HubSpot Sales Hub | Implementation, Onboarding, and Training

Our Approach

Mapping Sales Processes Prior to Implementation

We always start by mapping out your pipelines, the phases of a typical sales cycle, and the KPIs or other metrics you use to track performance before we touch a single setting in the system.

From there, we tailor a setup that fits the way you sell, so you get:

automations that take the manual legwork off the sales team’s hands
a pipeline that provides an accurate picture across teams
reporting that gives management a forecast they can rely on

Onboarding is just the beginning. Once the foundation is in place, we’ll work with you to evolve your sales process so that HubSpot keeps pace with your business as you grow.

Alignment and mapping of relevant features

Together, we’ll map out your processes and needs so we can prioritize the features that create the most value for you. This way, you’ll get a setup that’s tailored exactly to where you are right now.

Technical Setup in HubSpot

We’ll make sure the foundation is in place—domain, tracking, forms, GDPR, and integrations with your other tools.

Training for Super Users

We’re training some of your employees to become HubSpot super users. They can act as administrators, so you can manage, customize, and maintain the platform yourselves after the onboarding process.

Workshop for the team

Through a joint workshop, we ensure that everyone is on board from the start, so that the system is actually used and not just implemented.

Evaluation and Quality Assurance

We'll follow up, check that everything is working as it should, and make adjustments where necessary. You'll get a setup that's been tested and is ready to use, along with a clear plan for how to move forward.

Sales & Revenue

Part of your growth platform

Sales & Revenue is the area of The Itch Growth Engine where leads are converted into qualified opportunities, and where you manage your pipeline, activities, and forecasts. HubSpot Sales is the engine behind this part.

For a larger sales organization, it’s about more than just moving deals from stage to stage. A new salesperson needs to be able to get up to speed quickly because the process is built into the system. Management needs to be able to rely on a forecast based on real data. And sales, marketing, and service need to share the same knowledge about the customer so that no one has to start from scratch.

Our approach

A proven concept for implementation and onboarding

When we begin a HubSpot implementation and onboarding process, we follow a set project plan that has been thoroughly tested and refined over many years—and which, of course, is tailored to your pace. You’ll be assigned a project manager and a team of specialists who will ensure that goals and deadlines are met and that your entire team is involved.

"With Itch's help, we've systematized our inbound marketing, and we can measure what's working and where we need to make adjustments. The synergy between our marketing and sales activities is strengthened through HubSpot and Itch."

Mia Debel

Marketing Manager, Master Danmark A/S

Introductory Meeting

Technical Setup of the Platform

HubSpot Demo

Practical Setup with the Team

Proposal

Rollout and onboarding of all users

Project Planning

Education and Training