HubSpot Onboarding to Keep You Forging Ahead

Larger organizations have a lot to juggle. Omnichannel interactions mean the customer journey must be closely tracked through every access point. Numerous departments and branches must be able to share analytics and insights to inform decision-making across the organization. There’s no room for slowdowns or project stalls.

That’s why Technology Advisors crafted an Enterprise-specific HubSpot onboarding approach. We tackle all the major aspects of your HubSpot adoption, like migrating data over, integrating core systems, adding custom fields and functions, and automating your system according to your processes. We use best practices and strategic planning to move your project along in a way that’s organized, efficient, and keeps you forging ahead.


Business Strategy & Tech Consulting

Training for all my Teams

Professional Setup for Key Automations

Custom Data Migration

Custom Objects

Integration Options

Personalized Development

Industry-Specific Best Practices

What do I Get with TAI Enterprise Onboarding?

HubSpot will offer coaching for most of its features, but Technology Advisors dives deeper. We provide full implementation services. Review the chart below to learn how our Enterprise onboarding options differ from other offerings. Please contact our team for questions or a consultation.

Feature

HubSpot Advanced

TAI Advanced Onboarding

TAI Enterprise Onboarding

Marketing Hub

Lead Capture & Conversion Path

Coaching

Full Implementation

Full Implementation

Segmenting Your Data

Coaching

Full Implementation

Full Implementation

Email Marketing

Coaching

Full Implementation

Full Implementation

Traffic & Website Analysis

Coaching

Full Implementation

Full Implementation

Content Strategy

Coaching

Full Implementation

Full Implementation

Automated Lead Nurturing & Assignment

Coaching

Full Implementation

Full Implementation

Importing Your Data

Coaching

Full Implementation

Full Implementation

Campaign Setup & Analysis

Coaching

Full Implementation

Full Implementation

Calculated Properties & Custom Reports

Coaching

Full Implementation

Full Implementation

Team Permission & Multiple Brands

Coaching

Full Implementation

Full Implementation

Business Strategy & Technical Consulting

Coaching

Full Implementation

Full Implementation

Custom Data Migration

Call us.

Call Us.

Best Practice Consulting

Full Implementation

Full Implementation

Live End User Training

Full Implementation

Full Implementation

Live Admin Training

Full Implementation

Full Implementation

Live Power User Training

Full Implementation

Full Implementation

Develop Marketing Playbook

Full Implementation

Full Implementation

Implementation Documentation

Full Implementation

Full Implementation

Marketing Design Sprint Workshop

Full Implementation

Build Reporting Data Mart

Full Implementation

Custom Integration

Call us.

User Story Maps

Full Implementation

Formal User Stories

Full Implementation

Release Planning

Full Implementation

Price

$8,000

Starting at $18,000

Call us.

Sales Hub

Overview of Customer Sales Process

Coaching

Full Implementation

Full Implementation

CRM Setup

Coaching

Full Implementation

Full Implementation

Setup Reporting

Coaching

Full Implementation

Full Implementation

Onboarding Your Team

Coaching

Full Implementation

Full Implementation

Turn on Standard Marketplace Integrations

Coaching

Full Implementation

Full Implementation

Consulting on Importing Your Data

Coaching

Full Implementation

Full Implementation

Route & Manage Multiple Teams

Coaching

Full Implementation

Full Implementation

Business Process Mapping

Coaching

Full Implementation

Full Implementation

Custom Integration Consulting

Coaching

Full Implementation

Full Implementation

Customer Success Planning

Coaching

Full Implementation

Full Implementation

Customer Journey Mapping

Full Implementation

Full Implementation

Custom Integration

Call us.

Call us.

Create Multiple Reports

Full Implementation

Full Implementation

Custom Data Migration

Call us.

Call us.

Create Multiple Sales Processes

Full Implementation

Full Implementation

Live Admin Training

Full Implementation

Full Implementation

Live End User Training

Full Implementation

Full Implementation

Live Power User Training

Full Implementation

Full Implementation

Application Documentation

Full Implementation

Full Implementation

Sales Design Sprint Workshop

Full Implementation

Build Reporting Data Mart

Full Implementation

User Story Maps

Full Implementation

Formal User Stories

Full Implementation

Release Planning

Full Implementation

Formal Test Plan

Full Implementation

System Testing

Full Implementation

Acceptance Testing

Full Implementation

Sprint Plan

Full Implementation

Daily Sprints

Full Implementation

Price

$4,000

Starting at $12,000

Call us.

Service Hub

Setting up Channels

Full Implementation

Full Implementation

Schedule Meetings

Full Implementation

Full Implementation

Creating Custom Ticket Pipeline

Full Implementation

Full Implementation

Reporting on Productivity & Closed Tickets

Full Implementation

Full Implementation

Live Chat Implementation

Full Implementation

Full Implementation

Standard Email & Chat Responses

Full Implementation

Full Implementation

Helping Customers Self-Service Through Knowledgebase

Full Implementation

Full Implementation

Ticket Automation

Full Implementation

Full Implementation

Measuring Customer Experience

Full Implementation

Full Implementation

Managing Multiple Teams

Full Implementation

Full Implementation

Developing Support Playbook

Full Implementation

Full Implementation

Creating Customer Dashboard

Full Implementation

Full Implementation

Live Training

Full Implementation

Full Implementation

Create Workflows

Full Implementation

Full Implementation

Price

NA

Starting at $4,000

Starting at $4,000

What Customers Say About Us

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 Sibley, 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 Stanko, Recept Pharmacy
We have been working with Technology Advisors since 2013 and we will continue this great relationship. Their knowledge of SugarCRM is second to none and together we are able to tackle many difficult software integrations to shape Sugar to best fit our needs.
Jean-Paul Lupori, 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 Ryan, 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 Cowling, AEM
We’ve been working with Technology Advisors for over 3 years. With their guidance, we’ve been able to innovate and create business processes that enable us to be more efficient with our time and money.
Dan Johnson, BASYS
We have partnered with Technology Advisors for the past six years and consider them an essential part of our team. From complicated migrations between CRMs to custom development to marketing automation support, they consistently deliver nothing short of the highest standard work product and remain caring and communicative throughout. We couldn't ask for more from TAI!
Tanja LeMotte, Corvus Holdings, LLC
Technology Advisors has been at the heart of our CRM program’s success. If you can articulate your vision for how to leverage CRM to support rapid sales growth, the Technology Advisors team will make it happen quickly and in a manner which your organization can easily embrace. Kudos!
Todd Olson, Amsted Rail
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