags Up to 7 automations |
2 pipelines Up to 15 tags Up to 10 automations |
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| Create a ticket creation workflow | ||||||
| Create custom ticket properties | Up to 10 | Up to 15 | Up to 20 | Up to 25 | ||
| Set the properties your team sees when creating tickets | ||||||
| Set the properties your team sees on ticket records | ||||||
| Create ticketing views | Up to 2 views | Up to 3 views | Up to 4 views | Up to 5 views | ||
| Set up help desk | ||||||
| Create service-related automations | 1 automation | Up to 2 automations | Up to 3 automations | Up to 4 automations | ||
| Customize your ticket category and resolution properties | ||||||
| Set up SLAs | ||||||
| Set up conditional SLAs | ||||||
| Configure agents skills | ||||||
| Configure skill-based routing | ||||||
| Connected Service | ||||||
| Create sales email templates | 1 template | Up to 2 templates | Up to 3 templates | Up to 4 templates | ||
| Create snippets | 1 snippet | Up to 2 snippets | Up to 3 snippets | Up to 4 snippets | ||
| Build AI-powered chatbots | 1 chatbot | Up to 2 chatbots | Up to 3 chatbots | Up to 4 chatbots | ||
| Create live chat channels and target messages | ||||||
| Create playbooks | 1 playbook | Up to 2 playbooks | Up to 2 playbooks | Up to 3 playbooks | ||
| Set up customer success workspace | ||||||
| Create NPS, customer support or CSAT surveys | Up to 2 surveys | Up to 3 surveys | Up to 4 surveys | Up to 5 surveys | ||
| Build customer success dashboards (default and custom reports) | 1 dashboard with up to 4 custom reports | 1 dashboard with up to 5 custom reports | 1 dashboard with up to 6 custom reports | 2 dashboards with up to 8 custom reports | ||
| Set capacity limits for live chat | ||||||
| Set quantitative goals for teams or users | 1 quantitative goal | Up to 2 quantitative goals | ||||
| Training Sessions | ||||||
| Standard tools training sessions | 3 | 3 | 3 | 3 | 3 | 3 |
| Custom role-based training sessions | 1 | 1 | ||||
| Q&A sessions | 1 | 1 | 2 | 2 | 2 | 2 |
| Planning and Communications | ||||||
| Project management | ||||||
| Guided Onboarding | Collaborative Onboarding | Premier Onboarding | ||||
|---|---|---|---|---|---|---|
| Pro | Enterprise | Pro | Enterprise | Pro | Enterprise | |
| Hours | 12 | 12 | 41 | 45 | 46 | 50 |
| Rate | $185 | $185 | $185 | $185 | $185 | $185 |
| Total | $2,220 | $2,220 | $7,585 | $8,325 | $8,510 | $9,250 |
| Strategic Workshops | ||||||
| High-level quote-to-cash process map | ||||||
| Reporting requirements | ||||||
| Tactical Workshops | ||||||
| Discovery call #1 - Overview of the configurations | ||||||
| Discovery call #2 - Review of the configurations | ||||||
| Portal Configurations | ||||||
| List of configurations to build out | ||||||
| Invoices | ||||||
| Configure invoices | 1 invoice | Up to 2 invoices | Up to 2 invoices | Up to 2 invoices | ||
| Automated invoice reminders | 1 automated invoice reminder | Up to 2 automated invoice reminders | Up to 3 automated invoice reminders | Up to 4 automated invoice reminders | ||
| Configure a custom domain for invoices | 1 custom domain for invoice | Up to 2 custom domains for invoices | 1 custom domain for invoices | Up to 2 custom domains for invoices | ||
| Payments | ||||||
| Configure payment links | Up to 3 payment links | Up to 4 payment links | Up to 5 payment links | Up to 6 payment links | ||
| Connect Stripe account/Set up HubSpot payments | ||||||
| Quotes, Approvals, Automation & Closing | ||||||
| Create AI-generated quote templates | 1 template | Up to 2 templates | Up to 2 templates | Up to 3 templates | ||
| Set up quote workflows | 1 workflow | Up to 2 workflows | Up to 2 workflows | Up to 3 workflows | ||
| Set up quote approvals | For one or multiple approvers | For one or multiple approvers & 1 conditional approval workflow based on properties | For one or multiple approvers | For one or multiple approvers & 2 conditional approval workflows based on properties | ||
| Set up e-signatures | Up to 25 e-signatures per user per account per month | Up to 50 e-signatures per user per account per month | Up to 25 e-signatures per user per account per month | Up to 50 e-signatures per user per account per month | ||
| Set up Breeze closing agent | ||||||
| Create calculated properties | Up to 2 calculated properties | Up to 3 calculated properties | Up to 4 calculated properties | Up to 5 calculated properties | ||
| Configure a custom domain for quotes | Set up one commerce custom domain for quotes | Set up one commerce custom domain for quotes | Set up one commerce custom domain for quotes | Set up one commerce custom domain for quotes | ||
| Subscriptions, Products, Tax & Pricing Configuration | ||||||
| Set subscriptions | 1 subscription | Up to 2 subscriptions | Up to 3 subscriptions | Up to 4 subscriptions | ||
