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Close More Deals with HubSpot Sales Hub 

Sales Hub is a game-changer for overworked sales teams, enabling them to follow up with every lead and deliver a seamless buyer experience with ease. But with the wrong set up, the platform can create as many bottlenecks as it eliminates.  

Our onboarding services leverage experience working with 50+ B2B sales teams to ensure your organization gets the maximum value with minimum effort and disruption: 

Partner with a team of experts that executes Sales Hub onboarding quickly and efficiently. 

Prepare your sales team to align with marketing and convert leads into customers.  

Set the foundation for sales efforts that will pay off for years to come. 

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Seamless HubSpot Migration of Over 10k Records
Learn how we cleaned and migrated PX’s large Zoho database – while putting everything in place within Hubspot to create unprecedented sales and marketing visibility.
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A Sales Hub Onboarding Plan for All Your Needs

b2b seo agency

Essentials

Enables you to be fully independent in HubSpot’s Sales Hub within 90 days.

 

Includes training on Sales essentials, such as email integration, pipeline creation, templates and sequences, reporting, and much more.

Growth

Growth

Includes training on Sales essentials and extras like prospecting, closing deals, and more.

Start your sales efforts strong with custom reporting, sales sequence creation, lifecycle definitions, and custom field and pipeline creation.

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HyperGrowth

Includes extensive training on Sales essentials and extra tools. 

 

Experience ongoing success with pipeline and lead status automation, custom playbook creation, comprehensive data mapping, integration consultation, and more.

HubSpot Sales Pro, Enterprise, and Advanced Onboarding Plans Comparison

 
Professional

$1,500

Compares to HubSpot Pro Onboarding

Enterprise

$3,500

Compares to HubSpot Enterprise Onboarding

Advanced

$8,000

Compares to HubSpot Advanced Onboarding

Productivity Tools
 
 
 
How to set up and use meetings
✔
✔
✔
How to use documents, quotes, payments, playbooks
✔
✔
✔
Customize your home view and use tasks
✔
✔
✔
How to integrate HubSpot with your email
✔
✔
✔
customize Your sales process
 
 
 
How to create your pipeline in HubSpot
✔
✔
✔
Prospecting in HubSpot Training
 
✔
✔
Closing deals in Hubspot Training
 
✔
✔
One pipeline creation
 
✔
✔
Custom Lead statuses and lifecycle stage definition
 
✔
✔
One Custom Playbook Creation
 
✔ 
✔
Lead status automation
 
✔ 
✔
pipeline automation
 
 
✔
CRM Customization
 
 
 
Custom field creation
 
✔
✔
New data Structure recommendation and mapping
 
 
✔
Data migration
 
 
Quoted Separately
Data deduplication and standardization
 
 
Quoted Separately
Baseline reporting
 
 
 
How to use default sales reporting
✔
✔
✔
Default Reporting Templates
✔
✔
✔
Custom report setup and review
 
✔
✔
Custom sales dashboard
 
 
✔
Onboarding your team
 
 
 
Invite, permissions and resources
✔
✔
✔
Standard sales automation
 
 
 
How to use templates and sequences
✔
✔
✔
One sales sequence creation
 
✔
✔
Integrations
 
 
 
How to turn on App Market Place integration
✔
✔
✔
3 app marketplace integrations
 
✔
✔
Routing and managing multiple teams
 
 
 
How to setup contact/lead assignment
✔
✔
✔
Lead/contact assignment workflow creation & implementation
 
 
✔
Business process mapping
 
 
 
Sales and Marketing alignment
 
 
✔
Target accounts tool recommendation
 
 
✔
C-level / Board Reporting Dashboard
 
 
✔
Custom Reporting
 
 
✔
Custom Integration Consulting
 
 
 
CRM and Custom Integration Consulting
Not included in onboarding, additional scope definition required
 
 
✔
Professional

$1,500

Compares to Hubspot Pro Onboarding

Productivity Tools
  • How to set up and use meetings
  • How to use documents, quotes, payments, playbooks
  • Customize your home view and use tasks
  • How to integrate HubSpot with your email
Customize Your Sales Process
  • How to create your pipeline in HubSpot
Baseline reporting
  • How to use default sales reporting
  • Default reporting templates
Onboarding your team
  • Invite, permissions and resources
Standard sales automation
  • How to use templates and sequences
Integrations
  • How to turn on App Market Place integration
Routing and managing multiple teams
  • How to setup contact/lead assingment
Enterprise

