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HubSpot is a versatile and powerful tool that can bring tangible benefits to any organization - whether it operates in sales, marketing or customer service. The platform offers extensive opportunities to streamline processes and improve business performance. Although HubSpot stands out for its ease of use compared to competing systems, fully exploiting its potential requires not only commitment, but also many months and in some cases even several years of practice.
It is worth noting that the initial implementation and use of HubSpot can be greatly facilitated by previous experience with other systems or tools. However, in many cases the most effective solution turns out to be the use of HubSpot consulting services. Why? Because they allow not only a significant acceleration of the system's configuration, but also the fine-tuning of the system to meet the specific needs of the organization.
What's more, working with HubSpot consultants is also an excellent way to transfer knowledge directly to the company's team. This makes it possible not only to use the platform faster and more efficiently, but also to build internal competencies. These, in turn, enable efficient day-to-day operation in the system and its flexible adaptation to changing market requirements.
What are HubSpot's consulting services and what is their scope?
HubSpot's consulting services are comprehensive support that adapts to the diverse needs of an organization due to the expansive nature of the platform. As a tool that encompasses marketing, sales and customer service, HubSpot requires a customized approach to realize its full potential. The main goal of the consultation is to help companies align HubSpot with their business strategies, thereby achieving better results and streamlining processes.
The main areas of support offered by HubSpot consultants
- Complete implementation and deployment
Consultants support organizations in the complete implementation of HubSpot, from the configuration of the system to its launch in daily operations. As a result, companies can quickly start using the platform in a way that is efficient and consistent with their needs. - Process optimization
Consultants help identify areas where the system is not performing optimally, as well as point out unused functions. They then make improvements that improve the efficiency of operations and allow HubSpot to be used more fully. - Support in integrations
An important aspect of consulting services is HubSpot integration support. This includes not only the integrations available on the HubSpot Marketplace, but also connections to ERP and other systems owned by the company to ensure data and process consistency. - Knowledge transfer and training
Consultants provide training to teach teams how to use HubSpot effectively. The training ranges from the basics of using the system to advanced features such as managing workflows, building reports and using artificial intelligence in HubSpot.
Additional services of HubSpot consultants
HubSpot consultants also offer a range of additional services to help organizations fully customize the platform to meet their needs:
- Designing the system for specific business processes
Consultants at BusinessWeb are experts in designing the system for specific marketing, sales and customer service processes. They are knowledgeable about these processes and know how to effectively customize HubSpot for optimal performance. - Implementation and configuration
As part of their consulting services, the experts also handle HubSpot implementation and configuration. They help set up specific functions, such as reports or automations, especially in areas where the client lacks knowledge or experience. - Alignment with strategy
Consultants support companies in translating sales and marketing strategies into the HubSpot platform. With a wealth of experience gained from many projects, they also help align these strategies with the actual capabilities of the system, improving them based on HubSpot's features and potential. - HubSpot audit
Consultants also conduct HubSpot audits. Their task is to check its utilization rate and identify unused opportunities. They then carry out optimization of the configuration in terms of processes, automation and reporting, allowing the company to get more out of its HubSpot.
In summary, HubSpot's consulting services are comprehensive support aimed not only at technical implementation and configuration, but more importantly at strategic use of HubSpot to improve business processes and achieve better results. Thanks to the experience of consultants, companies can not only implement HubSpot faster, but also develop internal competencies that enable them to manage the system themselves in the future.
Types of HubSpot Consulting Services
HubSpot Technical Consulting
Scope:
Technical consultations focus on specific technical aspects of the platform. They include support in HubSpot integrations with other tools, data migrations and cleansing, creation of custom objects, report building, and automations.
Examples of support:
- Design and implementation of HubSpot integrations.
- Creating custom reports.
- Connecting HubSpot to the website and forms to capture leads.
- Configuring domains and setting up custom fields in the system.
- Migrating data to HubSpot
What this type of consultation involves
They usually address a specific, technical need of the client and are performed based on the client's requirements. They do not require extensive business process analysis by process consultants, but only a person who is very familiar with the technical aspects of system configuration.
HubSpot CRM Consulting
Scope:
HubSpot CRM consultations focus on configuration and optimization of the system, covering setting and improving sales paths (pipelines), managing the flow of leads in the system, and improving the entire sales process executed on the HubSpot platform. Their goal is to streamline sales activities and maximize the capabilities of the CRM system
Required consultant
This type of consultation requires the involvement of an expert who not only knows the HubSpot configuration very well, but also understands the methods of optimizing sales processes and can transfer them to the practical configuration of the system. A CRM consultant is a very good designer of the HubSpot system, and at the same time has a deep knowledge of sales business processes. As a result, he is able to advise on how to effectively use the tool to achieve business goals
Examples of support:
- Based on a series of workshops, the consultant learns and maps the client's sales processes, transferring them to the HubSpot configuration.
- He advises on how to rebuild and set up processes in the system to support sales effectiveness.
- Helps translate sales and marketing strategies into HubSpot and improve them through knowledge of the platform's features and capabilities.
- Wspiera optymalizację pipeline’ów, zarządzanie leadami i automatyzację działań sprzedażowych, dostosowując system do specyfiki organizacji.
Why choose this type of consultation
HubSpot CRM consultation is an ideal solution for companies that want to improve their sales processes and effectively transfer them to the HubSpot platform. Thanks to the consultant's knowledge and experience, it is possible to fine-tune the system to the specific needs of the sales team, resulting in better results and greater control over the entire sales process.
