28.08.2020

Sales & Revenue

RFP questions for the roll-out of HubSpot Sales Enterprise

4 min read

Tasneem

In this guide, Tasneem Rossouw tackles the questions you need to be asking during a HubSpot Sales & CRM enterprise roll-out.

Looking to migrate your company to HubSpot Sales Enterprise? Fantastic! But don’t jump the gun...

Knowing whether to tackle the migration yourself or to bring an agency partner on board can be the difference between a smooth transition and disaster. 

Take the time to identify what your needs are, and where you could use some assistance, to ensure you select the services best suited to help optimise your sales and marketing spend. In this article, we unpack some key Request For Proposal (RFP) questions to consider before you make a decision.

Before you begin…

Are you seeking guidance on Architecture and Strategy, Configuration and Implementation, or Training and Change Management? The following questions will help identify which of these aspects you need help with most:

  • Do you know how many deal pipelines do you require?

  • Do you know how many custom properties need to be built? 

  • Are there any standard or custom integrations that need to be set up with other CRMs or platforms?

Identifying how many pipelines, custom property-builds and integrations you require upfront ensures you get the right amount of support hours and safeguards against overly technical set-ups. 

When it comes to architecture and strategy, your new HubSpot configuration, and the support you enlist to get you there, should embody the philosophy of “form follows function”. So...

  • Do you know what reports you need?

  • How many team members do you have and what will their user management be?

Your “on the ground” sales team can provide valuable feedback to streamline and optimise the sales and marketing process. Combine these insights with what you’d need to track your sales and marketing spend accurately, and you’ll get a rough idea of the sales reporting features and dashboard configurations you’d need to maximise your HubSpot CRM. 

You’ll also need to define your intended user permissions to ensure team members can only pull reports appropriate to them. Additional considerations include: 

  • How much sales content do you need to create? 

  • Do you need any custom objects built in HubSpot?

  • Do you need any products set up? 

  • Do you need quotes set up, with a connection to Stripe online payments? 

  • Will your team be calling from HubSpot? 

  • How much data needs to be migrated into the platform?

Whether it’s content or contact information, knowing how much data needs to be migrated versus created will help you identify how much set-up support you may need, and the depth of technical support required. Custom integrations may need the help of HubL developers, extensive custom object builds can increase your set-up time, and if your team will be calling from HubSpot it will affect your budget for training and change management. 

Once you’re set up...

You’re all set up and using HubSpot Sales Enterprise as your new, customised CRM. To get the most out of your investment and sustain your leading edge, ongoing support from an agency partner can help. A support retainer is also a great way to free up your sales and marketing team from potentially time-consuming tasks that take their focus away from their primary goal. 

Outline some responses to the following questions to help identify if your company can benefit from ongoing support:

  • Do you need monthly HubSpot sales support? 

  • Do you need frequent content creation support? 

  • Do you need training for your team?

  • Do you need analytics and reporting moving forward? 

Whether it’s support with scripts maintenance, or you just want to take content production and reporting off of your team’s hands, a retainer can prove invaluable to productivity.      

Partnering with the right team ensures your migration is part of a solution that creates customer-centric experiences that drive results. At Huble Digital we assist enterprise clients with HubSpot fit assessments, set-up, roll-out and maintenance every day. If you’ve got a question, or would like to map a custom configuration to suit your unique business needs, get in touch.

Boost Sales Performance with HubSpot & Huble

We specialize in working with companies to elevate their sales strategy using HubSpot Sales Hub. Whether you're considering the platform or looking to optimize your current setup, our expert implementation and strategic sales consulting ensure you unlock its full potential to drive revenue growth.

Latest Insights

Sales & Revenue

11 min read

A day in the life of an AI-powered HubSpot Sales Rep

Explore how HubSpot’s Breeze AI changes a typical sales rep's day and the practical ways AI sales enablement can support your sales efforts.

Read more

HubSpot Implementations

14 min read

Replacing or integrating your CRM: Can HubSpot replace Salesforce?

Can Hubspot Replace Salesforce? We explore both CRM Software Systems. Discover HubSpot’s benefits and find out why Hubspot may be the CRM for you.

Read more

HubSpot Implementations

17 min read

Enhancing real estate success with HubSpot

In this article, we'll explore the use cases for HubSpot in the real estate industry, covering sales, CRM, marketing, service, and website management.

Read more

HubSpot Implementations

8 min read

How AI in change management transforms CRM implementations

Explore how AI in change management simplifies CRM transitions, reduces challenges, and accelerates adoption for enterprise organizations.

Read more

HubSpot Implementations

14 min read

Build a Composable Customer Data Platform with HubSpot and Snowflake

Discover how a composable CDP unifies customer data for streamlined experiences, integrating HubSpot with Snowflake for scalable analytics and engagement.

Read more

HubSpot Implementations

12 min read

Enterprise CRM: essential features & implementation guide (2025)

Explore key features of enterprise CRM software that large businesses need and what to look for when comparing CRM systems.

Read more

HubSpot Implementations

10 min read

HubSpot AI security FAQ: what CTOs and CIOs need to know

Discover how to securely adopt HubSpot AI while meeting compliance demands. Learn best practices to protect data and navigate regulatory challenges.

Read more

Sales & Revenue

17 min read

HubSpot HIPAA compliance: everything you need to know

Explore HubSpot's HIPAA compliance. We cover the basics of HIPAA, challenges HubSpot faced, and HubSpot's new tools to meet compliance requirements.

Read more

AI Solutions

13 min read

AI use cases across sales, marketing and customer service

Explore practical AI use cases across marketing, sales, and customer service to demonstrate how AI can solve common business challenges.

Read more

Sales & Revenue

13 min read

Your guide to combining data and AI in sales enablement

Explore how AI in sales enablement transforms training and coaching with data-driven insights.

Read more