$3,500

Compares to Hubspot Enterprise Onboarding

View Plan Features →
Everything in Professional +
Customize Your Sales Process
  • Prospecting in HubSpot Training
  • Closing deals in Hubspot Training
  • One pipeline creation
  • Custom lead statuses and lifecycle stage definition
  • One custom playbook creation
  • Lead status automation
CRM Customization
  • Custom field creation
Baseline reporting
  • Custom report setup and review
Standard sales automation
  • One sales sequence creation
Integrations
  • 3 app marketplace integrations
Advanced

$8,000

Compares to Hubspot Advanced Onboarding

View Plan Features →
Everything in Enterprise +
Customize Your sales process
  • Pipeline automation
CRM Customization
  • New data Structure recommendation and mapping
  • Data migration (quoted separately)
  • Data deduplication and standardization (quoted separately)
Baseline reporting
  • Custom sales dashboard
Standard sales automation
  • One sales sequence creation
Routing and managing multiple teams
  • Lead/contact assingment workflow creation & implementation
Business process mapping
  • Sales and Marketing alignment
  • Target accounts tool recommendation
  • C-level / Board Reporting Dashboard
  • Custom Reporting
Custom integration consulting
  • CRM and Custom Integration Consulting
Professional

$3,000

Compares to Hubspot Pro Onboarding

Data Structure
  • Update Data Structure And Property Mapping
  • Lifecycle Stages Build
  • Create Sources: Contact, Company and Deal Level
  • Email Validation
Lead Capture
  • Form Creation And Implementation
  • Custom Lifecycle Definitions
Segmentation
  • Marketing Lists
  • Suppression Lists
  • Segmentation Training
Email Marketing
  • Email Marketing Training
Automation & Workflows
  • Automated Lead Assignment
  • Automated Form Emails & Notifications
Traffic And Website Analytics
  • HubSpot Tracking Code Implementation
  • Google Analytics Integration
Reporting
  • Marketing Reporting Dashboard
  • Sales Reporting Dashboard
Enterprise

$7,000

Compares to Hubspot Enterprise Onboarding

View Plan Features →
Everything in Professional+
Data Structure
  • Custom Properties
  • Data Migration & Consolidation
Lead Capture
  • Lead Scoring Implementation
  • Ad Network Integration
Segmentation
  • Sales Lists
Email Marketing
  • Email Template Design And Implementation
Automation & Workflows
  • Automation & Workflow Training
  • Standard Workflow Implementation
Traffic And Website Analytics
  • Custom Tracking Links
Reporting
  • C-level / Board Reporting Dashboard
Advanced

$15,000

Compares to Hubspot Advanced Onboarding

View Plan Features →
Everything in Enterprise+
Data Structure
  • Custom Integrations (Quoted Separately)
  • Custom Migrations (Quoted Separately)
Lead Capture
  • Landing Page Template Design And Implementation
Email Marketing
  • Creation Of One Email Campaign: copywriting, implementation, launch.
Automation & Workflows
  • 3 Custom If/Then Workflows
Reporting
  • Custom Reporting
Technical Consulting
  • CRM And Custom Integration Consulting*
Marketing Consulting
  • Marketing Processes, Demand Gen Engine And Alignment With Sales*
Professional
$1,500
Enterprise Popular
$3,500
Advanced Best for Price
$8,000

You'll Be In Good Company!

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How Sales Hub Onboarding Works

Our team makes Sales Hub onboarding fast and easy – handling everything strategy to optimization: 

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We undertake a comprehensive discovery process, working directly with your head of sales and key sales team members to understand: 

  • Your existing sales processes 
  • How you define each deal stage 
  • Your current and ideal buyer journeys 
  • The outcomes of your current processes 

Talk to an ABM Expert!
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"The team at PE really took the time to understand our needs, provide guidance on the best solutions, and implement them in a way that made sense for our business"
Meredith Bagdazian
VP of Marketing, PX

Enter Hypergrowth

Get in touch today and learn how we can help you achieve your goals!

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