Service & Phase: HubSpot
Partner with Big Red Jelly for all of your Hubspot implementation, strategy and support needs. Hubspot is a powerful, flexible and effective CRM tool, designed to help companies grow. Big Red Jelly is a verified, top-level Hubspot implementation partner. We know how to setup, integrate, manage and use Hubspot to help your business grow! Get started with Hubspot today.
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Grow Your Business By Using Hubspot
Did you know?
- CRM adoption can lead to a 29% increase in sales and revenue.
- The average ROI of using a CRM is approximately $8 for every dollar spent.
- Companies using a CRM effectively have reported a 42% improvement in sales forecast accuracy.
- 47% of CRM users report a significant impact on customer retention and reducing churn.
- Sales teams with a mobile CRM achieve 65% of sales quotas, compared to 22% for those without mobile CRM access.
Customize Your Hubspot Setup. Explore the Options Below and Contact Our Hubspot Experts.
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Our Core HubSpot Implementation Services
Marketing Hub
Take your marketing efforts to the next level with Hubspot Marketing Hub. Our team will help you setup, integrate, automate and manage your Marketing Hub effectively for business growth.
- Marketing tools
- SEO
- Marketing Automations
- Breeze Social Media Agent
- Campaign Management
- Custom Reporting
- Additional Marketing Features
Sales Hub
Setup your sales team and revenue generation for success with the Hubspot Sales Hub. Our team will help you improve your sales enablement, lead generation and grow your revenue!
- Free Sales Tools
- AI-Powered Smart CRM
- Sales Workspace
- Prospecting
- Sales Sequences and Automation
- Sales Forecasting
- Lead Scoring
- Sales Playbooks
Service Hub
Elevate and improve your customer service and client experience with the Hubspot Service Hub. Our team knows how to delight your customers by using this cutting-edge customer service software.
- Free Service Tools
- Help Desk
- Customer Success Workspace
- Customer Feedback
- Knowledge Base
- Custom Support Fields
- Support Ticket Pipelines
- AI Customer Agent
Content Hub
Content marketing software with AI powered tools and features. Now you can attract more customers, increase conversion rates and improve your content marketing efforts like never before.
- Free Content Tools
- Landing Pages
- Brand Voice
- Blog Software and Automations
- AI Content Agent
- Podcasts
- Hubspot Website Builder
- Custom Portals and Gated Content
Operations Hub
Get the operations software that your business needs to improve efficiency, lower costs and hurdles and scale your business to the next level. Manage your business more effectively with Hubspot Operations Hub.
- Free Operations Tools
- Operations Automations and Workflows
- Data Migration
- Datasets
- Snowflake Data Share
- Workflow Triggers
- AI-powered Data Quality Automation
Commerce Hub
B2B commerce software that helps your company grow revenue. Collect payments, automate billing and give your sales and admin teams the tools they need to scale.
- Free Commerce Tools
- Hubspot Payments
- E-Signature Documents
- Custom Billing Automation
- Revenue Reporting
- Customer Revenue Reporting
- Quickbooks and other POS Integrations
Small Business Bundle
Get the starter edition of all of the Hubspot tools and Hubs. The optimal CRM for small businesses that want to streamline operations, accelerate marketing, increase sales and grow.
- Website Pages
- AI Content Writer
- Email Automation
- Contact Management
- Deal Pipelines
- Commerce Tools
- Chatbots and Live Chat
- Ticketing and Service Pipelines
- Analytics and Dashboards
- And More!
Breeze Intelligence / AI Tools
Elevate your CRM and sales enablement with the new and improved AI tools for Hubspot. Get over 200 million company and buyer profiles for your sales and marketing efforts.
- Data Enrichment
- Buyer Intent
- Form Shortening
- Intent Orchestration
- Target Markets
- Automated Actions
Free Hubspot Tools
Get started with Hubspot and partner with our Hubspot implementation agency to help take your CRM and sales enablement efforts to the next level, leading to increased revenue and measurable growth.
- Ad Management
- Email Marketing
- Meeting Scheduling
- Team Emails
- Calling SDK
- Landing Pages
- Drag-and-Drop Editor
- Basic SEO Recommendations
- Payment Links
- Invoices
- Quotes
- And More!
