Template for small school's configuration

SOLVE
NKempe
Participant

Hello all,

 

Just got the product and I am finding a lot more configuration is needed than I was counting on. Instead of saving time to assist with the admissiones process in the midst of daily confinements, I am probably going to need to lean on a company to provide onboarding support. Most of what I want to do seems to require workarounds with the Starter pack we purchased. Has anyone worked with a person or company to help set up their admissions process in Hubspot that they would recommend?

 

I am based in Spain, but am happy to work with anyone in English or Spanish.

 

Nick

1 Accepted solution

Accepted Solutions
HubGem
Solution
Participant | Platinum Partner

Hi @NKempe ,

We are specialists at helping education organisations implement HubSpot tools, including building out admissions processes in HubSpot and training staff teams. It would be great to meet and discuss your requirements, you can book a call with me here.

 

Best wishes

Gemma

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2 Replies 2
HubGem
Solution
Participant | Platinum Partner

Hi @NKempe ,

We are specialists at helping education organisations implement HubSpot tools, including building out admissions processes in HubSpot and training staff teams. It would be great to meet and discuss your requirements, you can book a call with me here.

 

Best wishes

Gemma

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StefaniUAT
Key Advisor

Hi @NKempe,

May I ask if 1. You are integrating/migrating from another system/ CRM/ software? If so, can you share which one(s)?

 

2. What tools and/or paid seats you purchased in your "starter pack"? Each tool on the HubSpot platform will have its own benefits, workarounds, implementation considerations, business objective considerations, etc.

 

3. What grades do you educate? Are you non-profit or for-profit?

 

As a Data Manager, planning and understanding positive or negative consequences before implementation is essential for success. HubSpot offers onboarding but also using a HubSpot partner (especially Platinum Partner) such as @HubGem would be great as well!

 

I am personally a Data Manager for uat.edu (a private technology university) and I implemented processes and data from both SalesForce and another Higher - Education specific CRM into HubSpot with zero prior experience. That's how easy HubSpot is to use. I am incredibly passionate about education and would be happy to jump on a 30 min call (completely free of charge) and give you some advice on considerations based on your school's needs.. (completely based on personal experience.) I am on the HubSpot Community to help humans like myself 4 years ago be successful with the last 4 years of knowledge, especially benefiting the Education industry. Please feel free to DM me. Please include answers here or in the DM with answers to the questions above. If you are anything like me, you will be more prepared for the onboarding from Hubspot or @HubGem

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect