Take your management and customer experience to the next level 🚀

hubspot resources: planning, implementation & optimization

From customer insight to launching and scaling Hubspot,
Bofu is a HubSpot partner marketing agency that will guide you through best practices in sales, website, advertising, SEO, emails , automation, operations and more!

bofu - Bofu Agence Marketing Web

Build and launch successful Hubspot business solutions

HubSpot Partner Agency in Montreal & Quebec

From customer knowledge to launching and scaling Hubspot, Bofu is a HubSpot partner marketing agency that will guide you through best practices in sales, website, advertising, SEO, emails, automation, operations and more. Again!

We work with marketing and sales teams, providing sound advice on the ever-changing technology surrounding these business disciplines. If a client does not have the right expertise in-house, we can take over and ensure project success and, by extension, rapid growth.

Our Process.

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

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

customer experience, efficiency and accessibility

Why Hubspot?

HubSpot's centralized solution is not the result of a collection of disparate applications. The entire platform has been developed internally, in order to offer simple, coherent and customizable software, based on a single information center that allows your teams to forge stronger links with your customers at each stage of the journey. of purchase.

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

All departments work in the same direction

The Hubspot environment

As customer journeys grow in complexity, technology can help businesses deliver a remarkable experience, or hinder them.

Fragmented technology systems result in: the creation of silos between teams, making it difficult to align them. A user experience that lacks fluidity, which lowers the adoption rate

A rigid technological environment, which makes it not very adaptable.
Leverage software for marketing, sales, customer service, content management, and operations.

Customers who combine Marketing Hub and CMS Hub see 183% more inbound lead growth than customers who use Marketing Hub alone.

Integration, automation and connectivity

Connect your business apps to HubSpot

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

Explore and learn how to grow better by integrating HubSpot with the 100+ apps and web services you use every day.



Structure the growth of your business by establishing a precise strategic plan, allowing you to accelerate its development and generate a rapid and measured return on investment.

CRM | Sales Hub | MarketingHub | ServiceHub | Operations Hub | Automation | Integrations

See our partner profile 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 main steps in the team's buying process? Effective transaction steps are clearly defined and linked to a traceable action. Some common steps include scheduling a call/demo, sending a follow-up email, writing a proposal, winning deal, and losing 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 important information for a specific company's marketing, sales, and service teams.

For a CRM system to be effective, businesses need clear rules dictating lead and account ownership. Without this information, there will be conflicts between individual sales reps 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 automatic lead routing based on territory rules.

Don't waste time importing old test contacts or fields that are no longer in use. 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. Businesses should save an offline copy of each file before uploading it to the new CRM.

There is no reason to move all company data at once. Moving data into sections makes it easier to identify unexpected behavior during migration.

Basic Hubspot Services

CRM implementation

- Creation of custom fields and views
- Configuration of transaction phases
- Importing and updating data
- Integrations
- Ongoing CRM optimization and management

Learn more


- Commercial strategy and audit
- Configuring HubSpot CRM
Installing the Sales Hub
- Alignment of sales and marketing strategies
- Configuration of reporting tools

Learn more


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

Learn more

Customer service

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

Learn more

Management & strategy

- Planning and project 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 data Integrations
- Ongoing CRM optimization and management

Sales development

- Conversations tool configuration
- Configuration of the Calls tool
- Configuration of workflows and automation tools
- Configuring messages for queue rotation
- Reports dashboard configuration
- Analysis of the marketing/sales funnel and the inbound cycle
- Creation and optimization of e-mail templates
- Creation of commercial documents
- Creation and optimization of sequences
- Design of landing pages for sales reps (with the Meetings tool)
- Creation of customer case studies
- Help with prospecting (with the Prospects tool)

Alignment of sales and marketing strategies

- Sales and marketing strategy alignment workshop
- Definition of MQL / SQL
- Definition of the objectives of the marketing and sales teams
- Development of a framework contract
- Transfer of leads and feedback
- Evaluation of commercial content and recommendations

Training & coaching

- Training of sales representatives
- Group sales training for representatives
- Training of the sales department
- Creation of commercial guides
- General sales management tasks
- Services for sales development
- Identification of candidates
- Interviews with potential salespeople
- Integration of new employees
- End of contract interviews

HUBSPOT Marketing hub

Traffic generation

- Managing a blog
- Publication on social networks
- Creation of advertisements
- Video
- Creation of other content

Lead Conversion

- Creation of conversion paths - Development of sales on social networks
- Prospecting on social networks
- A/B testing
- Technological tools
- Management of advertising campaigns

Lead Nurturing

- Lead nurturing and automation
Email marketing
- Automating
- Creation of content offers for the middle (mofu) and the bottom of the funnel (bofu)
- Personalized content
- Lead scoring
- Alignment of sales and marketing strategies
- CRM integration / closed loop reporting

HUBSPOT Service Hub

Technical support

- Added communication channels
- Configuration of a shared mailbox and training
- Configuration of a ticket system and training
- Training in chat and the use of a chatbot
- Call tracking


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


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

What our customers say about us

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

Pierre-Luc Beaulne, President at Hydro-Pro Seeding