Why is professionally implementing HubSpot important?
HubSpot was made to help businesses, big and small, achieve their goals and bring in more revenue.
- Increase Your Sales: Gain deeper prospect insights, convert more visitors, and run complete inbound marketing campaigns at scale.
- Automate Your Business: Advanced CRM, meeting scheduling, marketing automation and more.
- Improve Customer Retention: Gather customer feedback, easily manage tickets, and easily connect with your customers.
- Accelerate Marketing & Advertising: Improve your lead attribution, marketing campaigns and advertising targeting with best growth tools.
- Streamline Operations: Save time by using automations, workflows, sequences and more to make your company more efficient.
The HubSpot Proven Process to Help Your Business Succeed
Our Hubspot Implementation team has crafted the perfect Hubspot implementation and support process. By combining our CRM expertise with our proven process, we are able to help companies like yours setup, integrate and manage a CRM correctly for optimal business growth.
01 | HubSpot Discovery
Our team meets with you to understand your business long term growth goals and how HubSpot will help you reach those goals. Your dedicated HubSpot strategist will be available to help you with all your needs. We dive deep into understanding your target audience, business vision, opportunities and marketing/sales processes.
- Hubspot Discovery Session
- Dedicated Hubspot and CRM Strategist
- Hubspot Blueprint & Roadmap
02 | HubSpot Research
Once your Hubspot Discovery Session is complete, our Hubspot experts get to work on objective research. This CRM phase includes important steps like researching online trends, SWOT analytics, your current analytics and industry/market research. We do our homework so we can craft the optimal CRM and sales enablement strategy for your business.
- CRM and Business Audit
- Hubspot Research
03 | HubSpot & CRM Strategy
Bring together all key takeaways to establish SMART goals and an implementation strategy blueprint.
- S: Make your goals specific and narrow for effective planning
- M: Make your goals measurable so you can track progress
- A: Your goals should be achievable within a certain time frame
- R: Goals should align with your values and be relevant long-term objectives
- T: Set a realistic timeframe to increase motivation
Your new Hubspot and CRM strategy will be the foundation on which we will improve your sales, marketing and operations. Your strategy will be unique to you and your revenue needs as a company.
- CRM & Hubspot Strategy
04 | Technical Hubspot Setup
We’ll complete all the necessary data migration and technical setup needed to get you started with a great foundation. This includes connecting domains, setting up lead collection forms, adding tracking codes, and more. The technical setup of your Hubspot software is key, we need to get this right so we can build world-class marketing, sales and advertising campaigns using your new Hubspot platform.
- Account and User Setup
- Data Migration
- Integration with Other Systems
- Domain Connection and Email Authentication
- Setup and Integration of Hubspot Included Features/Tools
05 | Hubspot Automation & Optimization
Setup advanced automations so HubSpot can improve the efficiency of your business. Saving you time on the tasks you don’t really like doing. Your CRM can be a powerful tool that works for you business nonstop when it is automated and optimized correctly. Our Hubspot team knows how to transform your CRM into that automated machine that your company needs to accelerate growth and increase sales.
- Hubspot Automation Checklist
- Hubspot Optimization Checklist
06 | Hubspot Website Connection
HubSpot connects with your website so they can communicate seamlessly and work together. This allows you to collect analytics and get real-time updates and insights straight to your dashboard. Your CRM and your website and other online platforms should be seamlessly connected. This will lead to clarity in data reporting, lead attribution and more efficient marketing and sales campaigns. We will ensure that your CRM and your online platforms are connected properly and sharing important analytics to paint a clear picture of where your business stands and where you want it to be.
- Hubspot Tracking Code Setup
- Hubspot Forms Setup
- Hubspot Chatbot and Live Chat
- Hubspot and Website Event Tracking
- Hubspot Landing Pages and Conversion Paths
07 | Customer Journey Mapping
Test the user experience to learn how to optimize marketing and sales funnels, allowing you to work on conversion rate optimization. A clear customer journey is critical in increasing your conversion rates, sales and revenue. Your new Hubspot and CRM setup will allow you to clearly see your sales and marketing funnels, where are the gaps and where you can optimize your customer journey and funnels to drive more sales and set your sales team up for success.
