CRM Implementation

We organize your leads and contacts into one centralized CRM. Our HubSpot  implementation process is tailored for your Sales, After-sales and Marketing departments, and is made simply, economically and quickly.

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What challenges are you facing today?

Organization

Your leads are disorganized and decentralized

Process

Not sure how CRM fits into your sales process

Agility

Need a fast backup and migration of existing data

Evolution

Need to train your salespeople to ensure a more data-driven culture

We can help you

How does it work?

1. Planning

We assess existing data and contacts across platforms, including data from Excel spreadsheets, and create the plan for data backup and migration.

2.Execution

Data mapping, documentation and definition of strategy and methodology according to the client's business process, and development of the data migration implementation phase. Customization and creation of the Sales Funnel at HubSpot.

3.Training

Training with the Marketing, Sales and After-sales team for the correct use of HubSpot, ensuring faster results for the company.

More benefits of hiring Insight Sales

No IT team

Simple and fast integration, just the way it has to be.

High tech

Your sales department has to be modern and connected.

Security

Your data is protected and organized.

Any questions? See our FAQ!

  • Question 01

    How many Hubs does the implementation include?

    This will depend on which Hubs your company hired. The implementation of Hubs is done by creating custom properties according to your company's needs. We also make integrations with other software relevant to your process.

  • Question 02

    How is the training process with the client's company teams?

    Training is made 100% remotely with all interested parties involved.

  • Question 03

    Is there report customization?

    You can create reports that show specific results for your business.

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