Learn how to use HubSpot to reach your goals.

A personalized onboarding experience to help you reach your most important goals, faster.

HubSpot Academy Certified in:

Get your team using the tool fast!

At CRM Toolbox we know that you want to be confident that your team is getting the most out of HubSpot to reach their goals.

In order to do that, they need to learn how to utilize every tool inside HubSpot.

The problem is you don't know how to properly configure and implement HubSpot and train your team for better tool adoption which makes you feel frustrated by low performance and lack of support to make any change.

We believe onboarding your team on HubSpot should be easy.

We understand that Most HubSpot users never fully realize the potential of their investment. You don't have to be one of them. which is why we helped 100s of businesses set up their teams for success with HubSpot.

Here's how we do it:

Identify your objectives, timeline, and availability

Create your customized objective-based onboarding plan

Train you on the tool (all fun stuff I promise :-)

Adoption and incentives plan for on-going support (optional)

Start Your HubSpot Onbarding

Are you facing any of these challenges?

Let's Talk

You are frustrated that your team isn't using HubSpot the way you want them to

You are struggling to see a return on your investment from HubSpot

Your business needs to grow beyond your current HubSpot implementation

You are feeling overwhelmed by the Hubspot learning curve because there so many features

You feel you could be getting more value from HubSpot

Our process

HubSpot ONBOARDING COVERS

1
Marketing Hub

We start by understanding your marketing world, who are you selling to, and what's the customer value journey like? What are the different touchpoints, and where and how? How are you handing off to Sales, and how are Sales handing back to you? How are you scoring and segmenting? Customer Service, how are they handing off your happy customers back to you in Marketing? We then use all the features in the HubSpot marketing hub to implement your desired marketing strategy, we set the tool for you, and train you on how to continue running your impactful campaigns in-house.

Let's Talk

2
Sales Hub

We start by understanding your sales world, whom you sell to, when, and how. We document your sales process, identify automation to optimize the process, set up your data structure as needed for your business and sales team success. We then set up your tool accordingly, and train your team on how to work smarter using the Hubspot CRM. This is then completed with a HubSpot Sales Reporting training and an adoption plan and ongoing support (if needed).

Let's Talk

3
Service Hub

We help you prepare your team with the Service Hub to start delighting your customers by offering extraordinary customer service at each point of contact with your brand using tickets and automation, pipelines, feedback surveys and knowledge base to help customers help themselves. We set up the tool for you and train your Customer Service team on how to use HubSpot, and we offer an adoption plan and ongoing support if needed.

Let's Talk

What our customers say about us

Brendan Peterson

The team was absolute rockstars for us during our migration to HubSpot/Digital River. We would not have been able to complete such a monumental task without them. From the start of the project to the finish line, the entire team was on the ball--working with us to overcome obstacles and walking us through some of the more complicated aspects of the migration.

Achieve Similar Results

Mike Donnelly

Seventh Sense

We've worked with dozens of HubSpot agencies and the team has always impressed us with not only their creativity but also their problem-solving capabilities. Their team also has deep technical skills that are unmatched in the industry. Highly recommend them for any company looking to grow.

Achieve Similar Results

Tod Cole

VP Operations X1

Our timespans for some of the migrations were incredibly short, but the team was able to jump in quickly and get everything done. We had been using our old systems for over a decade, but they were still able to find and migrate all of our data without missing anything.

Achieve Similar Results

We have answers to your questions...

Everyone who is going to use HubSpot needs to be trained to use the necessary tools according to their role.

We limit the training group to a maximum of 8 trainees to offer the best experience, encourage dialogue, and have enough one-to-one interactions with the instructor.

Between 2 and 3 hours a week on live training and some assignments to complement the training.

HubSpot onboarding and training service is a monthly service and you can extend it for as long as you deem necessary our support in training and consulting.

We can onboard your team onto more than one hub at a time, or we can phase out the rollout. This is something that we plan together at the start of the project when we identify your objective and timeline.

Learn how to use HubSpot to reach your goals.