Expert HubSpot Onboarding

Choosing a CRM isn’t just about picking a tool—it’s about enabling your team to use it effectively.

Our onboarding goes beyond integration to support your people, processes, and goals. We tailor your onboarding plan to your top priorities, team size, tech stack, and CRM platform to set you up for success.

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Onboarding with a HubSpot Partner Gets the Best Results

As a HubSpot Platinum Agency, we understand the importance of a strong implementation strategy built on the right data architecture to drive results and streamline operations.

Our onboarding covers planning, mapping, custom setup, and ERP/system integrations—ensuring smoother adoption, better data quality, and more efficient processes. 

With improved collaboration across teams, your business becomes more agile and better equipped to respond to market shifts. And we’re with you every step of the way to ensure a seamless onboarding experience.

Discovery & Strategy

We start with high-level discovery sessions with sales and service leaders and key stakeholders to assess goals, current processes, and tools. From there, we map out key stages, pipelines, automation opportunities, and reporting needs.

Detailed Project Plan

We create a comprehensive project plan that outlines the solution architecture (including the custom object structure and relationship logic), timeline, milestones, and deliverables for each execution phase.

Defining Team Roles

To ensure smooth and efficient collaboration and alignment, we clearly define roles and responsibilities for both Fileroom and your internal teams.

Software Stack & Integration Assessment

We evaluate the systems currently used by your business to provide an assessment with recommendations for HubSpot high-level system management.

Data Strategy Mapping

We plan and document a comprehensive strategy for managing, cleansing, ntegrating, and migrating structured and unstructured data.

Cost Estimate Confirmation

We provide detailed budget estimations, outlining scope for each phase of the project based on our findings and planned deliverables between your
internal team and Fileroom.

We are HubSpot & CRM 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.

Explore Our Customer Success Stories

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Tailoring HubSpot CRM for ChemCo

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

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HubSpot Simpro Custom Integration By...

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

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Frequently Asked Questions

Is it easy to set up an integration between Hubspot and Simpro?

Setting up an integration between HubSpot and Simpro can vary in complexity depending on the chosen method. While some options like third-party platforms such as Zapier or Pabbly Connect offer relatively straightforward setups, they lack the ability to customise the flow of data required for unique business instances. Businesses requiring comprehensive solutions may require custom API integrations or specialised services. Using a professional team, like Fileroom, can significantly simplify the process and provide a tailored solution unique to your business needs. Our certified experts handle complex data mapping, create custom API integrations, and ensure seamless data flow between the two systems. They can also address specific business needs, such as automating tasks, improving data consistency, and enhancing overall operational efficiency. Ultimately, while some basic integrations can be set up quite easily, engaging professionals will ensure a more robust, efficient, and customised integration that fully leverages the capabilities of both HubSpot and Simpro.

Expert HubSpot Onboarding

Onboarding with a HubSpot Partner Gets the Best Results