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Onboarding and Migrations


Migrate data from your existing systems to an integrated platform designed to support your customers throughout the entire lifecycle.

Zendesk to HubSpot Migration Solution by SmartBug Media

Zendesk to HubSpot

Deliver exceptional customer service, increase retention, and consolidate data with HubSpot's Service Hub. Our Zendesk to HubSpot migration solution supports your team from initial audit to post-migration support, including pre-migration planning report, complete data transfer, and comprehensive configuration and testing.

Marketo to HubSpot Solution by SmartBug Media

Marketo to HubSpot

Experience HubSpot's flexible, scalable, and fully integrated CRM, trusted by tens of thousands of customers worldwide. Our Marketo to HubSpot migration solutions include a comprehensive audit of your data, extensive data cleanup, and complete migration of your workflows based on your sales and marketing goals.

Salesforce to HubSpot Solution by SmartBug Media

Salesforce to HubSpot

Transform the usability, communication, and adaptability capabilities of your sales team's dynamic workflows. Our Salesforce to HubSpot migration solutions streamline the setup process, enhance your data management, and close the loop on comprehensive reporting to help you understand customer behavior and craft sales strategies accordingly. 

As we continued to partner with SmartBug, they helped us realize the extent of what we could achieve with inbound marketing and sales enablement tactics, powered through our HubSpot platform. We’ve now built a data-driven distribution function, with seamless integration between marketing and sales activities.
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Sarah Alexander
Chief Marketing Officer, Emles Advisors

The HubSpot Hubs We Know Best?
All of Them.

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Marketing Hub

Ensure your data-driven marketing campaigns reach the right prospects at the right time. Marketing Hub is a robust marketing automation platform designed to help scaling companies attract, convert, and delight at every stage of the journey.
Explore Marketing Hub
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Sales Hub

Keep teams aligned, sales cycles humming, and more deals closed without friction. Sales Hub is the enterprise-grade CRM giving a complete revenue picture, featuring everything from top-of-funnel leads to closed-won deals.

Explore Sales Hub
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Operations Hub

Develop efficient, aligned, and agile business strategies strategically designed for customer delight. Operations Hub centralizes your ops team’s toolkit and unites customer data within a single, fully integrated CRM platform.

Explore Operations Hub
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Service Hub

Deepen customer relationships, connect to the front office, and improve customer retention and LTV. The RevOps function comes full circle with HubSpot’s customer service software, Service Hub, designed to help you connect with customers and exceed their expectations.

Explore Service Hub
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Commerce Hub

Create quotes, issue invoices, and receive payments — all within HubSpot. Commerce Hub allows you to condense all of your products into a single hub where you can manage your revenue operations and payment processing.

Explore Commerce Hub
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CMS Hub

Launch an optimized website with seamless functionality that's built to convert visitors. CMS Hub leverages HubSpot's fully integrated CRM to provide users a unified view on the backend and a delightful user experience on the frontend.

Explore CMS Hub

Industry Excellence

As HubSpot's deepest and most decorated partner, we're proud to support our clients with comprehensive solutions throughout the entire customer lifecycle.

Hubspot Elite Solutions Partner Badge

 

CRM Implementation HubSpot Accreditation Badge
Onboarding HubSpot Accreditation Badge
Custom Integration HubSpot Accreditation Badge
Platform Enablement HubSpot Accreditation Badge
Data Migration HubSpot Accreditation Badge
Solutions Architecture Design HubSpot Accreditation Badge

How We Help

In a few simple steps, our team will identify your onboarding requirements, craft a comprehensive data migration strategy, and put you on a path to customer lifecycle success.

Step 1

Migration Audit

We work with you to identify essential company data such as email templates, workflows, list segmentations, and more so your HubSpot platform can truly serve as a single, robust dashboard for managing all of your business and marketing operations.

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Step 2

Account Setup

Whether you’re using the Marketing Hub, Sales Hub, Customer 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.

Step 3

Technical Configurations

Tailor your business architecture with custom objects, integrations, installations, and setup so you’re in full control of how you choose to access, manage, and leverage your data. Our team uses 100+ settings to align HubSpot with your company’s unique needs.

Step 4

Lead, Deal, and Support Automation

When it comes to managing how a lead enters your database, when a deal is created, or how a service ticket is handled, automation is key. We’ll work with you to automate your sales and marketing processes in HubSpot, saving you time and money.

Step 5

Marketing Content and Promotions

Stellar content is the vehicle that drives qualified leads to your site. Our team will help you get all of the foundational items in place so you can start publishing engaging, informative content that reaches your target audience throughout the full customer lifecycle.

Step 6

Reporting and Insights

Want to unlock insights that inspire genius? We'll ensure HubSpot is hooked up to Google Analytics, help you find dashboards and reporting, and teach you how to track the necessary KPIs to prove—and boost—your company's digital ROI.

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