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Manage My Portal

“Wow” with advanced reports, accurate dashboards, and effective workflows without extending your bandwidth.

HubSpot Control  >> HubSpot Manage My Portal 

Consider us an extension of the team.

“They said I wouldn’t need a Hubspot Admin to run our portal.”

“They said the data would dedupe and I wouldn’t have to think about it.”

“They said I could determine marketing contacts on my criteria — not theirs.”

“They said I would have access to all of my data.”

“They said I could configure complex workflows and custom reports.”

“They said I would have intel on the health of my data, and actions to resolve.”

 

We’ve heard it all. We understand optimizing your portal can be time intensive and costly, you trusted us to help clean up your portal and move your data to one of the best CRMs; now trust us to keep it that way. 

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Manage My Portal

  • Data cleansing
  • Backup
  • Security
  • Syncing with applications
  • Building workflows
  • Managing tasks
  • Creating custom reports and dashboards

Start with a strong foundation

For many of our migration clients, they’ve outgrown the ability to be their own HubSpot Manager. We started by making sure the basics were in place:

  • Assuring contacts are marketable or deliverable
  • Drawing the curtains on pipelines, managers, and settings
  • Managing users, permissions, teams, admin, and more
  • Data enrichment: adding job titles, industries, and essential data points you need for segmentation and marketing
  • Data governance: a collection of processes, roles, policies, standards, and metrics that ensure the effective use of information to achieve organizational goals.

    With data flowing into your system every which way, the process can spiral out of control fast. From a list from a sales rep, a new integration a manager turned on, an ERP.csv upload with "messy" data, Trujay will keep these items in check with weekly/monthly/quarterly data health assessments and take action before you know there was an issue.

Our clients started with letting us optimize their portal, and they’ve kept us on to keep their business poised for growth. Trujay experts are available for a free evaluation to discuss your unique needs and how we can help: as an assistant or full-on manager.

 

Customized to your needs -- and your budget.

We’ll take the reins and be accountable for actionable results. 

We’ve got the experts, and the time, to manage all those critical tasks to optimize your portal.

Trujay Fly

We'll get your new portal off the ground, and give you the keys to manage on your own.
$ 3299 one-time payment
  • Migrate all/selected objects
  • Dedicated CSM
  • Mapping UI
  • Testing/validation
  • QA (human/tech)
  • Delta migration
  • Project plan and management
  • Scheduled backups (3 months)
  • Exports (3 months)

Trujay Concierge

Need a little help? We'll clean up your data and ensure it never happens again.
$ 5499 one-time payment
  • Migrate all/selected objects
  • Dedicated CSM
  • Mapping UI
  • Testing/validation
  • QA (human/tech)
  • Delta migration
  • Project plan and management
  • Scheduled backups (12 months)
  • Exports (12 months)
  • De-dupe parent objects (12 months)
  • Remove invalid parent objects (12 months)
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Trujay Hubs Control

From data governance to full HubSpot admin/support, our team is your team.
$ 12000 one-time payment
  • Everything in Trujay Fly
  • Everything in Trujay Concierge
  • Users/permissions/settings management
  • Teams and fields management
  • Advanced workflow builds
  • Custom reports building
  • Product/line item management
  • New hire trainings
  • Up to 5 hours/month (12 months)

Ready to make your business soar?

Let’s customize and approach that keeps you on task, and on budget.