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HubSpot Implementations and Migrations


Our certified experts set up your HubSpot platform and migrate data from your existing systems, so you have all the tools you need to convert leads in one place.

The HubSpot Hubs We Know Best

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Marketing Hub

Marketing Hub is a robust marketing automation platform designed to help scaling companies attract, convert, and delight at every stage of the journey.

The result: Data-driven marketing campaigns reach the right customers at the right time.

Explore Marketing Hub

Sales Hub

Sales Hub is the enterprise-grade CRM giving a complete revenue picture—from top-of-funnel leads to closed-won deals.

The result: Teams are aligned and can supercharge their sales processes by eliminating friction. 

Explore Sales Hub

Services Hub

The RevOps function comes full circle with HubSpot’s customer service software, Service Hub.

The result: Deepen customer relationships, connect to the front office, and drive team efficiency.

Explore Service Hub

CMS Hub

CMS Hub is a CRM-powered content management platform that leverages a unified view of the customer to create experiences that keep up with modern expectations. 

The result: You get a smarter, better, more beautiful website.

Explore CMS Hub

Operations Hub

Operations Hub centralizes an ops team’s full toolkit and unites all your customer data on one connected CRM platform.

The result: You gain a more efficient, aligned, and agile business; an unhindered and strategic ops team; and a friction-free customer experience.

Explore Operations Hub

Commerce Hub

Condense all of your commerce products into a single hub where you can manage your revenue operations and payment processing.

The result: Effortlessly create quotes, issue invoices, and receive payments—all within HubSpot.

Explore Commerce Hub

Access Expertise You Can Trust

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How We Can Help

In a few simple steps, our team will target your migration and HubSpot implementation requirements to put you on a path toward marketing magic.

Step 1

Identification of Migration Needs

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. 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 services tools that delight your customers.

Step 3

Technical Configurations

Customize your business architecture with SmartBug’s white glove service. Create 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 a comprehensive list of 100+ settings to customize your HubSpot instance to meet your company’s unique needs.

Step 4

Lead, Deal, and Support Automation

Our experts dig those trenches to streamline your automation, saving your organization time—and money! When it comes to managing how a lead enters your database, when a deal is created, or how a service ticket is handled, we’ll work with you to automate your sales and marketing processes, all with HubSpot.

Step 5

Marketing Content and Promotions

Stellar content is the vehicle that drives leads to your site. Our team will help you get all of the foundational items set up so you can start publishing content as soon as possible.

Step 6

Reporting and Insights

Want to unlock insights that inspire marketing genius? We will ensure HubSpot is hooked up to Google Analytics, help you find dashboards and reporting, and teach you how to track KPIs needed to prove—and boost—marketing ROI.

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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.
Sarah Alexander Headshot
Sarah Alexander
Chief Marketing Officer, Emles Advisors

Resources to Get You Started

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RevOps Best Practices: Strategies and Insights for Revenue Optimization

Discover how RevOps teams can help with revenue optimization by focusing on pricing, inventory management, marketing, and enabling sales teams to boost profitability.

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HubSpot Product Update Roundup—INBOUND 2023

Discover the latest features and tools in HubSpot shared at INBOUND 2023 with this comprehensive guide to HubSpot Product Updates from SmartBug Media.

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The Executive’s Guide to CRM Customization: Why HubSpot Should Be on Your Radar

Discover the latest CRM customization features and competitive advantages of HubSpot’s CRM.

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