Setting Up HubSpot and Onboarding for Your Team

Not a typical CRM System. HubSpot is more.

HubSpot is a CRM platform built with Sales, Marketing and Customer Support at its core. It is designed to be easy for anyone to use but powerful enough to take on any challenges your leadership team needs to tackle.

Get more than generic onboarding.

It is NOT built exclusively for a specific industry. But it is a blank canvas. Because it is completely customizable it can be built out by the Flywheel Kinetics team to give structure, strategy and accountability to any sales and marketing process you have. With our highly customized set-up and onboarding your systems are tailor-made to you.

HubSpot Set-Up for Your Process

Think about taking a suit or dress to a tailor. They hear your vision. They take measurements. The customize your garment to fit YOU. Similarly, we build out HubSpot with customizations specific to you. We import your customer data, integrating where possible, from all the corners of your world, cleanse the data, validate your emails and get your going with a customized view that makes sense. Set up includes custom contact/deal/company properties, lists, pipelines, workflows and templates.

Sales Hub Set-Up

We take your existing sales process and map it out in HubSpot. We structure the layout of your contact pages in alignment with each of your teams and what they need to see. We set up Meetings links, Playbooks, Templates, Quotes and any other aspects of your sales process. We make sure your leads are coming in and handled by the right person in the way you want them to be handled. We build out custom dashboards specific to the metrics tracked in the powersports and automotive industry. Then we train your team on all of it and help you optimize each step.

Get More Leads
Inbound methodology and topics-based content drive qualified leads
Build Automation

Use automation as the foundation for timely and personalized follow up
Track Marketing

Organize your existing marketing and track results using the Campaign tool. Begin new contact and revenue attribution tracking.
Tie Marketing to Sales in One Place

Give your marketing team easy-to-implement marketing tools in one place with clear sales results attribution. Then optimize each part of your marketing strategy.
Marketing to Each Customer

Whether you call it targeting, retargeting, performance marketing or customer journey mapping it's all about setting up the right message to the right customer at the right time in the right channel.

Innovative Tools for Online Sales
Give your sales team advanced tools to close more deals easier - even if in a remote WFH type of world
Easy to Use for Sales
Give your sales associates an easy-to-use platform with details about their customers they can only dream of that will help them close deals easier
Other Revenue Streams

Why should your other revenue streams miss out on all of the fun. Give them the tools they need to sell and serve like never before. Remove the sting of turnover and hold these teams accountable to their department revenue.
Lead by the Numbers
Give your management team custom-built industry leading dashboards and reporting so they can hold their teams accountable and lead by the numbers.
Start Forecasting Revenue

Begin to forecast your sales efforts to determine how full each associate's pipeline is and how close they are to hitting their goals

Basic

$2,000

Basic Setup

Account Setup including branding, tracking code implementation and connecting social and paid ads accounts
Branded marketing email template
One custom automated workflow (drip campaign)
Database of up to 1,000 contacts imported, validated and cleaned

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