Our team collectively holds 25+ HubSpot certifications, ensuring top-level expertise in every aspect of HubSpot CRM implementation.
Years of experience
HubSpot Implementations
Media Budget Managed
B2B & B2CClients
Our HubSpot onboarding fee is fully transparent, with no hidden costs, and tailored to align with your business size and goals for a personalized experience. We mainly have the following plans:
For growing businesses who needs advanced automation and CRM tools.
Get StartedFull-scale onboarding for large teams with complex sales and marketing processes.
Get StartedContact Us for a personalized quote and to discuss the right pricing plan for your business.
With HubSpot Onboarding from a trusted partner, your business gains a solid foundation for efficient operations and growth. Here’s what you can expect:
With the right onboarding, HubSpot becomes a powerful driver for efficiency, productivity, and growth across your business.
Our Expert onboarding service help you get the most value from Hubspot by refining your workflows and boosting productivity.We guide you through a smooth integration for long-term success. Here's how our process works:
Step 1: We begin with an in-depth consultation to understand your business goals and current challenges.
Step 2: Based on this, we create a HubSpot onboarding plan that aligns with your business objectives.
Step 1: Our onboarding specialists configure your HubSpot CRM, email marketing, and automation tools to fit your unique needs.
Step 2: We ensure each setup step aligns with your goals, creating efficient workflows for your team.
Step 1: We offer training to build your team’s confidence in using HubSpot's main features.
Step 2: Sessions cover essentials like contact management, workflows, and email marketing.
Step 1: After setup, we provide continuous support to ensure smooth operations.
Step 2: We also help optimize HubSpot’s advanced features for your business growth.
We ensure your HubSpot CRM onboarding is done correctly, setting up your pipeline, contacts, and workflows from the start.
Gain industry-specific email strategies and utilize HubSpot’s automation tools to create high-impact campaigns that drive conversions and nurture leads.
Our onboarding updates manual tasks with automated workflows, helping your team focus on high-value activities instead of routine admin work.
Our HubSpot configurations are designed to grow with your team, helping you to expand user access and adapt workflows as your needs evolve.
Help your team to make data-backed decisions with setup for custom reports, detailed analytics, and performance tracking.
Unique Group faced significant integration challenges between HubSpot and Microsoft Dynamics 365. HubSpot was their go-to platform for managing lead generation and marketing activities, while their global sales teams relied on MS Dynamics for sales processes.
However, frequent data mismatches and unstable integration between the two systems created inefficiencies, miscommunication, and a lack of visibility across teams. Additionally, HubSpot’s advanced capabilities were underutilized, leaving untapped potential for streamlined workflows and enhanced marketing performance.
Locations Worldwide
Years in Business
Employees Driving Global Operations
HubSpot onboarding typically covers CRM setup, email marketing, workflow automation, team training, and ongoing support to help you make the most of the platform.
UBRIK, a certified HubSpot Platinum Partner, is recognized for delivering a comprehensive, results-driven onboarding process customized to your business needs.
The cost varies based on the complexity of your business requirements and the level of customization, starting with basic services and increasing for advanced needs.
Yes, UBRIK’s HubSpot onboarding can be fully conducted remotely through virtual meetings, training sessions, and support.
While not mandatory, HubSpot onboarding is highly recommended for start-ups to ensure their CRM setup aligns with growth objectives and maximizes HubSpot’s features from the start.