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sarah-barad

5-start-rating 

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!

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Sarah Barad
Digital Business Manager
Bayou Imaging Products
bayou_imaging_poducts

Unific HubSpot Ecommerce Onboarding

Ecommerce Expertise

Ecommerce is the only market vertical we serve so you are in good hands with Unific!

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
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

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Need help selecting which HubSpot plan you will need?

Schedule a call and we'll work together to understand your needs.

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
Time 4-weeks 8-weeks
Productivity tools check-mark check-mark
Overview of your custom sales process in HubSpot check-mark check-mark
Customization of the CRM for your processes check-mark check-mark
Baseine reporting setup and review check-mark check-mark
Onboarding your team (invite, permissions, and resources) check-mark check-mark
Standard sales automation setup check-mark check-mark
Turning on standard integrations (app Marketplace/native)   check-mark
Consulting to migrate/import data from your CRM   check-mark

Service Hub

Unific will provide guidance on key strategic and tactical areas with an emphasis on the ecommerce use case.

  Professional Enterprise
Time 4 -weeks 8-weeks
Setting up intake channels check-mark check-mark
Scheduling meetings check-mark check-mark
Creating a customized ticket pipeline check-mark check-mark
Reporting on productivity and closed tickets check-mark check-mark
Live chat implementation check-mark check-mark
Standardized email and chat responses check-mark check-mark
Helping customers self-serve through the knowledge base check-mark check-mark
Ticket automation   check-mark
Measuring customer experience   check-mark
Managing multiple teams   check-mark
Developing support playbooks   check-mark
Creating custom dashboards   check-mark

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.