HubSpot Onboarding
Trusted by Innovative Brands
from Startups to Enterprise
Technical Onboarding For HubSpot
Platforms & Tiers
Marketing Hub
Sales Hub
Service Hub
Marketing Hub
Professional
Enterprise
Professional
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and users with marketing-level access to coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
As a Standalone Onboarding
$2,000
$3,000
Enterprise
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
INSIDEA can help you create standard sandbox accounts, which can be used to test various functionalities without impacting your main HubSpot account. For instance, you can connect an app to your standard sandbox account and test a new integration. This allows you to keep your main account data clean while syncing data from your main account for testing purposes.
INSIDEA will help to confirm the validity of email addresses intended for sending emails, even if they aren’t required to be registered as users in HubSpot.
We will collaborate closely with your team to craft a compelling and personalized email newsletter template using the HubSpot standard template library using the drag-and-drop feature. These templates ensure that your messages are always professional and customized to your business needs. Additionally, they enhance your communications through personalization tokens. Our team can help you migrate and create email templates from your past CRM tools.
Use the calls-to-action (CTA) tool to create button CTAs, banners, or pop-ups to add to your HubSpot pages and attract new visitors. You can also add CTAs to external pages. Utilizing HubSpot CTA buttons can help in the effective tracking of potential customer behaviour. We will help in building a maximum of 6 CTA’s which can be used in your Emails or Landing pages to track.
Automation workflows are like your personal assistants in the digital world. Create a workflow to automate your business processes and make your team more efficient. INSIDEA offers simple workflow templates, easy implementation of drip campaigns, and nurture flows to automate, streamline and organize tasks, processes, and procedures.
HubSpot Custom Objects extend beyond standard CRM categories, enabling you to create, track, and manage data specific to your operations—be it subscriptions, projects, or any niche entity. INSIDEA offers to develop up to two unique custom objects that cater to the specific needs of your business. We will carefully define the essential properties for each custom object and set up all the required associations.
As a Standalone Onboarding
$4,000
$7,000
Sales Hub
Professional
Enterprise
Professional
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
As a Standalone Onboarding
$2,000
$1,500
Enterprise
Maintain team organization and effectiveness by providing each member with the necessary data and resources. Our approach includes developing and allocating specific user permissions to control access where required. Additionally, we’ll manage the allocation of super admins and paid Sales and coordinate the timely addition of users to HubSpot.
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating lead scoring lists , enrolling contacts in workflows, filtering lists for reports, creating targeted deal stage audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
As a Standalone Onboarding
$4,000
$3,500
Service Hub
Professional
Enterprise
Professional
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
HubSpot’s ticketing system is a comprehensive solution that allows you to track all customer interactions from beginning to end. With the default Ticketing Pipeline, you can manage customer issues through tickets in a single location. However, we understand that each business is unique, so we can customize pipelines and statuses to match your specific requirements. This ensures that every customer journey is tracked and resolved in a seamless manner.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
HubSpot Playbooks are interactive guides that provide teams with structured scripts, templates, and resources. They help ensure consistent and effective communication within the HubSpot CRM, and standardize and optimize the way service teams interact with customers.
Task Queues are like dynamic to-do lists that allow users to compile tasks in an ordered manner and work through them systematically, one at a time. This feature can be of great help to service teams that handle customer support issues or manage follow-ups. It enables them to move smoothly from one task to the next in an organized manner.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating feedback lists , enrolling contacts in workflows, filtering lists for reports, creating targeted customer persona audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
As a Standalone Onboarding
$2,000
$1,500
Enterprise
Our team will handle the import of your standard object data (.csv) for Contacts, Companies, and Deals into HubSpot’s CRM Database. This includes setting up custom properties and establishing record connections as needed. If you require extra support for data strategy, data cleaning, or data manipulation before the import, please note that additional fees may apply. Please review our checklist to prepare yourself.
The Conversations Inbox is a centralized location within your HubSpot account where you can view and manage messages from all connected channels, including live chat, chatbot, support emails, and support forms. This feature helps you to handle inquiries and resolve issues with greater clarity and coordination. By triggering conversations into trackable tickets, you can keep track of all your interactions with customers, making it easier to manage messages and provide effective customer support.
HubSpot’s lists tool allows you to effortlessly collect contacts or companies based on specific details like their activities or properties. This feature is useful for multiple tasks such as creating feedback lists , enrolling contacts in workflows, filtering lists for reports, creating targeted customer persona audiences, and more. It’s a versatile tool that helps you streamline your tasks and gain a better understanding of your audience.
HubSpot Feedback Surveys allow you to easily collect customer feedback right within your HubSpot account using customizable surveys. You can use popular metrics like Customer Satisfaction (CSAT), Net Promoter Score (NPS), and Customer Effort Score (CES) to measure and improve customer experiences. You can also set up automated triggers for sending surveys at specific points in the customer journey, based on ticket information and statuses. With robust reporting and analytics features, you can analyze survey results, identify trends, and make data-driven decisions to continually improve your customer service and product offerings.
HubSpot’s Dashboard and Reporting feature offers a comprehensive tracking system for your service operations. It helps you keep track of key performance indicators and metrics such as support team efficiency, ticket performance, SLAs, and manager insights. With our tailored solution, you can have access to the data you need to make informed decisions and optimize your operations.
As a Standalone Onboarding
$4,000
$3,500
We are proudly HubSpot's Diamond Solutions Partner.
Our mission is to unlock meaningful growth for our clients. Leveraging a proven array of professional services and cutting-edge technology solutions, we empower our customers to optimize their tech stack, drive demand, and enhance their revenue performance. When you choose to work with INSIDEA, you’re engaging with HubSpot Experts who are well-versed in the intricacies of enterprise-level workflows, automation, reporting, and integrations. Trust us to guide you through the full potential of HubSpot, because when it comes to HubSpot expertise, nobody knows it better than INSIDEA.
How does INSIDEA help their clients?
Tool Setup
Customized Workfow
Stramlined Processes
Quick ROI
Data Migration
Marketing Automation
What We Can Do For You
Increase Marketing ROI
Boost your marketing ROI with our expert strategies. Maximize your returns and propel your business to new heights.
Save time & Money
Optimize operations, save time, and cut costs with our efficient solutions. Streamline your processes and boost your bottom line.
Genrate Inbound Leads
Supercharge your lead generation efforts with our expert strategies. Attract, nurture, and convert high-quality inbound for business growth.
Who You’ll Be Working With
Technologies we work with
As digital natives we are agnostic to technology. We hand pick and tailor the best solution based on what will work best for your team.
Empower Your Team To Achieve
Growth With Us
Digital Marketing
Virtual Assistant
Customer Support
HubSpot
