​Get the most out of HubSpot with OpenWacca
At OpenWacca, we have over 20 years of experience in CRM strategy, design, and implementation.  Now we’re extending that expertise to help businesses make the most of HubSpot!

​Whether you're new to HubSpot or looking to get more value from your existing setup, our team of experts will help you streamline your marketing and sales operations through smart automation, clean data architecture, and user-centric design.

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What We Do with HubSpot
Implementation & Onboarding

• Get up and running with HubSpot the right way.
• ​We'll configure HubSpot, import your data, and set up automation to fit your business processes.

Marketing Automation

• Design and implement workflows that nurture leads, engage customers, and drive conversions.
• ​Connect your marketing efforts directly to your revenue goals.

Sales Enablement

• Build out streamlined pipelines and automate manual tasks.
• Empower your sales team with the right tools and data at their fingertips.

Integrations

• Connect HubSpot with other platforms (like Salesforce, QuickBooks, or custom apps).
• Ensure seamless data flow and reduce silos across your systems.

Sales Cloud Implementation Clients

What's in the Package?

ENAGEMENT

EMPOWERMENT

​A TAILORED SOLUTION

ADDITIONAL SERVICES*

• Discovery and design
• Lead Conversion Mapping 
• ​Opportunity Lifecycle Planning

• Home Tab
• Standard objects - Leads, Accounts, Contacts, Opportunities and Activities
• Security Profiles
• User Roles
• Custom Fields
• Validation Rules
• Page Layouts​

• Training and reference materials for your unique implementation
• End user training
• ​​Data migration
  • Fill your data into templates and OpenWacca will load it into Salesforce for you
  • Import Leads, Accounts, Opportunities, and Contacts from your legacy system​
• Reports and analytics

• Web-to-Lead forms
• Email Templates and Letterheads
• Additional object configuration
  • Campaigns
  • Products
  • Price Books
  • Custom objects
• Workflow Automation for emails and outbound messaging
• Record Types
• Communities
• Migration of additional data from legacy systems
• Custom development (custom VisualForce, Lightning and Apex)
• Third party integrations

* - ​These features and customizations are available at an additional cost