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HubSpot Services

Platinum certified HubSpot agency helping businesses leverage the full HubSpot CRM to grow their revenue.

Hubspot Platinum Certified

HubSpot Inbound Marketing

Resourceful has extensive expertise across the full HubSpot CRM and we are a Sales Enablement award winning HubSpot Partner. Most of our clients are on a HubSpot platform which we use to power our lead generation, ABM, social and reporting activities.

Our in-house team of specialists can help clients migrate, design and deploy the full HubSpot CRM. We also have our own in-house HubSpot CMS developers for all your website and template designs.

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Our Areas of Expertise

Our team of experts spans across the full HubSpot CRM with professional expertise in data migration, onboarding, training, service support and strategy.

HubSpot Sales & Marketing

Not only are we HubSpot experts but we are sales and marketing specialists too. So, whether you need help with an inbound or marketing strategy or sales strategy and deal boards – we are here to help.

HubSpot Sales & Marketing

Inbound Marketing & Content Strategy

An inbound marketing strategy is based on attracting potential buyers to your website. In a world where pretty much everything is now online, people are spending more time researching before they are ready to buy. Combining an inbound marketing strategy with your content marketing strategy is a perfect way to create awareness and serve your prospects with the information they need.  

Marketing Campaigns

With the combination of new and interesting content, as well as email campaigns, paid advertising and SEO, we can help you to attract the right people to your website. Our expert in-house team of marketeers are here to help you design, create, manage and optimise your campaigns for the best results.

Sales Strategy

We work with sales teams to define their sales strategy and how to get the best out of the HubSpot tools. From setting up deal boards, with the correct sales steps for their organisation, to identifying the correct people to contact, allowing the sales team to have more time closing deals instead of sifting through data.

Tools & Reporting

Our team will help your sales reps and managers get the best out of the HubSpot sales tool. Helping with the setup of your deals board, lead tracking, reporting and processes we will do our best to ensure that it is a seamless integration.

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HubSpot Onboarding & Training

Our onboarding and training will ensure that your HubSpot tool, which ever licence you have, is configured correctly setting you up for success. We will train you on how best to use the tools, migrate your data and ensure that you get maximum return on your investment.

HubSpot Onboarding & Training

Team requirements

We can offer HubSpot onboarding and training for specific teams, dependent on what HubSpot product you have. Whether it’s training your marketing on how best to use the marketing tools, connecting social media accounts, creating emails or reporting on campaigns. To implementing sales deal boards, ensuring you have the right stages, to forecasting deal revenue and reporting on sales. 

Operational training

Our team of experts can explore your data requirements, creating custom fields where necessary to ensure you can report on your customer data. We will work with your team on understanding your processes so that we can training you on how to get the most out of the HubSpot tool. 

Customer Success

From help desk automation to web chat integration and customer surveys, our team can help you to get these up and running quickly and efficiently so that it doesn’t impact on any of your SLAs. 

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HubSpot Customer Service & Operations

We can help your Customer Service team set up HubSpot to help them speak to your customers through web chat, surveys or help desk automation ensuring they get the best out of the tool. With the introduction of Operations Hub, we can make sure that your data is synced, and processes are aligned so there is one source of truth on customer data.

HubSpot Customer Service & Operations

Customer Service Strategy

We will work with your team to understand the opportunities to enhance the customer experience and expand their capacity by looking at automation and self-service tools. With the ability to create a help desk with ticket automation or a live chat with automated responses and automatically routing the query to the correct team member, we are sure we can help with your customer service strategy. 

Customer Content

Creating content that answers those frequently asked questions, will help customers to help themselves and will reduce the number of support requests your team receive. These can be created as videos, how to guides or even blog articles in a searchable library. Our team will work with you on the best format for your customer content. 

CRM strategy, implementation, configuration and data migration

Making sure your CRM is up to date and syncing with any other tools that you use, such as Salesforce or Microsoft Dynamics, without the need for third-party integrations will keep your business apps working smoothly. We will work with you on a CRM strategy, as well as help implement and configure any initial integrations to ensure it’s reflective of your business processes, including automating where possible for greater efficiencies. Our team of experts will also be on hand to assist with your data migration needs from any current CRM into HubSpot.

Tools & Reporting

Our team will help your operations team get the best out of the HubSpot operations tool. Helping with the setup of workflows so that key data points are automatically kept up to date and helping to streamline your business processes with integration into your other apps. We will also show them how to get the best out of the reporting functionality giving them on unified view of each customer interaction.

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HubSpot Support

HubSpot has so much to offer that it can sometimes feel a little overwhelming on where to start. Our team of experts can also help you with template designs for emails, landing pages and blogs, website design and building as well as integrating with any tools you already have and use.

HubSpot Support

Complete HubSpot Onboarding & Training (full HubSpot overview)

We can offer complete HubSpot onboarding and training for the entire suite of tools HubSpot has to offer. Focusing on individual team requirements, this training is designed to get your teams familiarised and up and running quickly and efficiently. 

Template Designs (Email, Landing Pages, Web Pages)

Our in-house team of designers and developers are able to assist you in creating HubSpot templates that match your brand guidelines. Whether that is a newsletter for customers, email campaigns for prospects or landing pages for campaigns we can do it all. 

Website Design & Building

Thinking of updating your website, or do you need a website built from scratch? Our team can assist with both. Whether you need it to be built in HubSpot or WordPress, we have the experience. They can even ensure HubSpot is integrated with forms to blogs and HubSpot web pages to web chat. 

Integrations 

Whether you need to integrate a CRM or webinar tool (as long as they have an open API access), we are able to assist with your HubSpot integration to help them work seamlessly together. HubSpot becomes more powerful when it is integrated with your current software and apps.

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Our Onboarding Methodology

Resourceful has extensive expertise across the entire HubSpot Growth Stack. Our in-house team of specialists can help clients migrate, design and deploy the full HubSpot Growth Stack. We also have our own in-house HubSpot CMS developers.

Immersion workshop

Intro teams and capture detailed requirements (sales, marketing and service processes & data).

Data Audit

Assess data, identify inconsistencies, and define custom fields.

Platform Design

Align the HubSpot platform to deliver sales, marketing and service needs.

Data Migration

Transfer of any pre-existing CRM data into the HubSpot platform.

Tool set ups

Set up of email, calendar, social, GDPR and calling capability.

Template Creation

Create a set of emails and landing pages ready to deploy.

User Set up

Configure all users across the system ready for training.

Reporting

Create initial set of reports & dashboards set up for users.

Testing / Training

Test system and run bespoke training for the sales, marketing and service teams.

Ongoing iterations

Agile support for ramped-up HubSpot deployment to expand platform capabilities as user experience grows.

Get in touch to find out more about how we can help you.

If you would like to find out more about our individual HubSpot services and how we can support you and your team, please get in touch.

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