MergeYourData - HubSpot Data Hub Architects

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!

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!

Excellent Service and Product

Merge Your Data did a phenomenal job of taking the vision of what I needed and translating it into an actionable CRM. Heather was smart, responsive, and most importantly asked questions when she needed clarity. They are a professional shop and I will continue to use them as I need further refinement for my CRM. Highly recommend.

custom use of Listings section - data integration

Dan and his team demonstrated strong technical competency throughout our HubSpot data implementation. They quickly grasped our project requirements and system architecture needs. Their expertise in HubSpot's platform capabilities was evident - they understood the technical constraints and optimization opportunities. The team approached our integration challenges methodically and delivered functional solutions that aligned with our specified parameters. Communication was efficient and technically focused. They provided clear documentation and followed established project management protocols. Would recommend for organizations requiring experienced HubSpot technical implementation. Their platform knowledge and execution capabilities are solid.

Service Hub Optimization

We recently activated the Service Hub within HubSpot. Dan was helpful in ensuring we the hub setup properly, in relation to our use case, as well as identified several tools we could implement to better service our clients.

The king of HubSpot

Dan tailored HubSpot to our exact needs - everything from setting up pipelines, companies, contacts, associations, and dashboards. He was very effective and expeditious in setting up workflows, integrations, and automations with the rest of our tech stack. Highly recommend Dan to help with anything related to HubSpot!

Worthwhile price for onboarding

Dan was incredibly professional, knowledgeable, and honest during our onboarding session. He went through every one of my questions in an efficient manner.

Responsive Sales and Marketing Strategy Based Around My Data Insights

Dan and Team are very knowledgable and come with a sales conversion first mindset. They do a deep dive and look into what your data is saying to optimize conversions and lost opportunities in your CRM

Great Initial Onboarding - Huge Help!

MergeYourData and Dan especially helped us out a ton w/ the initial onboarding. We're a smaller company and HubSpot is our first true CRM, so it's quite the undertaking...but w/ Dan's help, we feel pretty confident! It's been a little over 30-days since the onboarding and we're doing great. We appreciate Dan having a structured template for the call, but also letting us ask the necessary questions tailored to our business and his helpful answers. Thanks Dan & MergeYourData Team!

Amazing

We have worked with Merge Your Data for over a year now, and working with Dan at Merge Your Data has been a breeze. Dan is very knowledgeable about all things HubSpot and helped to educate our team on both what HubSpot could do and couldn't do natively. He is NOT like the other developers who might rush to implement a solution without considering the broader business context or user experience. Dan made sure to understand our business needs and tech stack, and guided us towards a nuanced solution that factored in all the moving parts of our data ecosystem. Dan is responsive and timely with his follow ups. We highly recommend Merge Your Data.