Your Partner for Implementing HubSpot Sales Hub

HubSpot's Sales Hub is the cornerstone of your sales team's success—a powerful Sales Engagement and CRM platform designed to drive business growth.

When implemented correctly and maintained with care, Sales Hub becomes the catalyst that propels your sales team to new heights, enabling them to achieve their goals with precision and efficiency.

However, a poorly configured Sales Hub can act as a roadblock, disrupting workflows, hindering customer connections, and costing valuable deals. That’s why partnering with an expert like Set2Close is essential. As specialists in HubSpot, we’ll ensure your Sales Hub is tailored to your unique business needs, transforming it into a seamless engine for scalable growth and success.

At Set2Close, onboarding is about getting you started with HubSpot’s standard, out-of-the-box features and providing basic training to help you navigate the software.

Implementation, however, is where the real magic happens. We tailor HubSpot to your business’s unique needs—creating custom properties, objects, sales automations, and workflows designed to align with how your business operates.

The difference? Onboarding sets the stage, but implementation propels you forward. Instead of spending months—or even years—trying to configure a new, unfamiliar system, you hit the ground running with a fully customized solution, expertly built to drive results from day one.

01. Solution Design

At Set2Close, every implementation begins with an in-depth discovery and design phase. We collaborate closely with your key stakeholders to gain a clear understanding of your business goals and the specific needs for your HubSpot instance. From there, we validate what’s achievable, transparently address any limitations, and craft smart workarounds to ensure your system is optimized for success.

02. Account Setup

Following the Solutions Design phase, you'll be supported by an expert project team skilled in diverse migrations and implementations. They bring deep expertise in both the system you're transitioning from and the powerful capabilities of HubSpot. Our team ensures a seamless setup, guiding you step-by-step to activate key features and settings, so nothing critical is overlooked as you build a foundation for success.

Your account setup includes:

03. Custom Data Setup/Migration

HubSpot’s default data structure of contacts, companies, and deals is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot.

Your data migration may include: 

04. Integration

When you have a large tech stack, it is critical that your data flows from one platform to another. We will ensure that all of your systems are connected and that you can use synced data in your marketing.

05. Contact, Company, Deal and Activity Migration

Before migrating your data to a new CRM platform, our team will conduct a thorough audit of your existing data model, assess data integrity, and evaluate how fields are utilized in your current system. This ensures your new CRM is seamlessly populated, optimized, and ready to drive success from day one.

We will help you migrate:

06. Reporting & Dashboarding

A primary goal of CRM projects is getting visibility into your sales team’s performance. We will help you configure executive, management, and rep level dashboards to provide insight, accountability, and performance throughout your sales process. 

07. Training & Enablement

Empowering your team to master your new platform is key to unlocking its full potential. At Set2Close, we take the time to walk you through every setup, clarify expectations, and demonstrate exactly how everything operates. Our goal is to not only make your team comfortable with their new tools but also to equip them with the confidence and expertise to sustain and scale your success as you grow.