Solve · HubSpot Implementation

From spreadsheets to HubSpot in 3 to 4 months, at a fixed price.

We design the sales process with you, configure HubSpot, migrate your history and leave it documented. Coming from Salesforce, Zoho or Pipedrive, we migrate without losing data.

  • Focus Flow method
  • History migrated
  • Manual and handover to Operate
Three people work in a meeting room with a blurred display.
What we hear every week

Sound familiar?

  • Everything lives in spreadsheets and in each salesperson’s head.

  • If a salesperson leaves, the information leaves with them.

  • You do not know how much you will close this month.

  • Quotes are built outside the CRM.

How we work

What we deliver, stage by stage

Four stages of the Focus Flow method, each with a deliverable you can verify.

  1. 01Understand

    Priorities and process map

    What you sell, how you sell it today and which decisions each role needs.

  2. 02Design

    Pipeline and rules

    Stages with progress rules, a small set of properties and role-based permissions.

  3. 03Connect

    History and integrations

    History migration, the integrations you need and automation of manual work.

  4. 04Manage

    Dashboard, manual and handover

    Management dashboard, manual, recorded training sessions and handover to Operate.

What you take away

What is working when we finish

  • Your team operating in HubSpot with the history loaded.
  • An agreed pipeline with stages and progress rules.
  • The integrations you need and automation of what is done by hand today.
  • Management dashboard, manual and handover to an operations plan.
  1. Understand

    Process map and priorities.

  2. Design

    Stages, data and owners.

  3. Connect

    Configured portal and tested workflows.

  4. Manage

    Documentation and follow-up plan.

Coming from another CRM

We map objects and properties before moving any data and validate with samples.

  • From Salesforce

    We migrate the history in stages: accounts, contacts, opportunities and activities.

  • From Zoho, Pipedrive or Clientify

    We keep the contacts, companies, deals and activities that matter.

  • From spreadsheets

    We clean duplicates and load with rules, not by hand.

Want to know if this applies to your case?

30 minutes with Roberto. No demo and no access to your CRM.

Book a 30-minute diagnostic
Written guarantees

What we put in writing for this service

  • It’s yours.

    Workflows, integrations, code and keys documented and in your name. If you change partners, you lose nothing.

  • Reconciles.

    We check the numbers your management uses against the records, with definitions and sources documented.

We put them in writing because they are what we control.

What comes next

What we need from you and what comes next

  • An owner with 3 hours a week

    Someone in your company who decides priorities and validates each stage.

  • The right licenses

    As a Platinum partner we help you choose hubs and seats based on real usage.

    See HubSpot Licenses
  • Fixed price

    You know the total before starting and pay by milestones.

  • At the end, handover to Operate

    Managed or Dedicated HubSpot keep what was built with response times and alerts.

    See operations plans
Straight talk

What we promise and what depends on your team

We leave your HubSpot prepared, connected and working. What we cannot do from outside is lead your team: that belongs to your management, and we would rather say so than promise it.

What we do

  • We design HubSpot so data entry is the minimum.
  • We automate what is done by hand today and connect your systems.
  • We solve problems with integrations, monitors and our own tools.
  • We train your key users and leave everything documented and in your name.
  • We give you a usage report per person so your management can require it.

What your management leads

  • Everyday use of the CRM and the team’s routines.
  • An internal owner with time to decide.
  • What gets fixed first and what can wait.
  • Requiring the records, with the usage report in hand.

We do not become your sales manager or your team leader. We give you everything you need so you can be.

People, not tickets

Who works with you

Three fixed people know your account and answer for it. Behind them, a broad network of HubSpot specialists across Latin America supports delivery depending on the work. Based on demand and expertise, the core team or a named specialist takes the Managed or Dedicated role, always under the Revenue Architect’s guidance.

  • Roberto GuerraCore team

    Roberto Guerra

    Founder & Revenue Architect

    More than 15 years in the field

    Designs the CRM architecture, integrations and operation of each account. Makes sure we solve the problem, not just close the ticket.

  • Jesús RuizCore team

    Jesús Ruiz

    Senior RevOps Specialist

    More than 8 years in RevOps

    Technical and strategic. Builds the solutions and knows mid-size and large sales teams across industries.

  • Bruno HenríquezCore team

    Bruno Henríquez

    RevOps Specialist

    3 years in RevOps

    Technical specialist and daily support. The person you talk to most: takes your requests, solves them and keeps you posted.

  • Specialist network

    A broad network of HubSpot specialists

    Across Latin America: integrations, data, marketing ops and development

    They are available when the work calls for it, with a named user and the Revenue Architect’s guidance.

See how we work

“Everything else has stayed exactly as you left it.”

CRM technical lead

B2B technology platform · Chile

Straight answers

Frequently asked questions

How much does a HubSpot implementation cost?

A fixed price after the diagnostic: you know the total before starting and pay by milestones. The 10-hour HubSpot Diagnostic costs 30 UF plus VAT.

How long does it take?

3 to 4 months, with an owner in your company who dedicates at least 3 hours a week.

Do you migrate from Salesforce or another CRM?

Yes, with the history. We map objects and properties before moving data, migrate in stages and validate with samples.

Which licenses do I need?

It depends on how many people sell, what you automate and whether you integrate an ERP. We tell you before you buy, as a Platinum partner and at no cost.

Who owns what gets built?

You do. Pipeline, workflows, integrations and manual stay documented and in your name.

Do you promise my team will use HubSpot?

No. We design HubSpot so data entry is the minimum, train your key users and give you a usage report per person. Everyday use is led by your management.

Learn more

Let’s talk

Tell us what is failing

Three answers and your details. We will contact you to arrange the 30-minute diagnostic.

  • We review one concrete problem and its impact.
  • We tell you which family fits: Start, Solve or Operate.
  • If there is a fit, we agree on the next step.
Roberto Guerra
Roberto GuerraFounder and Revenue Architect · accountable for your account

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HubSpot implementation in Chile | Revenue Hub Latam