- Contact, Company and Deal Properties
- Sales Pipeline Setup
- Task Automation for Sales and Marketing
- Sales Playbook and Enablement Materials
08 | Hubspot Dashboards & Reports
Implement necessary tracking, reports, and dashboards for effective tracking. This allows you to see which areas are performing best, and which areas need improvement. Our Hubspot experts can help you setup custom dashboards, automated reporting and track the key metrics that are most important for you leadership. Now you will be able to make clearer and faster decisions that will positively impact the trajectory of your business growth.
- Marketing Overview Dashboard
- Sales Pipeline Dashboard
- Traffic Analytics Report
- Attribution Reports
- Customer Dashboard for Key Stakeholders
09 | Hubspot Training & Workshops
Walkthrough and train personnel so everyone in your business is comfortable using HubSpot. This is essential for success in any business using this platform. Setting up your CRM is one challenge, but the second priority and equally important is ensuring that your leadership, marketing, operations and sales teams are comfortable with how to use Hubspot in their day-to-day work, making their lives easier, driving better results and reporting on their progress.
- Hands-On Workshop and Q&A Sessions
- Certifications and Training for Key Users
- Customized Training for Different User Groups
10 | Hubspot Intro to Growth
Transition to on-going growth services so your business is continuously improving. Your dedicated growth strategist will help you manage your website and assist with any issues you might have, as well as plan your strategy for success. We don’t just leave you with a better Hubspot and CRM setup, we want to help ensure that your company uses the CRM to the best of it’s ability. Get all the value from your CRM and ensure that your teams are using the platform to improve their individual and team performance.
- Long-Term Growth Strategy
- Ongoing CRM Support and Strategy
- Marketing and Sales Alignment
- White Glove CRM Campaign Launch
Use Hubspot and a Better CRM to Drive Business Growth
All businesses who are serious about growth need to have a CRM and use it properly. We believe in building a strong foundation on which businesses in any industry can accelerate growth. Partner with our Hubspot implementation agency and elevate your business to new heights.

Technical CRM Setup
We know how to setup Hubspot and other CRMs properly. It’s important to get the technical foundation right before proceeding to growth.
Hubspot Strategy
More than just setup, we specialize in business growth strategy. We will align your Hubspot setup with the overall business growth strategy that we craft together.
Hubspot Support
Get expert sales enablement, CRM, marketing and advertising help. Now you can leverage your CRM for improved campaigns, operations and revenue growth.
What Our Clients Say About Our Hubspot Agency
Get your FREE Brand, Build, Grow Audit
Ready to 3x your growth? Get started today!
More Branding Services
Explore more of our award-winning branding services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Brand Discovery Session
- Dedicated Brand Strategist
- Brand Blueprint & Roadmap
- BRJ Co-Founder Collaboration
- “Brand Discovery Tour”
- Brand Audit
- Ideal Customer Research
- Brand Research
- Leadership & Stakeholder Interviews
03 | Guiding Idea
- Guiding Idea
- Strategy Sign-Off
04 | Brand DNA
- Brand Positioning
- Brand Purpose: The “WHY”
- Brand Archetype
- Brand Personality & Attributes
- Brand Type & Hierarchy
- Personal Brand Blueprint for Key Executives
05 | Brand Core
- Core Values
- Mission Statement
- Vision Statement
- Brand Promise
- Brand Emotion Drivers
- Internal Brand Engagement Program
- Unique Value Propositions
- Tagline
- Brand Voice
- The “Elevator Pitch”
- Brand Story
- Brand Campaign Slogans
- Custom Logo
- Logo Suite
- Color Palette
- Typography
- Branded Textures & Patterns
- Icon Suite (20X)
- Logo Intro Animation
- Visual Brand Language System
08 | Brand IP
- Online Tool Map: Brand Section
- Alternative Domain Research
- Social Media Handle Research
- Brand Campaign Domain Research
- Strategic Introductions (trademark, copyright, etc.)
09 | Execution & Assets
- Pass Approval
- Organization & Delivery
- Brand Rollout Asset
- Brand Assets (20X)
- Brand Asset Management System (BAM)
- Brand Activation Toolkit
10 | Brand Guide
- The Brand Guide
- Brand Foundations
- Messaging Guidelines
- Visual Identity Guidelines
- Brand Application & Activation
More Content Services
Explore more of our award-winning content services, ready to help your business elevate your brand image and accomplish your long-term business goals.
