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Hubspot CRM & Sales Hub

Streamline the
sales process with HubSpot CRM & Sales Hub

HubSpot is a powerful, all-in-one CRM that helps you align the efforts of your sales, marketing and customer service teams to make sure everyone is working from the same rulebook. And the HubSpot experts at Avidly are here to help you get set up.

 

 

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HubSpot Migration

We migrate legacy CRM platforms to the HubSpot Smart CRM.

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HubSpot Integration

We custom-build integration solutions using the HubSpot developer tools.

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Solutions Architecture Design

We deliver solutions for customers of all sizes who have complex, technical use cases.

1200+

We've helped with 1200 HubSpot portals. So we know what we are talking about.

We can help you solve the challenges you have with HubSpot. We've probably done it before.


Having helped hundreds of clients implement HubSpot or take their use of the platform to the next level, we have gained invaluable experience that you can benefit from our collaboration.

HubSpot Implementations

HubSpot Onboarding

CRM Admin & Maintenance

System Architecture & Tech Strategy

Integrations & Migrations

HubSpot Implementations

Before we started implementing HubSpot for our clients, we used it for ourselves, spending hours delving into every nook and corner. We experimented, explored, discovered, failed and succeeded. 

And by working on over 1,200 HubSpot portals for clients, we've picked up a lot of learnings over the years.

 

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HubSpot Onboarding

If you’re looking to use HubSpot but don’t know where to begin, we offer full onboarding services. We’ll help set up HubSpot and train you on all the impressive features that HubSpot offers. 

Importing contact data. Setting up your Sales Hub. Integrating social media. Workflows, CTAs, conversation inboxes and chatbots. We’ll take you through each of these, revealing the most effective strategies and useful tips you can use going forward.

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CRM Admin & Maintenance

If you're looking for ongoing support with your HubSpot CRM, our team is especially skilled at making sure you're always working with an optimised platform.

Besides having the experience of working in over 1,200 portals, we're also a fully accredited HubSpot Partner with team members working out of eight studios.

As a company, we have 300+ specialists available to make sure you've always got the support you need.

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System Architecture & Tech Strategy

If you were paying to expand your family home before the arrival of a baby, you wouldn't choose (and pay a considerable amount) to build an extension which left the nursery disconnected from the rest of the family.

But businesses make this mistake when layering software after software into their tech stack.

Proper system architecture and a thorough tech strategy ensure you have a connected, transparent and single-truth organisation.

With HubSpot at the centre.

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Integrations

Streamline the way you work with a HubSpot integration.

Together with the Connect Partners, HubSpot offers standard integrations to hundreds of applications that businesses use. Avidly helps our clients use these integrations most effectively

 

Migrations

This is the moment you can do something with your data.

Moving from one system to another can be a huge headache. With our HubSpot migration services, we can make this a smooth journey so you don't lose valuable data.

And we have a fully tried and tested process.

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Implementation of HubSpot CRM & Sales Hub

To be successful, the CRM must support the sales processes and meet both the salesperson's and the sales manager's needs.

When you choose to team up with the HubSpot experts here at Avidly, we’ll work closely with you to determine your goals, develop an understanding of your customers, create a strategy that works, and get your HubSpot CRM set up and tailored to support your processes. 

This way, you’ll be able to make the most of HubSpot’s forecasting and analysis tools and detailed reporting dashboards, while minimizing bottlenecks and promoting collaboration across teams, so your business can reach its fullest potential.

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Our process for CRM & Sales Hub 

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01. PROJECT START 

We always start by drawing up a detailed project plan and setting a timeline. Once that is done, we start the project with a kick-off.

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02. DESIGN &  CONFIGURATION 

We conduct user surveys and hold workshops to ensure good sales processes. We configure the CRM, which is later approved by you.

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03. TRAINING & ROLLOUT

In the final step, we ensure an approved implementation of the CRM followed by training sessions with your team and support for the rollout. 

Training and education in HubSpot CRM & Sales Hub

For users

In-depth and interactive training with your sales team where we look at key features and functions of HubSpot as well as the customized processes we identified during the mapping phase.

