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If you've been using HubSpot's marketing tools at your company but have never used a sales CRM (or your current CRM just isn't cutting it), it's time to change that. A CRM is your company's most valuable information asset, and the HubSpot CRM is one of the most advanced tools available.

But effective CRM implementation can take a lot of time and effort. Cut down your onboarding time with ClearPivot's HubSpot CRM implementation package.

ClearPivot's HubSpot CRM Implementation package includes:

  • Set up users, roles, and permissions.
  • Build out custom object properties.
  • Document a common definition of lifecycle stages for contacts.
  • 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.
  • Build out custom object views for your sales reps.
  • Build out custom reports and dashboards for your management team.
  • Integrate with external systems where needed.
  • 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, sales, and service processes utilizing HubSpot CRM.
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What Our Clients Are Saying

Simon Knowles We've been working with ClearPivot for sometime now and they have consistently been responsive and provided value added insight on projects.

Simon Knowles

Chief Marketing Officer

Maine Point

Jimmy Gandhi I am so lucky to have found ClearPivot and been their client for 6 months now. They are delivering the services we agreed upon and keep me informed of all progress. I am happy to recommend to anyone that is need of a marketing firm!

Jimmy Gandhi

Kiva Connor Working with ClearPivot has been a great experience, one worthy of 5-stars. Our consultant helped us customize the CRM tool to fit a very complex, messy and even "abnormal" sales process. The result of the customization has our Marketing and Sales team adopting the tool with ease and even more importantly...with enthusiasm. We could not have imagined it all flowing this well. I highly recommend hiring CP to guide you and your organization through the transition of adopting HubSpot. We will continue to work with them to ensure we are maximizing the return on the investment of HubSpot within our firm.

Kiva Connor

Director

Harrison Design

A Better CRM for Better Sales

It's time to quit tracking your sales on spreadsheets. Get a leg up on your competition with ClearPivot's HubSpot CRM implementation package and start building your sales pipeline.

REACH YOUR GOALS

CRM management doesn't have to be a nightmare. ClearPivot has helped teams with CRM implementation for over a decade. Book a free 30-minute call with our teammate Ryan Wright, and get actionable insights that could change your CRM forever, even if we never work together.

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