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801w, https://www.xcellimark.com/hs-fs/hubfs/OnboardingAccreditation534x534.png?width=1068&height=1068&name=OnboardingAccreditation534x534.png 1068w, https://www.xcellimark.com/hs-fs/hubfs/OnboardingAccreditation534x534.png?width=1335&height=1335&name=OnboardingAccreditation534x534.png 1335w, https://www.xcellimark.com/hs-fs/hubfs/OnboardingAccreditation534x534.png?width=1602&height=1602&name=OnboardingAccreditation534x534.png 1602w" sizes="(max-width: 534px) 100vw, 534px"> </div> </div> <div class=" col-md-8 cus-tittxtimg-txt" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <div class="cus-tittxtimg-titlet"> <h1> <div class="cus-tittxtimg-title1"> <div id="hs_cos_wrapper_widget_1639001503964_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="text_field">HubSpot Implementation</div> </div> <div class="cus-tittxtimg-title2"> <div id="hs_cos_wrapper_widget_1639001503964_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="second_title_top_">& Onboarding</div> </div> </h1></div> <div class="cus-tittxtimg-content"> <div id="hs_cos_wrapper_widget_1639001503964_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="text_content"><h4><span style="color: #30405b;">HubSpot is the #1 AI-Powered CRM helping organizations scale and grow.<br><br></span></h4> <p>Whether you are currently <a href="https://app.hubspot.com/signup-hubspot/crm" rel="noopener" target="_blank" style="text-decoration: none;"><span style="color: #f14d4e;">considering HubSpot</span></a> or have recently signed up with HubSpot, it’s essential to implement the system properly. As HubSpot Accredited Onboarding experts, we empower you to unlock the full potential of the HubSpot platform for long-term success.</p> <p> </p> <p>Generic onboarding and implementation, as in one size fits all, does not always work. It’s much better to have your HubSpot implementation customized to your company according to how your marketing, sales, and service teams operate - or need to operate.</p></div> </div> <div class="cus-tittxtimg-button"> <a href="https://www.xcellimark.com/contact-xcellimark" class="button--large button " target="_blank" rel="noopener"> Contact Us for Onboarding & Implementation </a> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-3 dnd_area-row-1-padding dnd-section"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-4 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1639001844710" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div class="scroll-down" id="widget_1639001844710"> <img src="https://www.xcellimark.com/hubfs/Down%20Button.png" alt="Down Button" loading="lazy"> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-5 dnd_area-row-2-padding dnd-section"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-6 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_widget_1640130422080" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"><div class="cus-card" id="widget_1640130422080"> <div class="cus-card-title"> <h2> Common Challenges<br>in HubSpot CRM Implementation </h2> </div> <div class="cus-card-subtitle"> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="subtitle"><p style="text-align: center;">Here are some common challenges you may encounter if your HubSpot onboarding and implementation are not executed correctly.</p></div> </div> <div class="cus-card-container"> <div class="cus-card-card"> <div class="cus-card-number"> 1 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">Contact Data</div></h4> Imperfect and complex contact data imports can lead to the loss of essential customer information, necessitating extensive hours to resolve the data discrepancies between your previous contact database and the HubSpot CRM. Ensure your crucial data imports are handled carefully. </div> </div> <div class="cus-card-card"> <div class="cus-card-number"> 2 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">Employee <br>Behavior</div></h4> Adopting a new platform may occasionally necessitate a shift in employee and team behavior. Consequently, it is crucial that they gain a comprehensive understanding of the new HubSpot CRM to maximize its use and reap the greatest benefits from your investment. </div> </div> <div class="cus-card-card"> <div class="cus-card-number"> 3 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">Information <br>Overload</div></h4> When your teams are learning a new CRM, they may become overwhelmed with information, which can cause confusion and raise the chance of errors. This can result in unnecessary time and financial loss. Allow us to assist you in implementing your new HubSpot CRM in the most efficient manner for your work environment. </div> </div> <div class="cus-card-card"> <div class="cus-card-number"> 4 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">Planning</div></h4> Inadequate planning can result in delays, missteps, and confusion during