HubSpot Data & CRM Setup for B2B

Our Approach

A CRM is only as good as the data behind it

Many companies find that HubSpot quickly becomes difficult to manage.

Properties are created haphazardly without a structure, data is recorded differently across teams, and reports start showing conflicting numbers. The problem is rarely the platform itself, but rather the way the data is set up.

That’s why we help you build a data foundation that’s well-thought-out from the start and scales with your business.

Data Model

We design a data model tailored to your business and ensure that contacts, companies, deals, and other objects are logically linked.

Properties

We set up and organize HubSpot properties so that data is recorded consistently and can be used across marketing, sales, and customer service.

Lifecycle & Pipeline

We define lifecycle stages, pipelines, and other key fields so that the entire customer journey becomes clear and measurable.

Custom Objects

If you have complex processes or need to track data that goes beyond HubSpot’s standard objects, we can help you design and implement Custom Objects.

Data Quality

We help with data cleanup, deduplication, and governance so that data becomes more reliable and easier to work with.

Reporting

We ensure that data is structured correctly so that dashboards and reports provide an accurate picture of the business.

Analysis

We’ll review your current HubSpot setup, data model, and workflows to understand what’s working and what needs to be redesigned. We’ll identify where data is missing, where errors occur, and which processes are holding your teams back.

Meet and Greet

Setup Review

Design

We design a data structure that fits your organization, processes, and future needs. You’ll receive a clear plan for how contacts, companies, deals, and other objects should be linked before we make any changes to the settings in HubSpot.

Strategy Workshop

Project Plan

Setup

We implement properties, lifecycle stages, pipelines, and other elements directly in your HubSpot. We ensure that everything is set up consistently and in accordance with the data model we designed together.

Technical Setup

Quality Assurance

Validation

We thoroughly test the data, reporting, and automation features to ensure that everything works as expected. We identify and correct any errors or discrepancies before rolling out the solution to the entire team.

Data Testing

Quality Assurance

Documentation & Training

We document the solution so your team always knows how to record and maintain data going forward. In addition, we train the relevant employees so you can operate independently from the start.

Documentation

Team Training

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1 Analysis

2 Design

3 Setup

4 Validation

5 Documentation & Training

“Itch is an excellent partner when it comes to implementing and operating HubSpot. They focus their efforts on getting to grips with the sometimes slightly confusing internal workflows and help customize the system so that it supports the business as effectively as possible.”

Anne Gram-Skjoldager

Project Manager, Obton

Our Prices

We start with your business

No two companies are alike, and the same goes for the solutions they need. Some companies already have processes, systems, and activities in place that need to be optimized and built upon. Others are starting from scratch and need to establish a more structured approach from the very beginning.

That’s why we always set our price based on a detailed discussion of your needs. Book a meeting with us, and we’ll provide you with an estimate tailored to your specific situation.