HubSpot Implementations, Onboardings, and Custom Integrations

FinServ Cloud
CGC for B2B Sales
CGC for Retail
Execution (REX)
CGC for Consumer Planning
& Forecasting (CPF)

Salesforce

Financial Services Cloud

Revenue growth starts by fully leveraging HubSpot's Marketing Hub to grow traffic, convert leads, and continuously innovating your outreach and nurturing tactics.

Designed for those using HubSpot for the first time, we provide a comprehensive onboarding service that manifests your marketing strategy through HubSpot.

Get setup to track and optimize:

Conversion Rates by channel
Click-Through Rates
Customer Acquisition Costs (CAC)
Customer Lifetime Value (CLV)
Your custom metrics

Implementation Time

Salesforce Core CGC Configurations

Setup Companies, Users, Roles, Profiles, and Permission Sets

Configure and customize Leads and Opportunities

Configure and customize Contacts and Accounts

Configure and personalize Activities, Tasks, Calendars, and Events

Configure and customize Products, Price Books, Quotes, and Orders

Configure Sales Agreements, Actions Plans, and Inventory Tracking

Set up Retail Stores, Retail Store Group, and Assortments

Setup Surveys

Onboarding and Training users on all Core Features to start using SF

Advanced Add-Ons

Custom Integrations with ERP using Mulesoft

Custom Objects, Use Cases, Flows, Triggers, and Validation Rules

Admin Support

CG Cloud for Sales

1 Month

Custom Rate

Implementation Time

Salesforce Core CGC Configurations

Setup Companies, Users, Roles, Profiles, and Permission Sets

Configure and customize Leads and Opportunities

Configure and customize Contacts and Accounts

Configure and personalize Activities, Tasks, Calendars, and Events

Configure and customize Products, Price Books, Quotes, and Orders

Configure Sales Agreements, Actions Plans, and Inventory Tracking

Set up Retail Stores, Retail Store Group, and Assortments

Setup Surveys

Onboarding and Training users on all Core Features to start using SF

Field Execution

Configure Delivery & Shipments

Setup Inventory Audits & Direct Store Deliveries

Configure Promotions and Promotional Compliance

Setup the Mobile App with out-of-the box configurations

Configure Store Activity and Visit Planning

Configure Action Plans and Retail Store KPIs

Basic Reporting & Dashboards Setups for Retail Execution with Field Sales

Onboarding and Training Field reps on all Retail Execution features and configurations to start using the Mobile App

Salesforce Maps & Mobile

CGC Mobile Offline Basic Set up

Configuring Routing & Scheduling

Setup Territory Planning & Visualization

CGC Mobile Offline Customization Setup

Einstein for CGC

Configure Einstein Visit Recommendations

Advanced Add-Ons

Custom Integrations with ERP using Mulesoft

Custom Objects, Use Cases, Flows, Triggers, and Validation Rules

Admin Support

REX

2 Months

Custom Rate

REX + Offline

3 Months

Custom Rate

Implementation Time

Salesforce Core CPF Configurations & Master Data Setup: Leverage an out-of-the box, customizable, and extensible CRM data model for consumer goods companies.

Setup Companies, Users, Roles, Profiles, and Permission Sets

Configure and customize Contacts and Accounts

Configure and personalize Activities, Tasks, Events, Chatter

Configure Customer Product List/Authorization Lists

Setup Business Year, Custom Calendar Defination and Multi Sales Orgs

Setup Product Hierarchy, Product Assortment, Categories to Assortments, Conditions Management

Setup Salesforce Lightning Pages and Views

Configure User Setting for Promotions

Configure KPI Definations, KPI Sets, KPI Maps & Week Day Share Profiles

Salesforce CPF Functional Setup: Operationalize the Customer Business Plan to serve as a key access point for all the input required for planning.

Setup Customer Business Plans and Views

Business rules and use case automation, workflows, and approval setups

Enable processes for volume and costs planning, Baseline Management & Target Planning

New Item Feedback section on Accounts

New Item Feedback screen flow to get feedback details from manager

Planning & Forecasting Reports & Dashboards: Flexible Reporting to multiple business needs using the data from the Customer Business Plan.

Customizable Customer Business Yearly plan configuration

Product Store Analysis Dashboard

Setup Feedback Reports

Custom Reports

Custom Integrations: Easily get data in and out of your other platforms such as ERPS, Budgeting, Supply Chain, etc.

