Do you want to achieve a successful HubSpot implementation?
Get the most out of your investment by relying on a team of experts committed to your success. Our job is to help you gain control and visibility over your commercial process and have it reflected in increased sales and customer satisfaction.
Why invest in a HubSpot implementation service?
Did you know that 50% of HubSpot implementations fail? With a team of experts you guarantee to be among the 50% that were successful.
It's not just about buying an excellent tool, but about using it and getting the most out of your investment.
Attribution
Understand what works and what doesn't in your marketing strategy.
Data quality
Keep data clean and reports accurate. Implement KPIs.
Sales process
Define stages and the handoff between teams that drive alignment.
Integration
Integrate HubSpot with other tools your team uses: Facebook Ads, Google Ads, Slack, Salesforce, Stripe, etc.
Automation
Automate manual processes and focus on generating revenue.
Training
Train your team with a personalized program guided by HubSpot-certified experts.
I already bought HubSpot, I already implemented it, now what?
Our team of experts does not stop here: we help you in the next stage to achieve your business goals.
With our dedicated Revenue Operations team you can continue to implement improvements. You will have a partner dedicated not only to HubSpot but to maintaining and improving your entire tech stack.
Schedule a free audit
What we can achieve together
Our process adjusts to your needs
Experience having an expert RevOps team that specializes in HubSpot.
Discovery
Let's understand how HubSpot and our RevOps team can best support and implement your business strategy.
Solution design and validation
We identify the implementation path that meets your needs today and in the future. Knowing the requirements and your process, we design a solution to make them come true.
Team plan and assignment
We create a preliminary timeline to achieve your sales and marketing initiatives. We will assign an expert team according to your needs.
Kickoff
Let's start the execution of the plan and the service based on priorities. Let's understand how to work together and be a single team.
HubSpot implementation and onboarding
We address the identified objectives to ensure successful HubSpot implementation based on initial priorities.
Continuous growth and improvement
We review quarterly progress of the CRM implementation and renewal initiatives. We re-prioritize based on updated business requirements.
They are our best guarantee
★ 4.9 / 5 · 9 reviews on our HubSpot partner profile · View HubSpot profile →“Our experience with CasandraSoft has been excellent. The HubSpot onboarding was extremely organized, making the implementation seamless, as we felt supported and advised throughout. They have experience with this system, can answer any questions, and always find a solution to any problem.”
“Aleli's extensive experience helping businesses grow exponentially and her leadership in leading her team helped me implement a system from scratch that generates tangible results. Her innovative vision and impeccable execution enhance the benefits of any organization that partners with her. She is definitely highly recommended as a supplier and partner.”
“From the beginning, there was excellent communication and mutual feedback between our team and the Casandrasoft team. The transition from Salesforce to HubSpot was very smooth, and the team's ongoing training and recommendations have helped the Sales team feel comfortable using the new platform.”
“CasandraSoft has helped us get started using CRM technologies to improve our client management. They're a great partner with whom we will continue to work. We especially appreciated their professionalism and dedication, punctuality in meetings, personalized attention, and technical knowledge. Having a dedicated communication channel was also a plus.”
“Very good experience in the implementation of HubSpot. They managed to translate the complexity of our business processes into a clean, automated and easy to use system. A very good partner to scale with.”
“I have had a great experience working with Aleli, Alejandro & Enielys from CasandraSoft. In the implementation we are working on, they have always been willing to help so that my team and I can get the most benefit from the investment my company is making.”
“Working with the team has been an incredible experience. They are professionals who truly understand the market and always meet our expectations. From the start, they gave us creative solutions and effective strategies for our campaigns. Their attention to detail and commitment have helped us reach our goals clearly and efficiently. We highly recommend their services!”
“The team is very willing to support us and handle requirements. I think that, besides professionalism, the relationship is fundamental for managing projects, especially ours, which was done in record time.”
The best partner to get the most out of your HubSpot
Everything that helps maximize your ROI is not an expense, it is an investment.
Start today
We have 3 onboarding plans for each HubSpot Hub, tailored to your needs
Guidance to adopt your already configured HubSpot.
