HubSpot CRM implementation

Get the best practice setup for your industry and save time

We focus on assisting you in implementing your CRM platform and integrating it with your business processes. Our onboarding and training programs ensure that your team is quickly up and running with increased productivity.

Our bespoke implementation process is designed to help you get the most out of your HubSpot CRM platform

Working with us in an implementation project gives you the following valuable outcomes.

1

With a transparent and structured sales outreach process, your sales team can more easily replicate success and also onboard new hires to do the same

2

Centralized data, your CRM provides a full, accurate record of a prospect's history with one click, accessible for all your teams in all departments

3

Automating internal processes such as lead rotation and task assignment ensures you free up your team's time for more customer-faced tasks

4

You get a streamlined revenue process that saves time and improves sales enablement, ultimately leading to more successful sales outcomes

5

With clear deal stages and automation, sales teams can focus on closing deals and customer relationships rather than manual administrative tasks

6

With pre-built templates and customizable options, creating quotes has never been easier, allowing you to move quickly and win more business

7

With detailed insights into sales activities and pipeline revenue, CROs can make data-driven decisions and take action to optimize performance

8

A data-driven approach to sales coaching leads to more effective and efficient sales teams, ultimately driving greater revenue growth

9

Your own Custom Objects setup empowers you ultimately driving more informed decision-making and better business outcomes

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One hub changes the game; together, they make your customer smile, and your pipeline explodes

You need a system that connects to every part of your business to manage your customer relationships effectively.

That's why love to implement the HubSpot platform which includes all the essential aspects of managing customer experiences, such as creating and sharing content, messaging customers, automating tasks, tracking data, and generating reports.

With HubSpot, you'll have everything you need in one place, and it can grow with your company. Even though each part of the platform is substantial on its own, when you use them all together, you'll unlock their full potential to drive pipeline growth.

Delivery process & timeline

With our proven process refined over 8 years, we’ve learned that the process should be kept simple. Regardless of which package you choose, the process phases are the same:
1

CRM Discovery

Consultation meeting with the customer to understand their business requirements, current processes, and goals for implementing a CRM system.
2

Revenue Playbook

Understand the revenue process: How do you define/find your customer? How do you nurture them? How do you sell to them? What are the major steps in the customers buying journey? How do you service them?
3

CRM Implementation

Implementing and tailor your HubSpot platform based on your choice of HubSpot Hubs and license levels (starter, professional, or enterprise).
4

Data migration

At this stage the data is clean and tidy before migration to avoid confusing your sales team. Moving data in sections makes it easier to identify unexpected behavior during the migration.
5

Revenue process

Once your data has been moved into the new CRM it’s time to use the data so the revenue team can sell better, and faster. Here we create lead routing automation, notifications, custom lead views, and reporting.
6

Training

We will teach your team how to use HubSpot CRM and the core features of each Hub to execute a high-performing outreach process like a pro.
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Meet Humly - a successful customer in orbit

"In the spring of 2022, we at Humly worked with iGoMoon to launch HubSpot in our organization, both in the Swedish and English markets. We were looking for a flexible, knowledgeable partner with broad experience in this type of implementation. We found all this at iGoMoon, whom has helped us set up HubSpot CRM, Customer Success, Marketing, Sales and Operations with a steady hand.

The collaboration with iGoMoon has worked excellently and the spring's work together has been frictionless. With its deep knowledge of HubSpot, iGoMoon has been able to guide us through sometimes tricky choices in a good way. I can warmly recommend iGoMoon to other companies and organizations that intend to implement HubSpot in their operations.

Kristoffer Hedram, Chief Commercial Officer (CCO) at Humly.

Read more about our project with Humly here or watch the video below 🚀.

Want to learn more?

Reach out and take the first step towards getting a skyrocketing HubSpot CRM Platform for your business.