HubSpot implementation

HubSpot implementation tailored to how you sell

We configure Marketing, Sales and Service Hub around your real process: data model, pipelines, automation, reporting and role-based training. We work in phases and weekly sprints so your team can use it as soon as possible.

HubSpot Diamond Solutions Partner
4.9 Verified reviews on HubSpot
9 official HubSpot
certifications
+200 clients in Spain,
Italy and Dubai
19 people on the team
15 in Barcelona · 4 in Dubai

Before configuring anything

HubSpot isn’t installed. It’s designed.

Switching HubSpot on takes an afternoon. Making it work as your company’s CRM is another matter: you need to decide what a qualified lead is, when a deal moves to the next stage, who owns each account and what data leadership needs to make decisions.

That’s why every HubSpot implementation starts with your teams, not the tool. We interview marketing, sales, service and finance, review the data you already have and map the process before creating a single property.

The result is a portal that’s simpler than you expected, with what each role needs and no fields that nobody fills in.

By the end you’ll have

  • A CRM with a single source of truth for customers and deals
  • Pipelines with clear exit criteria at every stage
  • Automations that eliminate repetitive work
  • Dashboards that answer leadership’s questions
  • A trained team and documentation to carry on independently

Deliverables

What we configure in a HubSpot implementation

The exact scope depends on your Hubs and your process. This is the catalogue we work from.

CRM architecture

  • Objects, properties and labelled associations
  • Lifecycle stages and lead statuses
  • Users, teams and permissions
  • Ownership and assignment rules

Sales

  • Pipelines by business line or country
  • Stages with required properties
  • Products, quotes and templates
  • Sequences, tasks and playbooks

Marketing

  • Forms and landing pages connected to the CRM
  • Lead scoring and sales handover
  • Emails and automated nurturing
  • Attribution by channel and campaign

Customer service

  • Tickets, queues and SLAs
  • Shared inbox
  • Knowledge base
  • Customer satisfaction surveys

Automation

  • Assignment and follow-up workflows
  • Internal alerts and automatic tasks
  • Data standardisation and clean-up
  • Groundwork for integrations

Reporting and adoption

  • Dashboards by role and for leadership
  • Sales forecasting
  • Training sessions for each team
  • User guides and technical documentation

Why Vexco

An implementation you won’t have to redo in a year

01

We design before we configure

The data model, pipelines and automations are documented and signed off with you before we touch the portal. So nothing has to be undone when your team grows.

02

In use from the first few weeks

We work in phases and weekly sprints with demos. Sales can start working in HubSpot while we carry on with marketing, service or integrations.

03

Built to integrate

The same team that configures HubSpot builds the integrations with your ERP, payment gateway or online shop. Your CRM is designed to connect from day one.

04

A Diamond Partner with public reviews

We’re a HubSpot Diamond Solutions Partner, with 9 certifications and a 4.9/5 rating in HubSpot’s official partner directory.

Method

How we implement HubSpot in four phases

A Sales Hub or Marketing Hub implementation usually takes 4 to 8 weeks. Projects involving a migration or several integrations can run to 10-14 weeks.

Audit

Diagnosis

We interview each team, review your data and current tools, and prioritise what HubSpot needs from day one and what can wait.

Role-based interviewsPrioritised report

Architecture

CRM design

We define objects, properties, pipelines, lifecycle stages, permissions and automations. You sign it off in writing before we build.

Data modelProcess map

Build

Configuration in sprints

We configure the portal, import the initial data and build workflows, quotes and dashboards. Every week you see and test what’s been built.

Weekly sprintsDemos with real data

Adoption

Training and go-live

We train each team on their own real cases, support the first days of use and fine-tune whatever doesn’t fit day-to-day work.

Role-based trainingGo-live support

Problems we solve

What clients tell us before implementing HubSpot

We bought HubSpot and nobody has set it up.

We start from your sales process and turn it into pipelines, properties and automations. Within a few weeks your team is working inside the CRM.

Every sales rep manages their clients their own way.

We define stages with exit criteria, required fields and ownership rules. The whole team works the same way and leadership sees the same picture.

Marketing passes on leads that sales ignores.

We agree on what a qualified lead is, translate it into lead scoring and automate the handover with tasks and alerts.

We have several business lines and they don’t fit in one pipeline.

We design pipelines, teams and permissions by business line or country, with consolidated reporting for leadership.

We’re worried the team won’t adopt it.

We simplify the portal to what each role uses and train people on your own deals and customers, not a generic demo.

We tried before and it was left half-done.

We audit what’s there, keep what works and rebuild only what’s needed, without losing the data you already have.

Case studies published by HubSpot

Don’t take our word for it. Take HubSpot’s.

HubSpot has published these implementations as official customer stories, with Vexco as the partner. The figures are the ones HubSpot reports.

Lexidy

Legaltech · Barcelona

+75%higher conversion rate

Automatic lead assignment by nationality and budget, process automation, and tickets that track each lawyer’s workload. Today they operate in 6 countries.

  • Sales Hub
  • Marketing Hub
  • Service Hub
  • Data Hub

Winahost

Holiday rental management

−38%fewer manual touchpoints

From spreadsheets to automated sales and customer service: time to close down 12% and the portfolio managed by Customer Success up 46%.

  • Sales Hub
  • Service Hub

FAQs

What clients ask us before we start

How long does a HubSpot implementation take?

A Sales Hub or Marketing Hub implementation usually takes 4 to 8 weeks. If the project includes a large migration or several integrations, it can run to 10-14 weeks. We work in phases so you can start using it before we finish.

How much does a HubSpot implementation cost?

It depends on how many Hubs we configure, how many teams and pipelines there are, the volume and condition of your data, and whether you need integrations or a migration. After the free audit we send you a fixed-price, phased proposal with scope and price in writing.

Which HubSpot edition do I need: Starter, Professional or Enterprise?

The lowest one that covers your process. Professional is usually needed for advanced automation and custom reports; Enterprise for custom objects or complex team structures. We recommend one after the diagnosis, without overselling licences.

What do we need to provide?

A project owner in your company, admin access to HubSpot, the data exports we’ll be importing and a few hours from each team for interviews, sign-offs and training.

We already have HubSpot, but it’s badly set up. Can you help?

Yes, it’s one of the most common cases. We audit the portal, clean up data and properties, rebuild pipelines and automations where needed and keep everything that works.

Does it include team training?

Yes. We train each role on their own real cases (sales, marketing, service and leadership) and leave user guides and technical documentation so you don’t depend on us.

What happens after go-live?

You can carry on by yourself or sign up for our monthly HubSpot and RevOps support for new automations, reports, training and portal maintenance.

Free audit

Is your sales process working for you?

In 30 minutes we review how you capture, follow up and close opportunities, in HubSpot, another CRM or Excel, and tell you honestly what we would change first. No commitment, no sales pitch.

We reply within 24 business hours.

Free audit