the implementation of your new CRM. Make sure your new HubSpot CRM is configured to meet the requirements of each specific job role. </div> </div> <div class="cus-card-card"> <div class="cus-card-number"> 5 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">Team <br>Effectiveness</div></h4> Failure to integrate your marketing, sales, and service processes into your CRM may lead to cross-functional team friction and make your teams’ jobs more challenging. Of course, the point of getting the HubSpot CRM is to help improve your teams’ jobs and processes, so ensuring it is set up correctly from the beginning is critical. </div> </div> <div class="cus-card-card"> <div class="cus-card-number"> 6 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">Reporting <br>and Analytics</div></h4> HubSpot offers a variety of pre-built reports and analytics that can be added to reporting dashboards. Additionally, you have the option to create custom reports and include them in your dashboards. To ensure proper decision-making, you must understand how to set up these reports and dashboards. </div> </div> <div class="cus-card-card"> <div class="cus-card-number"> 7 </div> <div class="cus-card-text-content"> <h4> <div id="hs_cos_wrapper_widget_1640130422080_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="card_text">App <br>Integration</div></h4> Inadequate integration of third-party applications results in missing data and crucial information that your team and decision-makers might require. Make sure your third-party applications are properly linked and functioning. </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-7 dnd_area-row-3-background-image dnd-section dnd_area-row-3-padding dnd_area-row-3-background-layers"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-8 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16390096813204" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="cus-tittxtimg" id="module_16390096813204"> <div class="container px-0 cus-titxtimg-container"> <div class="row align-items-center flex-column-reverse flex-md-row-reverse "> <div class=" col-md-6 text-center cus-tittxtimg-image"> <div class="image-text__img" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <img src="https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=401&height=472&name=onboarding-difference.png" class="module_16390096813204-image" alt="The Xcellimark Difference in CRM Onboarding" loading="lazy" style="max-width: 100%; height: auto;" width="401" height="472" srcset="https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=201&height=236&name=onboarding-difference.png 201w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=401&height=472&name=onboarding-difference.png 401w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=602&height=708&name=onboarding-difference.png 602w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=802&height=944&name=onboarding-difference.png 802w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=1003&height=1180&name=onboarding-difference.png 1003w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-difference.png?width=1203&height=1416&name=onboarding-difference.png 1203w" sizes="(max-width: 401px) 100vw, 401px"> </div> </div> <div class=" col-md-6 cus-tittxtimg-txt" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <div class="cus-tittxtimg-titlet"> <h2> <div class="cus-tittxtimg-title1"> <div id="hs_cos_wrapper_module_16390096813204_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="text_field">The Xcellimark <br>Difference in CRM</div> </div> <div class="cus-tittxtimg-title2"> <div id="hs_cos_wrapper_module_16390096813204_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="second_title_top_">Implementation</div> </div> </h2></div> <div class="cus-tittxtimg-content"> <div id="hs_cos_wrapper_module_16390096813204_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="text_content"><p><strong>HubSpot requires all customers to be onboarded by either a certified HubSpot Solutions Partner like Xcellimark or HubSpot’s onboarding consultants.</strong></p> <p> </p> <p>There are key differences between Xcellimark’s Onboarding Process and HubSpot Onboarding:</p> <p> </p> <ol> <li>Xcellimark does the onboarding work for you. In contrast, HubSpot tells your team what to do, and the responsibility is on you to do that correctly, efficiently, and effectively.<br><br></li> <li>Xcellimark customizes your HubSpot system to your company and team instead of trying to make your company and team fit HubSpot.<br><br></li> <li>Xcellimark’s onboarding and implementation process sets your company up for success, providing a gateway to our advanced, customized training services. While you can get generic training videos in HubSpot’s Academy, Xcellimark steps outside the one-size-fits-all training model to train your team more effectively. Training is based on your specific HubSpot license and implementing the functionality based on exactly how your company and teams operate.