From Basic Setup to Customised Automations
At Boom, we don’t just inject data into your CRM and call it a day. Our onboardings include strategy calls and a clear scope of your business’s customised requirements. This can include specific workflows, lead scoring criteria or specific reports to be built.
Team Training Included
We’ve set up your portal - great! …but that’s not it. A key indicator of success with your company’s adoption of HubSpot is ensuring that:
- Your team feels comfortable enough to use their new CRM
- or transition from an old one that they were comfortable with.
Our Onboardings include live training sessions with your whole team that are also recorded for you to keep.
This way you’ll feel confident that your team can take over comfortably without feeling too dependent on us.
HubSpot is a CRM that allows you to utilise your database to perform marketing, sales and customer service operations all in one user-friendly platform. Learn more about how HubSpot works here.
Capture and Nurture Contacts
Close and Onboard Customers
Full Guidance + Weekly Meetings
We run weekly calls with our clients during the onboarding period and are always available to contact via email (during business hours) in between these calls.
How we work
HubSpot Onboarding FAQ
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