HubSpot Integration Consulting
Integration consultations are particularly important when implementing a CRM system, especially when it is necessary to connect HubSpot with other systems, such as ERP or external tools. Their main goal is to design and implement the technical exchange of data between HubSpot and the other systems used in the organization.
Two types of consultants are usually required for integration consulting:
- Integration consultant - is responsible for the technical design of the data exchange between HubSpot and other systems, so that IT teams can carry out the integration process as required.
- Process consultant (e.g., CRM) - designs the data model necessary for the business team, ensuring that data is properly pulled from other systems and supports the execution of sales processes. He maps the fields from the business side, ensuring that information critical to the effective operation of the sales process is provided.
- The integration consultant performs technical mapping so that IT teams know what needs to be done in terms of technical implementation of interfaces.
- The CRM process consultant is responsible for ensuring that the data exchange supports the daily work of the sales team and is in line with business requirements.
The Importance of integration consultations
Integration consultations are essential when an organization aims to ensure seamless data flow and information consistency across the company. Through the collaboration of technical and process consultants, it is possible to design an integration that not only meets technical requirements but also genuinely supports business processes and enhances team efficiency.
HubSpot Implementation Consulting
The scope of implementation consultations:
HubSpot implementation consultations provide comprehensive support throughout the platform's deployment process—from the purchase of the system, through process analysis and mapping, to configuration, integrations, and team training. The goal of these consultations is to ensure that HubSpot is implemented according to best practices and fully tailored to the organization's specific needs.
Implementing HubSpot's CRM system is a complex process that usually requires the involvement of several types of consultants, each responsible for a different area of the project:
- CRM system process consultant - is responsible for mapping the sales processes and designing the configuration of the HubSpot system to reflect the company's actual operations.
- System configuration consultant - based on the designed processes, sets up and configures the entire system, ensuring that HubSpot supports the teams' daily work.
- Integration consultant - if the implementation requires connecting HubSpot with other systems (e.g. ERP), he designs the operation of the interfaces and is responsible for the technical side of data exchange.
- Training consultant - crucial to a successful implementation, designs the scope of training, prepares training materials and platforms, and conducts training so that employees can take full advantage of the system both during and after implementation.
Implementation consultations are comprehensive and cover all stages of HubSpot implementation. Thanks to the cooperation of specialists from different fields, the implementation goes smoothly and the system is fully adapted to the needs of the organization. This approach not only allows the platform to be up and running quickly, but also ensures that the team is able to use the new tools and processes effectively
Consulting in the area of HubSpot training
In many cases, a company needs training support from consultants more than just system setup by them. Properly designed and conducted training allows for the rapid onboarding of teams into new processes and the building of internal competencies, enabling independent development and optimization of work on the HubSpot platform.
Summary
The range of HubSpot consulting is really wide - you can choose technical, process, CRM, integration, implementation or training support. This makes it easy to match the type of support to your needs: from technical setup, to process optimization, to team competence development. This approach allows you to implement HubSpot faster, use it better and achieve specific business goals.
HubSpot consulting packages and their pricing structure
A variety of HubSpot consulting packages are available from BusinessWeb to meet the diverse needs of companies. For complex implementations, such as marketing, sales or customer service projects, it is possible to involve several consultants in one project billed at a fixed price. If, on the other hand, ad hoc consulting support is needed, we offer flexible hourly packages.
Prices for process consultations
Prices for technical support and configurations
Cost of integration consultation
Costs of HubSpot training packages
Training on HubSpot's marketing functions is priced at €400 per module (e.g., content marketing, social media, automation, marketing reporting).
Administrative training, covering workflow, reporting, or system configuration, costs €1500 per training session.
All HubSpot consultation packages can be freely combined, allowing for flexible adaptation of support to the specific needs of the company and cost optimization. Each package is handled by a consultant with the appropriate competencies—different individuals are responsible for process mapping, configuration, and integrations. This ensures that support always comes from an expert with the right experience and knowledge.
Key benefits of working with a HubSpot consultant
The main benefits of working with a consultant are primarily time savings and quicker implementation of system changes. Thanks to the consultant's practical knowledge, tasks that would take a beginner many hours can be completed several times faster. For example, a complex report that might take a novice several hours to create can be done by an experienced consultant in two to three hours.
A consultant brings expertise and proven knowledge to the company, which they pass on to the team. This enables employees not only to learn how to use HubSpot more quickly but also to manage the system independently in the future, reducing the need for external support.
Another significant value of working with a consultant is system customization—HubSpot can be precisely tailored to the unique processes and requirements of the company. Proper configuration translates into improved workflow and the elimination of unnecessary tasks.
Why choose HubSpot Premium Consulting from BusinessWeb
In summary, by choosing HubSpot Premium Consulting from BusinessWeb, you gain a partner with deep knowledge, proven experience, and a flexible approach, who will support your company in fully leveraging HubSpot's potential and ensuring the platform's effective daily operation.
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Mariusz Gliński
CEO BusinessWeb/ RevPoint – Customer Success ManagerCEO BusinessWeb / DigitPoint Nadaje kierunek rozwoju w BusinessWeb. Wspiera klientów do doborze najbardziej dopasowanych do potrzeb rozwiązań CRM oraz funkcji platformy HubSpot. Odpowiada za budowę wiedzy i świadomości klientów o rozwiązaniach HubSpot w Polsce.