Hubspot Onboarding

mediation

mediation

Utilize HubSpot

HubSpot is used for all critical reporting and task management.
query_stats

query_stats

Data Powered

Key data points and milestones are tracked, in line with a data model.
filter_alt

filter_alt

Full-Funnel Focus

Conversion rates from core metrics create revenue opportunities visibility.
quickreply

quickreply

Partnership

Initial process upgrades are prioritized and released to drive revenue growth.
order_approve

order_approve

Reduced Risk

Granular data points are tracked to drive further insights.

star star star star star 5/5

September 30, 2024

Rodrigo was a true professional. EXCELLENT EXPERIENCE

Rodrigo with RevPartners was easy to work with, honest, efficient and extremely knowledgable. Honestly don't think we could have asked for a better partner and had it not been for Rodrigo we would have probably asked for a refund on the Marketing Hub Professional Onboarding for the following reasons. During sales cycle we were never advised HS Onboarding was outsourced to a third party or that HS had a scheduled global week of rest immediately following our Friday, 6/30 sign-up. Also HS places limitations on what RevPartners could and could not do, forcing Rodrigo to direct us to utilize HS tech support, which often took 24+ hours to reply. Again to Rodrigo's credit if HS was slow to respond he would look for solutions through his channels.

J. Johnston 26 - 50 employees

Automotive & Transport

Services:

HubSpot Onboarding

star star star star star 5/5

September 30, 2024

Rodrigo was a true professional. EXCELLENT EXPERIENCE

J. Johnston 26 - 50 employees

Automotive & Transport

Services:

HubSpot Onboarding

star star star star star 5/5

June 24, 2024

Grateful for Rodrigo!

Rodrigo was very helpful and friendly during our transition to HubSpot. Excellent communication throughout the onboarding process. He provided us with clear guidance, steps, goals, and meeting notes. Very grateful for his assistance!

L. Bolek 26 - 50 employees

Technology

Services:

HubSpot Onboarding

star star star star star 5/5

June 21, 2024

RevOps Retainer: Shadab Khan, Brian Kreutz, Justin Tilton, and RevPartners Team

We've been working with RevPartners since late last year with an ongoing RevOps retainer package, and I am so grateful for their partnership every single day. Our initial use case was a re-implementation of Sales Hub, and while our initial strategist, Justin Tilton has moved on to another opportunity, he did a phenomenal job setting us up for success long term as well as handing off our account to our current strategist, Shadab. I have worked with many agencies across my career, and RevPartners is the first one who has truly lived up to their promises. They are detail oriented, responsive, proactive, insightful, brilliant, and best of all, they truly feel like an extension of our team. The most recent project we've tackled has been a "mission control" dashboard for our sales team to cut through the noise and help them focus on what's most important. A few things Shadab does that make it incredibly easy to work together: -Lightning fast responses to email confirming receipt, and timely follow-up without having to be asked -Proactive "nudges" to keep us on track when we're busy and creating blockers for him -In-depth loom videos for concepts and explanations that are hard to capture in writing -Always asks the "why" -- what was the original intent of this workflow? What business KPI does this support? -Exhaustive research into different ways to approach a solution -- when we receive a recommendation, I know that he's already ruled out several other options -Collaborative approach to problem-solving; he'll frequently reach out to other RP colleagues, peers, and even HubSpot resources -This one is something we enjoy personally: he's a huge HubSpot nerd! It's fun to work with someone who enjoys being in the weeds on this stuff Since starting with RevPartners, I truly feel like our team has leveled up and can now tackle the big, hairy challenges we felt under-resourced or unequipped to do before. I would recommend them to anyone who is tired of copy & paste approaches from lackluster agencies (because they're not an agency!).