01 | Content Discovery
- Content Discovery Session
- Content Blueprint & Roadmap
- Dedicated Content Strategist
- “Content Discovery Tour & Interviews”
- Content Audit
- Content Research
- Content Gap Analysis
- Trend Analysis & Content Opportunities
03 | Content Strategy
- Content Creative Brief
- Content Creation & Curation Checklist
- Content Optimization Checklist
04 | Creation & Editing
- Level Specific Content
- Content Creation & Editing (Custom)
05 | Implementation
- Content File Library
- Content Implementation & Styling
- Content Promotion & Distribution Plan (Multi-Channel)
- Content Governance Framework
More Build Services
Explore more of our award-winning website services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Build Discovery Session
- Dedicated Build Strategist
- Build Blueprint & Roadmap
- BRJ Co-Founder Collaboration
- “Build Discovery Tour”
03 | Build Strategy
- Website Design & Development Strategy
04 | Sitemap
- Octopus Sitemap Strategy
- Sitemap Implementation
- User Flow Map
- Future Sitemap Expansion Plan
05 | Page Layout
- Page Layout Strategy
- Page Layout Implementation
- Mobile Customization
06 | Online Tools
- Hosting + Security, Accessibility, & Speed
- Online Tool Map: Build Section
- Setup, Integration & Testing
- Tech Stack Training Materials
07 | Content Implementation
- Website Content Strategy
- Website Content Styling & Editing
- Content Creation & Curation
- Website Lead Magnets
- Dedicated Content Strategist
- Website Content Repurposing & Workflow Strategy
- Website Brand Implementation
- UX/UI Fundamentals
- Mobile, Tablet & Desktop Design Optimization
- Design System & Component Library
09 | Automation & Optimization
- Automation Checklist
- Optimization Checklist
10 | Launch
- Pass Approval
- Test Phase
- Pre-Launch Checklist
- Website Launch Execution
- Post-Launch Checklist
More Strategy Services
Explore more of our award-winning strategy services, ready to help your business elevate your brand image and accomplish your long-term business goals.
01 | Review & Training
- Growth Strategy Workshop
- Foundation Walkthrough
- Login & Access Review
02 | Post-Live Online Tools
- Hosting Review
- Security, Accessibility, Speed Review
- Growth Tool Checklist
04 | Intro to Grow
- Grow Membership Sign Up
- Momentum Checklist
- Big Red Jelly Academy
- Client Happiness Enrollment
05 | Rollout
- Internal Rollout
- External Rollout
- Template Library
- Execution Support
More Grow Services
Explore more of our award-winning grow services, ready to help your business elevate your brand image and accomplish your long-term business goals.
- Grow Discovery Session
- Dedicated Growth Strategist
- Dedicated Sales Strategist
- Dedicated Brand Strategist for Growth
- Grow Blueprint & Roadmap
- BRJ Co-Founder Grow Collaboration
- “Grow Discovery Tour”
02 | Grow Research
- Growth Audit
- Growth Research
- Growth Analytics Review & Research
03 | Strategy & Setup
- Account Access
- Growth Dashboard
- Weekly Progress Updates
- Monthly Reports
- Growth Review Sessions
- Quarterly Strategy Sessions
04 | Security, Accessibility, and Speed
- Website Security Checklist
- Website Accessibility Checklist
- Website Speed & Performance Checklist
05 | Tech Stack & CRM
- CMS Setup Checklist
- CRM Setup Checklist
- Grow Tools & Tech Stack Setup Checklist
- Blogs, Website Content, Pages
- Graphic Design & Social Posts
- Thought Leadership
- Video & Photo Production
- Keyword Research
- On-Site SEO
- Meta Titles & Descriptions
- Technical SEO Fixes
- Broken Link Fixes & Website Scan
- Header Optimization
- Site Speed Optimization
- Generative Engine Optimization
- Site Architecture Optimization
- International SEO Optimization
- Voice Search Optimization
- GBP Optimization
- Online Listing Setup & Management
- Link Building
- CRO
- Lead Magnets & Sales Collateral
- CRM Setup & Support
- Lead Generation & Nurturing
- AI Sales & Marketing Agents
- Referral Engagement Program
- Global Sales Enablement Strategy
- Brand Management, Activation & Refresh
- Review Management
- Brand Campaigns
- Leadership Personal Branding in Grow
- Customer Experience Management
- Marketing Strategy & Support
- Proactive Web Support
- Email Marketing Automation
- Social Media Strategy
- Newsletter Email Marketing
- Influencer & Partner Marketing
- Digital Marketing & Advertising
- Content Marketing
Say ‘hello’ to the best HubSpot Implementation experts!
