Implementation
HubSpot & Salesforce Implementation
Set up your CRM, automation, workflows, and reporting from the start.
What implementation means
You’ve got better things to do.
We handle the setup, cleanup, and launch work. From CRM and automation to forms, workflows, and reporting, we build the systems your team needs to keep moving.
HubSpot migration
Set up lead processes, campaigns, scoring, forms, lists, automations, and Salesforce connection.
Account Engagement
Configure contacts, forms, lists, workflows, campaigns, reporting, and CRM structure.
HubSpot Marketing Hub
Plan what moves, what gets cleaned up, and how your team will use HubSpot after launch.
Marketing Cloud Growth
Review setup needs, data considerations, workflow mapping, and launch requirements.
Speak to a specialist.
📞 Book a free 30-minute strategy call to see if TechSteps is the right fit.
What We Do
You run the business. We’ll handle the build.
We set up the systems your team needs without pulling you into every detail. So you can stay focused on customers, operations, and growth.
✅ Platform setup
We configure the core system settings, users, permissions, fields, forms, lists, pipelines, campaigns, and related platform structure.
✅ Data migration and cleanup
We help review, clean, map, and move your data so your new system starts from a stronger foundation.
✅ Reporting setup
We help create reports and dashboards that give your team a clearer view of performance, pipeline, campaign activity, and customer engagement.
✅ CRM and automation configuration
We build workflows, automations, lifecycle stages, lead processes, campaign structures, and follow-up paths based on your business needs.
✅ Integrations and tracking
We connect key tools, review tracking needs, and help make sure your forms, website activity, campaigns, and reporting are tied together properly.
✅ Testing, launch, and training
Before launch, we test the setup, review key workflows, document the system, and help your team understand how to use it.
What we build
A working system your team can use.
Platform setup
Configure the core system structure, users, permissions, fields, forms, lists, campaigns, and settings.
CRM & automation build
Build workflows, automations, lifecycle stages, lead processes, campaigns, and follow-up paths.
Data, migration & cleanup
Review, clean, map, and move your data so your new system starts from a stronger foundation.
Reporting, testing & launch
Set up reports, test key workflows, support launch, and help your team use the system with confidence.
Take the next step.
Talk to a real person to find the best solution for your business.
Salesforce and Hubspot Implementation Services
Frequently asked questions
-
It depends on the Salesforce product, setup complexity, data structure, integrations, and how much customization is needed.
A simple setup may take a few weeks. A more complex implementation with migration, integrations, automation, and reporting may take longer. After reviewing your needs, we’ll outline a realistic timeline before work begins.
-
A basic HubSpot implementation often takes a few weeks, depending on the size of your database, number of tools involved, workflows needed, and reporting requirements.
More advanced HubSpot setups, migrations, or integrations may take longer. We’ll help define the scope, timeline, and launch plan before implementation starts.
-
Implementation may include platform setup, CRM configuration, data migration, workflow builds, forms, lists, integrations, reporting, tracking, testing, documentation, and team training.
The exact scope depends on your platform, goals, current systems, and what your team needs to launch successfully.
-
Yes. TechSteps can help plan and support data migration from another CRM, marketing automation platform, spreadsheet, or related system.
We focus on cleaning, mapping, and organizing the data before it moves so your new system does not inherit the same problems from the old one.
-
We start by understanding your goals, workflows, data structure, reporting needs, and team capacity.
From there, we build the system in a way that is easier to manage, easier to report on, and easier to improve over time.
-
TechSteps can provide follow-up support after launch, including system cleanup, workflow updates, reporting improvements, training, documentation, and ongoing optimization.