Active
Portal Administration
Properties, pipelines, users, and permissions maintained as your teams, processes, and data evolve.
6Coverage areas
HubSpot Managed ServicesHubSpot Managed Services
HubSpot Managed Services
to Keep Your CRM Optimized, Supported & Growing
Dean Infotech continues to manage, administer, optimise, troubleshoot, and plan end-to-end processes in HubSpot to help your team achieve greater ROI without having to do everything in-house.
Just like your CRM, workflows, users, integrations, and reporting requirements all change over time, your HubSpot portal requires ongoing maintenance. Our HubSpot managed services provide a great, flexible solution for those businesses that require ongoing portal support without deploying a full-time internal specialist.
- 320+
- HubSpot Projects Delivered
- 10+
- Years of HubSpot Expertise
- 98%
- Client Satisfaction
Trusted by teams who run their business on HubSpot
What Are HubSpot Managed Services?
Ongoing Support That Keeps Your HubSpot Portal Performing
HubSpot managed services are continuous professional services for businesses to manage, maintain, optimize, and enhance their HubSpot portal. A business does not have to have a permanent HubSpot CRM expert in-house to meet all of its requirements; instead, it can hire an outside company to help it with administration, automation, HubSpot CRM, integrations, reporting, troubleshooting, training, and constant optimization.
- Manage - day-to-day administration, users, portal.
- Maintain - data quality, workflows, and integrations
- Optimize - underused HubSpot features, inefficient processes
The Managed Services Formula
Manage → Maintain → Optimize → Support → Improve
MANAGEDay-to-day administration and configuration
MAINTAINMaking sure of data quality, workflows, and integrations
OPTIMIZEUnderused features and inefficient processes
SUPPORTNeeds of the user, technical and strategic requirements.
IMPROVEContinuous, quarter-over-quarter optimization
WHO NEEDS HUBSPOT MANAGED SERVICES?
Is HubSpot Managed Services Right for Your Business?
If your team depends on HubSpot and requires Dedicated HubSpot admin services, technical, and strategic support, then having a HubSpot managed service may be highly beneficial.
No Internal Admin
Your team has access to HubSpot, but no one really takes ownership of the day-to-day administration.
Growing Team
Your portal is expanding faster than your internal group can manage.
Complex Portal
Managing multiple Hubs, workflows, integrations, and custom processes.
Need Strategic Help
You don't simply need someone to do it. You also need help to understand how HubSpot should evolve as your business grows.
Temporary Coverage
When your internal administrator is absent, overwhelmed, or requires more technical support during peak periods.
Worth Knowing
Managed Services May Not Be Necessary If...
If you only need a one-time implementation, migration, audit, or occasional technical fix, a project-based engagement may be a better fit than ongoing managed services in that case.
Talk to a HubSpot ExpertWHY OUTSOURCE HUBSPOT MANAGEMENT?
Why Businesses Choose a HubSpot Managed Services Partner in India
Save Internal Time
Free up your sales, marketing, and customer operations to concentrate on their primary roles rather than the day-to-day operation of the CRM system and constant technical maintenance.
Access Specialized Expertise
Work with experts in administration, automation, integrations, reporting, and technical queries that you are unlikely to do daily.
Reduce Platform Neglect
Prevent your workflows, data, integrations, and configuration from becoming stale when your process evolves.
Faster Execution
Move from backlog to implementation tasks that can be moved without waiting for constrained internal resources.
Continuous Optimization
Look for ways to enhance your existing HubSpot setup; don't just wait until something stops working.
Flexible Capacity
Provide scalable support for each new HubSpot task requiring maintenance, use, or significant updates, instead of hiring another person.
WHAT DOES DEAN MANAGE?
What Is Included in Our HubSpot Managed Services?
Dean Infotech can support all areas of HubSpot that require ongoing administration, maintenance, and enhancement.
CRM
CRM Administration
Keep records, pipelines, and permissions structured as your team and data grow.
PropertiesPipelinesUsersPermissionsViewsRecords
Marketing
Marketing Operations
Ongoing management of the campaigns, assets, and automation your marketing team runs on.
