Digitize your sales process with a unified system and scalable process that drives revenue.

HubSpot CRM Onboarding and Implementation

Roadmap is a certified HubSpot implementation consultant. We help you set up your system right the first time with a customer relationship management strategy. We act as your sales coach, implementing structure and accountability to achieve your goals. Schedule a discovery call with Roadmap President, Steve Whittington.

hubspot implementation dashboards

Why you need a customer relationship management application.

Gather Important Customer Information

The first three questions we ask any business are:

  • What is your average transaction size?
  • What is your close rate?
  • What is the length of your sales cycle?

Without clear knowledge of these three data points, any sales forecasting you are doing is really just “hopecasting”.  We can change that. The first step is gathering customer data to gain insights to build a predictable sales process.

To understand your customers is to have data about your customers and your communications. If you are like many organizations, you have data in multiple places, and it is hard to gather insights and understanding because you do not have a single source of truth. 

Fortunately, all your customer data, digital marketing, and sales process data can be captured in one place. We make it easy and bring it all together for you.

Digitizing Your Sales Processes

The world is digital, and your business, especially your sales process, needs to be too. Keeping offline records and multiple data sources creates room for error and data loss. From a crashed computer to internal miscommunication on a client account. Creating a central source of truth allows multiple staff to access valuable information in real-time, as needed. No more fumbling on the phone with a customer finding the answer they need, or endless internal emails determining where information is located.

Can You Relate?

  • Your business uses multiple programs and software to do the same job
  • You have multiple sources of truth to manage client accounts and processes
  • Key client account information only exists on paper and may be lost in the event of a fire
  • Your employees spend lots of administrative time on repetitive tasks
  • You have to try to combine data from multiple places to gain customer insight
  • You are not hitting your sales goals or if you are you do not really know how or why
  • You can not answer our first three questions of Average Transaction Size, Close Rate, and Sales Cycle Length, and thus do not have a predictable sales model

Optimize your sales and operations process

Establishing digital business process management has a direct impact on customer experience and your business performance. We help you optimize your sales and operations processes through a 12-week Kickstarter Roadmap implementation of HubSpot software.

Ready for results that matter?

Request Demo
hubspot crm implementors at agency

Benefits of HubSpot CRM Implementation

Save Time, Improve Customer Relationships, and Increase your Revenues!

By streamlining your business processes, your business saves time, money, and stress.

  • Reduced human error
  • Improved customer relationships
  • Sales forecasts that you can trust
  • Faster production & processing
  • Real customer data
  • Single source of truth
  • Smooth data transitions between staff or with onboarding
  • Online backups of your data

Improve Your ROI and Productivity

According to a study from Nucleus Research, the average ROI for CRM is $8.71 for every dollar spent. This is a result of sales teams gaining access to a single dashboard with the following customer information:

  • Every email sent
  • Every attachment clicked on
  • The ability to call from an app on your phone or your desktop and log and record every call (optional)
  • Notifications when emails are looked at
  • What webpages the customer has viewed
  • Marketing campaign ROI tied to closed deals
  • Plus when a lead from your website comes in, automatically a contact is created for you to reach out and connect to or assign to the appropriate rep.

Create a Single Source of Truth

HubSpot becomes the single source of truth for:

  • Contact management
  • Contact website activity
  • Companies
  • Deals
  • Revenue forecasting
  • Tasks and activities
  • Forms
  • Email marketing
  • Ad management
  • List segmentation
  • Calling
  • Email templates
  • Live chat and chatbot
  • Gmail and Outlook integrations
  • Meeting scheduling

And these features are only the beginning!

Roadmap has transformed our business through automating our business processes and allowing us to manage our growth. The HubSpot solution provided allows us to scale at ease. The Roadmap team mapped and simplified our processes. They provided sales and operation solutions integrating our sales and onboarding processes. We left Pipedrive and haven't looked back!

Michael S.
Covello Financial Group Inc.
hubspot partner agency working

How Does The 12-Week Kickstarter Roadmap Work?

It starts with discovery and ends with a strategy roadmap.

hubspot crm discovery
Week 1-2 - Discovery

It all starts with uncovering what you have - all businesses have processes otherwise you would not have a business that runs! We want to simplify and optimize these processes.

  • Gather requirements for account setup
  • Set up your HubSpot account
  • Conduct a functional requirements workshop to document your current processes and reporting requirements and build out future needs

Your time commitment: 3-4 hours

crm agency implementation
Week 3 - Implementation Plan Recommendation and Team Alignment

With a clear understanding of your needs established, the appropriate solution uncovered and agreed upon some baselined technical setup can occur, and the agreed-upon individualized Kickstarter Roadmap plan is set into motion.

  • Present Functional Requirements Document (FRD) to create alignment on goals
  • Schedule work

Your time commitment: 1-2 hours

hubspot implementation
Week 4-10 - Implementation and Driving Quick Wins

After the technical setup is completed, your delivery team hits the ground running with the implementation plan. Identified quick wins will be the focus to get your team using the system and seeing results.

Your Implementation Specialist collaborates with your internal teams to assign accountability and establish a proper handoff process. During weeks 6 through 10, your team also finalizes setup for each of your hubs, including:

  • The Marketing Hub
  • The Sales Hub
  • The Service Hub
crm implementation strategies
Week 10-12 - Analyze and Integrate Your Strategies

What gets measured gets managed. The final step of implementation is the creation of customer reporting dashboards and training on how to use them effectively. Dashboards help your internal teams establish a reporting schedule to keep your strategies data-driven.

Your Implementation Specialist conducts your final portal audit, identifying other ways to use your tools to continue hitting your goals. As a final touch, we will conduct a growth grader analysis and discuss strategic recommendations that could include the following:

  • Content marketing initiatives
  • Sales process recommendations
  • Customer experience process audit
  • Lead generation campaigns
  • Pipeline management insights
  • Brand recommendations
  • Competitor and market research
  • Application and web development

The Cost

This depends on the complexity of your business and HubSpot requirements our packages start at $8,250 and scale based on your organization’s goals.

Frequently Asked Questions

Why a 12-week program? 

It takes 12 weeks to fully implement the relevant hubs, develop a strategy, create an after-launch plan, and train your team. Within the 12 weeks, we also want to ensure your team is actively using the HubSpot platform.

What should my team expect as outcomes? 

The outcomes depend on the specific goals of your company varying from developing a lead generation funnel, optimized sales processes or back-office automation. These goals are determined in the first parts of the process so the implementation drives towards the desired outcomes.

How does the costing scale based on the scope of work? 

HubSpot hubs are price-tiered based on needed capabilities, starter, pro, enterprise, and the number of seats required for the software. For example, at the start, you may only need a starter level with 5 seats until your organization goes through the digital transformation and begins to capture ROI from the platform. Afterward, we can help your team upgrade your system to meet your growing level of capabilities.

About the HubSpot Platform

HubSpot is a customer experience platform that digitizes your business processes by combining all your digital marketing tools, sales processes, and service in one place. It will help you find, gain, and keep your customers. Through a complete HubSpot implementation that utilizes inbound marketing tactics and the marketing automation software, your customers will be able to find you. The Customer Relationship Management (CRM) portion of the software will help you gain customers and the service hub will help you keep them. Along the way, we will map your business processes and create applications to digitalize revenue operations and all customer interactions.

Ready for results that matter?

Book a demo to get started.


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