What can a CRM expert help me do after I complete my data migration to HubSpot?

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After your sample data migration is complete, you will have access to the "Hire CRM Expert" option shown here:

This option will allow you to acquire assistance from a CRM expert with the following CRM processes:

  1. Custom field creation and configuration on your target CRM.
  2. Accounts, contacts, and opportunities views setup. Data2CRM specialists will set up the required data module and arrange them according to your requirements.
  3. Lead form creation. This doesn`t include form installation on your site.
  4. Lead flow creation. This doesn`t include installation on your site.
  5. Custom activity types addition. This option is available only for HubSpot Sales Professional edition.
  6. CRM bot creation.
  7. CRM workflow setup. Additional information from third-party services is excluded.
  8. Tickets setup.
  9. Templates, emails, and snippets setup.

 

1 hour of Data2CRM tech expert’s work costs $150

Make your order before the full migration and get up to 20% off

  • 3 hours (during 5 days)  X $150 = $450  $405 - 10% save
  • 4 hours (during 10 days) X $150 = $600  $510 - 15% save
  • 5 hours (during 15 days) X $150 = $750  $600 - 20% save

 

Note! If the extra service you request exceeds the limits of purchased hours, the extra fee for the rest of working hours will be charged additionally.

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