HubSpot Gold Partner agency in Montreal

HubSpot implementation, migration and automation for SMBs and B2B teams

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Sekoia is a HubSpot agency in Montreal, a HubSpot partner since 2020 and a Gold partner since 2021. We implement, migrate and automate HubSpot for SMBs and B2B teams, and connect it to the tools you already use: Shopify, Zendesk, Business Central, Salesforce and more. We handle your onboarding, so there is no HubSpot onboarding fee to pay.

If "pipeline", "lead scoring" and "workflow" mean something to you, we'll get along just fine

HubSpot is a great tool. Set up badly, it is also an expensive way to build contact lists. We see it all the time: duplicate properties, workflows nobody dares to touch anymore, sales teams drifting back to their spreadsheets. Our job is to make your CRM the tool your teams open first thing in the morning, not the one they work around.

Implementation

We start from the way you sell, not from the default settings. Pipelines, properties, teams, dashboards: everything is built around the decisions you need to make. And because we are a Gold partner, we run your onboarding ourselves, with no HubSpot onboarding fee for you.

Two consultants fitting together the pieces of a CRM: contacts, sales pipeline, email and automation

Migration

Leaving Salesforce, Pipedrive, Zoho or a trusty old Excel file? We clean your data before we move it, because migrating duplicates means paying twice for the same problem. History, deals and associations come along. Expect 3 to 8 weeks for a migration, depending on the size of the project.

A consultant carries records from an old filing cabinet to a modern platform

Automation and integrations

Lead scoring, sequences, lead rotation, follow-ups: we automate the tasks that eat up your teams' time. We also connect HubSpot to the rest of your stack. We have already done it with Shopify, Zendesk, Business Central, Salesforce and more, so data flows without anyone retyping it. Sorry, that got a little technical, but the outcome is simple: one version of the truth.

A central dashboard connected to an online store, customer support and accounting

Our approach in 4 steps

1
Discovery
We review your sales processes, your data and your goals.
2
Architecture
We design the CRM: pipelines, properties, automations, reports.
3
Deployment
Setup, data migration, integrations and training for your teams.
4
Optimization
We track the metrics and keep improving. You see the results in real time.

A few key facts

2020

Year Sekoia became a HubSpot Solutions Partner

2021

Year Sekoia reached the Gold tier of the HubSpot Solutions Partner Program

3 to 8 weeks

Typical length of a migration to HubSpot, depending on the size of the project

$0

HubSpot onboarding fee you pay when Sekoia handles your implementation

Shopify, Zendesk, Business Central, Salesforce and more

Tools we have already connected to HubSpot

Frequently asked questions

Gold is a tier of HubSpot's Solutions Partner Program. HubSpot awards it based on the subscription revenue an agency has brought in and manages for its clients, and it requires a partner certification. Sekoia has been a partner since 2020 and Gold since 2021. For you, it also means we handle your onboarding, with no HubSpot onboarding fee to pay.

It depends on the number of teams, how complex your processes are and which integrations you need. We always start with a discovery phase so we can give you a firm price. What we can tell you right away: you don't pay HubSpot an onboarding fee when you work with us.

Usually 3 to 8 weeks. The range depends on the size of the project: how much data you have and what shape it is in, how many teams need training and which tools need to be connected. You get a detailed timeline at the end of the discovery phase, before we touch your data.

We have already connected HubSpot to Shopify for e-commerce, Zendesk for customer support, Business Central for accounting, Salesforce, and more. The goal is always the same: your teams work from the same data, with no retyping and no manual exports between tools.

Yes. Our office is in Montreal, but we work with companies across Quebec and the rest of Canada, in English and in French. Distance doesn't change the method: discovery, architecture, deployment, then continuous optimization.

That's a big part of what we do. We audit your portal, clean up properties and workflows, and put the tool back to work for your teams. Duplicate properties and workflows nobody dares to touch are usually the first things we tackle.

It does not start in HubSpot, but by understanding how you actually sell, then deciding what the tool needs to reflect of that reality. The stages, what we look at before touching anything and what we hand you are in our HubSpot implementation method.

Let's talk about your CRM

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