  • How to create and update records in the CRM
  • How to use your sales pipeline
  • Handling new leads
  • Logging sales activities through the Outlook/Gmail integration
  • Sales efficacy tools
  • Using the HubSpot phone app

 

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For super users

In-depth and interactive training with your sales team where we look at key features and functions of HubSpot as well as the customized processes we identified during the mapping phase. Interactive training for advanced users in managing the HubSpot portal, including:

  • HubSpot's admin tool
  • Workflows and triggers
  • Properties and user views
  • Onboarding and offboarding of users
  • Import and export of data
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For Sales Managers

Interactive training for sales managers on how to use HubSpot to:

  • Reports and dashboards
  • Tracking and overview of sales activities and usage
  • Onboarding and offboarding of users
  • Roles and teams
  • Customer-specific processes
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Revival Beds

How we modernised the entire sales process of Revival Beds using HubSpot

With the installation of HubSpot, Revival Beds was enhancing its marketing efforts. In order to handle the inevitable increase in leads, the whole sales side was being fully digitised and modernised too. The solution was to fully utilise the Sales Hub in order to get the most benefit out of using HubSpot Marketing.

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Global Partner of the Year - 5 years in a row

Out of the thousands of HubSpot agencies out there, we were officially named HubSpot Global Partner of the Year in 2019, 2020, 2021, 2022 and 2023.

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Proven Elite HubSpot Partner

Avidly is one of only a few Elite HubSpot Agencies. This means HubSpot recognise us for our understanding of the platform and our ability to implement the best solutions for our customers.

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HubSpot's Partner Directory

It's easy for us and HubSpot to say we're good at what we do, but it's important that you hear that from companies like yours too who are using our services to help them grow. You can see reviews from over 200 customers about their experiences in the HubSpot's Partner Directory.

This is what one of our customers says about us:

“Under the old system I knew we’d had say 400 leads, but I didn’t know anything else. But, with HubSpot, me and the team can now see how many brochures have been requested, how many product samples, which products people are interested in and more.”

Adrian Leary, Marketing Manager, Revival Beds

Want to take the next step with the CRM that does it all?

Level up your selling power with HubSpot’s Smart CRM and industry-leading Sales Hub. Book a chat at a time that suits you...

 

How fast can we be up and running?

Onboarding can take 30-45 days per hub, depending on the complexity.  As our team works to map out the key requirements, we will be looking to implement quick wins to support our clients to start working in the portal asap

How long will it take?

Average implementation takes 30-45 days per hub.  If a client is taking multiple Hubs we can look to implement in parallel, if required.

What's our process?

We implement HubSpot through a six gate process. This ensures that the process runs smoothly and is on track, and it provides full visibility to our clients on the project deliverables. All clients get full visibility of what the team is working on and sign off gates before we progress. 

How much will it cost?

On average, the cost per hub is £6,000 - £8,000 depending on the level of complexity

What do you need from our team?

We will need a dedicated point of contact to provide sign off on tasks.  Ideally, before the kick-off, we would need you to share material on the companies so we can start to learn more about the client before we officially kick-start the project.

What experience do we have?

We have implemented HubSpot over 1800 times, so we have a wealth of experience.  Our clients are spread across both B2B and B2C and across a variety of industries, including Manufacturing, Technology, Education, professional services and many more.

Who will be working on our account?

You will have a dedicated POC for the project who will coordinate all the internal specialists. On average an implementation project has around 12-18 people working on the account. 

What support do you provide after the implementation?

We can provide ad hoc support as you need, or some clients work with us on an ongoing basis for 6 - 12 months,+ whereby our team works each month to continuously improve the platform proactively. 

Do you provide training?

Yes, training is part of our company ethos as we want to ensure that all our clients are as self-sufficient as can be in HubSpot.  

As part of the onboarding process we include standard training and super user training.  Extra training support can also be provided as a standalone service.

What happens if the scope changes mid way in the project?

Scope creep can happen.  If this occurs our team will complete a change request form for you to sign off.  Once signed the changes will be reflected in the project plan.

We are on HubSpot and need support getting more out of it - how can you help?

Our team would look to carry out an initial audit to establish the current setup up and then we can best advise on how we can support.  The team will provide a list of recommendations/ improvements that we will then score in level of importance and impactfulness.  Each month our team will then look to implement changes to the portal to support the client.

Can you help with purchasing HubSpot?

 Yes, we can and our team will advise on the HubSpot package that you need.  We can then work with HubSpot’s team to support you with the platform purchase. Contractually, you will be aligned directly with HubSpot for the platform, and all commercials will need to be agreed upon with HubSpot