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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

Christian Tyson The entire ClearPivot team is amazing and very dependable! My team and I have worked with them for over seven years, and it's been a great partnership. They have been invaluable to us, from helping us develop solid branding and marketing strategies to providing their expertise on HubSpot and website management - the list goes on! We work closely with Courtney, and she's always timely, efficient, and easy to work with. We've seen incredible results and growth from working with ClearPivot!

Christian Tyson

Kurt Bethel Just a few of the adjectives to describe Andrew during our onboarding process! We really enjoyed our time and he brought things to us that we did not even know about and have really increased our functionality and excitement for our marketing future. Thanks again Andrew!

Kurt Bethel

Kelly Radziski Clear Pivot has been an outstanding partner for our HubSpot optimization and documentation efforts. Their team brought clarity, structure, and a strategic approach to a platform that can easily become overwhelming without the right guidance. From cleaning up our workflows and lead lifecycle stages to improving data integrity and building scalable documentation, Clear Pivot helped us turn our HubSpot instance into a well-oiled machine. They didn’t just offer technical fixes—they provided thoughtful solutions that aligned with our business goals and empowered our team to work more efficiently. A special shoutout to Courtney, who is truly top tier. She's sharp, responsive, and incredibly easy to work with. Her expertise, professionalism, and ability to translate complex systems into actionable steps made all the difference. We always felt supported and in excellent hands.

Kelly Radziski

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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