This collaborative approach ensures that all players have the necessary resources and information readily available to hit the ground running. Set up the team on HubSpot Your agency partner will take charge of configuring users, teams, and roles within the HubSpot platform. This process can be as simple as assigning default roles and standard permissions. However, in cases where more personalization is required, the agency tailors access based on the client s needs. Imagen Blog Step Technical Setup Define account details The team working on the project will set the Account Default information for your company, which includes details such as company name, contact information, and branding elements. Additionally, they will ensure GDPR and legal compliance by configuring privacy settings, consent forms, and cookie usage.
They will also work with you to establish domains for photo editing servies your website, landing pages, blog, and email within HubSpot. Integrate analytics Your partner agency will give you all the information you need to incorporate the HubSpot tracking code in your organization s web assets, so that you can capture all data within HubSpot. This will track relevant domains and analytics views. The team will also set up advanced analytics using tools such as Google Analytics and Google Tag Manager. All of these analytics will enable your business to gain valuable insights into website traffic, user behavior, and marketing performance—all within HubSpot! Perform integrations.
Your partner agency may assist in performing integrations with other tools that your business is currently utilizing. Here, the goal will be to minimize third-party tools and switch to HubSpot tools that offer the same functionalities, where possible. The agency s expertise in the HubSpot ecosystem will come in handy here. Step Database Setup Assess the data Your database is the lifeblood of your CRM, it holds all the information collected about your contacts, companies, and deals. Only clean, quality, up-to-date data should be brought over to HubSpot.