Basic
For onboarding focused on rapid HubSpot adoption
- From 4 weeks *
- From 8 activation sessions of 1 hour *
- From 1 live training on Zoom *
- Recorded tutorials
- Custom user guide
- Dedicated Slack/WhatsApp group
Advance
For onboarding focused on metrics and planning
- From 6 weeks *
- From 10 activation sessions of 1 hour *
- From 2 live Zoom trainings *
- Recorded tutorials
- Custom user guide
- Dedicated Slack/WhatsApp group
- Planning and management
- Reports and review
Scale
For onboarding focused on process improvement and alignment
- From 8 weeks *
- From 10 activation sessions of 1 hour *
- From 2 live Zoom trainings *
- Recorded tutorials
- Custom user guide
- Dedicated Slack/WhatsApp group
- Planning and management
- Reports and review
- 3 workshops for definitions and strategy
- 1 audit and 1 content evaluation
* The amounts are different depending on the Hub (Marketing, Sales, Service) and the level (Professional, Enterprise).
We implement your HubSpot end to end. Every level includes onboarding and training for your team.
Standard Pro implementation
For projects with 1 to 3 Pro Hubs and a simple data load.
Estimated duration: 4 months (3 of implementation and 1 of stabilization).
Includes
- Setup of 1 to 3 Pro Hubs (Sales, Marketing or Service)
- Pipelines, properties, views and basic automations
- Simple import from Excel or a clean CSV
- Simple native integrations (Gmail, Calendar, Slack, etc.)
- Initial dashboards and team training
Does not include
- Data Hub, Enterprise Hubs or migration from another CRM
- Custom integrations, APIs or custom development
- Marketing, campaigns or demand generation
Advanced implementation
For projects with higher technical complexity.
Estimated duration: 6 months, in 2 quarterly phases (implementation and optimization).
Applies when the project has
- Data Hub or at least 1 Enterprise Hub
- More than 40 users across several roles or teams
- Migration from another CRM (Salesforce, Zoho, etc.)
- Custom integrations, APIs or custom development
We review the scope before confirming price and date.
Schedule a meetingStrategic Enterprise
An evolving program for organizations with complex operations.
Estimated duration: 6 to 12 months, in phases.
Applies when there are
- Several brands or business lines (multibranding)
- Multiple teams with different processes
- 2 or more Enterprise Hubs
- More than 100 users with complex structures
How it moves forward
- Months 1 to 3: architecture and base implementation
- Months 4 to 6: scaling and adoption
- Month 7 onwards: monthly RevOps as a Service
It requires a prior discovery and an executive sponsor on your side.
Schedule a meetingFrequently asked questions
Is a contract signed?
Yes, we guarantee not only prices, duration and compliance with our commitments, but also the security of the data you put in our hands.
When is the kickoff?
2 weeks after signing the contract.
What happens when I sign?
You will meet with your designated strategist to schedule your kickoff call within 48 hours of signing. You will complete a checklist to ensure we have access to the systems and tools necessary for a successful onboarding. Together we will coordinate the first step of the onboarding, which is the strategy.
Why not do it myself?
Do you have time to do it yourself? If you have the time, do you have the knowledge to do it yourself? Do you want to pay a full-time employee to manage it?
How long does the onboarding stage last?
The common length is 3 months of onboarding, but depending on the requirements, integrations and the complexity of the processes, it could be longer.
When will my HubSpot be ready to use?
You'll be able to start using your HubSpot two weeks after launch, with incremental updates thereafter.
Is training included?
Yes, our goal is 100% adoption.
Will you provide a project plan before starting?
Yes. We provide project plans and end-state requirements for all CRM implementations. You will have access to our project management tool at all times, since transparency is one of our values.
Do you do migrations and/or integrations?
Yes, we will examine migrations and integrations during the discovery phase.
What integrations can you do?
We implement all native HubSpot integrations. Additionally, we have a group of HubSpot-specific RevOps developers who specialize in custom integrations.
Contact us
Tell us about your project and we will help you choose the right path for your HubSpot.
- A specialist from our RevOps team reviews your case.
- We guide you between onboarding or implementation, based on your operation.
- We support you from strategy to your team's adoption.
