Snyder Group has been a Certified Hubspot Solutions Partner since 2013. Whether you’re new to HubSpot or not, Snyder Group will work with you to understand and best address your business goals through a marketing automation platform. With technical and strategic guidance, we’ll get you set up and using HubSpot to see and measure the results of your sales and marketing initiatives.
HubSpot Managed Onboarding from Snyder Group
Why use Snyder Group’s Managed HubSpot Onboarding vs What HubSpot offers?
HubSpot’s Guided Onboarding only includes consultation with you as you onboard yourself. Snyder Group is full-service onboarding plan where we do it all for you. All at a lower cost.
What is Included with Managed HubSpot Onboarding?
We are here to support you, every step of the way. Snyder Group will develop a customized onboarding plan that’s designed to help you reach your growth goals, faster.
- Discovery and Goal Setting: Understanding your business, objectives, and challenges to set clear goals for using HubSpot effectively.
- Account Setup: Assisting in the creation and configuration of the HubSpot account, including importing contacts and setting up necessary integrations.
- Training and Education: Providing training sessions and resources tailored to your needs, covering various HubSpot tools and features.
- Customization: Helping you customize their HubSpot dashboard, workflows, pipelines, and reports to align with your specific processes.
- Content Migration: Assisting in migrating existing content, contacts, and data to HubSpot for seamless transition.
- Campaign Planning: Collaborating on the development of inbound marketing campaigns, including content creation, email marketing, social media strategies, and lead nurturing workflows.
- Ongoing Support: Offering continuous support, access to HubSpot’s customer service, and resources to ensure you can address queries and challenges as they arise.
- Performance Monitoring: Setting up analytics and reporting tools to measure the effectiveness of marketing efforts, enabling data-driven decision-making.
Our onboarding process aims to empower businesses to optimize their marketing, sales, and customer service activities
Onboarding typically takes 30 days from start to completion.
Migrate to HubSpot CRM
In today’s competitive business landscape, a well-optimized Customer Relationship Management (CRM) setup is essential for success.
Your current CRM isn’t cutting it. Either it’s too complicated, your team hasn’t adopted it, or your not seeing the value you were promised.
We aim to streamline marketing operations by conducting a thorough analysis of your current CRM system, identifying pain points, and setting clear migration goals. Our tailored migration plan includes a meticulous data mapping strategy and assessment of integration requirements. We ensure data integrity through thorough auditing, cleansing, and validation processes, followed by seamless execution and comprehensive testing to guarantee the accuracy of migrated data.
When migrating a Customer Relationship Management (CRM) system, several key deliverables are important to ensure a smooth and successful transition. Talk to one of our specialists to learn more about how Snyder Group can help digitally transform your business.