Sales Hub DIY™

Start with a personalized 1:1 kickoff call tailored to your goals and business needs, ensuring you have a clear action plan from day one.

You'll be guided on setting up and assign user permission sets, managing access to paid Sales Hub seats, and ensuring users are added to HubSpot at the designated time, with restrictions applied where necessary.

Learn how to set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.

Customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

Best practices for importing your prepared data (Contacts, Companies, Deals, Tickets, Products) into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

Learn how to map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

Detailed instructions on connecting your email sending domain to HubSpot. 

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

Deal pipelines are essential for visualizing your sales process, helping you forecast revenue and pinpoint obstacles in the selling journey. Each deal stage within the pipeline represents a key step that signals progress toward closing a sale, guiding your sales team through the opportunity's journey from start to finish.

For team members who plan on using HubSpot’s meeting scheduler and email tracking tools, setup is done on an individual user basis. We’ll provide detailed instructions to help each user set up these tools.

Deploy Sales Reporting Dashboards, including Sales Opportunity Review, Sales Manager, and Sales Rep dashboards. Additionally, you'll be guided on setting up a selection of HubSpot’s pre-built Sales dashboards to give you a comprehensive view of your sales performance and help you manage your sales team more effectively. (Available in Booster Pack.)

In our kickoff call, we'll outline what to expect in the coming weeks and discuss a series of questions to align HubSpot with your technical and business requirements. After the kickoff, you'll receive your Project Dashboard, which we'll use to track all project activities and ensure everything stays on course.

After our kickoff call, you'll receive a list of items we need from you. This follow-up call will serve as a check-in to review your progress and address any questions you might have about the requested tasks.

We'll set up and assign user permission sets, manage access to paid Sales & Service Hub seats, and ensure users are added to HubSpot at the designated time, with restrictions applied where necessary.

The HubSpot tracking code is specific to your account and tracks website traffic using browser cookies. We'll set up your account's default domain and install the HubSpot tracking code on all pages hosted outside of HubSpot, ensuring you capture analytics across your entire site.

We'll customize your brand's logo, favicon, and brand colors to align with your company’s branding and style guidelines. These settings will be applied as defaults across all of HubSpot’s tools to maintain brand consistency.

We'll import your prepared data (Contacts, Companies, Deals, Tickets, Products)  into HubSpot, including creating custom properties and setting up record associations. If you need additional help with data strategy, cleaning, or manipulation before import, additional fees may apply.

We'll help map your existing data to HubSpot's default properties and create custom properties as needed, ensuring your data is accurately represented and organized within the platform.

We'll import the email addresses of contacts who have previously unsubscribed from all emails as an opt-out list. This process doesn't add the contacts to your database but ensures that the email addresses on the list are marked as ineligible to receive emails from your account, maintaining compliance and respecting their preferences.

Connecting your email-sending domain to HubSpot allows HubSpot to send emails on your behalf using DKIM (Domain Keys Identified Mail) authentication. This ensures that your emails are verified and securely delivered. The domain you connect should match the domain of any email address that will be used for sending emails from HubSpot. You can also connect multiple domains if needed to ensure consistent branding and email deliverability across different email addresses.

HubSpot offers features within its portal to assist with GDPR compliance, such as tools for managing data privacy and consent. However, these features alone don't ensure full compliance; they simply provide the functionality needed to support your efforts. It's crucial to consult your legal team for specific guidance on implementing processes that align with GDPR requirements in your organization.

HubSpot’s App Marketplace offers over 1,000 integrations for marketing, sales, service, and more. RevPartners will assist you in integrating your tech stack with HubSpot, ensuring you have a unified platform and a single source of truth for all customer data.

RevPartners will create custom reports tailored to your specific business needs when HubSpot’s default reports don't fully address your reporting requirements. Whether it's unique data points or specialized analyses, we'll develop reports that give you the insights you need to drive your business forward.

Store your frequently used email content as templates within HubSpot. These templates can be quickly personalized and sent by sales reps directly from the CRM or their email inbox, streamlining communication and ensuring consistency across your outreach efforts.

'Snippets' are brief, reusable text blocks that can be inserted into contact, company, deal, and ticket records, as well as in email templates, chat conversations, and when logging an activity or note. These snippets can be quickly accessed using a keyboard shortcut, allowing for efficient and consistent communication across various interactions in HubSpot.

After completing your implementation, you’ll meet with your Implementation Specialist to review the entire setup and ensure everything has been configured correctly.