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Unific was recommended to us by our HubSpot sales rep for Onboarding HubSpot and integration with our WooCommerce store. We interviewed Unific and 1 other company, and I'm so glad that we chose Unific! This has, by far, been the best onboarding experience that I've had with ANY software. The team has been thorough, responsive, and communicative. My onboarding specialist, Sandra, has been priceless. From the beginning, she has been clear in her explanations, training, and was always willing to adjust her teaching speed to my learning speed. Some topics were easier to get through, so we spent more time on the areas that I needed the most help with. The software is incredibly intuitive, but the real value comes from Unific and their guidance and recommendations for the customization, based on our own individual business needs. I'd choose Unific again in a moment!
Unific HubSpot Ecommerce Onboarding
Marketing Hub
Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case. We can also do any of the work for you outside of content and assets. How you use your hours is your choice. We’re flexible. We will help you implement ecommerce customer lifecycle marketing workflows using our pre-built lists, workflows and email templates. We will also provide custom reports and dashboards to help you track your success.
Professional | Enterprise | |
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Time | 10-weeks | 10-weeks |
Unific Ecommerce Specific Nurture Workflows | ||
Email Templates |
Library | Library |
Customer Lifecycle Stage Workflows |
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Marketing System Workflows |
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Guidance on: | ||
How your data lives in Hubspot |
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Lead capture and conversion paths |
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Segmenting your data |
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Email marketing |
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Traffic and website analytics |
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Content strategy |
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Automated lead nuturing and internal lead assignment setup |
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Consulting to migrate/import data from your CRM |
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Campaign setup, analysis, and custom reporting |
Need help selecting which HubSpot plan you will need?
Sales Hub
Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case. We can also do any of the work for you outside of content and assets.
Professional | Enterprise | |
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Time | 3-weeks | 8-weeks |
Productivity tools | ||
Overview of your custom sales process in HubSpot | ||
Customization of the CRM for your processes | ||
Baseine reporting setup and review | ||
Onboarding your team (invite, permissions, and resources) | ||
Standard sales automation setup | ||
Turning on standard integrations (app Marketplace/native) | ||
Consulting to migrate/import data from your CRM |
Service Hub
Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case.
Professional | Enterprise | |
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Time | 4 -weeks | 8-weeks |
Setting up intake channels | ||
Scheduling meetings | ||
Creating a customized ticket pipeline | ||
Reporting on productivity and closed tickets | ||
Live chat implementation | ||
Standardized email and chat responses | ||
Helping customers self-serve through the knowledge base | ||
Ticket automation | ||
Measuring customer experience | ||
Managing multiple teams | ||
Developing support playbooks | ||
Creating custom dashboards |
Learn more about HubSpot Onboarding with Unific
Have a question? Want to learn more? Book a meeting with us to make sure you've got everything you need to be successful with HubSpot.