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Why Ecommerce Brands Choose Unific vs. HubSpot for Onboarding?

Making an investment in HubSpot to support the growth of your ecommerce business is a big decision. Choosing the best partner for onboarding can be equally as critical to achieving your goals.

 

By working with Unific you will shorten time to value and start engaging with your customers in a deeper, more meaningful way.

 

Unific's HubSpot onboarding packages provide everything that is included in HubSpot's packages plus significant additional value at no additional cost.

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General HubSpot system setup and guidance

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Ecommerce specific system calibration

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Pre-built ecommerce customer lifecycle lists & workflows

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HubSpot expertise

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Ecommerce expertise

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Your HubSpot Onboarding Plan May Include:

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HubSpot Configuration

To get started on the right foot, Unific will guide (and in some cases execute) setting up your new HubSpot portal with an emphasis on the ecommerce use case.

  Professional Enterprise
Setup HubSpot Account
Invite team members and set permissions

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Setup teams & hierarchies   check-mark
Setup partitioning   check-mark
 
Connect your tech stack
Connect ad accounts check-mark check-mark
Connect social accounts check-mark check-mark
Connect Google Search Console check-mark check-mark
Connect other apps check-mark check-mark
 
Setup content tools
Connect domains check-mark check-mark
Setup email sending domain and CAN-SPAM check-mark check-mark
Address and email types check-mark check-mark
Update branding check-mark check-mark
 
Setup analytics tools
Implement HubSpot tracking code check-mark check-mark
Filter internal and unwanted traffic check-mark check-mark
Add competitors for comparative analysis check-mark check-mark
Configure single-touch attribution check-mark check-mark
Configure multi-touch attribution   check-mark

Marketing Hub

Similar to HubSpot-delivered onboarding, Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case. We will help you implement ecommerce customer lifecycle marketing workflows using our pre-built lists, workflows and email templates. (You are responsible for content and assets.) We will also provide custom reports and dashboards to help you track your success.

  Professional Enterprise
Unific will provide guidance on:
How your data lives in HubSpot

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Lead capture and conversion paths check-mark check-mark
Segmenting your data check-mark check-mark
Email marketing check-mark check-mark
Traffic and website analytics check-mark check-mark
Content strategy check-mark check-mark
Automated lead nurturing check-mark check-mark
Importing data/data migration check-mark check-mark
Campaign setup, analysis and reporting check-mark check-mark
 
Ecommerce workflow strategy and implementation
Cart abandonment recovery check-mark check-mark
New customer welcome check-mark check-mark
Customer re-engagement check-mark check-mark
Custom workflows   Up to two (2)
 
Dashboards and reporting
Custom reports Four (4) Eight (8)
Custom dashboards One (1) Two (2)

Sales Hub

Similar to HubSpot-delivered onboarding, Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case.

  Professional Enterprise
Unific will provide guidance on:
Productivity tools

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Implementing your sales process in HubSpot check-mark check-mark
How configure the CRM and align it to your sales process check-mark check-mark
Baseline reporting setup and review check-mark check-mark
Onboarding your team members (invites, permissions and shared training resources) check-mark check-mark
Standard sales automation setup check-mark check-mark
Implementing standard integrations (Marketplace or native only) check-mark check-mark
Importing data/data migration check-mark check-mark
Contact/lead routing and team management check-mark check-mark
Business process mapping and optimization   check-mark

Service Hub

Similar to HubSpot-delivered onboarding, Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case.

  Professional Enterprise
Unific will provide guidance on:
Setting up intake channels

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Scheduling meetings check-mark check-mark
Building your ticketing pipeline check-mark check-mark
Ticket automation and workflow check-mark check-mark
Reporting on tickets and productivity check-mark check-mark
Live chat implementation check-mark check-mark
Standardized email and chat responses check-mark check-mark
Building a knowledge base and implementing a self-service portal check-mark check-mark
Measuring customer experience check-mark check-mark
Managing multiple teams   check-mark
Developing support playbooks   check-mark
Building custom dashboards   check-mark

Learn more about HubSpot Onboarding for Ecommerce

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.