Expert HubSpot Onboarding

Choosing the right CRM tool isn't easy. It's not just about implementing a new system — it's about ensuring that your team is equipped with the knowledge and tools they need to leverage your CRM platform to its fullest extent.

As a HubSpot certified agency, we ensure that onboarding extends beyond system integration, encompassing people, processes, and business objectives. We design an onboarding plan for you based on your highest priority goals, organisation size, CRM platform, technology stack, and integration needs to help you succeed.

Hero Hubspot new image

CHAT WITH US TODAY

Why Onboarding with a HubSpot Partner Gets the Best Results

As an accredited HubSpot Platinum Agency, our team of certified professionals know first-hand the significance of establishing an implementation strategy with the correct data architecture and foundations in your CRM to achieve successful business results and enhance process efficiencies.

Our onboarding process includes detailed planning, mapping, custom setup and system integrations with ERPs and other applications. Effective onboarding improves user adoption and proficiency, increases efficiency, and enhances data quality for informed decision-making.

With better collaboration across departments, your business becomes more agile and gains a competitive advantage in responding to market changes, ultimately driving growth and success. The best part is we work with you to make your onboarding experience and outcomes seamless.

CHAT WITH US TODAY

How We Simplify Your Onboarding Process

Every business is unique and implementing 'cookie-cutter' processes is ineffective — as they lack the adaptability to address your specific challenges. Onboarding onto HubSpot requires more than technical expertise, it demands a deep understanding of your industry, challenges, business goals and operations.

This is where the Fileroom team adds the most value. Specialising in industrial sectors, we have the knowledge and experience to ensure your HubSpot platform works in harmony across teams and business activities.

Our HubSpot Onboarding Roadmap

1. Discovery and Strategy

The initial phase involves high-level discovery sessions with sales and service team leadership and nominated key stakeholders. We conduct a high-level analysis of existing sales objectives, processes, review current tools, and document specific requirements. This includes high-level process stages, pipelines, identifying automation opportunities and reporting requirements.

2. Detailed Project Plan

A comprehensive project plan that outlines the high-level architecture (including the custom object structure and relationship logic), timeline, milestones, and deliverables for each execution phase.

3. Role Definitions

Clearly defined roles and responsibilities for both Fileroom and your internal teams to ensure smooth and efficient collaboration and alignment.

4. Software Stack/Integration Assessment

An evaluation of the current systems used by your business to provide an assessment with recommendations for HubSpot high-level system management.

5. Data Strategy

A documented strategy for structured and unstructured data management, cleansing and integrating/migrating data.

6. Cost Estimate Confirmation

Detailed fixed cost budget against detailed scope for each phase of the project based on the findings and planned deliverables between your internal team and Fileroom.

Our Platforms and Partners

We are HubSpot Specialists.

As a HubSpot Platinum Partner, Fileroom will help you boost your marketing and sales efforts with HubSpot's automation tools that streamline lead nurturing, automate emails, and ensure you never lose touch with prospects.

Our CRM expertise also covers a wide range of MarTech platforms and automation support APIs such as:

Microsoft Dynamics, Zoho, Salesforce, Dynamics 365, NetSuite, SimPRO, Aircall, Cloudfiles, BCI Central, N.Rich, Hapily, ClickUp, Monday, Mailchimp, Active Campaign, SEMrush, you name it.

CHAT WITH US

Case Studies

HubSpot

Tailoring HubSpot CRM for ChemCo

ChemCo* is a premier supplier of high-grade chemicals designed for mineral...

Learn more right icon

HubSpot

HubSpot Simpro Custom Integration By...

In a rapidly changing digital landscape, the unification of marketing, sales,...

Learn more right icon

Growth Marketing Agency

Strategic Growth Marketing for Fairview

With over 30 years of experience in the façade industry, Fairview is dedicated...

Learn more right icon

Frequently Asked Questions

What is CRM onboarding, and how can it benefit my business?

CRM onboarding is the process of seamlessly integrating a Customer Relationship Management (CRM) system into your business operations. It facilitates user adoption, improves efficiency, ensures accurate data entry, and fosters collaboration across departments, all of which contribute to driving growth and success. The process also involves creating or integrating existing contact properties, workflows, and pipelines into the new system, ensuring their alignment with your business needs and goals.

Can I get help with onboarding from HubSpot support?

Yes, HubSpot offers onboarding support to assist users in effectively setting up and utilising their platform. Their standard onboarding services include personalised plans tailored to your business goals, technical guidance, and strategic advice to ensure a smooth transition and optimal use of HubSpot's tools.

Additionally, as a HubSpot Platinum Partner, Fileroom provides comprehensive onboarding services. Beyond standard onboarding, Fileroom customises and integrates your sales, marketing, and ERP software into a unified ecosystem, mapping and automating your sales and operations pipelines to enhance efficiency and drive revenue growth.

By partnering with Fileroom, you benefit from our deep expertise in HubSpot's platform and our ability to tailor solutions to your specific business needs, ensuring a seamless onboarding experience and maximising the value of your HubSpot investment.

How does Fileroom customise the CRM onboarding process for my business?

Fileroom tailors the onboarding plan based on your specific goals, business size, technology stack, and integration needs. The process includes execution planning, CRM system implementation, comprehensive training, and ongoing support to ensure a seamless transition from the old platform to your modern and dynamic CRM. Just as the HubSpot platform can be personalised for users, so can our training services. From individual coaching to group training, we can customise delivery to suit your team’s needs.

Transform Your Digital Offering

Transform Your Digital Offering

Expert HubSpot Onboarding

Why Onboarding with a HubSpot Partner Gets the Best Results