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Quantum

A HubSpot CRM Implementation That Transforms Your Sales & Marketing

Solve your growth challenges with an integrated, automated HubSpot setup that keeps critical opportunities from slipping through the cracks.

Does your organization struggle with these challenges?

  • Systems fail to track equipment and other inventory accurately
  • Problems with prospecting new accounts
  • Hiring more salespeople when the current team isn't performing
  • Reps miss and fail to document key insights on discovery calls
  • Quoting and ordering is time-consuming and often inaccurate
  • Missed cross-sell and upsell opportunities
  • Stalled pipeline deals get forgotten
  • Poor data hygiene in the CRM
  • Marketing and sales are misaligned
  • Onboarding processes need streamlining and automation

If you are looking into HubSpot as a solution for your company's growth challenges — you are on the right track.

Put These Problems Behind You for Good.

HubSpot is an amazing ecosystem of tools, but success depends on a few factors. You need a setup that addresses critical business challenges, a team that's willing to learn and collaborate, and a culture that strives to get to the next level.

Our unique approach to HubSpot implementations will systemize, automate, and optimize your go-to-market strategy.

If you are looking into HubSpot as a solution for your company's growth challenges -- you are on the right track.

We will set up your company with a streamlined, automated infrastructure that helps teams ensure clients stay engaged, sales reps identify and pursuee cross-sell and upsell opportunities, and stalled deals never get lost and forgotten.

Let us help you get more productivity from your sales and marketing teams today.

HubSpot management dashboard

A Faster Track to ROI Than Any Other System Can Deliver.

Our plug-and-play system enables us to set up your portal and train your team in two months or less.

We will set up your company with a streamlined, automated infrastructure that helps teams ensure clients stay engaged, sales reps identify and pursue cross-sell and upsell opportunities, and stalled deals never get lost and forgotten.

Let us help you get more productivity from your sales and marketing teams today.

Systemize

your sales, marketing, and onboarding processes

Optimize

using insights gained from reports and dashboards

Automate

best practices and hold teams accountable

Most HubSpot users never fully realize the value of their investment …but you don't have to be one of them.

We’ve helped dozens of teams transition to a new HubSpot CRM. With the right coaching, new users will be able to use the tools with ease, and see how HubSpot makes their jobs easier.

With our proven expertise and comprehensive understanding of HubSpot's capabilities, we are poised to help you unlock fresh avenues for growth, efficiency, and success. Join hands with us as we embark on this transformative venture together.

  • Customized Objectives
  • Guided Onboarding Plan
  • Tool Mastery
  • Ongoing Support

Get a Consultation

With our proven expertise and comprehensive understanding of HubSpot's capabilities, we are poised to help you unlock fresh avenues for growth, efficiency, and success. Join hands with us as we embark on this transformative venture together.

Customized Objectives
Guided Onboarding Plan
Tool Mastery
Ongoing Support

4 easy steps to get you onboarded successfully

Kickoff & Discovery

Within 7 business days, you’ll meet your dedicated HubSpot Strategist. This initial session is all about understanding your business, goals, and setting the foundation for a successful onboarding experience.

Strategy & Mapping

In the following week, you’ll work closely with your Strategist to align on a tailored onboarding plan—mapped directly to your objectives and designed for a seamless rollout.

Guided Implementation

Over the next 4–6 weeks, our team will guide you through every key step. You’ll gain hands-on experience and confidence using HubSpot, supported by experts who keep your progress on track.

Confident Execution

By the end of onboarding, your team will be fully equipped to manage HubSpot independently. With systems in place and knowledge in hand, you’re ready to make HubSpot a core part of your operations.

Growth-Ready means we clone in our proven system

You don't start from a blank portal. We clone Quantum's battle-tested build directly into yours — then tailor it to your business.

Pipelines & Custom Objects

Sales and service pipelines, deal-tracking lists, and custom objects like contracts and equipment.

Automation & Workflows

Sales and marketing automation, task queues, and follow-up sequences that keep deals moving.

Dashboards & Views

Reporting dashboards and custom CRM views your team can act on from day one.