CampaignsEmailsFormsListsAutomationReporting
Sales
Sales Operations
Keep pipelines, sequences, and playbooks aligned with how your sales team actually sells.
PipelinesDealsSequencesTasksPlaybooksForecasting
Service
Service Operations
Manage the tickets, routing, and automation your support team depends on.
TicketsHelp DeskRoutingService AutomationFeedbackKnowledge Base
CMS
CMS / Content
Ongoing updates to the website, landing pages, and content your HubSpot CMS runs.
Website UpdatesLanding PagesBlogTemplatesSEO UpdatesContent
Operations
Operations / Data
Keep your data synced, clean, and mapped across every connected system.
Data SyncData QualityDeduplicationField MappingAutomationIntegrations
Managed Services
Get a Managed Services PlanReady to Get More From HubSpot Without Managing It Alone?
Tell us what your team currently handles internally and where you need ongoing HubSpot support.
HubSpot Administration Every Day
without a Headcount inside the Organization
CRM Configuration
- Properties, recordings, order routes, views, and necessary configuration specifications.
User Management
- Roles and permission management, access configuration for teams.
Portal Updates
- Approved configuration changes and daily administration.
Workflow Management
- Workflow review, revision, and maintenance. You will need to adjust your workflows as business processes change.
Content Updates
- Landing pages, emailings, agreed content-related tasks.
Data Maintenance
- All documentation must be well organised, consistent, and readily available.
HUBSPOT CRM DATA MANAGEMENT
Keep Your HubSpot Data Clean, Accurate and Manageable
Duplicate Management
Find, consolidate & avoid duplicate contacts, companies and deals.
Data Validation
Ensure that incomplete, out-of-date, or inconsistent records do not affect reporting.
Property Cleanup
Audit unused properties and harmonize the properties your teams use.
Record Standardization
Use a consistent format and naming for HubSpot CRM records.
Data Enrichment
Include missing contact and Company details as they build on your processes.
Field Mapping
Align the source and destination fields on adjacent platforms.
Data Governance
Implement processes that will continue to promote data quality in the long term.
Import/Export Assistance
One-time and recurring HubSpot data import/export support.
WORKFLOW & AUTOMATION MANAGEMENT
Build, Maintain & Optimize HubSpot Automation
Workflow Audits
Detect any obsolete, redundant, or duplicate automation for updating.
New Automation
Develop workflows aligned with new business needs and authorised processes.
Troubleshooting
Help diagnose workflow failures, incorrect triggers, and unexpected behavior.
Optimization
Simplify where possible by eliminating non-value-added activities.
Automation
Is Your HubSpot Automation Keeping Up With Your Business?
Dean Infotech can review, maintain, and improve your HubSpot workflows as your processes evolve.
Request a Workflow AuditIntegration & API Support
Keep Your HubSpot Integrations Reliable as Your Business Evolves
APIs, applications, authentication, or business processes evolve, and integrations must be monitored for changes. However, when systems or needs change, Dean Infotech can monitor for problems, troubleshoot, and optimise HubSpot integrations.
CRM IntegrationsMake sure that connected CRM platforms are connected to HubSpot.
ERP IntegrationsMaintain connections between HubSpot and back-office systems.
Marketing IntegrationsMaintain advertising, email, and analytics platforms.
API TroubleshootingDiagnose failures, authentication, and rate-limiting issues.
Data SynchronizationTrack bi-directional syncing and ensure data integrity.
WebhooksSet up, monitor, and troubleshoot real-time event triggers.
Integration UpdatesEnsure integrations are updated in the event of API, platform, or vendor updates.
Custom Integration ChangesUpdate or enhance custom integrations as per business needs.
Managed services are not only a one-time setup but also include ongoing monitoring, troubleshooting, and API support. Check out our HubSpot managed support services UK for new integration projects.
HubSpot Optimization
Find What's Limiting Your HubSpot Portal
Managed services shouldn't be reactive in responding to support requests. Dean Infotech can consistently assess your HubSpot configuration to identify any problems, unused features, inefficient workflows, data issues, and areas that can be improved.
