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Implementation & Onboarding

Implementing a new CRM can be overwhelming, but with Openside, the transition is smooth and stress-free. Our HubSpot Implementation & Onboarding service ensures your team is set up for success with a fully configured, optimised, and easy-to-use HubSpot portal. We help businesses build a strong foundation by customising HubSpot to their needs, integrating essential tools, and providing hands-on guidance to maximise efficiency from day one.

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Our Approach

Every business operates differently, so a one-size-fits-all migration won’t work. We start by analysing your existing CRM and connected systems to understand how your data is structured. From there, we develop a migration plan that ensures a clean and organised transfer of contacts, deals, and historical interactions. Integrations are just as critical. We assess your current tech stack and connect HubSpot with the platforms you use daily. Whether it’s marketing automation, finance, customer service, or communication tools, we ensure seamless data flow. This reduces manual entry, improves efficiency, and creates a single source of truth for your business.

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A PROVEN OPERATIONS FRAMEWORK

Easy to start

We begin with a detailed system review, mapping out how data will be structured in HubSpot. Once the migration plan is in place, we perform test transfers to catch inconsistencies before going live. This ensures that no customer records, deal histories, or critical data points are lost or duplicated.

For integrations, we configure HubSpot to sync with your existing software. We automate data transfers and build workflows that make managing customer relationships easier. After everything is set up, we train your team to navigate HubSpot with confidence and provide ongoing support to refine processes as needed.

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1

System Audit & Data Strategy

We start with a full review of your current CRM and connected systems. This helps us understand how your data is structured and what needs to be migrated. We identify potential issues like duplicate records or missing fields and create a migration plan to ensure accuracy and efficiency.

2

Data Cleaning & Preparation

Before moving anything, we clean and organise your data. We remove duplicates, fix formatting issues, and ensure records are categorised properly. If needed, we refine your data structure to improve segmentation and reporting in HubSpot.

3

Secure & Structured Data Transfer

We migrate your contacts, deals, and historical interactions while maintaining accuracy. We use tested processes to ensure relationships between records stay intact. Before completing the full migration, we conduct test transfers to confirm everything is mapped correctly.

4

Integration & Workflow Configuration

Once your data is in HubSpot, we integrate it with your key business tools. Workflows are configured to streamline processes like lead handoffs, sales tracking, and customer follow-ups.

5

Testing, Refinements & Optimisation

We test the system to ensure data is transferred correctly and integrations are functioning as expected. We validate customer records, automation sequences, and reporting dashboards. Any inconsistencies are corrected before final deployment.

6

Training & Ongoing Support

We provide hands-on training to cover navigation, automation, and reporting, ensuring your team knows the platform backwards and forwards. We also offer ongoing support to troubleshoot issues and optimise processes as your business grows.

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The results you should expect

A structured CRM migration reduces downtime and prevents data loss, allowing your team to transition without disruption. Integrated systems improve visibility across departments, ensuring data accuracy and reducing reliance on manual updates. With HubSpot at the centre of your operations, your sales and marketing teams can collaborate more effectively, automate processes, and drive better customer engagement. As your business grows, HubSpot’s scalability will support your evolving needs, making it a long-term solution for success.

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Our Paid Search and SEM Packages

GA-Setup

Complete Setup & Tracking Package

Price: $2,500 (one-off)
Key Deliverables:
  • Installation and configuration of Google Analytics (GA4).
  • Setup of Google Tag Manager (GTM).
  • Conversion tracking setup (key events).
  • Creation and verification of a Google Search Console account.
  • Setup or update of Google Business Profile.
  • Creation of a branded reporting dashboard
  • Comprehensive keyword research.
  • Complete SEO audit.
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SEM-v3

Paid Advertising & SEM Package

Starting Price: From $450 per week
Key Deliverables:
  • Monthly one-to-one catch-up and detailed reporting.
  • Complete business audit and competitive analysis.
  • Audience targeting and digital strategy creation.
  • Social media advertising, including ad creative design, copywriting, and campaign management.
  • Google Ads campaign creation and management.
  • Google Analytics (GA4) and measurement setup.
  • Google Tag Manager setup to track "key events".
  • Meta Pixel tracking and event setup.
  • LinkedIn Insight Tag setup and event management.
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TESTIMONIALS

Feedback from clients

“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”
Jonathan Brown GrowFast — Marketing manager
“With a website theme — you're looking for features that are easy to use and will look good so that the technology stays out of the way and you can focus on completing whatever task is at hand.”
Jonina Smith GrowBig — Project manager
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