HubSpot Services - Consulting, Migration & Setup

We support you in the setup, optimization and daily use of HubSpot - across all hubs: Marketing, Sales, Service and CMS. Our focus is on a clean system structure, high data quality and efficient use of all available functions.

Whether initial setup, re-setup or ongoing support: we help you to set up and use HubSpot in such a way that it really supports your business processes - not blocks them.

Our services at a glance:

• Structured setup of all hubs
  From contact & deal structures and pipelines to email templates and workflows: We align HubSpot to your requirements - efficient, scalable and clearly documented.

• Improving data quality
  We analyze your existing data records, clean up duplicates, define mandatory fields and ensure consistent, evaluable data.

• Optimization of use
  Many HubSpot functions remain unused. We show you how to use automations, lists, forms, campaigns and reports in a targeted manner to get more out of your platform.

• Ongoing care & support
  We are at your side as an operational and strategic partner - for questions, further developments, training and continuous improvement.

With us, HubSpot becomes a powerful tool that adapts to your processes - not the other way around.

What we do for you:

• Analysis & migration planning
  We check the structure of your previous system, define relevant data fields and develop a clear migration plan - including mapping to HubSpot.

• Data cleansing & duplicate check
  We optimize your database before the import: duplicates, incomplete data records or outdated information are filtered or cleansed.

• Technical migration
  We transfer contacts, companies, deals, activities, notes and much more. - incl. assignment to users and pipelines.

• Setting up your HubSpot system
  We configure HubSpot so that it fits your processes - with clear pipelines, user-defined fields, automations and reports.

• Onboarding & training
  On request, we can train your team in the new system and ensure that the changeover goes smoothly.

Your benefit: Clean data. A clear start. Efficient working.

We make sure that you use HubSpot sensibly from day one - not just technically, but strategically.

Experience HubSpot live in action - and see how the system can really support your marketing, sales and customer management processes. In our personal demo, we will show you the functions that are relevant to your industry and your goals - practical, easy to understand and without unnecessary ballast.

Whether CRM, marketing hub, sales hub or automation: we will guide you specifically through the areas that offer the greatest added value for your company.

Your added value:

• Personalized instead of prefabricated
• Customized for you
• Clear insight into specific use cases

We make your team fit in HubSpot - efficient, application-oriented and individually tailored to your system. Whether CRM basics, marketing hub, sales hub, service or reporting: our training courses provide exactly the know-how that your employees really need in their day-to-day work.

Instead of standard webinars, we focus on practical training with real use cases from your company. This way, knowledge is not only understood - it is put directly into practice.

Your benefits at a glance:

• Individually tailored to your HubSpot configuration

• Training for teams in marketing, sales or service

• Compact, understandable and practice-oriented

• Conducted online or on site

• Includes handouts and recordings on request