HubSpot CRM: the Swiss Army knife for marketing & sales

Why CRM?

At Avidly, we encourage our customers not to chase endless pools of data for its own sake but rather to value the right type of data and focus on leveraging that. In other words, we help our customers understand their customers. What do they really care about? Where are they on their journey? CRM provides concrete answers to these questions.

If you are implementing your first CRM, HubSpot is intuitive enough to be your obvious first choice. If your company is on the larger side, HubSpot is powerful enough to align your sales and marketing efforts. This integration rids you of fruitless hours spent toggling between systems and puts the data at the fingertips of anyone who needs it, whenever they need it.

  • A smooth process for handing over leads to sales departments
  • Gives sales departments crucial intelligence about lead behaviour and likelihood of closing
  • Enables customer data in HubSpot to make better segmentation and personalisation
  • Allows sales departments to stay in their main system (CRM)

Work we've done

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How we do it

Process for HubSpot Sales Onboarding

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1. Project Start & HubSpot Portal Setup
2. HubSpot CRM Sales design & CRM Configuration

3. Training & Roll-out
Phase 1

Project Start & HubSpot Portal Setup

Step 1

Intro call

The CRM-project always starts with an informal call with your project manager to talk briefly about the next steps. In this call we will gather any potential missing information we need before we can start setting up your HubSpot portal. In this step we will also schedule a formal kick-off session.

Step 2

Project plan

A detailed project plan is being set up in our Project Management System (Asana) with tasks, timeline and milestones.

Step 3 


This is the session where we officially start the project! Here we will give you an overview of the process, what we are delivering, roles and responsibilities, timeline, key project meetings and agendas.

Step 4

HubSpot portal

The first step of the sales onboarding process is to get you set up in your new HubSpot portal. No matter which hubs you will be using in HubSpot, we will do a best practice set up of the portal settings. This will include:

  • Account defaults logos and branding
  • Setting up tracking scripts
  • Forms on your website page
  • GDPR settings
  • Connect Social and Ad Accounts
Phase 2

HubSpot CRM sales design & CRM Configuration

Step 1

Shadow sessions

A shadow session is an end user interview to understand the current processes and tools you are using in your day-to-day job. The purpose of these sessions is to give you a better understanding of your processes and needs prior to the sales design session.

The questions can change depending on the end-user, role and environment, but typically what we do in this phase is:

  • Have a quick chat with an individual in your sales department about what they do at a day-to-day. We will note any processes, assets and tools which are relevant to our engagement.
  • Ask them to walk us through the relevant processes, assets, tools, identified above

Clarify any areas that are working really well or where there are opportunities to improve.

Step 2

Sales design

The sales design consists of a full or a half day session where we will design your end to end sales process together with you to ensure your team fully leverages the capabilities of your new CRM.

The sales design part includes:

  • Present back findings from user interviews / shadow sessions
  • Pain points and opportunities
  • How HubSpot fits with everything else
  • Lead creation, qualification and prioritisation
  • Pipeline design and sales automation
  • Management, tracking and reporting on sales performance
Step 3

& approval



Configuration of your end-to-end sales process in HubSpot based on outcomes from the sales design sessions. The deck and flowcharts from the sessions will serve as blueprints for how we set up your CRM.

  • Configuration of properties, key views, pipelines and stages
  • Sales automations, setup of tools, lead scoring and product library
  • Setup teams, roles and permissions
  • Setup of sales reports and dashboards
  • Documentation on your client specific configuration (linked flowcharts, sheets, decks)
  • Review session to end-to-end test and approve your configuration
Phase 3

Training & Roll-out

Step 1

Training sessions

Training sessions, one site or remote with in-depth and interactive training with your sales teams on key functions and features of HubSpot as well as any custom processes identified during your CRM Design sessions.

We also have separate training sessions for your super users on how to admin your portal.

Step 2

Roll out & post go-live

Dedicated support during the day of go -live. This full or half day session, onsite or remote includes:

  • Go-live plan and checklist
  • Go-live-day support
  • Post go-live coaching sessions to capture changes and adjustments to your configuration.

HubSpot Elite Solutions Partner

Avidly is HubSpot's Global Partner of the Year for 2021, 2020 and 2019 as well as EMEA Partner of the Year for 2020 and 2019.

Avidly is also one of a few Elite HubSpot Solutions Partner agencies in the world and one of a few selected HubSpot Advanced Implementation Partners.


Questions about CRM

Do I really need a CRM?

Yes! It is where the entire deal process lives and is the spine of any business. Just because it is not a software, at some point you will have used sheets/excel/pen and paper to keep account of sales. A CRM is a better version of this with much richer data.

Is my company ready for the tools in a CRM?

All companies are ready technically. What is really important is managing the change. I think the real question is, can you afford not to?

Is the data in the platform reliable?

Yes it should be but I cannot stress enough that this needs to be constantly updated. Databases typically deteriorate by 15-25 % per year in terms of people change jobs or move around so their emails are no longer correct.

How do I choose the right CRM for my company?

Research what other companies in your industry are using. Check 3rd party sites like G2 to understand what the market is recommending. Understand the price. Many CRM’s have a lot of add ons so knowing the “TRUE COST” is really important. Ease of use as well is really important for adoption.

What systems can I integrate with HubSpot?
What is the timeline for HubSpot CRM onboarding?

Depending on the complexity of the configuration, size of the sales teams and how much data we need to migrate over, the timeline for an onboarding can vary a lot. Typically from 9-15 weeks for more complex pro or enterprise portals.

Which tools are the most important ones in a CRM?

Often the most basic ones. Document storage and tracking, simple email integration and conferencing software, easy to use pipeline and good reporting.

How much does a CRM cost?
How long is a string?

Ready to talk CRM

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