L. Brennan 201 - 1000 employees

Medical, Health & Wellness

Services:

CRM Implementation Customer Survey and Analysis Sales and Marketing Alignment Sales Enablement

star star star star star 5/5

June 18, 2024

Lexi Gilbert / FMG

Working with Lexi and team was short to date, but bringing her in as an extension of the marketing team was the best move from our technical leader. She brings a dynamic to our team that is valuable and completely missing. Her knowledge of the platform and ability to dive into a complex account while navigating politics is a rare find. She is supportive, happy, direct and takes a large project head on, with a smile. She brought in perspective with knowledge to back it up at the right time. She is a huge asset to RevPartners and FMG. Thank you Lexi for your hard work and smile each day!

J. Bornstein 201 - 1000 employees

Finance & Insurance

Services:

CRM Implementation

star star star star star 5/5

June 4, 2024

Superb Experience! Fantastic Partners! Shoutout to Henry Wee!!

I cannot express how thankful I am for the entire RevPartners team. I joined our organization as the sole member of RevOps and within my first two weeks, I learned we would be losing access to Salesforce in roughly 60 days and needed to move our entire business over to HubSpot. A project of this scope is absurd for a one-person-team and more so on this timeline, the only way it was going to be possible is if I had a partner to work alongside me. RevPartners was the only agency who could meet our needs including both the timeline and budget constraints, but more than that they gave us confidence that this project could actually happen - and be successful. I want to specifically acknowledge Henry Wee as the true MVP of this entire project as without his support, I am not sure we could've pulled this off. Not only was Henry crucial in helping us gather and collect the necessary details for a smooth migration, but he was amazing at handling the ebbs and flows that happened throughout the project including the discovery of processes not initially known that had to be migrated and also with being flexible in how we operationalized HubSpot so that it wasn't a mirror copy of Salesforce, it was so much better! Having Henry available on Slack and during our weekly calls helped me tremendously with having a partner I could turn to with questions, ideas, and.. the occasional freakout (sorry, Henry, but you're amazing!). In the end, we were able to migrate completely away from Salesforce and onto HubSpot in SIX WEEKS! Even more exciting, we did so without a single interruption to business - AMAZING! I will forever be a fan of RevPartners, and a huge fan of my new friend Henry. I wish everyone there nothing but the utmost success in business and life, thank you for making this project fun. Cheers!

K. Little 51 - 200 employees

Technology

Services:

CRM Implementation CRM Migration Custom API Integrations Programmable Automation

star star star star star 5/5

May 13, 2024

Henry Wee is awesome!

This has been the most comprehensive, well-managed implementation/migration that I have ever been involved with. Henry's knowledge, on the spot solutions and command of HubSpot made this easy. I would highly recommend him to anyone.

D. Keel 51 - 200 employees

Banking/Financial Services

Services:

CRM Implementation CRM Migration Customer Success Training HubSpot Onboarding

star star star star star 5/5

May 13, 2024

Henry Wee is awesome!

D. Keel 51 - 200 employees

Banking/Financial Services

Services:

CRM Implementation CRM Migration Customer Success Training HubSpot Onboarding

star star star star star 5/5

May 13, 2024

Excellent and timely advice

Rodrigo Buenfil was a crucial partner to Third Economy in scaling up our marketing and sales operations and was always helpful and patient with our team. We couldn't have done our earliest webinars and campaigns without him.

C. Fredericks 26 - 50 employees

Consulting/Advisory

Services:

Knowledge Base Development Sales and Marketing Alignment Sales Enablement Programmable Automation HubSpot Onboarding

star star star star star 5/5

May 9, 2024

A+ Trainer

Rodrigo was awesome during our onboarding! Super kind and always in a good mood, he made sure we all felt comfortable asking questions. He was prepared for each session and even shuffled meetings around to fit our schedules when we needed it. Itâ€™s clear he cares a lot about getting us off to a great start. Really appreciated his help and flexibility!

S. Bakker 11 - 25 employees

Finance & Insurance

Services:

HubSpot Onboarding

star star star star star 5/5

April 23, 2024

Rodrigo is a legend.