Mulesoft, AWS, or Azure based integrations

Other Customer Integrations

Custom Training for Your Teams: Get hands-on training completed for your teams by Salesforce CGC experts to ensure enterprise-wide adoption.

Onboarding and Training Users on all Core Features to start using SF

CPF Core Training for your Custom Processes

Core

3 Months

Add-On

Advanced

6-9 Months

Included

up to 3

Add-On

Custom

Enterprise

6+ Months

20+

Included

Add-On

Custom

01 Why opt for HubSpot as your go-to RevOps platform?

HubSpot excels in Revenue Operations (RevOps), providing an integrated framework that aligns your marketing, sales, and customer service departments for maximized efficiency and profitability. Its user-friendly interface and comprehensive toolset make it a superior solution for unifying your data and processes. Whether you're focusing on lead cultivation, pipeline management, or customer retention, HubSpot offers unmatched support and scalable pricing options to build a customized solution that drives revenue growth. Choose HubSpot, and take the first step in revolutionizing your RevOps strategy.

02 What is Hubspot onboarding, and why is it necessary?

The process of setting up all the options that come with your Hubspot subscription and making them functionally available to your team is called Hubspot onboarding. It also involves guiding and training your team on each stage of running Marketing Hub and getting the most value from its various features. It will help you:

• Understand the software and all the options in detail

• Avoid delays using our best practices

• Get a strong foundation and training for your team

• Hit the ground running to achieve your goals

03 Why is onboarding with a Hubspot partner better than working with Hubspot?

When you have plugged your business into a massive platform like Hubspot, you need proper onboarding, and there are two ways to achieve it. Work with the Hubspot onboarding team or hire a Hubspot partner agency. Working with Learners has several advantages such as:

• We provide more services compared to Hubspot and their price

• Our onboarding services includes training your team on critical features

• Our agency has practical financial services industry domain knowledge and experience

• We offer ongoing and on-demand support throughout the journey

• You will work with an experienced team that has successfully onboarded numerous times

• Have a practical understanding of the problems and solutions

04 How long does the onboarding process take with Learners.ai for HubSpot?

The duration of the onboarding process with Learners.ai for HubSpot generally falls within a 3-4 month range but can vary based on several factors. These include the complexity of your existing systems, your team's size, and the specific objectives you have for utilizing HubSpot's features. Crucially, the timeframe also depends on the onboarding approach you select—whether it's the Do-It-Yourself, Do-It-With-You, or Do-It-For-You option. Each approach offers a different level of support and hands-on guidance, thus influencing the overall time required to get your team fully operational on the platform.

05 What are the procedures for setting up HubSpot?

Evaluation of your objectives and necessities in areas like marketing, CRM, client assistance, and CMS to recommend the most suitable plan for your enterprise.

Blueprint for implementation, detailing tech essentials: transferring your contact and business records, customizing your data structure, and aligning with your IT environment.

Activating HubSpot: Establishing the marketing toolkit (e.g., email layouts, landing pages, form designs, CTAs, automated email sequences), CRM functionalities (like sales funnels and deal oversight, workflows, sequences automation, deal pipelines), and Service modules (such as ticketing and client service operations, chatbots, and pipelines).

Educational workshop sessions on HubSpot's optimal usage and best practices.

06 Is it mandatory to utilize all of the HubSpot products?

No, HubSpot is designed to cater to your specific requirements. Each product, including Marketing, CRM, Services, and CMS, is available individually, and there are different pricing levels based on the functionalities you need. You have the freedom to choose a combination of products that align with your needs, allowing you to create a customized solution for your organization.

Learners.ai was a breeze to work with. Learners team is genuinely caring people who take their work and customers' projects very seriously... They are calm, friendly and very easy to talk to...Everything coordinated for us was organized, timely and within budget. YOU ARE NEVER ALONE, trying to figure anything out during the entire process. Thank you Learners team!

Ashley Camire

Owner and Relationship Specialist

POQFL.com

I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.

Cynthia LaRue

VP Marketing at ShipHero

Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.

Brandon Palmer

Digital Marketing Manager at ShipHero

Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!

Jamal M.

Main Street Financial Solutions

Love working with the team at Learners! From day one, they really got our business and took the time to deliver a custom solution that our whole team can get behind!

Chris G.

Forum Financial Management, LP

Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!

Brett Oliveira

ShipHero Sales

Learn from our

blogs
resources

Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.