HubSpot Onboarding
Get set up on HubSpot’s Marketing Hub, Sales Hub, and Service Hub.
Here’s what you can expect when working with Manage Inbound.
Marketing Hub Set Up & Implementation
Migrate Onto HubSpot
Template Set Up
Blog Migration
Asset Migration
HubSpot CRM Set Up
Contacts Import
Contact Segmentation
Custom Properties
Buyer Persona Development
Files
HubSpot Marketing Data
Form Replacement
Custom Dashboards
Traffic Analytics
Content Analytics
Campaign Analytics
Account
Time zone set up
Filter out internal IP addresses
Aide in the set up of integrations
Install HubSpot tracking code
Integrate with Google Analytics
Email Marketing
Add email sending domain
Define physical address & email types
Set up marketing workflows
Customize email templates
Mobile optimization
Email templates
Landing Pages
Connect subdomain
Customize landing page templates
Mobile optimization
Landing page templates
CRM
Import contacts
Create buyer personas (basic)
Create custom properties
List segmentation: active & static lists
Event-based segmentation
Conversations
Live chat training & set up
Chatbot creation
Chat flow optimization
Social Media
Connect social accounts
Social media publishing
Social media monitoring
Forms
Pop-up forms
External form tracking & collected forms
Native forms
Blog
Connect blog subdomain
Configure blog settings
Blog migration
Blog & content creation
SEO & content strategy
Calls to action
Blog templates
Reports
Create a custom marketing dashboard
Custom reporting
Campaign reporting
UTM link reporting
Filtered analytics view
Website traffic analytics
Adaptive testing
Multi-touch revenue attribution
Read More
If you want help setting up a powerful Marketing Hub, we're here to help.
Sales Hub Set Up & Implementation
A Clean HubSpot CRM
Contacts Import
Custom Properties
Property Mapping
Contact Record Customization
Contact Management Automation
HubSpot Sales CRM Training
User Set Up
Documents for Playbooks
Walkthroughs in Your HubSpot Portal
Customized Agendas for Your Specific Processes
How to Best Use the Tool for Each Individual Rep
Sales Dashboard & Productivity Overview
Working Leads with HubSpot Sales Tools
Lead Rotation
Lead Notifications
Meetings
Email Integration & Tracking
Call Integration & Tracking
Sales Automation Tools
Documents
Insights Into Your Pipeline
Deal Pipelines
Deal Stages
Custom Reports & Dashboards
Enhanced Sales Productivity
Playbooks
Lead Scoring
Lead Segmentation
Task Assignment
Performance Reports
Users
Connect sales members
Set up the meetings tool
Teams
Hierarchical teams
Single sign-on
User roles
Conversations
Conversations inbox
Canned snippets
Conversation routing
Deals
Import deals & products
Deal pipeline
Deal stages
Tasks
Lead rotation automation
Quotes
Products
Connect email integration
Team email
Email scheduling
Email tracking & notifications
Email templates
Email sequences
Sequence queues
Workflow extensions
eSignature
Smart send times
Quote-based workflows
Tools
Calling
Call transcription
Documents
Meeting scheduling
1:1 Video creation
Playbooks
Integrations
Messenger integration
Salesforce integration
Stripe integration
Slack integration
Events API
Forms
Required fields
CRM
Import contacts & companies
Create custom properties
Set up contact record views
CRM pipeline set up
Standard contact scoring
Predictive lead scoring
Calculated properties
Record customization
Reports
Reporting dashboards
Create custom sales dashboard(s)
Set up deals leaderboards
Custom reporting
Filtered analytics view
Adaptive testing
Multi-touch revenue attribution
Rep productivity performance
Recurring revenue tracking
Read More
If your sales team wants to unlock the power of Sales Hub, we're here to help.
Service Hub Set Up & Implementation
Your Ticket to Client Delight
Import Tickets
Ticket Pipelines
Ticket Routing
Ticket Status
Omni Channel Support
Live Chat & Chatbots
Team Email
Meeting Schedule
Calling
1:1 Video Creation & Hosting
Messenger Integration
Service Automation
Ticket Status & Actions
Task Automation
Email Scheduling
Email Sequences
Ticket Escalation
Standard Contact Scoring
Customer Support Reports
Tickets Closed
Rep Productivity
Surveys & NPS
Customized Dashboards
Users
Teams
Hierarchical teams
User roles
Single sign-on
Email templates
Email tracking & notifications
Email sequences
Sequence queues
Email scheduling
Surveys
NPS surveys
Customer experience surveys
Customer support surveys
Customer feedback
Ticketing
Import tickets
Multiple ticket pipelines
Ticket status
Ticket routing
Task automation
Tools
Documents
Meeting scheduling
Calling
Knowledge base
1:1 video creation & hosting
Customer service automation
Multiple currencies
Playbooks
Reports
Tickets closed reports
Rep productivity reports
Time-to-close reports
Reporting dashboards
Insights dashboard
Custom reporting
Standard contact scoring
Calculated properties
Record customization
Goals
Conversations
Live Chat
Conversations Inbox
Conversational bots
Team email
Canned snippets
Conversation routing
Integrations
Messenger integration
Salesforce integration
Slack integration
Events API
Read More
If your service team wants the tools to delight customers, we're here to help.
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