Contact
The person, source and relevant enquiry context.
HubSpot
Make HubSpot useful to the people following up.
Your team has HubSpot, but the next action is hard to find. Connect the records, ownership and process so people can use the platform to follow up.
Keep the records connected and the responsibility visible.
Company
The account, its people and the business relationship.
Deal
The opportunity, current stage and agreed outcome.
Owner and next action across the records
Assign responsibility and follow-up where the work happens; ownership is not a final stage.
Choose the part that needs attention.
- Implement
- You are setting up or moving to HubSpot. Scope the setup or migration around the records and process you need.
- Review
- HubSpot is in place, but the process is unclear. Review the agreed setup and identify priorities for improvement.
- Support
- Your team needs help using and improving it. Agree an optimisation or support scope for the work ahead.
Questions about HubSpot
Can you help if we already use HubSpot?
Yes. We can review the existing setup, help optimise an agreed area or support your team. Tell us what is difficult today.
Can you help us move our CRM information?
Migration can be part of the agreed project. We first identify the information, source systems and decisions needed to define the work.
What does your HubSpot partnership mean?
Kontext Group is a HubSpot Platinum Solutions Partner. The partnership describes its partner status; your project scope and responsibilities are agreed separately.
Give the next follow-up a home.
Tell us how your team uses HubSpot today and what you need it to do next.
Useful context to share
- Your current CRM setup
- The people and handoff involved
- The change you want to make