CRM Structure
Recap on the structure of objects, properties, and pipelines.
Automation
Analyze workflows to look for issues, duplication, and automation opportunities.
Data Quality
Find out duplicate, incomplete, or outdated CRM records.
Integrations
Ensure that the systems to be connected are exchanging valid data.
Reporting
Identify discrepancies between available data and teams' needs.
User Adoption
Identify opportunities for teams to use the HubSpot tools.
CMS
Review website, landing page, and configuration of content.
Performance
Track the performance, configuration, and technical efficiency of the portal.
HubSpot Strategy
Turn Your HubSpot Backlog Into a Managed Improvement Plan
01
Current State
Know what is configured, utilized, and underutilized throughout your Enterprise HubSpot portal management.
02
Priorities
Focus on HubSpot improvements based on business needs, team needs, and business impact.
03
Quick Wins
Identify improvement opportunities that the organization can act on with little effort and that will deliver near-term operational advantages.
04
Projects
Identify more large-scale optimization tasks that are well-defined, have both scope and dependencies, and technical requirements.
05
Long-Term Improvements
From quarterly planning and backlog reviews to process optimisation, feature recommendations, adoption support, and technical planning, all these are taken care of and continually adapted to as your business grows.
Let's Talk
Start With a Free HubSpot Managed Services Consultation
Talk about the project that your team is dealing with internally, the issues you are having, and what you want to enhance.
Get a HubSpot Management ConsultationHubSpot Reporting
Turn HubSpot Data Into Reporting Your Teams Can Use
Dean Infotech is able to maintain, monitor, and improve HubSpot dashboards and reports to ensure your teams can continue to track the metrics that matter to you in sales, marketing, service, and operations.
Sales Pipeline
Monitor the stages of the deal, sales velocity, and forecasted sales.
Marketing Performance
Track performance of campaigns, channels, and content in one place.
Lead Funnel
Monitor lead flow from lead to lead.
Campaign Performance
Monitor the performance and ROI of marketing and advertising.
Service Metrics
Track ticket trends, ticket response time, and ticket resolution trends.
Revenue Reporting
Relate CRM activity and pipeline to revenue results.
Data Quality
Identify issues with reporting due to poor or inconsistent information.
Operational KPIs
Maintain the dashboards of the metrics that each team is monitoring.
Manage Each Hub
HubSpot Managed Services Across Your HubSpot Hubs
You can use Dean Infotech to manage all of your Hubs, not just the CRM in each Hub.
Note
Each Hub is managed as part of one connected portal, not as five separate services.
Marketing Hub Management
MarketingSustaining the campaigns, assets, and automation used by your marketing team.
Campaigns
Continuous setup and administration
Emails
Organize templates, send, and track performance.
Forms
Input and output configuration, updates, and routing of leads.
Lists
Active & static list maintenance
Automation
Nurture, lifecycle, and campaign workflows.
AI & Automation
Help Your Team Get More Value From HubSpot AI
Additionally, you can see that the options for AI are widening, allowing for even more options for content, customer interaction, automation, and employee productivity.
AI-Assisted Workflows
Determine where AI can initiate, route, prioritize, or automate tasks in current HubSpot workflows.
Workflow triggersLead routing
SUPPORT, TROUBLESHOOTING & SLA
HubSpot Support When Your Team Needs Help
The needs of HubSpot users may differ based on whether they have simple or technical issues. An ongoing HubSpot support retainer USA process can therefore be set up through the managed services contract within the scope of the service.
User Support
Provides help to internal users so that they understand how the system operates and become more efficient in using the portal.
Technical Support
Helps solve issues related to workflows, automation, integrations, configuration, and all other technical needs.
Administrative Support
Carries out agreed portal upgrades, ongoing administration, and configurations.
Strategic Support
Helps identify potential areas for improvement and prioritise future HubSpot needs.
Managed Service PlansMost Popular
Choose the Level of HubSpot Management Your Team Needs
Support
If you're a business that requires some assistance with HubSpot from time to time.
Custompricing based on scope
- Troubleshooting
- Training
- Admin tasks
- Minor updates
Growth
For teams that require continual HubSpot management.
