Clearly Define Your Team's Requirements.
That sounds easy but it's not unless you use some tools designed to help.
You'll want to get a vision of what's possible - the big picture... and then you can determine the functionality that is most important to your team.
1. Use our 3 minute form to define your requirements at a High Level.
2. Check out our youtube channel for videos - start with this video
3. Join our LinkedIn Group - HubSpot for Economic Developers. Ask questions, start a conversation, and see more resources here.
4. Our Comprehensive Checklist helps you see what's possible! This video shows you the checklist. You'll receive the checklist after submitting the 3 minute form above.
Yes you can test drive an industry specific version of HubSpot.
To do that, we'll need to set this up for you. By now, we'll know each other a bit better and we'll have mutual trust in one another.
We're happy to invest time to help you make the right decision here.
Common Reactions During the Trial...
We showed this to another economic developer who spent $25,000 on salesforce. His reaction "I wish salesforce did this"...
"We've already started entering in our data. We've got 80 contacts and 50+ companies in HubSpot already."
"We just connected this to Outlook - are we going too fast?"
At this point, most likely, your team will start to Love HubSpot.
We'll provide a proposal - typically with a few options for you to choose from. At this point, you'll understand how the HubSpot licensing works and what you need to get started.
When you're ready - you'll buy the software and our services to get your team up, running and happy.
You might as well go ahead and get your data ready for import. We'll give you the tools to make this happen. HubSpot Data Import Page
New ideas? You can update the system on your own (without a programmer) or we can help too.
Support? We're here to help but so is HubSpot. *Some plans give you live phone support which is AMAZING.
Test out HubSpot Support during Step 2 during your pilot phase.
Experience How HubSpot's platform works for our clients.
When you're ready, let's connect to see if we can guide you on this journey.
Report on Results
Retain and Grow Customer Relationships.
Powerful marketing tools help you attract the right people.
Track customer engagement and support.