</li> </ol></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-9 dnd_area-row-4-background-image dnd-section dnd_area-row-4-background-layers dnd_area-row-4-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-10 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16390080335834" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="cus-tittxtimg" id="module_16390080335834"> <div class="container px-0 cus-titxtimg-container"> <div class="row align-items-center flex-column-reverse flex-md-row "> <div class=" col-md-6 text-center cus-tittxtimg-image"> <div class="image-text__img" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <img src="https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=390&height=534&name=onboarding-setup.png" class="module_16390080335834-image" alt="Overall HubSpot CRM Setup and Onboarding" loading="lazy" style="max-width: 100%; height: auto;" width="390" height="534" srcset="https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=195&height=267&name=onboarding-setup.png 195w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=390&height=534&name=onboarding-setup.png 390w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=585&height=801&name=onboarding-setup.png 585w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=780&height=1068&name=onboarding-setup.png 780w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=975&height=1335&name=onboarding-setup.png 975w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-setup.png?width=1170&height=1602&name=onboarding-setup.png 1170w" sizes="(max-width: 390px) 100vw, 390px"> </div> </div> <div class=" col-md-6 cus-tittxtimg-txt" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <div class="cus-tittxtimg-titlet"> <h2>Overall HubSpot <span style="color: #f14d4e;">CRM Setup</span> and Implementation</h2> </div> <div class="cus-tittxtimg-content"> <div id="hs_cos_wrapper_module_16390080335834_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="text_content"><ol> <li><span> Add employees to HubSpot (Determine user roles, HubSpot permissions, and teams).<br><br></span></li> <li><span> Upload existing contacts, companies, and deals into HubSpot.<br><br></span></li> <li><span> Connect integrations as needed to HubSpot.<br><br></span></li> <li><span> Add company logo.<br><br></span></li> <li><span> Set up company address, locations, phones, website URL.<br><br></span></li> <li><span> Connect email DKIM, SPF, and DMARC in domain account.<br><br></span></li> <li><span> Connect Google Analytics to HubSpot.<br><br></span></li> <li><span> Add HubSpot email extensions to Outlook or Gmail.<br><br></span></li> <li><span> Connect Google Ads & Facebook Ads.<br><br></span></li> <li><span> Ensure HTTPS is activated.<br><br></span></li> <li><span> Turn on GDPR if desired (Review and edit standard GDPR wording).<br><br></span></li> <li><span> Create personas if desired.<br><br></span></li> <li><span> Set up custom property fields for contact, company, deal, and ticket records.<br><br></span></li> <li><span> Set up standard dashboards & reporting.<br><br></span></li> <li><span> Add Live Chat to your website.<br><br></span></li> </ol> <p><span style="color: #30405b;">Once we have completed the onboarding and implementation process for your HubSpot CRM, you are ready for our advanced custom HubSpot training.</span></p></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-11 dnd_area-row-5-background-image dnd-section dnd_area-row-5-background-layers"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-12 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16400149293173" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="cus-tittxtimg" id="module_16400149293173"> <div class="container px-0 cus-titxtimg-container"> <div class="row align-items-center flex-column-reverse flex-md-row-reverse "> <div class=" col-md-6 text-center cus-tittxtimg-image"> <div class="image-text__img" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <img src="https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=265&height=483&name=onboarding-marketing-hub.png" class="module_16400149293173-image" alt="HubSpot Marketing Hub Implemenation" loading="lazy" style="max-width: 100%; height: auto;" width="265" height="483" srcset="https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=133&height=242&name=onboarding-marketing-hub.png 133w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=265&height=483&name=onboarding-marketing-hub.png 265w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=398&height=725&name=onboarding-marketing-hub.png 398w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=530&height=966&name=onboarding-marketing-hub.png 530w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=663&height=1208&name=onboarding-marketing-hub.png 663w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-marketing-hub.png?width=795&height=1449&name=onboarding-marketing-hub.png 795w" sizes="(max-width: 265px) 100vw, 265px"> </div> </div> <div class=" col-md-6 cus-tittxtimg-txt" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <div class="cus-tittxtimg-titlet"> <h2>HubSpot<br><span style="color: #f14d4e;">Marketing Hub</span><br>Implementation</h2> </div> <div class="cus-tittxtimg-content"> <div id="hs_cos_wrapper_module_16400149293173_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="text_content"><ol> <li>Connect subdomains & install HubSpot tracking code.