Guides

HubSpot guides from Bryant Works

Straight answers on implementing, migrating, integrating and running HubSpot.

Implementation

Implementation
HubSpot onboarding checklist for mid-market teams
A HubSpot onboarding checklist covers process mapping, a tech stack review, a phased build, training on the live portal, and documentation of what was built and why.
Implementation
What HubSpot consultants do and what they cost
A HubSpot consultant scopes, builds and repairs HubSpot portals for your team.
Implementation
Challenges of CRM implementation and how to recover
Most CRM implementations stall on unmapped processes and teams trained on demo data.
Implementation
What CRM implementation services cover and cost
CRM implementation services cover discovery and process mapping, a tech stack review, a phased build, training on your own portal, and documentation of what was built and why.

Custom development
HubSpot sequence vs workflow and when to use each
Use a workflow when actions should run on every record that meets a rule.

CMS
HubSpot website development and what the build involves
HubSpot website development is the build work that turns an approved design into working pages, custom modules, landing pages and portals on HubSpot's CMS.

Data quality
How to fix data quality in HubSpot
You fix data quality in HubSpot by finding the form, import or integration that creates each bad record, then deduplicating and normalizing what is already there.

Reporting
How to use the HubSpot custom report builder
You use the HubSpot custom report builder by starting with one business question and checking that your data model can answer it.

Integration
How the Salesforce-HubSpot integration syncs your data
The Salesforce-HubSpot integration matches each HubSpot record to a Salesforce record and keeps them in sync in both directions.
Integration
How the HubSpot NetSuite integration works
A HubSpot NetSuite integration moves records between your CRM and your finance system on a schedule or a trigger.

Migration
CRM migration tool or hired help for a HubSpot move
Use a CRM migration tool when your source app is supported, your data is clean and your objects map one to one to HubSpot.
Migration
What HubSpot migration services include
HubSpot migration services cover the move of your CRM data from audit to validation, with your HubSpot data model designed before any record moves.

AI
How HubSpot AI lead scoring works and what data it needs
HubSpot AI lead scoring trains on contacts that moved between two lifecycle stages within a timeframe you pick.

Evaluation
HubSpot vs Marketo for mid-market marketing teams
Choose HubSpot when marketing and sales should share one CRM and your admin capacity is thin.
Evaluation
HubSpot vs Pipedrive for a growing sales team
Choose HubSpot when your team needs sales, marketing and service data in one platform.