We enable our customers to get the data they want in the systems they know. We connect the systems that enable your sales team needs to know when a customer’s contract is up for renewal; your accounting team to know when a deal closes; or the marketing team wants to announce nurture existing customers. There are a million reasons to synchronize data across systems and we have enabled most of them.
We put our money where our mouth is
On average, 50% of system integration projects fail. Integrate IQ has a nearly flawless success rate. Our engineers are world class and our standardized approach to each integration virtually ensures success. We have failed to integrate only four systems. Ever. In fact, if we can’t synchronize your data, we’ll give you your money back.
Nobody is faster
On average, we have data flowing from our customer’s first sync in six weeks.
Established systems and processes ensure success
We have developed 42 integration recipes covering the vast majority of scenarios. While there are still edge cases, our recipes bring structure and certainty to a typically messy process.
Unrivalled Integration Track Record
More than 5 million fields synch through Integrate IQ-built integrations every day. In fact, we have successfully synchronized 12 billion fields for our customers, including explorations and integrations with more than 180 different systems.
Embarking on your HubSpot journey can be both exciting and daunting. HubSpot provides platform onboarding services consisting of coaching and video based resources as a training tool. If you find you need more support, or hands on keyboards. Our onboarding program may be for you.
Whether you’re new to the platform or transitioning from another system, our dedicated hands on keyboards onboarding services are tailored to ensure a smooth and efficient setup. With a deep understanding of HubSpot’s features, we provide guidance on everything from the initial setup, configuration and data migration to template setup, workflow optimization and report and dashboard development, ensuring you maximize your investment from day one.
Recognizing that every business is distinct, our HubSpot onboarding approach is highly personalized. Our team of experts will work closely with you to understand your specific goals, challenges, and processes. With this insight, we configure HubSpot to align with your business operations and train your team to harness its full potential. Trust in our hands-on support to turn the complex into the intuitive, setting you on a path to transformative results with HubSpot.
Jumping into a new tech platform can feel a bit like diving into the deep end. We get it! Users will hesitate or find alternatives if things seem complex. That’s where Integrate IQ steps in. Our HubSpot training is like having a coach, helping users learn how to leverage the platform’s cool features to get more done with less fuss. Our HubSpot experts walk customers through the essentials on live video calls and provide recordings and written reference materials. Before students know it, they are leveraging HubSpot like a pro.
Our program begins with a needs assessment and a hands-on review of your portal. We then build a custom training plan, schedule and deliver training sessions, and follow-up a couple of weeks later to check on progress and discuss points of friction.
We’ll admit it, we’re a little different and we think that’s a good thing. The foundation of our Technology Blueprint solution is your customer-journey. Technology is irrelevant if it doesn’t further boarder corporate or customer objectives.
Comprehensive System Survey
Technology Blueprint customers begin with a survey designed to catalog and understand current systems and data flows. It provides insight into how your software tools integrate and where there might be inefficiencies. This foundational step is crucial to ensuring the subsequent processes align with your current technology landscape.
Customer Journey and Data Flow Planning
In our initial meeting, we’ll map out the customer journey, from initial contact to loyal customer. For each stage, we’ll designate the appropriate tools and document essential data fields. Furthermore, we’ll analyze the compatibility of existing tools with HubSpot, ensuring a cohesive integration. By our second meeting, the focus shifts to shaping the future data flow, reviewing our compiled data, and discussing any bespoke integration requirements for a seamless HubSpot setup.
Design, Integration, and Review
The design phase, guided by Integrate IQ expertise, delves into crafting an optimal data workflow tailored to our customer’s needs. We’ll configure any custom properties in HubSpot, address potential integration queries, and provide clear visualizations of the intended data flow. Concluding with a third meeting, we’ll review the proposed workflows, data synchronization strategies, tool recommendations, and any necessary data migration or integration proposals. Your path to integration excellence starts here.
When moving from a legacy platform to HubSpot it makes sense to bring the best, but not all of that legacy data. Migrating a great opportunity to tackle some housekeeping. Integrate IQ’s data migration solution begins with a focus on the customer journey and moves into an understanding of the good, the bad, and the ugly of legacy data. Our team then builds a plan to extract relevant, clean data and finally we execute and test what we brought over.
Comprehensive CRM System and Data Audit
Dive deep into your current CRM landscape with our meticulous review process. We’ll evaluate your existing systems and datasets, pinpointing the specific data earmarked for migration. Moreover, based on our findings, we’ll offer informed recommendations to streamline and cleanse your data, ensuring a smoother transition.
Tailored Data Import Strategy
Transitioning to HubSpot demands a precise strategy. Our approach encompasses detailed data mapping tailored to HubSpot’s architecture, coupled with defining the technical methodology for migration. We’ll also craft a strategic timeline for the process, ensuring each step aligns with your broader business objectives.
Preliminary Test Migration
Accuracy is paramount. Before embarking on the full migration, we conduct a thorough test run to validate the precision and completeness of data within the HubSpot environment. This step ensures any refinements are addressed prior to the final migration.
Execution of Full Migration
Upon validation and with your confidence, we proceed to the final migration phase. Seamlessly integrating your data into HubSpot, we ensure that your team is poised to harness its full potential from the get-go. Your digital transformation journey, streamlined with precision.
