HubSpot Onboarding Services

What is HubSpot onboarding?

HubSpot onboarding is the process of getting your business set up on the HubSpot platform, plugging in existing systems and processes into the CRM, setting up strategic goals and metrics, creating branded templates, and putting automation triggers and tracking tools in place to build your inbound marketing foundation.

There’s a huge amount of work to be done in the initial set-up phase, with a long checklist of requirements from various members of your organisation, which requires a lot of planning and strategising - as you want to launch off on the right footing.

If you’re plugging your business into HubSpot, you need to ensure that everything is set up properly, that your existing systems, solutions and third-party tools are integrated efficiently, and that your teams are fully trained on the system to harness its wide range of tools. Trust us, without the support of an agency like ours it all become a little mind-boggling!

Often companies look for support from HubSpot directly or opt for working with a dedicated HubSpot partner for onboarding the CRM. Getting the support and expertise from an experienced HubSpot partner helps everything to go smoothly and ensures nothing get missed - inaccuracies or missteps in the set-up phase can have a big negative impact.

Why choose Inbound FinTech for HubSpot onboarding services?

Inbound FinTech is a Diamond-Certified HubSpot Partner and award-winning agency, which has taken countless businesses through successful onboarding processes. But it’s not just a case of helping you with all the technical side of HubSpot, we can do so much more.

We get you up and running on the platform, train your team on the key features in your HubSpot package, whilst ensuring you are compliant with data privacy laws, so you can focus on growing your business. Our HubSpot onboarding process includes dedicated support from our platform experts and recommendations on the most suitable migrations, integrations and strategies for using the HubSpot platform. We also help you to deliver your first inbound campaign.

We know that every business is unique and we can create bespoke onboarding packages to meet your requirements, pricing it up accordingly. Here are some of the bespoke options we can offer within onboarding packages, including Sales Enablement services:

Bespoke Integrations & Sales Enablement:

CRM integrations: we’ve worked with the likes of Salesforce, Eloqua, Highrise, Odoo, Pipedrive, Insightly, Zoho and many more.
Apps integrations: we are app experts and have worked with Firebase, Appsflyer, Mixpanel, Google Analytics, Kissmetrics, Game Analytics, etc. And we’ve won awards for our integrations innovation. We can deliver effective mobile app and attribution tracking and integration with HubSpot.
Webinars: we’re experts in planning and implementing webinars, and we have extensive experience in managing them as part of inbound programs for lead generation and thought-leadership campaigns.

Sales Enablement: our sales enablement experts come from a background of both sales and marketing, which makes it easy for us to understand our client’s needs and find solutions to their challenges through HubSpot. We know the pain points of other CRMs and we’re very familiar with the capabilities of HubSpot.

"Inbound FinTech are creative, focused, intelligent, professional and driven on results. They are a pleasure to work with, and I cannot recommend them enough for any type of inbound or PPC digital marketing campaigns businesses may need."

Becky Stables

Marketing Director at Vohkus

We opted for the three months’ complete overhaul with Sheila and her highly efficient team, removing the old parts from the broken watch (also known as our previous AdWords campaign) and putting it together piece by piece. Halfway through the brief and our conversions have increased by 46% and our CPA (cost-per-acquisition) has decreased by 52%, with more delights promised before we reach the end of the journey.

Peter Johnson

Senior Partner, London Law

“We asked IR to help increase our brand awareness and services to banks in named countries, which matched our business/expansion model. They have created a net new pipeline of high quality leads for us and aligned Marketing and Sales too, which helps close the deals. We’re delighted with the Inbound, ABM & LinkedIn campaigns results and look forward to a long term engagement with the agency”

Mark Bradbury

CEO, Apply Financial

Inbound FinTech has been instrumental in setting up our inbound marketing strategy and increasing our lead generation, from ad campaigns to organic search. We are continuously impressed with their level of service and consider them a key marketing partner in helping drive the business. They are not only proactive and responsive but also at the forefront of thought leadership in the inbound marketing space.

Nahil Hanna

Partnerships Manager, FinTech Galaxy

Their dedication to results that are relevant to our objectives, partnered with their in-depth knowledge of inbound marketing, is exceptional.

Nihal Abughattas

Head of Global Campaigns, Temenos

Sheila and the team have been instrumental in identifying KPIs and delivering a roadmap from MVP to growth. They have been a long-term partner of ours in all aspects of our marketing and continue to drive digital growth and strategy.

Steve Mandery

Founder, ThinkU

from Inbound FinTech

A seamless HubSpot onboarding process, from technical set-up and support to your first successful inbound campaign.

#1 HubSpot Professional
Onboarding

£995

#2 HubSpot Advanced
Onboarding

£1840

#3 HubSpot Enterprise
Onboarding

£2950

What is HubSpot onboarding?