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Advanced HubSpot Onboarding in 30 Days

July 27, 2020

Six Degrees are a transformational technology service provider that specialises in cloud-led technology.

THE BRIEF

Six Degrees are a transformational technology service provider that specialises in cloud-led technology. They needed a significantly accelerated HubSpot Marketing Pro onboarding process in order to get up and running before their existing Marketo license renewed. They needed not just set-up of their desired HubSpot features, but they also had to replicate business critical functions within Marketo, such as workflows, properties and forms.

Six Degrees were having trouble with their current software, Marketo, and wanted to adopt HubSpot to evolve their marketing strategy. They lacked internal expertise to get onto HubSpot and ultimately needed a hands on, guided transfer process. As well as feeling restrained by their current software, they were also paired with the challenge of finding a partner who would be able to effectively onboard them in time. A HubSpot guided onboarding is a 90 days process. Boom, however, guaranteed they could do it in 30.

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THE SOLUTION

The solution took significant strategising and planning in order to get started. This included an important scoping period that looked through all the project deliverables and assigned the use cases for each of them. Six Degrees had a big team, with lots of different sub-teams for different products. As these teams all have different requirements and different use cases it was important that this scoping period was fit for purpose and had all the information Boom needed before implementation. As HubSpot and Marketo functioned very differently, the project required a lot of creative thinking and communication. Boom met with Six Degrees on a weekly basis, as well as requiring daily calls and consistent overtime. Six Degrees were very hands on and eager to learn, making the process not just one sided, but also very collaborative and training focussed. Much more so than with other onboarding processes.

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THE RESULTS

With the implementation of HubSpot, Six Degrees were able to do things that they initially didn’t think were possible. HubSpot offered far more functionality to support their entire marketing strategy, and due to collaboration and training throughout, Six Degrees’ staff were already confident to go into the system to start campaigns on their own once the migration was complete.

Ultimately, Six Degrees have been set up with a HubSpot portal that looks like they’ve been using it for years. The end result was an effective, well-structured system, with all the advanced functionality that most HubSpot users would take years to implement.

What our clients say

“They have smart people across the board. We plan to expand our work with BBD Boom and highly recommend their professionalism, responsiveness and deep knowledge across the entire HubSpot platform.”

Tracey Palethorpe | Rosslyn Untitled design (62)

“Their project management is excellent and they really do deliver. I wouldn’t hesitate to recommend, they will really make a difference to your business. We absolutely wouldn’t have gotten to where we are now without them.”

Kerry Leighton-Bailey | Lumi Untitled design (86)

“The team at BBD Boom have helped us tremendously, we have enjoyed every second. They have reacted quickly and are always on hand to help us whenever we need, no matter how small.”

Alice Hills | Truespeed Untitled design (63)

"Me and my Marketing Operations Manager were so impressed by the audit! Clearly a lot of work and research went into it. It felt like a totally personalised session with vast amounts of added value!"

Verity Raphael | Streetbees Zkk6ufho_400x400

"By taking the additional time to really understand our business and how we work, the great team at Boom have enabled us to get the best from our HubSpot investment"

Elliott Carter | Perspicuity perspicuity icon

"They were very supportive and offered invaluable help to ensure we got the most from our HubSpot platform. I would happily work with BBD Boom again"

Kathryn Reeves | Poweron Platforms 1591800866017

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