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Why CRM Implementation Matters

Implementing HubSpot isn’t just about transferring data; it’s about building a CRM that drives growth. Unlike onboarding, which focuses on training teams to use standard CRM tools, implementation involves advanced consulting and customization. With HubSpot’s robust tools, a well-executed implementation sets the foundation for success.

Hunter, our HubSpot Implementation Specialist, explains:

"Implementation is where it all starts. Once your team sees how intuitive HubSpot is, they can focus on what they do best—growing your business."

Evenbound CRM Implementation: 3 Steps to Success

Users can start using portions of the CRM within the first few weeks as it's integrated with other tools, like email. CRM implementations typically take 2-6 months, depending on the size and complexity of your move, with an ideal timeline of 90 days. The process is even more streamlined when someone from your team is ready to consistently connect with your HubSpot Solutions Partner. 

Step 1: Discovery Call

The implementation process kicks off with a discovery call. During this session, our team gets familiar with your goals and current workflows. After we understand your needs, we create a customized HubSpot setup just for you. 

During the discovery call, we cover topics such as: 

Team Structure

Data Architecture

Systems & Process Mapping 

Step 2: Build & Implementation

Let us do the heavy lifting! Our HubSpot experts set up your CRM, migrate data, and configure key features to make the platform work seamlessly for your team. We build a CRM tailored to your unique use case and customer journey, ensuring the system aligns perfectly with your business needs.

During implementation, some of the things we handle include:

Marketing & Sales Processes

Customer Journey in CRM

Automation & Workflow Build

Goals, KPIs, and Reporting

Step 3: Onboarding & Training

After everything is in place in HubSpot, we set your team up for success. We want you to feel confident and capable of utilizing the platform. 

Our onboarding sessions will cover: 

Training

User Adoption

Change Management

Note: While onboarding is an add-on service, it’s invaluable for maximizing HubSpot’s potential.

Let’s set your CRM up for success.