As official HubSpot partners, our team of US-based experts can help you properly set up your hubs to help your business reach its full potential.
Our proven process creates the online foundation that businesses need for lasting marketing success.
Big Red Jelly is looking to empower you and your business. We aren’t like other digital marketing agencies that leave you stranded as soon as you stop working with them. We introduce digital tools and strategies for affordable prices that last long after our partnership ends.
Why Choose Us For Your Hubspot Needs?
If you need help with CRM setup, Hubspot implementation and sales growth, then you have come to the right place! Our Hubspot team specializes in CRM setup, automation and on-going support. We believe in the importance of using a CRM properly to drive more efficient business growth. Setting up a CRM can feel overwhelming, that’s why we crafted the perfect Hubspot growth proven process and checklist. There are dozens of reasons that hundreds of businesses choose our team for their Hubspot needs:
- US-Based
- Verified Hubspot Implementation Parnters
- Sales Enablement Experts
- Marketing Experts
- Operations Experts
- CRM Setup Proven Process
- Flexible, Affordable and Transparent Pricing
- And More!
Learn How to Use a CRM and Grow Your Business
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Hubspot and CRM FAQs
Is Hubspot the right CRM for my business?
Maybe! Before we recommend Hubspot as a CRM to businesses, we first conduct a CRM audit and mini-discovery session. Hubspot isn’t the best CRM option for all businesses. It depends on your budget, goals, team size and what you want to accomplish in your marketing, operations and sales efforts.
Our CRM experts will help you review all possible CRM options and make best recommendation for you according to those priorities. What’s most important is that your business actually choose and use a CRM. It will streamline your operations, improve your marketing and sales and drive increased revenue for your company.
How much does Hubspot cost?
Hubspot has a GREAT suite of free CRM tools. So, if you are unsure if Hubspot is the right choice, then we can do a demo, audit and walkthrough. We can also help you setup the FREE suite of Hubspot tools so you can try it out and see if it’s the right CRM for your business.
From there, Hubspot pricing is pretty flexible, you can scale up or down depending on the CRM features that you need and want to use. We suggest being efficient with your budget and starting with the lower pricing tiers, training your teams effectively and then scaling up in functionality, level and price from there.
Do you specialize in other CRMs?
Yes! We have CRM experts that have worked in dozens of different CRMs. We understand the importance of using a CRM software for all businesses. It’s important that you choose the RIGHT CRM and use it effectively to accomplish your business growth goals. Other CRM platforms that we specialize in are:
- Hubspot
- SalesForce
- Vagaro
- Flybook
- HouseCall Pro
- Service Titan
- Infusion Soft / Keap
- Zoho
- Constant Contact
- MailChimp
- Monday.com
- UpClick
- Asana
- Other Industry-Specific CRMs
- And Many More!
How hard is it to switch to Hubspot?
It can be!
Switching CRM platforms can be scary and overwhelming. It can be a complex process, migrating data, deals, leads, marketing analytics, user accounts and setting up your new CRM correctly. But, our proven process and CRM transition plan makes this process smooth and clear.
We start with the important data migration steps and then move into strategic changes and data cleanup. The goal of the CRM switch is to IMPROVE the platform and help your business grow.
Can I get a demo of Hubpsot or a CRM audit of my current CRM setup?
Yes! Schedule a call with our CRM and Hubspot experts. They will do a comprehensive CRM and sales audit of your current setup and walkthrough a demo of what Hubspot can do for you.
You can ask questions, dive deeper and review Hubspot success stories that our team has accomplished for hundreds of growing companies like yours.


