Unleash Your Business Potential!

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

Start Your Onboarding

Get your team using HubSpot fast!

2x
faster than an average agency
2x
faster than an average agency
HubSpot_ImpactAwards_2021_IntegrationsInnov3 Check out our latest award

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.

Are you facing any of these challenges?

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 are so many features

You feel you could be getting more value from HubSpot

 

Let's talk

Onboardings

We can onboard you on

01
Marketing Hub

We start by understanding your marketing world, whom you are selling to, and the customer value journey. 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
process-step1

02
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
process-step2

03
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 a 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
process-step3

What they say about us

Sep 22, 2023

Amazing Experience!

We did an onboarding for HubSpot with Luis S. the experience was amazing from start to finish. This is our companies first experience with a CRM. Luis taught us a lot in our meetings but also allowed us to dive in with things in between meetings so we could experience it ourselves. Would recommend Avidly, and specifically Luis, to anyone who needs help with CRM's. Thanks so much!

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Services provided

Michael Wenzel51-200

Sep 22, 2023

Great onboarding support

Daniel Morales did an great job with our onboarding. Answered our questions, was flexible when we need to alter schedule and just gave us an good overall experience.

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Services provided

Danny Sterling2-5

Sep 21, 2023

Luis for President

Luis was fantastic! He took the time to walk us through everything we needed to know and made sure we understood it. He was accommodating to our hectic schedule and was quick to respond to any changes. His daily tasks made it simple to learn more and self grow between calls. Thanks again Luis!!

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Services provided

Mark Schwabenland51-200

Sep 21, 2023

Excellent Onboarding Experience

Luis Salazar was an incredible guide throughout the entire onboarding process. His extensive knowledge of the HubSpot system was invaluable in our orientation to the system and we came away feeling confident in our ability to manage it independently.

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Services provided

Barrett Lehnen11-25

Sep 15, 2023

Excellent service

Very knowledgeable and personable made it easy to learn the ins and outs of HubSpot. I felt pretty comfortable working my way around the platform quickly and any questions I had were answered quickly.

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Andrew Gordon2-5

Sep 14, 2023

Wonderful Experience

Our HubSpot onboarding experience was wonderful. Each session was well planned and we kept a steady pace throughout the onboarding period. Luis was absolutely fantastic. He has deep knowledge of HubSpot and took time to ensure we had all of our questions answered.

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Sarah Tol11-25

Sep 13, 2023

Excellent Guide

Excellent experience with HubSpot Onboarding. Luis was a wonderful guide who helped us become self-sufficient by the end. Thank you for your help and patience.

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Amy Jenyk6-10

Sep 06, 2023

Streamlined and Straightforward

I had the distinct pleasure of working with Luis Salazar for the duration of our HubSpot onboarding with CRM ToolBox, and I couldn't be more impressed with his expertise and dedication to our project. From the moment we were introduced, it was clear that we were in exceptionally capable hands. He possessed an in-depth knowledge of HubSpot and a commitment to leaving no stone unturned, which made a big difference in our ability to establish a strong foundation with this new tool. Luis is a great collaborator. He was patient and challenged us to think outside of the box as we encountered obstacles. I never felt alone during this onboarding process, which is not a small feat for anyone working with handfuls of different clients on a daily basis. I never felt like anything other than his top priority whenever we spoke. I commend Luis for his outstanding support throughout this partnership and could not endorse him more to those who have the privilege of working with him in the future. He makes your interests his priority and brings significant value to every interaction he is a part of. Kudos to CRM ToolBox for the great hire!

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Services provided

Adrian Frattini51-200

Aug 14, 2023

Great experience

We were looking to streamline our marketing efforts so we added the HubSpot Marketing platform. The onboarding with Luis S. helped us not only migrate to this new platform but also save us a lot of time. We now feel comfortable and knowledgeable. I would recommend Luis 100%.

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Services provided

Account Based Marketing

Ana Quiroz11-25

Aug 08, 2023

Couldn't have done it without Daniel's Help!

We were migrating to a new CRM tool and looking to streamline our process. It was a massive undertaking, but Daniel M's help made things easier and more manageable. We are in a better place now because if it. We hope to learn more over the next 6 months and perfect the process as we go. We will be a repeat customer - when the time comes to get a follow up evaluation of our workflow!

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Services provided

Crm Implementation

Ricardo Ortega51-200

Aug 08, 2023

HubSpot dashboard and report building

Avidly did an excellent job of understanding what I wanted to get out of my dashboards and reports and we were able to create what I needed to deliver Sales insights to the rest of my business and all on time. I would highly recommend anybody looking to capture a better analysis of their sales speak to CRM ToolBox/ Avidly.

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Services provided

Onboarding, Sales Enablement

Rex Rusling26-50

Aug 07, 2023

Luis was extremely helpful

Luis was amazing at helping step by step with onboarding. Highly recommend!

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Customer Marketing

Brooke Benitez11-25

Aug 02, 2023

Luis was fantastic

Onboarding was simple and guided. Luis was very friendly, knowledgeable, and helped me troubleshoot larger list imports. 5/5.

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Onboarding

Mike McEuen26-50

Jul 28, 2023

Luis was great!

Luis was such a great help throughout the Onboarding and Offboarding process! He answered any questions I have had through this and has made using HubSpot easier and more enjoyable!

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Services provided

Sales Coaching And Training

Isabelle Gelpi26-50

Jul 27, 2023

Luis absolutely rocked our onboarding to HubSpot!

Working with Luis has been nothing short of incredible. From the very start I felt I was in good hands with his support. From walking me through how HubSpot works, to supporting the development of our pipeline and deals, to digging into some technical questions I had, Luis left no stone unturned in supporting our onboarding. He infused joy and humor into all of our calls, and was also incredibly flexible with scheduling, which made the process feel like a breeze. I cannot recommend working with Luis and CRM ToolBox enough.

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Services provided

Crm Implementation, Crm Migration, Customer Support Training, Onboarding, Sales Enablement

Kate Havlik6-10

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This is the end of the list

How much does a HubSpot onboarding cost?

Pricing depends on how many objects and records you want to migrate; we will connect our tool to your CRM for an accurate costing.

Starting from

$3,500

Start Using HubSpot

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.

Let's talk about your marketing automation migration project

Your HubSpot Migration Guide

Your step-by-step guide to switching your CRM or Marketing Automation to HubSpot.

We understand that migrating to a new CRM or a marketing automation platform can be a stressful experience. We've helped hundreds of companies from around the globe successfully migrate to HubSpot. To help you make the HubSpot migration process more straightforward, we've created this guide to share our learnings and experiences with you.

Download Your Copy
guide-migration