Unleash Your Business Potential!
A personalized onboarding experience to help you reach your most important goals faster.
Get your team using HubSpot 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.
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
We can onboard you on
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.
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).
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.
What they say about us
On-boarding was awesome
David was amazing at answering all of our questions and training us on the platform. He was extremely knowledgeable and provided great tips along the way. Highly recommend HubSpot!
Crm Implementation, Customer Success Training, Help Desk Implementation, Knowledge Base Development
Amazing Weekly Help
David Azcunaga did a great job in helping me get started with the platform and setting up all the basics to help me down the road.
Sales And Marketing Alignment
Servicio CRM Toolbox
Excelente servicio por parte del equipp de CRM Toolbox, nos ayudo a entender los puntos importantes de la implementacion de HubSpot en nuestra empresa.
Luis Carlos Romero2-5
Excellent onboarding experience.
Luis, Sebastian and Jorge were all very positive, knowledgeable and extremely personable. It was a pleasant and effective use of time working with them in the onboarding process. I would highly recommend them.
Account Based Marketing, Community Management, Crm Implementation, Crm Migration, Customer Marketing, Onboarding, Sales Enablement
CRM Toolbox surpassed my expectations with their quick response, easy communication, and seamless implementation process. Their team's professionalism and dedication were evident from the start, ensuring a smooth collaboration. Their rapid implementation time minimized disruption, while their clear process provided a well-defined roadmap for success. CRM Toolbox went above and beyond, delivering a migration project that perfectly met our business needs.
HubSpot tool built
CRM Toolbox allowed us to turn an idea into reality with our first-ever website tool. (https://info.majortom.com/benchmark-tool). The whole team was super responsive throughout the whole process and was very thorough when providing explanations, leveraging the use of loom videos for better understanding. We have used them for a number of HubSpot-related projects and will continue to do so.
Email Marketing, Website Development
Very happy with our CRM Toolbox experience! Luis was wonderful in helping us set up our HubSpot instance and showing us the ropes. He’s extremely knowledgeable and was able to tailor our training for our specific needs. He is very responsive and is quick to come up with creative workarounds when needed. Highly recommend Luis- he made onboarding meetings something I looked forward to!
We had a great experience with the onboarding process. David was extremely helpful and always available. The process was mapped out in a way that made the tasks efficient. David was able to brainstorm and come up with the perfect solutions we needed.
I employed CRM Toolbox to facilitate our company's adoption of HubSpot for project outreach and communication. With a tight deadline looming, we required a quicker onboarding process than the originally planned schedule. Luis streamlined our onboarding procedures by focusing on the critical elements necessary to get our team up to speed. Many thanks to Luis for his invaluable contributions!
We were a former HubSpot client, we tried Glasshive and came back to HubSpot. Daniel helped us through our issues list and provided insight when needed. Our goal to was to get as much automation into place. We had some expectations from the sales team that we were not able to get-but this was not on Daniel- thanks again Daniel for your willingness to help and get us started
Data migration with superb partner
We had a challenge to do data migration in HubSpot. We had already discussed with several supplier candidates but then we found CRM Toolbox who was from different planet with other suppliers, positively so. Everything was smooth from first meeting to finish and we are extremely happy with the results. Biggest reasons for this superb customer experience were: • Efficient first meeting where our needs were clarified • Clear proposal with fixed price • Very flexible and fast start for the project • Good communication throughout the project • Extremely fast execution of the migration CRM Toolbox’s team were so convincing that we want to continue co-operation with them and next we are starting HubSpot Marketing Hub implementation. Thank you Ranya, Izzy and the team. We couldn’t be happier.
Our experience with CRM Toolbox was fantastic. Daniel was a wealth of knowledge on all aspects of HubSpot and coached us every step of the way through implementation. Thanks for all the help, Daniel!
Structured, organized and ontime
Our experience with CRMToolbox was very positive. Jorge was extremely organized and kept us on schedule. They met deadlines, were responsive and collaboration tools used during the process made it work smoothly. The videos and assets they have left us with after engagement should be a great resource for future users. Jorge and David were a pleasure to work with. Only thing we might have done different is get a better understanding of their offering prior to engagement. We moved a bit faster so, we could have possibly spent money a bit differently with them. Thanks guys. P
Crm Implementation, Sales Onboarding
Excellent experience with Luis
Our team really enjoyed working with Luis. He was extremely helpful and clear when teaching us how to use HubSpot. On top of that, he was super patient and always brought a bubbly, positive attitude to our weekly meetings. We now feel prepared and excited to continue our journey with HubSpot! Thank you Luis!
Account Based Marketing, Conversational Marketing, Customer Integrations, Customer Marketing, Email Marketing, Full Inbound Marketing Services, Marketing Onboarding
Wonderful team, wonderful work!
The team I worked with were all incredibly helpful and always responded right away with insightful answers. They were able to help my team set up automations that helped with our sales process and now we have much less manual work to do. I would recommend CRM Toolbox to anyone using HubSpot, whether you are just now getting it or have had it for years.
Sales Onboarding, Sales And Marketing Alignment
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.
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.