Automate your CRM with a certified preferred CRM partner. Focus your time on generating revenue, not implementing your CRM alone. The Automation Company CRM experts help you make the most of your CRM purchase faster.
Everyone HubSpot onboarding process is different. We fine-tune your onboarding plan to match your business needs and timeline. No implementation is to complex. The Automation Company specializes in complex tech stack integration, difficult data migrations, and custom designs.
We map out your entire go-to-market strategy prior to implementing. This helps ensure no process gets left behind.
A full technical discovery of your tech stack to inform us on what integrations, customizations, and migrations fit your needs.
A 60 day project plan that ensures your HubSpot is running smoothly and has everything needed for long-term success.
Even the best HubSpot engines need maintenance. We are HubSpot mechanics – ensure your CRM is primed and ready!
Get onboarded quickly with true CRM experts so you can focus on revenue growth.
|CRM Onboarding||TAC Basic||TAC Premium|
|Kickoff (from purchase)||10 Days||7 Days||3 Days|
|Meeting Cadence||2 Weeks||Bi-Weekly||Weekly|
|Training Type||Guidance||Guidance + Playbooks + Training||Full Implementation + Training|
|Migrations*||None||1 Dataset||Up to 5 Datasets|
|Third-Party Integrations||None||5 Integrations||Up to 15 Integrations|
|Custom Integrations (API)||None||None||Up to 5 Custom APIs|
|Automations||None||1 Automation + Training||5 Automations|
|Completion||3 Objectives Over 90 Days||3 Objectives Over 60 Days||5 Objectives Over 90 Days|
Specific Features Comparison – see below
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The Automation Company
Depending on your needs and the level of effort, it will take between 4-8 weeks.
We allow business owners and teams to focus on growing their business while we implement and onboard Hubspot to help you make the most of your time. We will speed up the time it takes for your HubSpot to be ready to use, and your team can onboard and hit the ground running without the learning curve. You don't have to take a backseat on your business.
Here are 3 questions to ask yourself: