New adoption
An implementation programme built around your business processes
Adopting HubSpot is not simply a matter of activating an account. Before configuration begins, you need to clarify objectives, the people involved, the data to be transferred and the operational steps the platform must support.
Ekeria is a software company and a certified HubSpot partner. We analyse how your teams work and translate those decisions into a configuration that is consistent with the available Hubs and licences, without reproducing unclear processes in a new system.
Before configuration, we define
- objectives, processes and priorities for the new adoption;
- roles, users, permissions and operational responsibilities;
- data to migrate, information quality and management rules;
- required integrations with relevant business systems;
- reports and indicators for teams and management.
The expected outcome is an environment people can understand and use in their daily work, with a shared scope agreed before launch.
What HubSpot implementation includes
CRM analysis and design
We start with goals, teams and processes to define the CRM structure, data, responsibilities, pipelines and the indicators that need to be available.
Account and Hub configuration
We configure the account, users, permissions, properties, pipelines, views, automation and reporting according to the selected Hubs, licences and agreed project scope.
Data migration and integrations
We prepare and map the data to be imported, validate the outcome and connect relevant business systems when they are included in the project scope.
Training and adoption
We train teams for their day-to-day work, document key decisions and support testing and launch to make adoption sustainable over time.
Method
From analysis to operational launch
1. Analysis and scope
We gather objectives, processes, constraints and dependencies. We decide what to configure first, what to defer and which decisions require input from business owners.
2. Configuration, data and integrations
We configure the environment, prepare the migration and deliver the integrations included in the project. Each step is validated before end users become involved.
3. Testing and training
We test the flows using real use cases and train teams according to their roles, so different users know which information to enter, update and review.
4. Launch and improvement
We support the move into day-to-day operations and identify further improvements based on actual usage, without treating the initial configuration as fixed and final.
Explore Ekeria's HubSpot services or request a HubSpot demo to discuss your project.
HubSpot demo
Assess your HubSpot implementation project
Tell us whether you are adopting HubSpot, which teams will be involved and which data or systems need to be included in the new setup.
During the initial discussion, we define objectives, scope and dependencies and, where useful, show a demo that reflects the processes involved. Submitting the form is a contact request: we will get back to you to arrange the meeting.
Complete the form to request a dedicated discussion.
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