Services
HubSpot Sales Hub Onboarding
Award Winning Sales Hub Onboarding Support
HubSpot Sales Hub onboarding is mandatory on Professional and Enterprise plans. You can chose to onboard directly with HubSpot or through a Solutions Partner like Oxygen. By choosing to onboard with Oxygen you will not only be served by one of the few HubSpot Onboarding Accredited partners in the world, but unlock access to over 10+ years experience as a certified Solutions Partner.
Oxygen ensures your sales team is equipped to leverage the full power of HubSpot’s sales tools to increase rep productivity, decrease sales cycle times, and deliver ROI.
HubSpot Recommended
Oxygen stands out as a premier HubSpot partner in Asia and GCC, consistently delivering the highest quality service in the region. Their extensive experience and numerous awards speak volumes about their expertise. As someone passionate about leveraging technology for growth, I can confidently say that partnering with Oxygen is a strategic move that will drive real results for your business.
Regional Sales Manager, HubSpot
Sales Hub Onboarding Plans
Core Deliverables
An objectives-based Sales Hub Pro onboarding with Oxygen provides a roadmap to achieve your sales goals. We’ll guide your team through setting up essential features like deal pipelines, email templates, and sales sequences. Our hands-on training will empower your team to manage these tools independently, ensuring you can drive sales efficiency and focus on closing deals.
Support
- Team kick-off (1 hour)
- Sales Hub survey
- Success Plan workshop #1 – review the survey content and develop the success plan (1 hour)
- Success plan template and consulting
- Risk register
- 8x pre-scheduled weekly calls – expert HubSpot training, consulting, troubleshooting, and accountability (30 minutes each)
- Email support
- Dedicated project manager
- Private live chat support on Slack, Teams, WhatsApp or WeCom 1
1Available with our enhanced and premium SLA
Sales Hub Implementation
From designing and optimising efficient sales pipelines to translating existing assets from platforms like Salesforce to HubSpot, we have successfully delivered many projects similar to yours before.
Dedicated HubSpot Experts – a team of accredited and certified sales strategists, solutions architects, designers, HubSpot developers, and project managers dedicated to your HubSpot implementation.
Solutions Architecture & Documentation – we take the pain out of planning and architecting deal pipelines, permissions hierarchies, and data flows.
Implementation, Migration & Testing – if it can be done in HubSpot, we can handle it for you. From customising the HubSpot CRM with calculated properties to setting up deal pipelines, calling features, and custom reporting, we've got you covered.
Core Deliverables
The training we provide during the onboarding will empower you to implement the custom objects, permissions hierarchies, sales sequences and other assets in HubSpot yourself.
- Team kick-off (2 hours)
- Sales Hub survey
- Success plan workshop #1 – review the survey content and develop the success plan (2 hours)
- Success plan template and consulting
- Risk register
- 12 x pre-scheduled weekly calls – expert HubSpot training, consulting, troubleshooting, and accountability (1 hour each)
- Email support
- Dedicated project manager
- Private live chat support on Slack, Teams, WhatsApp or WeCom 1
1Available with our enhanced and premium SLA
Sales Hub Implementation
Looking for more? We have over a decade of experience implementing complex Sales Hub Enterprise migrations and integrations.
From designing and optimising efficient sales pipelines to translating existing assets from platforms like Salesforce to HubSpot, we have successfully delivered many projects similar to yours before.
Dedicated HubSpot Experts – a team of accredited and certified sales strategists, solutions architects, designers, HubSpot developers, and project managers dedicated to your HubSpot implementation.
Solutions Architecture & Documentation – we take the pain out of planning and architecting deal pipelines, permissions hierarchies, and data flows.
Implementation, Migration & Testing – if it can be done in HubSpot, we can handle it for you. From customising the HubSpot CRM with custom objects, to setting up deal pipelines, to creating revenue attribution reports, we've got you covered.
Timeline
Month 1
- Sales Hub Onbaording Survey
- Kick-off Meeting (2 hours)
- Success Plan Workshop #1 (1 hour)
- Consulting and accountability support on:
- Initial HubSpot setup and data migration from spreadsheets
- Setting up a customised deal pipeline
- Setting up lead routing based on region
- Setting up basic sales sequences for follow-up emails and task reminders for regional teams
Month 2
- Consulting and accountability support on:
- Integrating DocuSign for automating the proposal and contract signing process
- Building custom reports and dashboards to track regional sales performance and revenue attribution
- Integrating LinkedIn Sales Navigator to streamline prospecting
- Meeting links setup for different time zones across regional teams
Month 3
- Consulting and accountability support on:
- Creating standardised playbooks for regional teams
- Conducting a detailed review of pipeline flow and deal velocity across regional teams
- Configuring the HubSpot Forecast tool to predict future sales
- Implementing advanced lead segmentation based on industry, product interest, and sales region
- Onboarding Completion and Review
HubSpot Onboarding Plan Comparison
- Professional
- Enterprise
Starter | Professional | Enterprise | |
---|---|---|---|
Training & Support |
|||
English | |||
Cantonese | |||
Mandarin | |||
Arabic | |||
In-person | |||
Private chat channel | |||
Dedicated project manager | |||
Data & Automation |
|||
Customise Hubspot CRM | |||
Sales sequences & automation | |||
Data segmentation | |||
GDPR Consulting | |||
User & team permissions | |||
Routing and team management | |||
HubSpot Tools |
|||
Live chat | |||
Meetings | |||
Calls | |||
Tasks | |||
Sales playbook | |||
Reports and Analytics |
|||
Forecasting | |||
Custom reporting | |||
Custom sales dashboards | |||
Solutions Architecture & Tech |
|||
Custom objects | |||
Custom integrations | |||
Marketplace integrations | |||
Data migration | |||
Strategy |
|||
Sales strategy | |||
Business strategy | |||
Breeze AI |
|||
Prospecting agent | |||
Data intelligence | |||
Oxygen | HKD $13,000 ( 2 months)USD $1,670 ( 2 months) | HKD $28,000 ( 3 months)USD $3,600 ( 3 months) | |
Hubspot | HK $11,660 (2 months)USD $1,500(2 months) | HK $27,200 ( 4 months)USD $3,500 (4 months) | |
Get Started | Get Started | Get Started |
*Please note that the above services are provided as part of our consultation offerings. For additional support or implementation services, please refer to our implementation packages.
- Local language support in English, Cantonese, Mandarin, and Arabic.
- Deep local market experience in China, Hong Kong, and the UAE.
- Industry vertical experts in healthcare, manufacturing, government, business services, and insurance.
- Customers who onboard with Solutions Partners like Oxygen are more likely to see ROI from the platform.
- Option to convert into a HubSpot Implementation at any time where we implement HubSpot for you.
- Over 30% more consulting time and support than HubSpot.
Learn more on why onboarding HubSpot with Oxygen can benefit your business.