Hubspot / Marketo Onboarding & Implementation

Our Hubspot / Marketo Onboarding & Implementation

Connecting your CRM to your marketing automation can give you a much wider view of the lead's lifecycle. We are here to help you implement your CRM correctly and efficiently.

Our plan includes:

• Review of the existing CRM status, discussion with the relevant teams, and building an implementation plan:
• Account technical setup including CRM, GDPR compliance, automation & lead qualification
• Marketing tools setup including social media profiles, blog and landing page design migration
• Marketing- sales alignment process creation and mapping
• Salesforce sync and migration
• Online and offline campaign setup & implementation · CRM and service portal setup
• Dashboards & reporting setup
• On & off-site training sessions