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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

Ashley Wenger Andrew was a huge help in getting us onboarded into HubSpot and setting up our CRM. He was very knowledgeable, helped us search for answers to our questions, and gave us clear, actionable steps to keep us moving forward during the implementation process. He was very prompt in his communication, and always positive during our calls. We really appreciated his dedication to our organization during this process, and we are very grateful to have had his help!

Ashley Wenger

Marketing Manager

Shenandoah Community Capital Fund

James Gass I had recently stepped into the position of Technical Support Manager and quickly realized we needed a proper ticketing system to replace the email-based process we had been using. I was new to HubSpot and wasn’t sure where to start. ClearPivot came highly recommended, and I’m so glad I worked with them. With their guidance, we purchased Service Hub, and they provided onboarding training while handling some of the initial setup work. They helped set up surveys to gather customer feedback, cleaned up and improved our chatflows, and guided me through key decisions to ensure everything aligned with our goals. What initially felt overwhelming quickly transformed into a manageable and even exciting project. Thanks to ClearPivot, I gained the confidence to continue building on what they started, knowing I had a solid foundation and a functional system in place. Having an expert in my corner gave me the freedom to experiment, learn, and grow without fear. I couldn’t recommend them more highly!

James Gass

Jennifer Tripp Andrew is knowledgeable about HubSpot and helped me get up to speed on using HubSpot. He is caring and was flexible when I needed to reschedule our calls. I appreciated his expertise.

Jennifer Tripp

VP, Customer Success

Janus Healthcare Partners

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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