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Custom HubSpot Onboarding and Implementation Services to ensure success for your teams

HubSpot Onboarding Experience Crafted especially for your business and your teams:

Comprehensive, well-planned and well-executed, personalised HubSpot onboarding plan to help you realise the true potential of HubSpot platform. Whether you are planning to make the switch from existing CRM to HubSpot, or already using HubSpot, make the HubSpot platform the power centre of your marketing and sales efforts, with meaningful custom HubSpot onboarding services provided by TransFunnel, HubSpot’s Diamond Solutions Partner, also exclusively accredited & certified by HubSpot for HubSpot Onboardings.

  • Evaluate HubSpot subscriptions as per your priorities
  • Explore HubSpot’s true potential
  • Craft Onboarding Plan that helps meet your priorities in a timely manner
  • Overcome all your pain points and challenges
  • Phased Approach to realise incremental value at each phase of onboarding.
  • Ensure integration of your existing tech stack into HubSpot
  • Enable business growth
  • Maximise ROI from your HubSpot investment
HubSpot Onboarding

Our HubSpot Onboarding Services

HubSpot CRM Onboarding & Implementation

  • Setting up the CRM starting with general set up tasks , importing objects etc
  • Understanding how lead flow process can work in the organization
  • Keeping the data as clean as possible for sustainable growth
  • Integrating external tools with CRM

Marketing Hub Onboarding & Implementation

  • Importing objects, defining pipelines, tasks, forms etc.
  • Building the marketing campaigns along with the assets that will be used to influence the leads and automating all the processes
  • Optimizing and increasing conversions with lead flow process, lead scoring
  • Measuring and analysing the results through reporting and analytics tools

Sales Hub Onboarding & Implementation

  • Importing objects, creating sales pipelines, segmenting contacts etc.
  • Identifying sales cycle and automating the same by creating workflows
  • Creating live chat /chatflows and developing sales playbooks
  • Integrating quotes and payment tools within the processes
  • Measuring and analysing the results through reporting and analytics tools

Service Hub Onboarding & Implementation

  • Setting up the CRM by importing objects, planning out the portal’s organizational structure, etc
  • Developing the workflows based on your internal processes
  • Developing knowledge base interface, customer support sequences and playbooks
  • Setting up of calls tool and customer portals tool
  • Creating feedback surveys and analysing the results through reporting and analytics tools

CMS Hub Onboarding & Implementation

  • CMS Hub Onboarding can be of 2 types-
    • migrating an existing website,
    • Building the website from scratch
  • Enabling the website with SEO recommendations to improve website visibility
  • Implementing a process within HubSpot CRM to track visitors on the website, and configuring a personalised engagement experience and much more

Migration

  • We have expertise in both CRM as well as website migration
  • Performing a complete audit of the current CRM /website that is to be migrated
  • Executing the migration
  • Verifying the data migrated to ensure no data loss

HubSpot Training

  • Drive user adoption with customized, role based training
  • Training customized for your team’s needs
  • Interactive sessions, hands on exercises, phased training approach, operational guidance
  • Effective change management strategies all covered for ALL HUBS.

Custom Integration

  • Native and custom HubSpot Integrations with multiple platforms
  • Integrating with different CRM such as Salesforce, CMS Enterprise Integrations, API development, ERP Integration, App integration, Netsuite Integration, data warehouse integration, and more, as per the organization needs.
  • Enabling data sync from multiple systems
  • Maximize your HubSpot ROI

What HubSpot says about us

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TransFunnel Consulting is our go-to HubSpot partner skilled in solving complex integrations with the right approach and expertise. HubSpot and our shared customers trust the TransFunnel team to deliver exceptional customer experiences and I'm thrilled to welcome TransFunnel to the Elite tier.

Brian Garvey
Brian Garvey, Vice President of the Solutions Partner Program at HubSpot
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The team has been relentlessly working and solving for customers throughout. They have an answer to even the most complex problems a customer may have. They are in line with the latest technology and platform. The team is always adept to inbound strategies. They have the hunger for growth.

Archit Singh
Archit Singh Channel Account Manager, HubSpot

Ready to Grow Your Business?

Experience excellence with Transfunnel's HubSpot Onboarding Services.

Talk With HubSpot Experts

TransFunnel’s HubSpot onboarding process

Kick-off call
CRM
Integration
Features and
Platform
walkthrough
Client marketing
needs and goals
evaluation
HubSpot
setup
Data Input
and
Synchronisation
Full Marketing
Automation
(as per need)
Choosing HubSpot
subscription
Workflows
Pipeline
Creation
Kick-off call
Client marketing
needs and goals
evaluation
Choosing HubSpot
subscription
HubSpot
setup
CRM
Integration
Features and
Platform
walkthrough
Data Input
and
Synchronisation
Workflows
Pipeline
Creation
Full Marketing
Automation
(as per need)

Our onboarding process is geared towards achieving a triad of objectives:

  • Implementing a clear, goals-based system that optimises lead generation and capture
  • Automating lead process that seamlessly assigns leads as per their qualified stages e.g., MQL and SQL and basically bring your marketing and sales function on HubSpot
  • Giving your team the confidence to maximise the deliverables from HubSpot services by using its wide range of feature and leveraging this platform.

