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Hassle-free setup and onboarding

Making your business ready to harness the full
potential of HubSpot

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Start strong with Vajra Global’s expert HubSpot Onboarding

Get started with HubSpot onboarding services with our expert-led process. Our customised HubSpot setup services ensure fast and strategic CRM, marketing, and sales alignment built around your business goals.

Our accreditations in HubSpot onboarding

HubSpot Certifications Talk to our HubSpot Onboarding Expert
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HubSpot Onboarding agency focused on CRM Onboarding that works for you.

At Vajra Global, a HubSpot Platinum Partner, we specialise in HubSpot CRM onboarding that aligns with your business goals. As a leading HubSpot CRM setup agency, we create structured, personalised onboarding plans that simplify your transition. Whether you’re switching CRMs or starting from scratch, we align your setup to your teams and goals.

Our experts specialise in strategic HubSpot CRM configuration, aligning your marketing, sales, and service teams to maximise efficiency. With our proven approach, we ensure the HubSpot platform becomes the operational backbone of your business, driving measurable outcomes from day one.

  • Explore the full potential of HubSpot’s CRM and marketing capabilities
  • Custom onboarding plans aligned to your goals and timelines
  • Seamless integration with your existing tech stack and platforms
  • Accelerate business growth through CRM optimisation
  • Maximise ROI from your HubSpot onboarding investment
  • Evaluate HubSpot subscription plans aligned to your business priorities
Customer relationship management

Our HubSpot Onboarding services

Marketing-1

Marketing Hub

Streamline campaigns, automation, and lead management with expert HubSpot Marketing Hub setup services. We align every marketing feature with your audience's journey for improved performance and qualified traffic.
Sales Hub-2

Sales Hub

Boost conversions with HubSpot Sales Hub setup services that include CRM customisation, deal pipeline structuring, and automation workflows that nurture leads and empower your sales team with high-quality actionable insights.
Service Hub-1

Service Hub

Deliver smarter support with a HubSpot Service Hub onboarding expert. We provide CRM setup, ticket pipeline creation, and feedback automation that ensures seamless service delivery, customer delight, and scalable support experiences.

Talk to our HubSpot Onboarding services team now

Start strong with Vajra Global, your trusted HubSpot agency. We simplify setup,
integrate your tools, and set you up for long-term success.
Get Started with HubSpot Setup

Vajra Global’s HubSpot Onboarding process

1
Aligning business goals with HubSpot We start by understanding your goals and creating a customised HubSpot onboarding roadmap to align your marketing, sales, and customer service objectives with the platform’s capabilities.
2
Establishing a solid HubSpot foundation Our team sets up the essential backend - domains, permissions, and tracking codes to ensure your HubSpot foundation is technically sound and ready for activation.
3
CRM data migration & integration We manage your HubSpot CRM migration by cleaning, mapping, and securely transferring your data while integrating your tech stack, including third-party apps and APIs.
4
Custom automation for growth From lead nurturing to post-sale engagement, we design powerful, distinctive HubSpot workflows aligned with your buyer journey to scale your marketing and sales impact.
5
HubSpot training to empower teams Your teams gain practical skills through role-based HubSpot training sessions, covering tools from CRM navigation to campaign management, boosting user adoption.
6
Optimising with HubSpot analytics Custom dashboards and reports are created to monitor KPIs. As your HubSpot onboarding partner, we offer ongoing optimisation to boost ROI and business growth.

Trusted by people

Working with Vajra Global for our HubSpot consulting has been transformative! Their expertise has unlocked the full potential of our HubSpot platform, streamlining our processes and maximising our ROI. From tailored strategies to hands-on implementation, Vajra Global delivers unparalleled value, empowering us to drive growth and exceed our goals. Highly recommended for any business serious about leveraging HubSpot effectively.

Derek Hammack A fast-growing SaaS cybersecurity company

Vajra Global was an excellent HubSpot Onboarding partner for us. As a B2B SaaS start-up with very limited marketing and operations resources, we needed a partner who could manage the migration from Pardot (Salesforce) to HubSpot from top to bottom--and Vajra Global delivered. They were extremely well organised with a weekly project plan and highly communicative. We completed implementation ahead of schedule, and now we're off and running! The cost was also very competitive compared to other agencies we vetted, which was an important factor for us as a start-up. We hope to work with them on other web/MarTech projects in the future. Thanks, Vajra Global!

Rob Byrd A leading workplace technology company

Great Partner with deeper HubSpot insights and value
The Vajra Team enabled us on our HubSpot journey with their valuable insights and experience. The team consistently provides clear and actionable guidance, ensuring that we can fully utilize HubSpot's features to enhance our operations. Their dedication to customer satisfaction and their proactive approach to problem-solving have made a significant positive impact on our experience. I highly recommend HubSpot support for anyone seeking reliable and effective assistance.

Singh M A global digital transformation and IT services provider

Exceptional Partnership with Vajra Global: Highly Recommended!
Our experience working with Vajra Global has been nothing short of brilliant. From the very beginning, they impressed us with their responsibility and reliability, consistently meeting deadlines and delivering high-quality work. Their team, highly knowledgeable and professional, displayed invaluable expertise in the HubSpot platform, significantly contributing to our success. Their collaborative spirit, evident in their willingness to go above and beyond on various projects, was key to achieving fantastic outcomes. Vajra Global isn't just a service provider; they're a true partner in our success, consistently going the extra mile to ensure we have the tools and resources needed to thrive. We highly recommend them!

Sierra A purpose-driven global logistics firm.
Check out the HubSpot Partner Directory page

Frequently asked questions

What is included in HubSpot Onboarding services? HubSpot onboarding services typically include - 
- CRM setup
- User training
- Technical configuration
- Integration with your existing tools
You will also receive tailored workflows, reporting dashboards, and support to align HubSpot with your business goals.
Do I need Onboarding for every HubSpot Hub (Marketing, Sales, Service)? Yes, each Hub requires specific setup and configuration. Onboarding ensures that automation, data flows, and team processes are aligned for each Hub, so you get the most value from your investment.
Is HubSpot Onboarding mandatory for new customers? While not always mandatory, HubSpot strongly recommends onboarding to ensure correct setup and faster adoption. Working with a HubSpot onboarding agency helps you avoid missteps and unlock platform value from day one.
Can I migrate data from my old CRM during Onboarding? Yes, a key part of onboarding is secure and accurate CRM data migration. This includes importing contacts, companies, deals, and activities while maintaining data integrity and structure.
What happens after HubSpot Onboarding is complete? After onboarding, your platform is fully configured, your teams are trained, and you’re ready to use HubSpot independently. Many businesses continue with ongoing support or retainers to optimise usage and scale further.

Turn your HubSpot investment into long-term value with strategic support from Vajra Global. Let’s craft measurable success together, one solution at a time.

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