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

Nov 07, 2023

Wonderful onboarding experience

Jorge was extremely helpful and supportive during our HubSpot implementation. He designed the sessions based on our requirements, always left room for questions and ensured a smooth knowledge transfer. Thanks to his warm hospitality, the sessions were engaging and he went over examples to cover the details. He always goes the extra mile to ensure client satisfaction. I highly recommend him and his services to anyone.

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Services provided

Erhan Ergin26-50

Oct 17, 2023

Review

Jorge was very nice and was very helpful with everything I asked of him. Thanks Jorge.

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Stephen Doran11-25

Oct 13, 2023

1

Jorge and I had a little language barrier; however he was very patient, friendly, knowledgeable about the product, and happy to help get the CRM set up.

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Ryan Frisch51-200

Oct 13, 2023

Awesome team, five stars!

Luis was great to work with. Extremely knowledgeable about everything HubSpot related and even if he didn't have an immediate answer, he would go the extra mile to go and find an answer. Highly recommend Luis and his team!

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Services provided

Kevin Kwon201-1000

Oct 12, 2023

Luis Salazar - Great Teacher!

We just finished our onboarding program w/ Luis and were extremely pleased with his ability to articulate all of HubSpot's features and services. We certainly have a base of knowledge to build off of now, and it's all thanks to Luis and the time spent with him. We would highly recommend Luis to other clients as a helpful resource who's willing to answer any questions and cover material more than once if need be.

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Rich Vecchione51-200

Oct 11, 2023

Very easy to use Application/Website, very helpful Service team

Great! The actual website and application are both easy to use and set up, especially with the very helpful onboarding team. Shout out to Daniel specifically, who would pull from his HubSpot knowledge to get done what we asked of them.

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Josh Martin2-5

Oct 09, 2023

Outstanding Customer Service

I had a great experience with Jorge Nava. He was very knowledgeable and a pleasure to work with. I would highly recommend him for anyone who for Marketing and HubSpot onboarding.

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Services provided

Chauncey Davis26-50

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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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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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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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

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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