Implementation & Onboarding

Implementing a new CRM can feel overwhelming - but with Openside Digital, it doesn’t have to be. Our HubSpot Implementation & Onboarding service is designed to make the transition smooth, stress-free, and genuinely empowering. We set your team up for success with a fully configured, optimised, and intuitive HubSpot portal tailored to your specific needs. From customising the platform and integrating your essential tools to offering practical, hands-on support, we help you build a strong foundation that drives efficiency from day one.

Speak to our Onboarding team

Our Approach

Setting up a CRM isn’t just about switching it on - it’s about making it work for your business. That’s why we start by getting to know how your business operates, ensuring HubSpot is tailored to fit your goals, sales processes, and the full customer journey. From there, we configure everything from custom properties and pipelines to automation and reporting dashboards, so you can easily track key metrics and manage workflows with confidence. But it doesn’t stop at setup. We put a strong emphasis on user adoption, providing structured onboarding and hands-on training that gives your team the tools and confidence they need to use HubSpot effectively. Whether you're migrating from another CRM or starting fresh, our approach is designed to reduce disruption and deliver long-term value - smoothly, strategically, and with your success front and centre.

A PROVEN OPERATIONS FRAMEWORK

Easy to start

We’ll kick things off with a collaborative session to map out the implementation journey - defining your priorities, clarifying your vision, and setting a clear, realistic timeline. Once HubSpot is up and running, we guide your team through hands-on onboarding to make sure every user feels confident navigating the system. But it doesn’t end there. With ongoing support and proactive optimisation, we help you fine-tune processes, automate routine tasks, and continually improve your setup as your business evolves.

Let's connect and get you started

Discovery & Goal Setting

We begin by assessing your business needs, sales processes, and customer journey to ensure HubSpot is set up for efficiency. This helps us align HubSpot’s features with your workflows, so your team can manage leads, track deals, and automate tasks effectively.

HubSpot Configuration & Customisation

Next, we configure CRM settings, deal pipelines, automation workflows, and reporting dashboards to match how your business operates. Custom properties and segmentation ensure that customer data is structured for easy access and better decision-making.

Data Migration & System Integration

If you’re switching from another CRM, we migrate your contacts, deals, and historical data while maintaining accuracy and organisation. We also integrate HubSpot with your existing tools, email platforms, and third-party applications to create a seamless marketing and sales ecosystem.

User Training

A new system is only valuable if your team can use it. We provide live training, guided walkthroughs, and tailored resources to help users navigate HubSpot with confidence. Every session is practical, ensuring teams can apply their knowledge immediately.

Testing, Refinements & Optimisation

Before full rollout, we test automation workflows, lead tracking, and CRM processes to ensure everything runs smoothly. Any inefficiencies or gaps are addressed, and refinements are made to optimise usability and performance.

Support & Strategic Adjustments

We offer continued support, troubleshooting, and performance reviews to keep HubSpot working at peak efficiency. As your business evolves, we refine automations, improve reporting, and ensure the system scales with your needs.

The results you should expect

A well-executed HubSpot implementation transforms how your business runs - bringing new levels of efficiency to marketing, sales, and customer service. Your team gains a centralised, easy-to-use platform to manage contacts, track deals, and automate everyday processes. Through structured onboarding, they’ll build the skills and confidence to get the most out of HubSpot from day one. Automation takes manual work off their plates, freeing them up to focus on what matters most - nurturing relationships and closing deals. With real-time dashboards and clear reporting, you’ll have the insights you need to make smarter decisions and track performance with ease. And as your business grows, HubSpot grows with you - scaling seamlessly to support long-term success and deliver lasting value.

Have any questions? Get in touch.

Want to know more about getting started with Hubspot, and the implentation process? We'd be happy to answer any questions. Simply book a call, or use the form to get in touch.