| Create products in the product library | Up to 5 products | Up to 7 products | Up to 10 products | Up to 15 products | ||
| Create tax rates | ||||||
| Create automated sales tax | ||||||
| Reporting & Dashboards | ||||||
| Build dashboards for simple revenue reporting | 1 dashboard | 1 dashboard | 1 dashboard | 1 dashboard | ||
| Build dashboards for quote activity tracking | 1 dashboard | 1 dashboard | 1 dashboard | 1 dashboard | ||
| Build dashboards for quote reporting | 1 dashboard | 1 dashboard | 1 dashboard | 1 dashboard | ||
| Training Sessions | ||||||
| Standard tools training sessions | 2 | 2 | 2 | 2 | 2 | 2 |
| Custom role-based training sessions | 1 | 1 | ||||
| Q&A sessions | 1 | 1 | 1 | 1 | 1 | 1 |
| Planning and Communications | ||||||
| Project management | ||||||
| Guided Onboarding | Collaborative Onboarding | Premier Onboarding | ||||
|---|---|---|---|---|---|---|
| Pro | Enterprise | Pro | Enterprise | Pro | Enterprise | |
| Hours | 12 | 12 | 20 | 20 | 25 | 25 |
| Rate | $185 | $185 | $185 | $185 | $185 | $185 |
| Total | $2,220 | $2,220 | $3,700 | $3,700 | $4,625 | $4,625 |
| Tactical Workshops | ||||||
| Discovery call - Overview of the configurations | ||||||
| Portal Configurations | ||||||
| List of configurations to build out | ||||||
| Data Quality Tools & AI | ||||||
| Bulk duplicate management | ||||||
| Automatic duplicate merging | ||||||
| AI-powered data formatting recommendations | ||||||
| Analyze data health trends | ||||||
| Explore data quality overview | ||||||
| Set up Breeze data agent | ||||||
| Set up Breeze customer agent | ||||||
| Data Sync Software | ||||||
| Third-party app custom field mapping | 1 third-party app | 1 third-party app | Up to 2 third-party apps | Up to 2 third-party apps | ||
| Training Sessions | ||||||
| Standard tools training sessions | 1 | 1 | 1 | 1 | 1 | 1 |
| Custom role-based training sessions | ||||||
| Q&A sessions | 2 | 2 | 1 | 1 | 1 | 1 |
| Planning and Communications | ||||||
| Project management | ||||||
| ADDITIONALS For more information on these options, please speak with one of our sales representative. |
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| Data Studio | ||||||
| Build datasets using data from external sources and use that data across segments, workflows, and reports | ||||||
| Automations | ||||||
| Scheduled workflow triggers | ||||||
| Webhooks | ||||||
| Programmable automations (custom coded workflows) | ||||||
| Calculations | ||||||
| Advanced data calculations and prep | ||||||
| Data Warehouse Integrations | ||||||
| Make your HubSpot data available in your Snowflake account | ||||||
Why Invest in HubSpot?
HubSpot is the leading platform to unify your entire front office. HubSpot's "one customer platform" mindset brings your marketing, sales, and customer service teams together for a unified full customer lifecycle approach to fuel growth.
Marketing Hub
HubSpot's Marketing Hub is the powerhouse of your entire marketing engine, helping you convert leads with tailored marketing campaigns to land your next great customer. Let's work together to keep your customers engaged with a platform that empowers you to build and execute strategy with ease.
Sales Hub
Ready to close more deals? With the help of SmartBug Media's team and HubSpot’s Sales Hub, you’ll have all the tools you need in one place—with the expertise to match. Streamline communication, deepen relationships, and eliminate friction as you move prospects through the pipeline.
Service Hub
Find out how your customers are interacting with your brand. HubSpot’s Service Hub offers a centralized customer portal so you can get a unified view of every customer interaction. With tools such as live chat and omni-channel messaging, SmartBug can help you keep the conversation with customers going, provide support, and deepen your relationships.
Content Hub
Build a beautifully branded website to attract quality leads with HubSpot’s simple, scalable Content Management System. Leverage flexible website themes, custom objects, smart content, and more with this intuitive, user-friendly platform. Expand your target audience with multilingual management capabilities, complete with safe and secure hosting. Plus, with advanced AI technology, you can update content, imagery, and blog posts in a fraction of the time.
Data Hub
Make your customer data work for you with a unified platform that cleans, curates, and connects every data point under one central CRM platform.
With a full kit of automation tools at your fingertips, you can code your own custom automation and connect workflow extensions to trigger actions in third-party systems such as Slack, Zoom, and Asana.
Commerce Hub
Effortlessly create quotes, issue invoices, and receive payments—all within HubSpot. Condense all of your commerce products into a single hub where you can manage your revenue operations and payment processing.