Case Study

How TransFunnel+Hubspot solutions helped ClearTax with enhanced productivity within teams, 100% accurate data, personalised customer engagements and more.

Read ClearTax Case Study

We’re HubSpot accredited partners!

  • HubSpot Onboarding Accredited Partner - Transfunnel
    HubSpot Custom Integration Accredited Partner - Transfunnel
    HubSpot Platform Enablement Accredited Partner - Transfunnel
    HubSpot CRM Implementation Accredited Partner - Transfunnel

Happy clients speak

Plum, W.

We worked with TransFunnel (Suman, Yashwant and Rajesh) to implement HubSpot as our CRM system for Sales and Marketing, generate initial reports and do the onboarding. Throughout the months of cooperation, Transfunnel has always been a reliable partner. The deadlines were precisely met, the items on the agenda were processed reliably and availability was always very good. Responses to requests for support were fast and promised information was delivered at short notice. The onboarding went to our complete satisfaction and we will certainly come back to working with TransFunnel if further support using HubSpot is needed.

 Plum, W. CRM Implementation and HubSpot Onboarding, Technology - Software
Danon, W.

Shreya, Yoga and the Transfunnel team were excellent to work with. Worth the price I paid! They were always eager to help. More importantly they were always right! They truly have expertise when it comes to HubSpot and making HubSpot work for your needs. Great value for package offered.

 Danon, W. Services provided, Technology - Software, CRM Implementation and HubSpot Onboarding
Singh, H.

We appointed Transfunnel to setup Sales, Sales Operations, Sales Reporting, Marketing, Customer Success and Operations, Success Reporting and more. We're delighted by Yoga's expertise on implementation plan(s) and offering best practices that helped us making informed decisions. Yoga has been exceptional in committing to timelines and our expectations. We'd be happy to return as a customer.

 Singh, H. Services provided, Technology - Software, CRM Implementation and HubSpot Onboarding
Aswani Jethwani, D.

It was a great experience working with the Transfunnel deal. The entire process was very smooth from the discovery to full migration. Atul from the team was also available to support post migration was over too.

 Aswani Jethwani, D. Services provided, Banking/Financial Services, HubSpot Onboarding
Why TransFunnel

Why TransFunnel?

Though HubSpot helps you in providing a seamless customer experience, given the complexity of execution & implementation, as the HubSpot Diamond Solutions and HubSpot Onboarding accredited partner, TransFunnel helps you implement the platform in a way that guarantees the ROI you are targeting to achieve. We enable and empower businesses by recommending the right MarTech roadmap in sync with inbound strategies, all this with end-to-end support and custom integration capabilities.

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What does HubSpot onboarding include?

The HubSpot onboarding process is extensive and consists of creating your account, moving your data, customizing settings, and giving you the necessary training. It guarantees a seamless switch to HubSpot's platform. This includes setting up user roles, migrating data to preserve historical data, customizing the platform to meet your particular needs, and coaching your teams on how to use HubSpot's tools and features and make the most of HubSpot investment.

HubSpot's onboarding costs can vary significantly depending on the subscription you avail. The specific pricing depends on several factors, including the size of your organisation, the complexity of your requirements, and the chosen HubSpot plan. This investment is crucial to ensure that your business fully leverages HubSpot's capabilities, making it a worthwhile expense for optimising your marketing and sales efforts.

Depending on a number of variables, HubSpot onboarding might take anywhere between 30 and 90 days. The complexity of your business operations, the amount of data that needs to be migrated, the level of customisation necessary, and the team's availability for training and collaboration all affect how long it will take. Whether it is a simple requirement or complex procedure, our HubSpot's onboarding plan is chalked out in a way that there is a quick and effective transfer.

HubSpot is a versatile solution suitable for various industries and company sizes. While it is particularly well-suited for small to medium-sized businesses (SMBs) looking to attract, engage, and convert leads effectively, its capabilities extend to larger enterprises as well. HubSpot's user-friendly interface, automation features, and integrated marketing and sales tools benefit businesses of all sizes, making it a flexible and scalable choice to optimize marketing and sales processes effectively.

HubSpot caters to both B2B (business-to-business) and B2C (business-to-consumer) businesses. Its versatility allows it to support a wide range of marketing and sales strategies, making it suitable for organisations targeting businesses (B2B) or individual consumers (B2C). HubSpot's tools and features can be adapted to align with the specific needs and objectives of both B2B and B2C companies.

The number of workflows you can create in HubSpot varies depending on your subscription level. HubSpot offers flexible options, allowing you to create workflows tailored to your specific automation requirements. You can add up to 250 triggers to a workflow.

It commences with the subscription to TransFunnel's services, signaling the commitment to harness HubSpot's capabilities for marketing and sales goals. The journey advances with a project kick-off meeting, where client-specific requirements and objectives are discussed. Subsequently, the HubSpot account is meticulously configured, data is migrated seamlessly, and customisation is applied to align the platform with the client's unique needs. Essential training is provided to equip the client's team with the skills to effectively utilise HubSpot for contact management, marketing campaigns, lead tracking, and reporting, ensuring a solid foundation for success.