Strategic and Technical Solutions for Scale
Optimizing HubSpot to Power Revenue Operations
Align teams, connect with customers, automate processes, integrate data systems and unlock actionable insights to power the growth of your business with HubSpot and an integrated tech stack of powerful tools.
Ensure your HubSpot instance is set up for scale, and transform your Revenue Operations with processes, people, and data that are better aligned across your organization.
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Single and Multi-Hub Onboarding Services
Onboarding with HubSpot directly vs. a HubSpot Partner such as HarvestROI:
HubSpot's own direct onboarding service is 'guidance-based' for both setup and implementation, meaning it's limited and that your company still needs HubSpot experts to do the actual technical configuration, integrations, data migrations, and other work that ensures broad stakeholder adoption and maximum return on your investment in HubSpot.
Our Onboarding team specializes in onboarding Sales Hub, Marketing Hub, Service Hub, CMS Hub and Operations Hub for scaling companies.
We’ll help you gain the most value out of your investment:
- Customized and complete HubSpot technical setup
- Sales or Ticket pipeline development and automation
- Personalized Hub-specific tools configuration
- Data import execution and instruction
- CRM Customization specific to your processes
- Baseline Reporting and Dashboard setup
- Sales to Marketing to Service handovers
- Hub-specific training for teams
Process Architecture, Solutions Engineering & HubSpot CRM Implementation
HubSpot Implementation and Optimization Services:
Our Operational Strategists and HubSpot Solutions Engineers bring deep experience in implementing and optimizing the full HubSpot Customer Platform as the central system for supporting teams, automating processes, and connecting with customers.
Through a series of Process Architecture Workshops, we partner with key stakeholders to map and blueprint the ideal buyer’s journey, from awareness through closed won and renewal. In parallel, our Solutions Engineers design and build the systems required to support your data, eliminate friction, and accelerate revenue.
By fully understanding each stage of the buyer’s journey, we maximize the power of HubSpot across both Pro and Enterprise tiers. With clear visibility into team activity, process flow, and data quality, we position your organization to continuously optimize and evolve long after initial implementation.
Platform Data Migrations to HubSpot
Frictionless data, pipeline, workflow and asset migrations:
Understanding not only how data is structured but also how data is generated and employed by systems and teams is essential to successful platform migration. Whether from Salesforce or another clunky or inadequate CRM solution, platform migration should be viewed not as a potential for disaster but rather as an opportunity to streamline and realign teams around operational processes and to improve data quality while creating mechanisms to ensure data integrity in the long term.
Within the HubSpot community, HarvestROI has earned a reputation as a leader in executing complex data and platform migrations, particularly after companies have failed to execute on their own or with an agency.
Our Solutions Engineers bring a strategic, consultative approach to the technical work in order to understand the unique needs of the business and get the work done right the first time.
Custom APIs & Integrations
Seamlessly integrate your growing tech stack with HubSpot:
The most common concern for many new HubSpot customers pertains to platform integration and how the software will work with their existing systems.
Our Solutions Engineers keep our clients' operations connected whether via native HubSpot App Marketplace integrations or custom development of unique APIs for proprietary software platforms and vertical-specific solutions.
Our diligence in process and experience in maximizing HubSpot's technical potential to support complex business operations set HarvestROI apart from other technical consultants and HubSpot agencies.
Common integrations we execute for customers:
- Billing & Proposal Platforms
- Data Warehousing
- Data Enrichment
- ERP and CRM
- Sales Enablement Tools
- Web Traffic Analysis
- Proprietary Platforms
Platform Optimization and Lifecycle Marketing
HubSpot RevOps Consulting and Customer Lifecycle Marketing Services centered around maximum ROI:
Maximize your HubSpot investment and scale effectively by working with our dedicated and experienced team of HubSpot professionals to surface actionable business insights and implement a cadence for continuous process improvement based on the data that really matters.
Identify and track KPIs while iterating and improving processes, supporting platform and process adoption, ensuring data quality and consistency, and monitoring trends to anticipate issues before they arise.
Our Lifecycle Marketing clients capitalize on compelling revenue generating communications delivered to properly segmented audiences at the right time in their buyers' journeys, allowing marketers to market and salespeople to sell, reducing friction throughout the customer lifecycle and generating more closed won deals.
