HubSpot

Connect marketing and sales on one set of customer data.

With HubSpot's Smart CRM and Marketing Hub, run everything from lead inflow to sales handoff on one platform. Neodigm, an official partner, helps with adoption, data migration, automation design and training.

HubSpot solution cover image
Why it matters

When customer data is scattered across tools, follow-up slows down

When marketing, sales and customer service use different tools, each team understands the same customer differently. Even creating one campaign takes developer support and a long preparation time.

When customer data is scattered across tools, follow-up slows down
Challenge

Customer data for marketing, sales and service is spread across different tools

Challenge

Every campaign and landing page needs developer support

Challenge

Each team has its own criteria for qualifying leads to hand to sales

Challenge

It is unclear how to move emails, landing pages and forms from the existing platform

How we apply it

We organize marketing operations on one set of customer data

We first confirm the tools you use, your customer data and your operating goals, then decide the scope of Marketing Hub and the order of migration. After that we continue through automation, training and operations support.

We organize marketing operations on one set of customer data
  1. Unify customer data and activity history around Smart CRM

  2. Build forms, landing pages and workflows without coding

  3. Set lead scoring and lifecycle criteria and hand leads to sales

  4. Support the whole adoption, from data and template migration to training and operations

HubSpot at a Glance

HubSpot adoption in numbers

Put marketing, sales and service on one set of customer data, and start by setting the operating stages and order of adoption in numbers.

The adoption time is an example and varies with your environment and migration scope.
HubSpot adoption in numbers
Marketing, Sales and Service share the same customer data on one CRM3 Hubs
The marketing operations flow from Lead Generation to Measurement4 stages
Adoption support from Onboarding to Training & Operation5 steps
Time through initial setup, migration and automation setup (example)About 4–8 weeks
All-in-One Customer Platform

Connect marketing, sales and service on one set of customer data

With Smart CRM at the center, Marketing Hub, Sales Hub and Service Hub share the same customer information and activity history.

Connect marketing, sales and service on one set of customer data

One set of customer data

Marketing, sales and service teams work from the same customer information and activity history.

Connected around Smart CRM

From lead creation to sales opportunities, customer management and retention, everything runs as one flow.

Expand from the area you need

Start with Marketing Hub and widen the scope to Sales Hub and Service Hub.

Marketing Hub · Connected Marketing Automation

Run everything from lead inflow to measuring results as one flow

We confirm what is available per feature against your subscription plan.

Run everything from lead inflow to measuring results as one flow
  1. Lead Generation

    Bring in prospects with forms, landing pages and CTAs and connect customer data to the CRM right away.

  2. Lead Nurturing

    Run follow-up touchpoints that fit customer interest and behavior with segmentation, email marketing and workflows.

  3. Lead Qualification & Conversion

    With lead scoring and lifecycle management, qualify leads and pass them to Sales Hub.

  4. Measurement & Optimization

    Review and improve results with dashboards, campaign analytics and multi-touch revenue attribution.

Easy to Use, Easy to Scale

Marketers start on their own and expand as needed

Marketers start on their own and expand as needed

Intuitive Experience

With an intuitive UI and drag-and-drop editing, marketers run content and campaigns themselves.

Unified Workspace

See customer data and marketing activity on one screen and connect work across teams.

No-Code Automation

Build workflows without development to automate repetitive tasks and customer journeys.

Scalable Platform

As your operations grow, expand into the areas you need, such as Sales and Service.

Breeze AI

Helps generate content, analyze customers and automate work from CRM customer data. We confirm the scope available by plan.

Neodigm Onboarding

With an official partner, from the first day until work settles in

We support you through initial environment setup, migrating data and assets, automation design, training and operations support.

  1. Onboarding & Setup

    We set up the portal and the Marketing Hub operating environment.

  2. Migration

    We move customer data and the three types of emails, landing pages and forms from your existing platform.

  3. Template & Asset Development

    We build email, landing page and form templates that fit your brand.

  4. Automation Setup

    We set up segmentation, workflows and customer journey automation.

  5. Training & Operation

    We train your operators (about two to three sessions) and support real marketing operations.

Frequently asked questions

How do we choose between HubSpot and Marketo?

We compare them on your existing CRM, marketing team size, automation complexity and the systems to connect. After checking your environment, we recommend whichever platform fits.

Can we move data from our existing platform?

Yes, we can move customer data and emails, landing pages and forms. The scope and order of migration depend on the tools you use now.

How long does adoption take?

It depends on your environment and migration scope, but about 4–8 weeks through initial setup, asset migration and automation setup is typical. Tell us your current environment and we will lay out a schedule.

Can we start with Marketing Hub only?

Yes. You can start with Marketing Hub and expand to Sales Hub and Service Hub when you need sales and service operations.

First, check whether HubSpot fits our environment.

Tell us the tools you use, your customer data and your operating goals, and within 24 hours we will outline the scope and schedule of adoption.