With an enhanced set of commerce tools at your fingertips, you can collect payments using Stripe, build quotes, generate payment links, take advantage of a robust product library, and automate billing.
Give Your Revenue Teams the Tools to Thrive in HubSpot.
Here’s How We Can Help You Succeed:
Account Setup
We set up your HubSpot account, help you establish your domain, install tracking code, and make sure data is flowing into your CRM platform.
Technical Configurations
Our team uses a comprehensive list of 100+ settings to customize your HubSpot instance to your company’s unique needs.
Hub Setup
Whether you’re using the Marketing Hub, Sales Hub, Service Hub, Operations Hub, or a combination of all of the above, we’ll build out the components you need to take advantage of everything HubSpot has to offer. With these features in place, you’ll have the raw materials to launch masterful lead capture campaigns, track your deal pipeline with ease, and implement customer service tools to delight your customers.
Lead, Deal, and Support Automation
Our experts dig those trenches to streamline your automation, saving your organization time and money. We’ll work with you to automate your sales and marketing processes—including how a lead enters your database, when a deal is created, and how a service ticket is handled—all with HubSpot.
Reporting and Insights
Want to unlock insights that inspire revenue growth? We’ll make sure HubSpot is hooked up to Google Analytics, help you set up dashboards and reporting, and teach you how to track the KPIs you need to prove—and boost—the value of your revenue engine.
We're HubSpot's Most Decorated Elite Partner in the World
As the market shifts, our industry knowledge and technical expertise evolve. To date, our team holds more than 260 awards and all advanced HubSpot accreditations.
Pick and Choose the Hub (or Hubs) That Meets Your Needs!
We have a package to meet you where you are, whether you only need help setting up your account or you need a more complex solution.
Marketing Hub
Sales Hub
Service Hub
Multi-Hub
Ready to Reach New Heights with SmartBug Media and HubSpot?
Our HubSpot onboarding services are designed to meet you where you are in your implementation journey.
Explore The Difference
What sets HubSpot apart from other senior living CRMs? Check out our side-by-side comparison.
HubSpot
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HubSpot Onboarding FAQs
Explore answers to your most commonly asked questions.
How much does HubSpot cost?
HubSpot’s customer platform contains a complete set of marketing, sales, occupancy management, and customer support tools. Pricing depends on what functions you need and how many users you have.
HubSpot is competitively priced compared to other CRMs. We are happy to provide a recommendation on what functionality would benefit your team the most, but feel free to explore pricing on your own if you’d find that helpful.
What is the difference between HubSpot onboarding with SmartBug vs. with HubSpot’s professional services team?
The key difference between the two onboarding styles is that SmartBug’s offers full onboarding, training, and configuration based on the package you choose. HubSpot also has multiple offerings, but many are DIY with general guidance for you to configure on your own.
What makes SmartBug the best choice for onboarding?
We have more than 300 team members, more than 10 of whom are certified HubSpot trainers. Our team holds 1,200+ professional certifications, including 100 percent of HubSpot’s advanced accreditations.
My team is new to HubSpot. Do you offer training?
Yes! As part of the initial onboarding and setup, our team of HubSpot experts will also conduct a training session to familiarize your team with HubSpot. Once your integration is complete, we offer ongoing support as a chance to answer questions, troubleshoot any concerns, and identify other opportunities for optimization.
How long does a typical onboarding take?
The typical onboarding process usually takes between 4 to 12 weeks. During this period, our dedicated team works closely with you to ensure a smooth transition, provide the necessary training, and address any questions or concerns you may have. Our goal is to tailor the onboarding experience to your unique requirements while ensuring that you are fully equipped to make the most of our offerings.
What if I want more help than what is listed in a package?
Not a problem! We can tailor our work to exactly what you need. If you need a little more, we can add some time to offer additional support in specific areas. Or we can always put together a totally custom plan specific to your needs and goals.
HubSpot Implementation Client Success Stories
SmartBug® Jump-Starts Inbound and Sales for a Global IT Solutions Company
Axians contacted SmartBug® as a brand-new HubSpot client. It had solid web traffic streaming in, but the Axians team needed a partner to help implement HubSpot, and execute an inbound marketing strategy to qualify and convert leads. At the same time, Axians’ sales team was intrigued by the sales automation potential in HubSpot’s Sales Hub, but needed the proper guidance to utilize everything the platform has to offer.
Queuing Management Expert Advances Sales Enablement Strategy with HubSpot
SmartBug Media® Helped a Startup Investment Firm with a Pressing Deadline Implement and Learn HubSpot
Emles chose HubSpot because it liked how the platform aligned distribution initiatives. As the company was busy preparing and establishing itself in anticipation of its business launch, Emles knew it needed help. It didn’t have the bandwidth or HubSpot expertise to independently establish the solution’s CRM—an important component of Emles’ technology stack and a better alternative than managing customer relationships via spreadsheets.