Rodrigo deserves a raise and a promotion. He was incredibly helpful, informative, understanding, charismatic, accommodating, above and beyond in every single way. Again, he should be running this place.

B. Jones 6 - 10 employees

Consumer Products

Services:

HubSpot Onboarding

star star star star star 5/5

April 9, 2024

CRM Implementation, CRM Migration, Customer Support Training, and HubSpot Onboarding

Rodrigo from RevPartners was completely professional and patient working with our team to onboard HubSpot. Our weekly zoom meetings were informative and well directed. Each week we discussed task that we were going to complete before our next meeting. This kept our team on task and helped make the transition seamless. In the past our company rolled out a similar product and did not have the support needed to integrate properly. With the help of Rodrigo our team is up and running and excited! Thank you Rodrigo for all your help!!

A. Brauhn 201 - 1000 employees

Business Services

Services:

CRM Implementation CRM Migration Customer Support Training HubSpot Onboarding

star star star star star 5/5

April 9, 2024

Rodgrigo was a RockStar!!!

A. Brauhn 201 - 1000 employees

Business Services

Services:

CRM Implementation CRM Migration Customer Support Training HubSpot Onboarding

star star star star star 5/5

April 9, 2024

Always kind with thorough follow up

Rodrigo was great to work with. He was always very accepting of all HubSpot information requests and where there gaps with our weekly call he would provide a very detailed follow up with video instruction. If I need something via email he always responded same day. Great experience.

D. Deter 26 - 50 employees

Consulting/Advisory

Services:

CRM Implementation CRM Migration HubSpot Onboarding

star star star star star 5/5

April 9, 2024

Sr. Program Manager

My experience with Rev Partners, Blake in particular, has been nothing short of incredible. In all seriousness, Blake is the reason why I now love and use HubSpot. He is a great teacher and communicator. He made every custom change we needed, he implemented the whole process for us and made my teams experience very positive.

H. Green 11 - 25 employees

Electronics

Services:

Content Creation CRM Implementation CRM Migration Customer Marketing Customer Success Training Email Marketing Sales and Marketing Alignment Sales Enablement Website Migration HubSpot Onboarding

star star star star star 5/5

March 28, 2024

CRM Implementation

Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean

E. Truckey 201 - 1000 employees

Business Services

Services:

CRM Implementation

star star star star star 5/5

March 28, 2024

CRM Implementation

Rodrigo did a fantastic job with our CRM Implementation and onboarding with MahlerClean

E. Truckey 201 - 1000 employees

Business Services

Services:

CRM Implementation

star star star star star 5/5

March 20, 2024

Onboarding made easy

Rodrigo has been a great partner to help me get my company and team fully onboarded with HubSpot. He has a background in both sales and marketing which makes him a great resource for running ideas by himâ€”he also gives great advice on what he has seen work at every tier of the funnel. He has also showed me a few ways to use certain functions that were mind opening. Finally, syncing HubSpot to our sales CRM is a big task and Rodrigo has helped me break it down step by step to make the process seem less daunting. I appreciate having Rodrigo here to help me through this process. Highly recommend RevPartners!

S. Dukowitz 51 - 200 employees

Oil & Gas

Services:

HubSpot Onboarding

star star star star star 5/5

March 7, 2024

5-Star Experience

It was really helpful, now I can understand better about HubSpot and make smoother the process to assist customers

P.P. 26 - 50 employees

Automotive & Transport

Services:

CRM Implementation Customer Success Training Sales Coaching and Training HubSpot Onboarding

star star star star star 5/5

March 7, 2024

RO WAS AWESOME!

Ro Was a great teacher and i picked up his teaching really fast! He did fun exercises to help implant the knowledge into us, I think the HubSpot training was very helpful.

K. Coleman 26 - 50 employees

Automotive & Transport

Services:

Customer Support Training HubSpot Onboarding