Hubspot Platform

Hubspot is One of the Most Advanced Solutions Available.

Effective CRM implementation is not an easy task. It can take a lot of time and effort and need to be installed flawlessly for your company unique needs and goals. Many companies have used the platform poorly and, this is mainly due to sub-par or incomplete HubSpot implementation. We work with every client as a partner, working together to create the right inbound marketing processes and use the HubSpot CRM and marketing tools successfully. We provide Hubspot full-services that are custom-designed around your needs, from fully embracing and running your Hubspot platform to helping your marketing and sales teams build and utilize the platform effectively.

The majority of the companies is now focusing more on web development, Search engine optimization, social network and paid online advertising so as to stay ahead of the competition.

Cut down your onboard time and maximize your usage of HubSpot CRM and marketing tools with CiiAction’s implementation packages.

Our CRM Package

  • Set up users, roles, and permissions.
  • Develop custom object properties.
  • Migrate your current CRM data into HubSpot; Contacts, Companies, Deals, Products, and other custom objects if needed.
  • Plan and build out sales pipelines and deal stages.
  • Audit current website forms’ integration into HubSpot. Make changes where needed.
  • Develop custom object views for your sales reps.
  • Develop custom reports and dashboards for your management team.
  • Integrate with external systems where needed; Eventbright, Autopilot, outlook, etc.
  • CRM training for your staff and leadership, including CRM best practice training and HubSpot CRM-specific functionality training.
  • Document standard operating procedures (SOPs) for your marketing and sales processes utilizing HubSpot CRM.
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CiiAction Hubspot CRM implementation

Our Marketing Package

  • Develop a conversational marketing strategy; chatbots and custom scripts, and train your team on chat management and bot/staff handoff.
  • Define and document contact lifecycle stages as they relate to your organization. Map all forms to their appropriate lifecycle stages.
  • Audit your current landing pages and calls-to-action. Rebuild existing assets or build out new assets if needed.
  • Plan and implement campaign tracking in HubSpot. Assign existing assets to campaigns where applicable.
  • Ensure that HubSpot is correctly integrated with all your ad platforms and social media platforms.
  • Plan out a marketing automation strategy. Build out all needed HubSpot workflows to implement the strategy.
  • Build out custom reports and dashboards tailored to your organization’s specific objectives.
  • Document standard operating procedures (SOPs) for your marketing processes utilizing HubSpot and other tools.

Bright Solutions, Effective Implementation, Profitable Results

Get a leg up on your competition with CiiAction’s HubSpot CRM/Marketing implementation packages and start building your end-to-end marketing and sales pipeline.

Discuss How We Can Help Make Your Inbound Marketing Strategy a Success