HubSpot Onboarding Services

Ensure a smooth HubSpot Onboarding from the first login.

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Transform Your Business with HubSpot Onboarding Services

HubSpot is a versatile platform, designed to enhance your marketing and customer relationship management. Our HubSpot onboarding guides you through the process, ensuring that you harness the full potential of our HubSpot onboarding services to elevate your business operations and achieve your business goals.


Thorough Understanding

We take the time to understand your specific needs, providing in-depth analysis of your business to ensure that HubSpot aligns perfectly with your requirements. Our transparent approach means you'll know exactly what to expect from your platform.

Analytics on Paper

Expertise and Certification

Our entire SOL team is certified and can provide you with insights on all the pros and cons of HubSpot, ensuring that you have a knowledgeable partner at your side. We not only implement the system but also provide ongoing support, leaving you feeling constantly supported.

Expertise and Certification

Customer-Centric Approach

We excel at building strong relationships with our clients and provide exceptional team training to ensure you make the most of your HubSpot CRM onboarding.


What HubSpot Hubs do we onboard?

HubSpot Sales Hub

HubSpot Sales Hub is a comprehensive sales automation and engagement platform designed to enhance sales teams' efficiency and effectiveness. It offers tools for lead management, email tracking, automation, and reporting. Sales Hub enables users to manage leads, automate repetitive tasks, send personalized emails, and track interactions with prospects. It's integrated with HubSpot CRM, providing a seamless end-to-end solution for managing contacts and closing deals. This software empowers sales professionals with the insights and tools needed to build better customer relationships and drive revenue growth.


HubSpot Service Hub

HubSpot Service Hub is a customer service and support platform that streamlines support operations and enhances customer satisfaction. It provides tools for ticket management, knowledge base creation, live chat, and automation. Service Hub enables teams to efficiently resolve customer inquiries, deliver self-service resources, and offer real-time assistance through chat. It's integrated with HubSpot's CRM, ensuring a unified view of customer interactions. This platform empowers businesses to deliver excellent customer service, foster loyalty, and turn satisfied customers into promoters, ultimately driving growth and brand success.

HubSpot Service Hub

HubSpot Marketing Hub

HubSpot Marketing Hub is an all-in-one inbound marketing and automation platform that helps businesses attract, engage, and nurture leads. It offers tools for content creation, email marketing, SEO optimization, and analytics. Marketing Hub enables companies to create and manage marketing campaigns, automate repetitive tasks, and track the performance of their efforts. It's integrated with HubSpot's CRM, allowing for seamless communication between marketing and sales teams. This platform empowers organizations to generate more leads, convert them into customers, and measure the impact of their marketing strategies for sustainable business growth.

HubSpot Marketing Hub

HubSpot Operations Hub

Operations software that lets you easily sync, clean, and curate customer data, and automate business processes. Your entire team will stay aligned with a clean, connected source of truth for customer data, and your business will be empowered to adapt to the ever-changing needs of your customers.

HubSpot Operations Hub

HubSpot CMS Hub

HubSpot CMS Hub is a content management system designed to create and manage websites with a focus on inbound marketing. It offers tools for website design, content creation, SEO optimization, and performance analytics. CMS Hub simplifies the process of building and optimizing websites for lead generation, making it easy to create and manage content that attracts and converts visitors into leads. Integrated with other HubSpot hubs, it provides a seamless experience for marketers, enabling them to deliver personalized, effective, and measurable online experiences to grow their business.

HubSpot CMS Hub

What is involved in a HubSpot Onboarding?

Our implementation services have consistently demonstrated its superiority in effectively onboarding HubSpot for businesses.

Backend Setup

The backend setup is critical to an efficient implementation. Using our onboarding
experience, we will set up users, profiles, permissions and other backend settings to maximise the efficiency of the platform.

Data Import

Data import involves transferring information between sources, often using databases or software systems. It includes mapping, formatting, and validating data for accuracy. It serves various purposes, like migrating data, updating records, or consolidating information. This process is crucial for maintaining up-to-date and consistent data, ensuring efficient operations across an organization.


We will work with you to customise the HubSpot Hubs to suit your business processes. We will uncover the required customisation during the discovery phase and build a scope of works to suit your needs.

Sequences & Workflows

Sequences & Workflows in HubSpot allows your business to decrease the manual data
entry usually required for common business practises. This could be anything from an
automated email alert all the way to an automated follow-up task for your team.

Reports & Dashboards

Reports and Dashboards allow you to visualise a snapshot of the business. We will work
with you to build dashboards that will give you the best overview of your data in

Mobile Application

See everything in HubSpot - on the road, beach, plane or home. We customise the mobile application to provide you with easy access to your data from anywhere in the world.


How does HubSpot Onboarding Work?

Every onboarding project follows a guided set of phases to ensure a successful rollout.

Project Start


During this phase, we will organise to meet with you to further understand your current businesses processes and strategies for the future. We always keep this in mind when we are designing and building your platform.
We will also go through each HubSpot section with you in detail to understand how you currently capture your customers information. We also share ideas with you on data points we can add to HubSpot to enhance your experience.


After the discovery, we start building the platform. Expect us to be putting our heads down and working hard during this phase. We will keep in contact with you if we need any more information and give you general updates about the project.



Once we have the first revision of the platform ready, we will run a virtual meeting to give you a run through of the platform. This will show all the customisation built to date to match all requirements captured in the discovery phase. You can give us your feedback on the platform at this time for us to make any changes before UAT.


In this phase, you will have the keys to the system where you can log in and test all UAT scenarios. Any changes and feedback can be logged back to SOL Business to change before the training is booked. Once UAT is signed off, then we move to the training phase.



Once you are happy with the platform, we will train your entire team. Everyone from first time users to advanced users are incorporated in these training sessions. We have multiple training packages available as per the scope of works.


Once the platform is live, we also offer ongoing support for the platform. As your business grows and experiences change, the platform will need to adapt with you too. We have dedicated HubSpot Specialists on our team who can help you with the small tasks like creating new reports, dashboards, setting up new users, teams or profiles and more.


Project End

Implementation Methodology

Our implementation methodology ensures that your business is set up for success with HubSpot.


Our Clients

These clients are some of our customers that have used SOL Business Solutions to implement their CRM Platform.

LandChecker Now Buildings Sidekicker ClearCalcs

How much does it cost?

Contact us now to explore how we can empower your business with customized CRM solutions.


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