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MergeYourData - HubSpot for Professional Services

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MergeYourData - HubSpot for Professional Services

Platinum Solutions Partner

Rating

5

(14)

Services we provide

  • Account based marketing
  • CRM Implementation
  • CRM Migration
  • Custom API Integrations
  • Customer Success Training
  • Customer Support Training
  • Customer Survey and Analysis
  • Help Desk Implementation
  • Knowledge Base Development
  • Marketing Hub Enterprise Onboarding
  • Marketing Hub Professional Onboarding
  • Programmable Automation
  • Sales and Marketing Alignment
  • Sales Coaching and Training
  • Sales Enablement
  • Sales Hub Enterprise Onboarding
  • Sales Hub Professional Onboarding
  • Service Hub Enterprise Onboarding
  • Service Hub Professional Onboarding

Industries we specialize in

  • Business Services - General
  • Consulting/Advisory
  • Manufacturing
  • Technology - Software
  • Transportation & Storage

Budgets we work with

$5,000+

Languages we support

English

Regions we serve

North America

HubSpot certifications

Breeze Essentials Partner Badge
Breeze Essentials Partner Badge
HubSpot Implementation for Partners
HubSpot Implementation for Partners
HubSpot Solutions Partner
HubSpot Solutions Partner
Inbound Sales
Inbound Sales
Platform Consulting
Platform Consulting

Overview

Who we serveRevOps and HubSpot Data Hub (Operations Hub) specialists for $5M+ professional services firms, marketing agencies, and consulting firms. We work with CROs who don't trust their own pipeline: forecast lands 20% below plan, marketing and sales operate on different definitions, the tech stack was assembled not architected, and reporting doesn't ladder to the board. What we do We rebuild the system underneath your CRM: Salesforce-to-HubSpot migrations, HubSpot Data Hub builds (data sync, data quality automation, custom-coded actions, data sets, Snowflake and warehouse integrations), custom objects, pipeline architecture, attribution, lifecycle stages, and board-ready forecast reporting in Sales Hub Enterprise. How we start Every engagement starts with a paid Gap Analysis: a 1-2 week diagnostic across pipeline, data, tech stack, reporting, and team behavior, delivered as a quantified report with a twelve-month roadmap.

Average rating

5.0

Based on 14 ratings


Total reviews

14

Number of reviews all-time


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Average rating

5.0

Based on 14 ratings

Total reviews

14

Number of reviews all-time

5
100% complete
100%
4
0% complete
0%
3
0% complete
0%
2
0% complete
0%
1
0% complete
0%

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5/5
    Feb 13, 2026EditedFeb 13, 2026

MergeYourData's 1-Hour HubSpot Onboarding Session

MergeYourData's 1-Hour HubSpot Onboarding Session offers by far more value for money than any of HubSpot's options. HubSpot wanted to charge me $1500 for in person onboarding, and $400 for DIY onboarding. Otherwise they said I could book a call with Dan for about $100. So happy I chose this option as it was perfect for me. Dan quickly understood my situation and what I would need, and then ran through and explained to me how to set the whole system up properly from the get go. I thought 1 hour would never be enough, but Dan covered everything I wasn't sure of with just a 1 hour call! Highly recommend you get in touch with Merge Your Data for HubSpot onboarding!

Services providedHubSpot Onboarding and CRM Implementation
  • Pudney, B.


5/5
    Nov 5, 2025

Good things are happening @ BRS!

We have been using HubSpot Marketing Hub at my company and have expanded to Sales Hub. Dan executed a quick 1-hour training for Sales Hub and it was pleasantly insightful. There is a lot to learn, and I am happy to have a HubSpot consultant on our in-house team, but I am comforted by the fact that I have an additional, trusted resource at my fingertips. Dan also recommended a training extension, Supered. I immediately jumped on the opportunity to have functionally visible training for the team. Can't wait to complete our set up and onboard our business development team!

Services providedHubSpot Onboarding
  • Hines, M.