Try or Buy HubSpot with Unific

Onboard with Unific (rather than HubSpot).
More value, less cost, quicker ROI, and designed for Ecommerce
Strategic, growth-oriented advice.
Follow the Unific playbook and get a best-in-class HubSpot portal within 30-days.
Money back guarantee.

The Unific Process

When we buy software, we want to try before we buy! I’m sure the same is true for you. Together, we’ll follow a process to help you evaluate HubSpot and make an informed decision.

Step One

Establish a free account with HubSpot.
Establish a free account with Unific.
Start syncing your live and historical cart data.

Step Two

Book a one-on-one meeting for a demo of HubSpot.

Step Three

Unific will facilitate a conversation with HubSpot around pricing/packaging
Move forward and hit the ground running!

Unific HubSpot Ecommerce Onboarding

Before we go any further, let’s determine if Unific is a fit for your onboarding requirements.

Unific onboarding is not for you if:

You need a full service digital agency.
You want a partner to do all the work for you.

Unific onboarding is for you if:

You do not need a full-service digital marketing agency, and are able to provide copy and design assets.
You are focused on automating your customer journey via email marketing automation.
You are looking for strategic, data-driven advice on how to grow and service your customers through their customer journey
You want to do most of the work yourself, but will need some help executing with best practices.

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
Hours	15-hours	30-hours
Unific Marketing System
Email Templates	Library	Library
Customer Lifecycle Stage Workflows
Marketing System Workflows
Guidance on:
How your data lives in Hubspot
Lead capture and conversion paths
Segmenting your data
Email marketing
Traffic and website analytics
Content strategy
Automated lead nuturing and internal lead assignment setup
Consulting to migrate/import data from your CRM
Campaign setup, analysis, and custom reporting

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
Hours	3-hours	16-hours
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
Time	4 -weeks	8-weeks
Hours	3	16
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 Trying or Buying HubSpot

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.