HubSpot Sales CRM Setup

Don't Settle for a Generic HubSpot CRM Implementation

Your CRM should help your team close more deals without adding confusion, extra work, or delays. Choose an implementation that enables your team to sell effectively.

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The Many Businesses Who Trust Us To Demystify Data & Tech Confusion

Efficiency

Unlock Your Business Potential with HubSpot

Experience a transformative approach to sales management with our HubSpot CRM implementation. Streamline your processes and enhance your team's performance effortlessly.

Operational Efficiency

Achieve seamless workflows that drive efficiency and reduce operational costs significantly.

Enhanced Productivity

Empower your sales team to focus on what matters most—closing deals and driving growth.

Our HubSpot CRM Implementation Services

CRM Setup

We’ll configure your HubSpot CRM to match your business needs, so your team can hit the ground running.

Custom Integrations, Objects, and Pipelines

We connect HubSpot to your tools and build custom data structures and sales pipelines tailored to your processes.

Custom Workflows

We automate your sales, marketing, and service tasks in HubSpot to save time and reduce manual work.

Data Migration

We safely move your existing data into HubSpot without losing structure, accuracy, or history.

Reporting and Dashboards

We build clear, tailored dashboards so you can track performance and make smarter business decisions.

Training & Enablement

We train your team to confidently use HubSpot - from sales and marketing to reporting.

Ongoing Support

We stay by your side after launch, helping you troubleshoot, improve, and adapt HubSpot as your business grows.

Timeline

Your Journey with Our HubSpot CRM Implementation

Our streamlined process ensures you achieve optimal results with HubSpot Sales CRM. Experience a seamless transition that enhances your sales efficiency.

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Week 1

Initial Consultation

We begin with a comprehensive consultation to understand your unique needs. This sets the foundation for a tailored HubSpot implementation.

Weeks 2 - 3

Process Discovery

Our team with deep-dive into your processes to understand where and how Hubspot can be leveraged to drive improvements across your organisation.

Weeks 4 - 6

Hubspot CRM Implementation

Our team will configure HubSpot to align with your sales processes. This phase includes data migration and system integration.

Week 7

Training Session

We provide comprehensive training for your sales team to ensure they maximise HubSpot's capabilities. This empowers them to drive better results.

Week 8

Go Live!

Your HubSpot system goes live, and we ensure everything runs smoothly. Ongoing support is provided to address any immediate queries.

Transforming Data and Tech Stress into Business Growth Solutions

Streamlined Processes for driving leverage across your teams

Our process begins with a thorough consultation to understand your unique needs.

Clear Implementation Tailored to Your Business Requirements

We then create a customised implementation plan that aligns with your goals.

Ongoing Support to Ensure Your Success with HubSpot CRM

Finally, we provide continuous support and optimisation to enhance your CRM experience.

Experts In All Your Tech

"John and his team have been amazing - reactive to our needs but also proactive as our firm grows. They've created efficient processing workflows that are an essential element of our growth. I consider John our CTO."

Jon Hilley

Managing Partner, 1031 Specialists

"Flux supported us through HubSpot setup and data migration from our former CRM. Their work saved us significant time, made onboarding new team members smoother, and we benefited from their deep expertise throughout the process."

Erik Hastén

Chief Commercial Officer, Airmee

"John guided us through the entire HubSpot onboarding process with tailored solutions. Our sales and marketing processes are now streamlined, we're saving considerable time with automation, and team productivity has improved significantly."

Aaron Taghdiri

Director, Lansdown Financial

Frequently Asked Questions

Find answers to common questions about our HubSpot Sales CRM implementation services.

What are the costs?

Project fees start at £2,000 for a basic HubSpot CRM implementation and scale based on portal size, data-migration scope, custom integrations, and training hours. After a quick discovery call, we’ll give you a fixed quote: no hidden extras.

What support is available?

All packages include a dedicated implementation manager, a Slack channel for real-time questions, weekly progress calls, and 60-day post-launch “hyper-care” windowNeed longer support? We offer flexible retainers for ongoing optimisation.

How do we start?

Book a 30-minute discovery call. We’ll map goals, audit your current stack, and issue a tailored proposal within 72 hours.

What if we have messy data?

No problem. We run a data audit, de-duplicate records, standardise fields, and create a migration plan that preserves historical activities. You’ll see a preview of the cleaned dataset before anything goes live.

What level of internal involvement is needed?

Expect 1–3 hours per week from a project owner for approvals and feedback. We handle the heavy lifting: architecture, migration, and workflow builds.

What happens after go-live?

You get a 60-day optimisation window that covers bug fixes, dashboard tweaks, and “how-to” questions. We also schedule a 30-day and 60-day adoption review to ensure ROI.

How do you ensure adoption?

We run live training tailored to roles (sales, marketing, service) and supply video walk-throughs, SOPs, and quick-reference cheat sheets. Usage metrics are tracked in HubSpot so we can spot and resolve adoption gaps quickly.

What types of businesses do you work with?

Primarily B2B Service & B2B SaaS businesses. If you sell B2B and need scalable pipeline management, have complex service and/or delivery processes, or need foundationally solid Revenue Operations infrastructure, we can probably help.

How do you manage data security & compliance?

All migrations run over encrypted channels. Access is role-based and time-boxed. GDPR and CCPA guidance is baked into every project.

How long does a typical implementation take?

SMBs usually go live in 4–8 weeks. Complex, multi-hub or multi-region rollouts can take 8–20 weeks. A detailed timeline is provided in your proposal.

Will we lose any data?

No. We back up your source data, run test imports in a sandbox, and get written approval before final migration, so nothing disappears.

Do you offer post-launch support?

Yes. Most implementations include 60 days of post-launch support included, with optional support blocks or monthly support and optimisation retainer options available thereafter.

Still have questions?

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