HubSpot implementation and support
Make the system
fit the way you work.
Connect customer records, marketing and sales through a considered HubSpot setup. We work through the data, pipelines, workflows and reporting your team needs within your account’s capabilities, with clear responsibilities and processes the people using it can understand.
Useful data / Connected workflows / Team adoption
Cape Town Working globally
A few of the brands we’ve worked with
A CRM needs to work for the team
Give the process
a shared place to work.
When records, stages and handovers mean different things to different people, a CRM becomes harder to trust. The useful starting point is how your team actually manages prospects and customers.
We bring that process into the configuration, with clear data definitions and tested workflows. Reporting and documentation should then help people do the work, rather than add another layer of uncertainty.
What we can work on
Connect the records,
processes and people.
Scope a new setup, a focused improvement or ongoing support. We assess the account, data and available features before agreeing the implementation approach.
01
Setup and data
Review records, properties and migration requirements before agreeing the configuration and import plan. Establish what should be kept, how information will be mapped and who owns the accuracy of the source data.
Data review / Property structure / Import planning
02
Pipelines and processes
Structure records and stages around the way your team manages prospects and customers. Agree definitions and responsibilities so people can interpret status consistently and understand what action should follow.
Pipeline stages / Record definitions / Process ownership
03
Workflow automation
Build and test agreed routing, notifications and follow-up within your account’s capabilities. Make the rules and expected behaviour clear so automation supports the process your team has chosen.
Workflow requirements / Configuration / Scenario testing
04
Reporting and adoption
Create useful views and dashboards around the decisions your team needs to make. Document key processes and help users understand the records, responsibilities and routines behind the reporting.
Views and dashboards / Process documentation / Team handover
Working together
A clear way
to work together.
The configuration follows the working process. We involve the people using the CRM and agree what needs to be reliable before building.
01
Understand the process
Review your account, records, team roles and the handovers or reporting that are causing difficulty.
02
Plan the setup
Agree the data model, pipelines, supported workflows and responsibilities for migration and review.
03
Configure and check
Build the agreed changes and test representative records, workflow paths and reporting views.
04
Support everyday use
Document the setup, work through the handover and agree how future improvements will be handled.
The wider picture
Connected to your
wider business.
A useful CRM connects to the content and campaigns that create interest. We can coordinate HubSpot work with email, nurturing and wider marketing activity while keeping implementation responsibilities clear.
Explore related services
HubSpot implementation and support
Is your CRM helping
your team work together?
Show us where the data, handovers or reporting become difficult. We’ll discuss how a clearer setup could support the way your business works.
A 30-minute conversation to explore your priorities and agree the next step. No finished brief needed.