Take your management and customer experience to the next level 🚀

hubspot resources: planning, implementation & optimization

Build and launch successful Hubspot business solutions

HubSpot Partner Agency in Montreal & Quebec

From customer insights to Hubspot launch and scale, Bofu is a HubSpot marketing agency partner that will guide you through best practices in sales, website, advertising, SEO, email, automation, operations and more!

We work with marketing and sales teams, providing them with sound advice on the ever-changing technology surrounding these business disciplines. If a client doesn't have the right expertise in-house, we can take over and ensure success for the project and, in turn, rapid growth.

Our Process.

call-exploratory-bofu-Bofu Marketing Agency


Our process always starts with a phone call, a virtual meeting or a face-to-face meeting. We want to take the time to get to know you and learn more about your business, its needs and objectives.

This will allow us to identify the value that our Hubspot solutions can provide.

customer experience, efficiency and accessibility

Why Hubspot?

HubSpot's centralized solution is not a collection of disparate applications. The entire platform was developed in-house to provide simple, consistent and customizable software based on a single information hub that allows your teams to build stronger relationships with your customers at every stage of the buying journey.

When the customer is at the heart of every business decision, aligning all of its teams becomes much easier.

All departments are working in the same direction

The Hubspot environment

As customer journeys become more complex, technology can help or hinder companies from delivering a remarkable experience.

Fragmented technology systems result in silos between teams, making it difficult to align them. A user experience that lacks fluidity, which drives down adoption rates

A rigid technology environment, which makes it unadaptable.
Leverage marketing, sales, customer service, content management and operations software.

Clients who combine the Marketing Hub and CMS Hub see a 183% increase in inbound leads compared to clients who only use the Marketing Hub.

Integration, automation and connectivity

Connect your business applications to HubSpot

HubSpot automation helps you effectively extend your marketing and sales reach, build customer loyalty through timely feedback surveys, and speed ticket resolution.

Discover and learn how to grow better by integrating HubSpot with over 100 applications and web services you use every day.



Structure the growth of your business by establishing a precise strategic plan that allows its development and generates a rapid and measured return on investment.

CRM | Sales Hub | Marketing Hub | Service Hub | Operations Hub | Automation | Integrations

See our partner page in the HUBSPOT registrar

Learn more about our HubSpot partnership

8 Steps to a successful CRM implementation

Sales force adoption is often the biggest hurdle for companies implementing a new CRM. Understanding how the CRM will support existing processes is key to a successful implementation.

What are the key steps in the team's purchasing process? Effective transaction steps are clearly defined and linked to a trackable action. Some common steps include scheduling a call/demo, sending a follow-up email, writing a proposal, winning the deal and losing the deal

Most CRMs will come with basic fields like contact email, country and company website. But these fields will not cover information specific to a certain industry. Custom fields ensure that a CRM contains all the information that is important to a specific company's marketing, sales and service teams.

For a CRM system to be effective, companies need clear rules dictating ownership of leads and accounts. Without this information, there will be conflicts between individual salespeople and more broadly between departments (e.g., sales and service).

If a company uses geographic territories to determine sales ownership, the CRM must be configured to store this information. Some CRM systems also allow for automatic lead routing based on territory rules.

Don't waste time importing old test contacts or fields that are no longer used. Delete dirty data before migration to avoid confusing your sales team.

Whenever large amounts of data are transferred from one system to another, there is a risk of losing some information. Companies should save an offline copy of each file before uploading it to the new CRM.

There is no reason to move all of the company's data at once. Moving data within sections makes it easier to identify unexpected behavior during migration.

Hubspot Basic Services

CRM implementation

- Creation of custom fields and views
- Configuration of transaction phases
- Import and update of data
- Integrations
- Continuous CRM optimization and management

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- Sales strategy and audit
- HubSpot CRM setup
- Sales Hub setup
- Sales and marketing strategy alignment
- Reporting tools setup

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- Inbound strategy
- Definition of buyer personas
- Development of buyer profiles
- Content strategy
- Technical implementation (configuration and integrations)
- Alignment of sales and marketing strategies
- Configuration of reporting tools

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Customer service

- Creation of a customer journey map
- Installation of HubSpot's Hub Services
- Configuration of reporting tools

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Management & strategy

- Project planning and management
- Analysis and reporting
- Consulting
- Support and training

HUBSPOT sales hub

CRM implementation

- Creation of custom fields and views
- Configuration of transaction phases
- Import and update of dataIntegrations
- Optimization and continuous management of CRM

Sales development

- Configuring the Conversations tool
- Configuring the Calls tool
- Configuring workflows and automation tools
- Configuring messages for queue rotation
- Configuring the reporting dashboard
- Analyzing the marketing/sales funnel and the inbound cycle
- Create and optimize email templates
- Create sales documents
- Create and optimize sequences
- Design landing pages for sales reps (with Meetings tool)
- Create customer case studies
- Help with prospecting (with Leads tool)

Alignment of sales and marketing strategies

- Sales and marketing strategy alignment workshop
- Definition of MQL / SQL
- Definition of objectives for the marketing and sales teams
- Development of a framework contract
- Lead transfer and feedback
- Sales content evaluation and recommendations

Training & coaching

- Training of sales representatives
- Group sales training for representatives
- Training of sales management
- Creation of sales guides
- General sales management tasks
- Services for sales development
- Identification of candidates
- Interviews with potential sales representatives
- Integration of new employees
- Exit interviews

HUBSPOT Marketing hub

Traffic generation

- Managing a blog
- Publishing on social networks
- Creating ads
- Video
- Creating other content

Lead Conversion

- Creation of conversion paths - Sales development on social networks
- Prospecting on social networks
- A/B testing
- Technology tools
- Advertising campaign management

Lead Nurturing

- Lead nurturing and automation
E-mail marketing
- Automation
- Creation of content offers for the middle (mofu) and bottom of the funnel (bofu)
- Personalized content
- Lead scoring
- Sales and marketing strategy alignment
- CRM integration / closed loop reporting

HUBSPOT Service Hub

Technical support

- Adding communication channels
- Shared mailbox configuration and training
- Ticket system configuration and training
- Chat and chatbot training
- Call tracking

knowledge base

- Creation and implementation of a knowledge base
- Creation of self-service content
- Updating of the knowledge base


- Configuration of customer listening points (net promoter score, customer satisfaction survey, etc.)
- Analysis and sharing of key information
- Creation of programs for promoter customers

What our customers say about us

I have had my best season in the history of the company year after year for 3 years now! I sold my snow removal business and thanks to Bofu's marketing know-how, I can concentrate on my specialty: hydroseeding. Thanks guys!

Pierre-Luc Beaulne, President of Hydro-Pro Seeding