HubSpot CRM Implementation & Integration

Connect marketing and sales to get the best results

Optimize 3.0 is a HubSpot Diamond Partner with over 12 years of experience. HubSpot's CRM is driving the alignment of sales and marketing more than ever.  We can assist your company with CRM implementation and training to get the most from your HubSpot investment.

Services we offer:

CRM Implementation Services:

  • Create CRM Accounts
  • Integration with external platforms such as SalesForce and NetSuite
  • Set up users and permissions
  • Create custom properties
  • Set up Lead Views
  • Define Deal Stages
  • Import existing data into HubSpot
  • Set up team with email integration with Outlook & Gmail
  • User reports in the CRM
  • Train team to use CRM
  • Lead routing
  • Ongoing data cleanup
  • Reporting

Sales & Marketing Alignment Services:

  • Buyer profiles & buyer personas development
  • MQLs/SQLs definition
  • Lead Stages definition
  • Lead scoring
  • Sales & Marketing Service Level Agreements (SLAs)
  • Lead hand-off process
  • Content development plan
  • Reporting (e.g. closed-loop, revenue, lifecycle, sales leaderboard etc.)

Sales Enablement Services: 

  • Sales Pro implementation
  • Meeting links set up
  • Messages set up
  • Messages round-robin set up
  • Audit & organize sales content
  • Email Template creation & optimization
  • Email Sequence creation & optimization
  • Premium content creation (e.g. case studies, BoFu offers etc.)
  • Personalized landing page
  • Reporting (e.g. rep vs. manager dashboards, prospecting, email performance etc.)

Fill out the form on the right to learn more about our HubSpot CRM implementation services.

If you are interested in HubSpot Marketing training click here.


Hubspot CRM Implementation

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