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Demo: HubSpot Setup for Payroll Bureaus

We've configured HubSpot for over 2 dozen payroll companies. And we wanted to put our expertise to use. So we created a HubSpot demo portal showing the ideal use cases for payroll service bureaus. It's got everything from marketing and sales to implementation and customer service. So schedule a demo with us. We'll show you what we've built and then we'll give you free access to it so you can explore it yourself.

What to Expect

We'll provide you with a high-level overview of the portal across marketing, sales, implementation and customer service functions. Then we'll field your questions and show you anything specific you're interested in. Before we're done, we'll give you view-only access to the portal so you can keep exploring the portal on your own time.

 

All we need from you:

  • Once you pick your time, invite anyone else on your team you'd like to attend
  • Let us know if there's anything in particular you'd like to see (i.e., marketing automation, ticket pipelines, sales reports, etc.).
  • Provide us with the email addresses of anyone on your team you'd like us to provide view-only access to so they can explore the portal on their own.

Preview the demo portal

Get a sneak peak into the demo portal. We've broken everything out into 4 main categories: Core CRM, Marketing, Sales and Service. Click on any image to view it in expanded view.

Core CRM

At it's core, your CRM must gather, organize and visualize data. The quality of your data will either enable or constrain you.

Here you'll see:

  • Organized client views
  • Customized company records
  • Customized contact records
  • Back-end workflows to update the CRM and minimize manual data entry
Inbound Payroll - Core CRM - Client Company View
Inbound Payroll - Core CRM - Custom Company View
Inbound Payroll - Core CRM - Lifecycle Stage Workflow Automation
Inbound Payroll - Core CRM - Contact List
Inbound Payroll - Core CRM - Data Integrity Workflow Automation
Inbound Payroll - Core CRM - Custom Contact View
Inbound Payroll - Service - Implementation Ticket Pipeline
Inbound Payroll - Service - Implementation Ticket Customization
Inbound Payroll - Service - Support Pipeline
Inbound Payroll - Service - NPS Survey Email
Inbound Payroll - Service - NPS Survey Automation
Inbound Payroll - Service - Custom Survey Termed Client Exit Interview Survey
Inbound Payroll - Service - Help Desk
Inbound Payroll - Service - High Alert Companies
Inbound Payroll - Service - Client Overview
Inbound Payroll - Service - Client Reports

Implementation + Service

All the tools you need to onboard clients, manage customer service inquiries, segment clients and track team performance.

Here you'll see:

  • Implementation pipeline
  • Customized ticket record
  • Customer support pipeline
  • Feedback surveys
  • Post-survey automation
  • Help desk configuration
  • High alert reports

Sales

Enable your sales team to new levels of efficiency and effectiveness. Manage leads, streamline outreach, create proposals in seconds, submit deals and more.

Here you'll see:

  • Lead management dashboard
  • Outreach tools like templates, sequences and meeting schedulers
  • Deal pipeline
  • Meeting playbooks
  • Quote templates
  • Referral partner tracking
  • Sales analytics and goal tracking
Inbound Payroll - Sales - Lead Management
Inbound Payroll - Sales - Template
Inbound Payroll - Sales - Sequence
Inbound Payroll - Sales - Meeting Schedule
Inbound Payroll - Sales - Deal Pipeline
Inbound Payroll - Sales - Playbook
Inbound Payroll - Sales - Quote Proposal Template
Inbound Payroll - Sales - Analytics
Inbound Payroll - Sales - Goals
Inbound Payroll - Marketing - Landing Page Offer
Inbound Payroll - Marketing - Form Templates
Inbound Payroll - Marketing - Workflows
Inbound Payroll - Marketing - Email Templates
Inbound Payroll - Marketing - Lead Scoring

Marketing

Transform your website into an instrument for growth. Produce content, assign and attribute leads, nurture subscribers and report on performance.

Here you'll see:

  • Landing page templates
  • Lead assigning workflows
  • Email marketing templates
  • Lead scoring formulas

Listen to what our clients say...

I was very impressed with the project that they took over our entire HubSpot management. They are an A+ team.

Eric Jones

Eric Jones | Workforce PayHub

They make the process easy and enjoyable, providing great recommendations to optimize HubSpot for our needs.

Headshot - Sonya Ahola-1

Sonya Ahola James | The Ahola Corporation

We have improved our HubSpot capabilities to provide us more internal efficiencies and better client engagement.

Marty Hamby Headshot

Marty Hamby | CAVU HCM

We weren't using HubSpot to its full potential. They helped us customize it to our payroll business.

Headshot - Kyle Masengale

Kyle Masengale | ASAP Payroll

Sized Logo - AHRP
The Ahola Corporation - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
ASAP Accounting and Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
ASAP_Logo
CAVU HCM - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Complete Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Cello HR - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
CTR HCM - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Dominion Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
Exact Payroll - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner
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Workforce PayHub - Payroll and HCM Growth - The Gist - Marketing and Organic Growth Agency - Certified HubSpot Solutions Partner