Professional HubSpot Services

If you’re serious about sales and marketing, you need to join the over 238,000 businesses that now use HubSpot as their central Customer Relationship Management tool.

Whether you’re starting on your CRM journey or need work on a current installation, we can help with everything from setup through to support and training.

HubSpot consultancy services
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At SGC Marketing, we’ve been working with HubSpot as our platform of choice for several years, during which time we’ve implemented and managed installations of all shapes and sizes. As a professional HubSpot consultancy, we pride ourselves on working closely with our clients to understand your needs from a sales, marketing, and customer service perspective, allowing us to put a setup, installation and support plan together that works for you.

Sales benefits of HubSpot CRM

  • Gain true visibility of your sales process
  • Enhance your customer relationship management
  • Develop true trust with your customers
  • Reduce admin and free sales time
  • Identify trends over time
  • Streamlined your sales funnel

Marketing benefits of HubSpot CRM

  • Enhanced engagement across the board
  • Track your marketing ROI
  • Identify trends in one place
  • Reduce repetitive, manual tasks
  • Automate workflows to nurture leads
  • Deliver a consistent client experience

HubSpot Consultancy Services

Installation and setup

Fresh setup from scratch

If you’re about to start on your HubSpot journey, either your first CRM platform ever or migrating from another system, then let us be your partner.

  • System specification & setup
  • Data cleaning & import
  • Team onboarding

De-clutter existing setups

Any CRM can get cluttered over time, especially when multiple people of teams have owned the platform. Get your data back on track.

  • Data and process review
  • System deep-clean
  • Export / removal of redundant data

Data management

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Data augmentation

Locating the right contact and ensuring their data is correct and up-to-date is a critical part of your sales and marketing teams doing their job. Your marketing campaigns must hit the right people with the right message, and your sales teams must nurture warm leads to get them over the line. We utilise various tools, such as Apollo.io, Instantly.ai and LinkedIn Sales Navigator, to automatically augment your CRM data, leading to …

  • Get the right contacts at your target companies into the CRM
  • Ensure their contact email, mobile and landline details are correct
  • Gain insights into buying behaviour

Customer segmentation

Segmenting your customer data has never been more critical than it is today. Customers expect personal treatment; sending the same comms to every contact won’t cut it.

We can help segment your data into industries, personas, locations and more, ensuring you can tailor your message and maximise results.

De-clutter existing setups

If you already have HubSpot or another CRM in place, then it’s no doubt become bloated over time. Different owners and teams have likely added custom fields, and your data has become a mess of clutter.

Get your data back on track and let us completely de-clutter it, removing unused data and ensuring every contact can be nurtured correctly.

Backup & restoration

When did you last backup your CRM data? Sure, 99% of CRM systems and data are now held in the cloud, but what happens when your new marketing intern accidentally deletes your prospect lists?

Don’t risk your critical data being lost, let us help you implement a solid and reliable backup and restoration plan.

Inbound / outbound marketing

Website integration

HubSpot is an outstanding CRM, but we don’t recommend the built-in website hosting as an option for most of our clients. Instead, WordPress, Webflow, and even Squarespace and Wix can do a much better job.

However, integrating you website and CRM is critical, allowing you to get leads directly from one to the other and providing a single view of your customer journey.

Campaign management

Manage and report on all your cross-medium marketing campaigns in one place with HubSpot campaign management. This gives you the ability to tie together your digital and physical assets, budgets, progress, ROI and more in one single location.

Email automation

Create single mailshots or, more likely, sequences of emails that are sent at various times or as a result of actions performed by prospects and customers. Track open and interaction rates and use A/B testing to drive data that tells you the most effective version of your messaging.

Lead nurturing

Whichever route your leads take to arrive in HubSpot, make sure they are properly nurtured with a mix of digital automation and prompting, which will make them feel like they’re not just a number.

Integration and reporting

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App & data integration

HubSpot is one of the world’s most powerful CRM platforms, but it can’t (and shouldn’t) do everything. That’s why we have extensive experience integrating your CRM data with hundreds of SaaS platforms, each uniquely supporting your business.

With almost all platforms now having publicly available APIs, integrating your data is possible, along with some of the most common integrations listed above.

Custom dashboards / reports

Together with integrating your HubSpot CRM data into dynamic dashboards and reports, we can additionally pull all your sales, marketing and service records into a single repository, giving you access to all your key business metrics in one place.

These dashboards/reports can be accessed online any time, or can be setup to email copies on a daily, weekly or monthly basis.

Training and coaching

Professional training

We offer specialist HubSpot training to teams of up to twenty people per session, providing everything from essential introductory sessions to advanced marketing and lead nurturing.

These sessions can be on-site or remote, depending on what fits best for your business, and can be delivered regardless of if we were responsible for the original HubSpot setup.

Individual / small group coaching

Suppose you have an individual or small group in your business that has specific needs. In that case, we can run dedicated coaching sessions where the agenda is laid specifically to address how they intend to use the platform.

As with our professional training, this can be on-site or remote.

Some of the businesses we've worked with ...

Over the years, we've worked with a wide range of businesses, helping them get their brands on track, enter new markets, improve lead generation, launch new products, and prepare for exits.

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