<br><br></li> <li>Set up email sending domain and CAN-SPAM.<br><br></li> <li>Import marketing opt-in and opt-out lists.<br><br></li> <li>Set up email footer with company address, etc.<br><br></li> <li>Add social media accounts (pro or enterprise).<br><br></li> <li>Create marketing email lists.<br><br></li> <li>Set up blog template if using HubSpot blog.<br><br></li> <li>Set up landing page template.<br><br></li> <li>Upload files and images.<br><br></li> <li>Activate Vidyard.<br><br></li> <li>Set up email subscription types.<br><br></li> <li>Configure settings.</li> </ol> <p><span style="color: #30405b;">Once we have completed the HubSpot Marketing Hub onboarding processes, you are ready for our advanced custom HubSpot Marketing Hub training.</span></p> <p> </p> <p><span style="color: #30405b;"><strong>See our <a href="https://www.xcellimark.com/hubspot-training" rel="noopener" target="_blank" style="text-decoration: none;"><span style="color: #f14d4e;">advanced HubSpot training</span></a> customized for your team.</strong></span></p></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-13 dnd-section dnd_area-row-6-background-image dnd_area-row-6-background-layers"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-14 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_1640015295815" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="cus-tittxtimg" id="module_1640015295815"> <div class="container px-0 cus-titxtimg-container"> <div class="row align-items-center flex-column-reverse flex-md-row "> <div class=" col-md-6 text-center cus-tittxtimg-image"> <div class="image-text__img" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <img src="https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=454&height=474&name=onboarding-sales.png" class="module_1640015295815-image" alt="Hubspot Sales" loading="lazy" style="max-width: 100%; height: auto;" width="454" height="474" srcset="https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=227&height=237&name=onboarding-sales.png 227w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=454&height=474&name=onboarding-sales.png 454w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=681&height=711&name=onboarding-sales.png 681w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=908&height=948&name=onboarding-sales.png 908w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=1135&height=1185&name=onboarding-sales.png 1135w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-sales.png?width=1362&height=1422&name=onboarding-sales.png 1362w" sizes="(max-width: 454px) 100vw, 454px"> </div> </div> <div class=" col-md-6 cus-tittxtimg-txt" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <div class="cus-tittxtimg-titlet"> <h2> <div class="cus-tittxtimg-title1"> <div id="hs_cos_wrapper_module_1640015295815_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="text_field">Hubspot Sales</div> </div> <div class="cus-tittxtimg-title2"> <div id="hs_cos_wrapper_module_1640015295815_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="second_title_top_">Hub Implementation</div> </div> </h2></div> <div class="cus-tittxtimg-content"> <div id="hs_cos_wrapper_module_1640015295815_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="text_content"><ol> <li>Connect your email accounts.<br><br></li> <li>Connect calendars (Office 365 or Google Gmail).<br><br></li> <li>Set up your calendar link.<br><br></li> <li>Upload your contacts if not already completed.<br><br></li> <li>Check HubSpot for duplicate contacts & merge contacts as needed.<br><br></li> <li>Upload your companies if not already completed.<br><br></li> <li>Check HubSpot for duplicate companies & merge companies as needed.<br><br></li> <li>Create deal pipelines.<br><br></li> <li>Set up deal automation.<br><br></li> <li>Upload existing deals.<br><br></li> <li>Add email signatures to HubSpot.<br><br></li> <li>Upload sales documents.</li> </ol> <p><span style="color: #30405b;">Once we have completed the HubSpot Sales Hub onboarding and implementation set up, you are ready for our advanced custom HubSpot Sales Hub training for your team.</span></p> <p> </p> <p><span style="color: #30405b;"><strong>See our <a href="https://www.xcellimark.com/hubspot-training" rel="noopener" target="_blank" style="text-decoration: none;"><span style="color: #f14d4e;">advanced custom training</span></a> for the HubSpot Sales Hub.