HubSpot Sales Hub Onboarding

Refuel is offering exclusive and discounted not-for-profit HubSpot Sales Hub onboarding packages through Connecting Up.

Sales Hub might sound like something most not-for-profits don’t need, but it’s incredibly handy for organisations running social enterprises, or fundraising programs. With HubSpot Sales Hub, you can:

  • Track donations by source, and automate reporting actions with these donors.

  • Nurture one off donors into becoming regular donors.

  • Run cart abandonment campaigns targeting website visitors who didn’t order products from your store, or make donations.

So think of Sales Hub as Revenue Hub for not-for-profits - it manages and automates your financial data. For best results, we recommend using Sales Hub with Marketing Hub for advanced, automated fundraising campaigns.

Get started with Sales Hub with these ‘done for you’ onboarding packages with an award-winning Australian HubSpot partner.

 

 

Refuel’s Sales Hub Onboarding is designed for new not-for-profits using Sales Hub for the first time. Not-for-profits that have self-implemented HubSpot Free and want to upgrade to a paid plan may also get value from this service.

We’ll setup your HubSpot portal to help you achieve your marketing goals from the outset, and provide you with the training resources to be able to keep it that way.

This onboarding is available for all tiers of HubSpot Sales Hub - Free, Starter, Pro or Enterprise. Exactly what is included will vary depending on the tier of HubSpot Sales Hub you’ve purchased, and the features you have access to. Note that automation is only available on Sales Pro or Enterprise.

 

Through your onboarding journey, there are three stages:

  1. Planning - Getting off to the best start, we’ll work with you to develop your onboarding plan. We’ll review your integrations, data sources, and identify any information that needs to be cleaned and imported.

  2. Setup - Once we’ve got the plan complete, we’ll start setting up your HubSpot portal. We’ll create your custom properties, connect your domains, set up your sales process, deal pipelines and reporting.

  3. Training - With your portal setup, we’ll support your team to learn about your HubSpot portal so that you are ready to be self-sufficient.

For organisations implementing HubSpot Sales Hub Pro or Enterprise, your setup will also include setting up automated workflows, so you’re running efficient, effective fundraising, sponsor or bequest campaigns.

 

 

What’s not included?

As part of this onboarding, we will import data supplied by you, using a CSV template we provide you at the start of your onboarding. Cleaning this data and preparing it for import can be provided at an additional cost.

This onboarding does not include custom integrations, but these can be scoped as part of your planning and quoted at an additional cost.

 

Refuel Creative

We help not-for-profits around the world get into pole position with a unique blend of marketing strategy, creativity, and technology.

With a team of experts around the world, our team has the passion, knowledge, and drive to find the solution your organisation needs to get into top gear.

 

Refuel and NFPs

Right from the start, Refuel has always had a passion for not-for-profits.  Our Founder and CEO, Ryan Jones, spent a great deal of his pre-Refuel years working in the sector. In this time he worked with not-for-profits in Australia, New Zealand and South East Asia on their marketing and technology.

These origins made Refuel into the business it is today, as we continue to offer tailored support for their marketing needs and work closely with a range of NFPs.

Through this background and work with not-for-profits, we have developed a strong understanding of the needs of NFPs. From fundraising to communicating with stakeholders, our Refuel team will work with you to make your organisation run like a well-oiled machine.

 

Refuel and HubSpot

Refuel has been a HubSpot partner since 2018, and won the 2019 HubSpot Rookie of the Year award for the fastest growing HubSpot partner in APAC. Since then, the Refuel team has won HubSpot Impact Awards for their work with clients, helping them get the most out of the HubSpot platform.

You can rely on Refuel to help you get the most out of your HubSpot investment.

 

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