What a HubSpot Implementation Includes

A successful HubSpot implementation is more than creating properties, importing contacts and turning on workflows. The CRM needs to reflect your processes, roles, business rules, customer lifecycle and reporting requirements.

ICX starts by understanding how marketing, sales and service operate today, where information or opportunities are being lost and what the future process should look like. We then translate that model into HubSpot.

A typical implementation can include CRM architecture, pipelines, lifecycle stages, properties, teams, permissions, lead and ticket routing, workflows, SLAs, dashboards, reporting, data migration, integrations and user adoption.

The objective is to give your teams a CRM they can actually use and leadership information they can trust.

HubSpot empowers your business with a unified platform that drives revenue growth, enhances operational efficiency, and fosters long-term customer loyalty.

Our 90-Day HubSpot Implementation Plan

We structure HubSpot implementations in focused phases so business design, configuration and adoption move forward together. A 90-day plan provides a clear framework for many implementations, although the final timeline depends on scope, data complexity, integrations and the number of teams involved.

Days 1–30: Diagnose and Design

We begin by mapping the current process and defining the future state. Together with your teams, we document sales stages, customer lifecycle, roles, responsibilities, qualification criteria, handoffs, SLAs, business rules and reporting requirements.

We also assess your existing data, systems and integrations so the HubSpot architecture is designed before configuration begins.

Days 31–60: Configure and Integrate

We configure the approved processes in HubSpot, including pipelines, properties, teams, permissions, workflows, lead routing, ticket management, dashboards and reporting.

During this phase, we also prepare data migration and connect the systems that need to exchange information with HubSpot.

Days 61–90: Test, Launch and Adopt

Before go-live, we test workflows, permissions, reports, migrated data and critical business scenarios with your teams. We train users according to their roles and resolve gaps identified during validation.

Once the environment is approved, we move into production and closely monitor adoption, data quality and process execution during the initial operating period.

Harness the power of HubSpot to align your marketing, sales, and service teams, ensuring strategic decisions are based on real-time data and analytics.

HUB SETUP

Sales Hub, Marketing Hub and Service Hub Setup

HubSpot should connect the customer lifecycle rather than create another set of disconnected tools. ICX configures each Hub around the processes and responsibilities of the teams that will use it.

Sales Hub

We configure your sales process around clear stages, qualification criteria, ownership rules and activities. This can include deal pipelines, lead management, routing, tasks, sequences, automation, forecasting, dashboards and sales performance reporting.

The objective is to create a consistent sales process and give leadership greater visibility into pipeline, conversion and commercial performance.

Marketing Hub

We structure Marketing Hub around your segmentation, lifecycle and lead management requirements. This can include forms, lists, campaign structure, lead scoring, nurturing workflows, marketing automation and the handoff between marketing and sales.

The goal is to connect marketing activity with the customer lifecycle and commercial outcomes rather than measuring campaigns in isolation.

Service Hub

We configure Service Hub to support a structured customer service process, including ticket pipelines, categories, routing, SLAs, knowledge management, customer feedback, automation and service reporting.

This creates greater visibility into customer requests and helps service teams respond through consistent processes.

If you want to learn more and have a personalized consult with us.

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