</strong></span></p></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-15 dnd_area-row-7-background-layers dnd-section dnd_area-row-7-background-image dnd_area-row-7-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-16 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16397631496044" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_module" style="" data-hs-cos-general-type="widget" data-hs-cos-type="module"> <div class="cus-tittxtimg" id="module_16397631496044"> <div class="container px-0 cus-titxtimg-container"> <div class="row align-items-center flex-column-reverse flex-md-row-reverse "> <div class=" col-md-6 text-center cus-tittxtimg-image"> <div class="image-text__img" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <img src="https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=331&height=622&name=onboarding-service.png" class="module_16397631496044-image" alt="HubSpot Service Hub Onboarding" loading="lazy" style="max-width: 100%; height: auto;" width="331" height="622" srcset="https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=166&height=311&name=onboarding-service.png 166w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=331&height=622&name=onboarding-service.png 331w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=497&height=933&name=onboarding-service.png 497w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=662&height=1244&name=onboarding-service.png 662w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=828&height=1555&name=onboarding-service.png 828w, https://www.xcellimark.com/hs-fs/hubfs/onboarding-service.png?width=993&height=1866&name=onboarding-service.png 993w" sizes="(max-width: 331px) 100vw, 331px"> </div> </div> <div class=" col-md-6 cus-tittxtimg-txt" data-aos="fade-up" data-aos-once="false" data-aos-duration="500" data-aos-delay="0"> <div class="cus-tittxtimg-titlet"> <h2> <div class="cus-tittxtimg-title1"> <div id="hs_cos_wrapper_module_16397631496044_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="text_field">HubSpot Service</div> </div> <div class="cus-tittxtimg-title2"> <div id="hs_cos_wrapper_module_16397631496044_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="second_title_top_">Hub Implementation</div> </div> </h2></div> <div class="cus-tittxtimg-content"> <div id="hs_cos_wrapper_module_16397631496044_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="text_content"><ol> <li>Set up intake channels for the service team.<br><br></li> <li>Set up meeting calendars.<br><br></li> <li>Create a customized ticket pipeline.<br><br></li> <li>Set up customer self-serve knowledge base.<br><br></li> <li>Set up ticket automation.<br><br></li> <li>Set up Help Desk</li> </ol> <p><span style="color: #30405b;">Once we have completed the HubSpot Service Hub onboarding and implementation processes, you are ready for our advanced custom HubSpot Service Hub training for your team.</span></p> <p> </p> <p><span style="color: #30405b;"><strong>See our <a href="https://www.xcellimark.com/hubspot-training" rel="noopener" target="_blank" style="text-decoration: none;"><span style="color: #f14d4e;">advanced custom training</span></a> <br>for the HubSpot Service Hub.</strong></span></p> <p> </p> <p><span style="color: #30405b;">Productive and timely HubSpot onboarding is key to your company’s success and enjoying the benefits and rewards that the HubSpot CRM offers you, your company, and your teams.</span></p> <p> </p> <p><span style="color: #30405b;">Xcellimark is a Certified Platinum HubSpot Solutions Partner, Certified HubSpot Trainer, and Manager of the Orlando and Central Florida HubSpot User Group (HUG).</span></p></div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> </div> <div class="row-fluid-wrapper row-depth-1 row-number-17 dnd_area-row-8-max-width-section-centering dnd-section dnd_area-row-8-padding"> <div class="row-fluid "> <div class="span12 widget-span widget-type-cell dnd-column" style="" data-widget-type="cell" data-x="0" data-w="12"> <div class="row-fluid-wrapper row-depth-1 row-number-18 dnd-row"> <div class="row-fluid "> <div class="span12 widget-span widget-type-custom_widget dnd-module" style="" data-widget-type="custom_widget" data-x="0" data-w="12"> <div id="hs_cos_wrapper_module_16397834631464" 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id="hs_cos_wrapper_widget_1637791618297_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_text" data-hs-cos-field="title">Keep In Touch!</div></h3> </div> <div class="cus-footer-left-content"> <div id="hs_cos_wrapper_widget_1637791618297_" class="hs_cos_wrapper hs_cos_wrapper_widget hs_cos_wrapper_type_inline_rich_text" style="" data-hs-cos-general-type="widget" data-hs-cos-type="inline_rich_text" data-hs-cos-field="richtext_field"><p><strong>Xcellimark Digital Marketing Agency</strong><br>121 S. 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