The Full Feature Matrix: Growth-Ready vs. Standard

Included    Partial / by request    — Not included

Feature
Growth-Ready Setup
Standard Setup
Standard Onboarding
Technical Setup
Contact Database Setup
Account Defaults & Branding
Website Tracking & Analytics
Permissions & Role Management
Sales Pipeline Setup
HubSpot Meetings & Calendar Integration
Marketing Dashboard Setup
Custom Objects & Properties
Connecting Social Media Accounts
HubSpot Training
Active Lists For Tracking Customers
Customer Cross-Sell & Upsell
Customer Contract End Dates
Customers by Size of Business
Active Lists For Tracking Prospects
Contacts by Buyer Persona
Prospects Who Have Answered a Call
Prospects Who Have Visited the Website
Prospects Who Have Attended a Webinar
Prospects Who Fit Ideal Customer Profile
Decision Makers With Mobile Phone Number
High Priority Prospects
Target Accounts
Prospects With Competitors: Contract End Dates in 30, 60, 90, 180 days, 1 year, 2 years
Active Lists For Tracking Product Contracts
Contract end date in 30 days, 60 days, 90 days, 180 days, 1 year, 2 years
Active Lists For Tracking Deals
Deal Stalled 30,60,90,180 days ago
Deals with No Next Activity Date
Deals Closed past 30,60,90 days
Deals with No Engagement
Deals with no Associated Contacts
Deals with No Associated Companies
Custom Objects
Contracts
Leases
Competitive Products
Sales Automation
Email Sequences for Sending Info When Prospects Request It On The Phone
Reporting Dashboards
Website Traffic
Sales Performance: Activity, Forecasting, Revenue
Marketing Performance
Customer Cross-Sell & Upsell Opportunities
Data Hygiene: Customers & Prospects
Pipeline Overview
Database Engagement
Quantum’s “Dashboard +”
Custom CRM Views
Contacts by Owner (Contact)
Clients by Owner (Contact)
Head of Company by Owner (Contact)
Head of Finance by Owner (Contact)
Head of IT by Owner (Contact)
Net New Prospects (Contact)
Prospects by Owner (Contact)
Clients <20 Employees (Company)
Clients 101-250 Employees (Company)
Clients 20-100 Employees (Company)
Clients 250+ Employees (Company)
Current Clients (Company)
Unassigned - Clients (Company)
My Parent Companies (Company)
My Child Companies (Company)
Unassigned - All (Company)
Closed Lost (Deal)
Won Last Month (Deal)
Won Last Quarter (Deal)
Won This Quarter (Deal)
Won This Year (Deal)
Closed (Ticket)
Task Queues
Calls - Initial Outreach
Calls - Outreach Follow-Up
Client - Account Review
Client - Follow-Up
E-Mail - Cold Outreach
E-Mail - Follow-Up
In Person - Sales Call
LinkedIn - Connect
Marketing Automation
Website Visitor Nurture Campaign (Emails are Templated)
Send Info Call Outcome Nurture (Emails are Templated)
Lifecycle Stage Automation (Lead, Marketing Qualified Lead, Sales Qualified Lead, Opportunity, and Customer)
6 Month Drip Nurture (Emails are Templated)
Lead Assignment Routing
Data Hygiene: Contacts, Companies, Deals
Executive Overview of Upcoming Meetings
Persona Assignment
Expiration of Contracts Task Assignment: Leases, Contracts, Competitive Equipment
Templated Forms
Quarterly Business Review
Contact Us
E-book Download
Prospect Call Form
Integrations
E-Automate
CEO Juice
ZoomInfo
ConnectAndSell
ConnectWise
Leasing Providers (coming soon!)
The Proven Process

The proven implementation process

A HubSpot build that transforms sales and marketing, start to finish.

Week 1Week 3Week 6Week 8
01

Discovery & Audit

Week 1

Current-state audit, growth goals, and success metrics.

02

Architecture

Weeks 2-3

Pipeline design, data model, and integration blueprint.

03

Build & Configure

Weeks 3-5

Portal build with automation, scoring, and dashboards.

04

Migrate & Integrate

Weeks 5-6

Clean data in, tech stack connected, everything talking.

05

Train & Launch

Weeks 6-7

Team certification and a monitored go-live.

06

Optimize

Weeks 7-8

30-day post-launch tuning against real usage.

Our experience has been wonderful. Quantum is a well-run company from top to bottom. They are very detailed and organized when it comes to keeping us on track.
J. Blatchford · Client
We went from just scratching the surface to fully leveraging ZoomInfo, driving significant growth in our lead generation.
Sarah M. · Director of Marketing
Thanks to Quantum's guidance, we now fully capitalize on our ZoomInfo investment. Their strategic approach to data analysis and lead generation has been invaluable.
Client · Marketing Leader
Two implementations. Fixed price, capped hours.

Standard inclusions, a fixed fee, and a hard hour cap. You always know what you are getting and what it costs.

Standard Implementation
$10,000
up to 50 hours
Book a call
Most popular
Growth-Ready Implementation
$20,000
up to 100 hours
Book a call
Kick-off, timeline, and mutual commitments
Portal foundations: brand, users, email, calendar, meeting links
Contact database: imports, properties, lifecycle stages, verification
Hubs configured
One hub, guided
Marketing, Sales, and Service
Weekly client success meetings + Quantum Academy
Automation build-out: lifecycle, personas, lead routing
Custom objects and operational integrations
Bigger portal, 10 or more reps, or industry custom objects? Book a call and we will scope a Q2 installation.

FAQ

What is the benefit of On-Boarding HubSpot with Quantum?

Quantum has developed a proprietary package that goes above and beyond in providing value. Standard HubSpot on-boardings relies on "Guiding" and Quantum's implementation revolves around action.

How does this implementation compare to using HubSpot alone?

HubSpot alone is a powerful CRM, but our implementation adds specific configurations, pre-built workflows, integrations, custom objects where applicable and relevant custom properties, reports, lists and much more!

How long does it take to implement HubSpot?

Our plug-and-play system enables us to set up your portal and train your team in two months or less. The three-phase approach — Systemize, Optimize, Automate — ensures rapid time-to-value.

What results can I expect from the HubSpot Implementation with Quantum?

Clients typically see improved marketing-to-sales alignment, faster deal cycles, higher CRM adoption, and reduced time spent on quoting and admin tasks.

Set the Stage for a More Efficient and Productive Sales & Marketing Operation in Three Months

Schedule a call today and we will map your implementation.