Set up your HubSpot for SUCCESS, with guidance from
seasoned onboarding professionals. And make sure your
team is ready to manage HubSpot independently.
So you've signed up with HubSpot and are ready to get started. Great! But what HubSpot can do
for your business depends on how well you set it up. And the best way to do that
is to work with a trained team of onboarding experts.
As a HubSpot Elite Solutions Partner, Niswey's onboarding team is equipped to help you grow better with HubSpot. We can help ensure that:
Customize your new HubSpot portal to mimic your current business process, but optimized
and automated. Our initial onboarding sessions focus on understanding your processes
and then helping your team set them up on HubSpot.
Set up domains, email types, tracking codes
Import contacts, companies and deals
Set up user accounts and access for your team
Set up your conversion funnel
Optimize engagement - set up CTAs, forms, live chats
Simplify meeting bookings with your sales team
Set up audience segmentation and personalization
Set up workflows to automate marketing and sales processes
Personalize sales and marketing outreach
Customize deals pipeline to match your business requirements
Set up lead scoring and A/B testing
Integrate existing tools in your sales process with HubSpot
Identify other possible integrations that can improve processes
Create custom properties required by your teams
Set up baseline reporting as needed
Set up custom reporting for different stakeholders
Set up support chatbots and knowledge base as required
Create automated customer support workflows
Our team holds a series of 60-90 minute onboarding calls to help you
get started with HubSpot.
We set up a set of initial templates, workflows, and reports as per your requirements. We also take your
team through the process of
creating these elements
Your team gets hands-on with setting up the remaining processes, while
we provide guidance and support
over a series of calls. All calls
can be recorded for your
All integrations available in the
HubSpot ecosystem are included
in the onboarding process. Any
custom integration will be
The HubSpot onboarding is not a one-sided process. Our goal is to make sure that all your relevant
teams are in the loop for how HubSpot is being set up, right from the get-go. So the first few
calls are all about hearing your teams tell us what they need HubSpot to be able to do.
HubSpot trusts us. And so do our clients. Here's why you should believe in us too.
Excellent training and onboarding service! We had a wonderful experience with Niswey. The whole onboarding sessions were training session was amazing and elaborative. Special mention to Sidharth for explaining everything in-depth and also being very patient while answering all our queries. Overall, it was a great experience. Kudos to Niswey!
Smooth onboarding experience and Top-notch post-implementation support! The Niswey team has successfully assisted us with HubSpot Onboarding providing a very smooth transition experience for seamless integration. They have gone above and beyond with their support by assisting us with the most minute details including technical know-how assistance and integration workflows, as well as helping us with all queries, training, and clarification post initial setup. I would particularly like to thank Deepak Bisht and Sidharth Manchanda for their consistent support throughout our collaboration.
Good support training. Sidharth was very patient in answering our queries. Although there were intermittent connection issues or scheduling changes, they were always rectified and our time slots were fulfilled Our sessions are slated to be 1.5 hrs each. However, being detail-oriented, Sidharth doesn't mind extending the sessions to clarify our questions. Props to the great work attitude!