Before we dive into any of this, let’s set the scene for a moment:

You have just purchased HubSpot for the first time, or you’ve had HubSpot for a while, but noticed you aren’t really using it to the fullest potential (if at all). With an eager sales and marketing team looking to dive in deeper, you want to make sure everything is in order prior to letting your team loose, but don’t really know where to start.

As you look at all of what HubSpot has to offer, you find an overwhelming amount of tools and resources that you know can improve your business process, but don’t know exactly how to set them up. You try to set some of these things up on your own, but ultimately can’t figure out how to best mold your sales process to HubSpot, so you start thinking about pulling the plug on a formal CRM altogether. 

Before you make that final decision, you take a look at HubSpot’s Solutions Directory and come across IOI’s profile. You quickly notice that IOI is offering a CRM Implementation that sounds right along the lines of what your business may need, so you fill out the form on our website to get in touch. 

Enter: IOI Ventures

If you haven’t heard the news already, IOI has recently become part of HubSpot’s Solutions Partner ecosystem which has strengthened both how we operate as a business as well as how we can help our clients. Not only are we able to supplement our existing marketing efforts with deeper knowledge and training on HubSpot’s great resources, but we are now offering new products like HubSpot Implementations and Admin support that have opened new doors for us and our clients.

“What is a HubSpot Implementation?”

In short, a HubSpot Implementation is a 2-3 month long project for businesses looking to get more out of HubSpot. We’ll meet with your sales and marketing teams to dig into the customer’s journey to see how we can mold both teams’ processes into HubSpot’s simple and efficient technology. 

Here’s just a sample of some of the things that are included:

  • Migration of data from your old CRM or contact database
    • We’ll help you export, clean up spreadsheets, and import your leads into HubSpot
  • Configuration of any integrations
    • Want to still use MailChimp to send emails? Want to integrate with Sakari to send text messages directly from HubSpot? Want to connect your current CRM to HubSpot? We’ll help with all of that.
  • Setup of automation to simplify business operations
    • When someone submits a form on your website - what happens? Don’t know? Let us help. We’ll make sure that lead goes to the correct person’s hands, and that the lead receives a follow up email on your behalf.

We want to help you simplify your sales process while getting the most out of all that HubSpot has to offer, without the headache. 

We handle the data. 

We handle the setup.

But we make sure everything is configured in a way that makes sense for your business. 

If you’re interested in exploring how IOI can help you and your business get the most out of your HubSpot subscription, fill out the form below and we’ll reach out!

We can’t wait to help you grow.