Custompricing based on scope
- CRM administration
- Automation
- Reporting
- Content updates
- Integrations
- Optimization
Strategic
For companies that use HubSpot as a foundation or a key platform.
Custompricing based on scope
- Everything in Growth
- Strategic planning
- Complex automation
- Custom development
- Integration improvements
- Quarterly reviews
How Dean Infotech Manages Your HubSpot Portal
A process that can be repeated to continuously improve your portal, instead of waiting until something breaks.
Discovery
Assessment
Scope
Execution
Reporting
Optimization
Review
Discovery
Know your portal and business objectives and present issues.
- Stakeholder interviews
- Aim for objectives and indicators of success
Continuous Improvement
Your HubSpot Portal Should Improve Every Quarter
The managed service is not meant to be a perpetual ticket queue. Recurring reviews are conducted at Dean Infotech to assess the quality of the completed work, the health of the portal, adoption, the quality of the data, and upcoming requirements of the business.
Request a Quarterly Review1
What Changed?
A summary of all that has been done since the last review.
2
What Worked?
What was the most valuable for your team?
3
What Needs Improvement?
Discuss open issues and areas to be addressed.
4
What are the features that will be underutilized?
Things you can do with HubSpot that you haven't quite gotten to yet.
5
What should be built next?
Improvements to be made and plans for future candidates.
6
What are the processes that can be automated?
Tasks that can be automated in HubSpot workflows.
WHY DEAN INFOTECH
Why Businesses Choose Dean Infotech for HubSpot Managed Services
HubSpot Expertise
In general, our HubSpot managed support services UK team includes the crucial support of professionals who interact with clients, develop solutions, help automate processes, and provide insightful reports.
Technical + Operational Support
HubSpot support retainer USA also involves more complex needs related to development, automation, data, and integrations in addition to day-to-day administration.
Flexible Engagement
The scope of managed services can be more or less stringent depending on the level of your portal complexity and/or your business needs.
Continuous Improvement
While primarily focused on maintaining the portal, we will also seek constructive ways to enhance it over time.
Cross-Platform Expertise
This is useful when HubSpot needs to integrate with CRM, ERP, marketing, support, and custom business applications.
Frequently Asked Questions
1. What are HubSpot managed services?
Managed services for HubSpot are how they intend to support you over the long term, offering professional services to maintain, manage, optimize, and enhance your HubSpot portal.
3. Why should I outsource HubSpot management?
An outsourced HubSpot administrator makes it possible to obtain specialized knowledge without having to dedicate an in-house team, i.e., full-time employment, to handle every HubSpot account.
5. Can you manage our HubSpot CRM?
Yes, managed support can include anything from configuring the CRM and data cleansing to pipelines, properties, workflows, records, and ongoing admin requirements.
7. Can you manage Sales Hub?
Yes. This is where ongoing support is kept: pipelines, deals, sequences, tasks, playbooks, and HubSpot sales automation.
9. Can you manage Content Hub/CMS?
Yes. As part of the scope of engagement, support could include website updates, landing pages, blog templates, and many other related content operations.
2. What does a HubSpot managed services agency do?
A vendor provides CRM admin, automation, data quality, reporting, integrations, troubleshooting, user support & training, and ongoing optimization.
4. What does HubSpot administration include?
Dedicated HubSpot admin services include users, permissions, properties, records, pipelines, workflows, views, configuration changes, and regular portal administration.
6. Can you manage Marketing Hub?
Yes. Falls under your defined scope; this can include campaigns, emails, forms, lists, segmentation, and marketing automation.
8. Can you manage Service Hub?
Yes. Managed services will handle ticketing, routing, help desk workflows, client communication, service automation, etc.
10. Can you manage Operations Hub?
Absolutely. The type of support is quite broad and includes Data syncing, Data quality, Field mapping, Automation, and Connected operational workflows, etc.
Get Started
Keep Your HubSpot Portal Moving Forward
Your HubSpot portal should still be a valuable tool to your business, even as your teams, processes, customers, and technologies change. Dean Infotech will handle the day-to-day operations of your HubSpot and recommend ways to add real value.
