Savor Success
With Expert-Led
HubSpot Onboarding
Savor Success
With Expert-Led
HubSpot Onboarding
- Initial Setup: Basic account setup, including user permissions and roles.
- CRM Configuration: Customization of basic CRM properties (e.g., contact, company, and deal fields).
- Pipeline Setup: Create one or two simple sales pipelines with default stages.
- Basic Automation: Set up simple workflows for lead assignment or basic nurturing.
- Reporting: Set up standard dashboards and basic reporting for sales or marketing.
- User Training: Provide one training session on HubSpot fundamentals (up to 2 hours).
- Email Templates: Help creating up to 3 email templates for sales, marketing and/or customer service use.
- Comprehensive Setup: Full account setup, user permissions, and roles for multiple teams (e.g., sales, marketing, service).
- CRM Configuration: Customization of CRM properties, including custom fields and segmentation.
- Pipeline & Deal Stages: Set up multiple sales pipelines, including advanced deal stages and automation.
- Advanced Automation: Design and implement workflows for lead nurturing, email marketing, and sales automation.
- Reporting & Analytics: Set up customized dashboards and reporting for multiple teams (e.g., marketing, sales, service).
- User Training: Conduct up to 3 training sessions (up to 2 hours each) on key HubSpot tools (e.g., CRM, marketing automation, reporting).
- Integration Setup: Connect HubSpot with key systems such as email, social media platforms, and basic third-party integrations.
- Full System Setup: End-to-end HubSpot setup, including advanced user permissions and roles for multiple departments.
- CRM Customization: Deep CRM customization, including detailed segmentation, custom properties, and complex deal management.
- Multiple Pipelines & Automations: Setup of multiple, complex sales pipelines with custom deal stages, automation, and nurturing workflows.
- Advanced Automation: Build sophisticated workflows, sequences, and email automations for complex marketing, sales, and service processes.
- User Training & Enablement: Conduct up to 5 training sessions (up to 2 hours each), covering advanced HubSpot features for all teams.
- User Training & Enablement: Conduct up to 5 training sessions (up to 2 hours each), covering advanced HubSpot features for all teams.
- Integration Management: Set up and manage integrations with multiple third-party tools, including custom API integrations if needed.
- Custom Projects: Assist with specific onboarding projects, such as migrating data from another CRM, setting up ABM strategies, or designing custom reports.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
- We create amazing digital products.
Hear From Our Customers
They have a deep understanding of HubSpot and the digital landscape. This team of experts are not only knowledgeable but also incredibly passionate about what they do. They are always prompt in addressing any concerns or changes, and they genuinely care about our satisfaction. I would highly recommend Sauce to any business looking to create more effective marketing solutions.
Harris, H.
Senior Marketing Director | Groups360
Within a short amount of time the Sauce team was able to diagnose our issues, provide a clear and compelling path forward with a creative and impactful strategy that will serve as a solid digital marketing foundation for years to come. I would highly recommend. Thanks Sauce!
Jackson, R.
Business Owner | MGP, LLC
The Sauce team has been instrumental in the marketing efforts to keep our company going. We are in a pretty boring, niche industry but what they are creating is gaining traction with customers and it shows in the increase in site traffic and conversions. Easy to work with and results oriented, that’s the Sauce way!
Lawrence, C.
Business Owner | Memphis Ice Machine Co.