Advanced HubSpot Onboarding to Add Value

Companies adopt HubSpot because their previous solution no longer adds value to their business. However, the outdated system still holds a treasure trove of customer data and historical insights. Part of our job with Advanced onboarding is to successfully migrate your legacy or custom built CRM information into HubSpot, build custom objects not available in the out-of-the-box HubSpot, and require advanced security and team access to your data. In addition, our team can integrate your HubSpot solution with other supporting systems to build a single integrated solution. We handle all the heavy lifting so you can enjoy the benefits of HubSpot sooner and gain more long term value for your investment.

What do I Get with TAI Advanced Onboarding?

Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Objects

Integration Options

Compare Your Advanced Onboarding Options

HubSpot's Advanced onboarding coaches you on most of their features. Technology Advisors takes a different approach. We fully implement those features on your behalf. Review the chart below to better understand the differences between Advanced HubSpot implementation services and what is offered through Technology Advisors, Inc.

Feature

HubSpot Advanced

TAI Advanced Onboarding

Marketing Hub

Lead Capture & Conversion Path

Coaching

Full Implementation

Segmenting Your Data

Coaching

Full Implementation

Email Marketing

Coaching

Full Implementation

Traffic & Website Analysis

Coaching

Full Implementation

Content Strategy

Coaching

Full Implementation

Automated Lead Nurturing & Assignment

Coaching

Full Implementation

Importing Your Data

Coaching

Full Implementation

Campaign Setup & Analysis

Coaching

Full Implementation

Calculated Properties & Custom Reports

Coaching

Full Implementation

Team Permission & Multiple Brands

Coaching

Full Implementation

Business Strategy & Technical Consulting

Coaching

Full Implementation

Custom Data Migration

Call us.

Best Practice Consulting

Full Implementation

Live End User Training

Full Implementation

Live Admin Training

Full Implementation

Live Power User Training

Full Implementation

Develop Marketing Playbook

Full Implementation

Implementation Documentation

Full Implementation

Price

$8,000

Starting at $18,000

Sales Hub

Overview of Customer Sales Process

Coaching

Full Implementation

CRM Setup

Coaching

Full Implementation

Setup Reporting

Coaching

Full Implementation

Onboarding Your Team

Coaching

Full Implementation

Turn on Standard Marketplace Integrations

Coaching

Full Implementation

Consulting on Importing Your Data

Coaching

Full Implementation

Route & Manage Multiple Teams

Coaching

Full Implementation

Business Process Mapping

Coaching

Full Implementation

Custom Integration Consulting

Coaching

Full Implementation

Customer Success Planning

Coaching

Full Implementation

Customer Journey Mapping

Full Implementation

Custom Integration

Call us.

Create Multiple Reports

Full Implementation

Custom Data Migration

Call us.

Create Multiple Sales Processes

Full Implementation

Live Admin Training

Full Implementation

Live End User Training

Full Implementation

Live Power User Training

Full Implementation

Application Documentation

Full Implementation

Price

$4,000

Starting at $12,000

Service Hub

Setting up Channels

Full Implementation

Schedule Meetings

Full Implementation

Creating Custom Ticket Pipeline

Full Implementation

Reporting on Productivity & Closed Tickets

Full Implementation

Live Chat Implementation

Full Implementation

Standard Email & Chat Responses

Full Implementation

Helping Customers Self-Service Through Knowledgebase

Full Implementation

Ticket Automation

Full Implementation

Measuring Customer Experience

Full Implementation

Managing Multiple Teams

Full Implementation

Developing Support Playbook

Full Implementation

Creating Customer Dashboard

Full Implementation

Live Training

Full Implementation

Create Workflows

Full Implementation

Price

NA

Starting at $4,000

What Customers Say About Us

Incredibly impressed by their competency to solve our problem and also think future. TAI was able to show that spending more for a cloud implementation was not necessary and in this instance, rebuilding on the LAN was certainly better than replacing with another product.
Dennis F., National Bureau of Property Administration
They are a complete package. Every member of this team is of high caliber and the whole team is well organized. Their response to feedback is superior to any third-party vendor I have worked with.
Brian M., Keller-Heartt
Technology Advisors immerse themselves into your project. They go beyond to understand your current systems and what you are trying to achieve. They have extensive knowledge and experience, which they bring to each project.
Montelle D., Haynes International, Inc.
Technology Advisors has helped us to transform our data from one CRM to another without any interruption. They have helped us every step of the way to successfully integrate to fit our business needs.
Brianna S., Burrus Seed
I have worked with TAI for over 15 yrs. with my past two organizations and look forward to continuing our relationship for many years to come. Working with TAI has proven to be a one stop shop for my organization from all phases of CRM support and technology review to quality and cost analysis and product review. This has ensured we have had the latest technology at a fair price for our organization with amazing support from TAI.
Linda S., Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of CRM is second to none and together we are able to tackle many difficult software integrations to shape it to best fit our needs.
Jean-Paul L., Captive Resources, LLC
One of the things that stood out from the start was the transparency and the helpfulness of being able to guide us along the paths that were the best for us. Technology Advisors always did their best to make sure that we are on the same page with all the new ideas and initiatives that we come up with.
Tim R., Hershey's Ice Cream
Throughout the past 4 years, TAI has not only become an extension of our team, but a crucial asset. We truly appreciate their attention to detail & their ability to bring our out-of-the-box CRM needs to fruition.
Tara C., AEM
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