---
title: Velocity | CRM Implementation & Optimisation
description: Maximise CRM value with expert implementation, customisation, and optimisation support.
---

[![Velocityllogotransparent crop](https://velocity.digital/hs-fs/hubfs/Velocityllogotransparent%20crop.gif?width=1061&height=471&name=Velocityllogotransparent%20crop.gif)](https://velocity.digital/)

- [Home](https://velocity.digital)
- Our Culture 
    - [Why choose Velocity?](https://velocity.digital/why-choose-velocity)
    - [Our Team](https://velocity.digital/our-team)
    - [Careers](https://velocity.digital/jobs)
- Services 
    - Revenue Growth Engine 
          - [Digital Campaign Strategy & Lead Generation](https://velocity.digital/digital-campaign-strategy-lead-generation)
          - [RevOps & Revenue Funnel Alignment](https://velocity.digital/revops-revenue-funnel-alignmentand)
          - [CRM Implementation & Onboarding](https://velocity.digital/crm-implementation-onboarding)
    - AI & Automation Services 
          - [Process & Workflow Automation](https://velocity.digital/process-and-workflow-automation)
          - [AI Readiness Assessment & Strategy](https://velocity.digital/ai-readiness-assessment-and-strategy)
    - Localised Marketing 
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    - [SMB Onboarding Packages](https://velocity.digital/crm-implementation-optimisation#SMB_Packages)
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[CONTACT US](https://velocity.digital/contact)

![Untitled design (31)-2](https://velocity.digital/hubfs/Untitled%20design%20(31)-2.png "Untitled design (31)-2")

## CRM Implementation & Optimisation

Turn your CRM into a growth engine. Velocity Digital offers CRM setup, data cleanup, and automation.

## HubSpot Kickstart Packages for Small to Medium Businesses

 

Our HubSpot Professional packages provide a structured, fixed-scope onboarding designed to get you live quickly and correctly. They remove unnecessary complexity while giving you a clean, scalable CRM foundation from day one. These packages are ideal for growing teams implementing HubSpot Professional who want clarity on scope, speed to value, and a structured setup without enterprise-level complexity.

How It Works

- - Step 1: Review packages below
    - Step 2: Book a meeting
    - Step 3: Confirm scope and Hub selection
    - Step 4: Complete the Discovery form
    - Step 5: Implementation and handover

## Sales Hub Professional

Close deals faster with visibility, automation, and zero guesswork.

---

- Discovery Session
- User Setup & Permissions
- Core Deal Pipeline Setup
- Standard Sales Properties
- Basic Automation Workflows
- Standard Dashboard & Reporting
- Inbox Configuration
- End-To-End Testing
- Training Session

---

From R31,500.00

[Book A Call](https://meetings.hubspot.com/dvan-zyl)

## Service Hub Professional

Delight customers at scale,  without losing the personal touch.

---

- Discovery Session
- User Setup & Permissions
- Ticket Pipeline Setup
- Email & Live Chat Intake Channels
- Basic Routing Automation
- Standard Reporting Dashboard
- Knowledge base Enablement
- End-To-End Testing
- Training Session

---

From R31,500.00

[Book A Call](https://meetings.hubspot.com/dvan-zyl)

## Marketing Hub Professional

Turn strangers into qualified leads, automatically.

---

- Discovery Session
- Account Configuration
- Compliance Setup
- Tracking Code Setup
- Basic List Segmentation
- Lead Capture Setup
- Email Configuration
- Standard Nurture Workflows
- Marketing Reporting Dashboard
- Training Session

---

From R41,250.00

[Book A Call](https://meetings.hubspot.com/dvan-zyl)

![Untitled design (32)-2](https://velocity.digital/hubfs/Untitled%20design%20(32)-2.png "Untitled design (32)-2")

## **What You Get With Velocity’s HubSpot CRM Implementation**

This is not a generic setup. Our **HubSpot implementation services** are designed to support sales, marketing, and leadership from day one.

 

### ![Velocity icons web-02](https://velocity.digital/hs-fs/hubfs/Velocity%20icons%20web-02.png?width=150&height=150&name=Velocity%20icons%20web-02.png)

Clean, scalable **CRM implementation** aligned to your business model.

### ![Velocity icons web-03](https://velocity.digital/hs-fs/hubfs/Velocity%20icons%20web-03.png?width=150&height=150&name=Velocity%20icons%20web-03.png)

Sales pipelines and lifecycle stages that reflect real buying journeys.

### ![Velocity icons web-04](https://velocity.digital/hs-fs/hubfs/Velocity%20icons%20web-04.png?width=150&height=150&name=Velocity%20icons%20web-04.png)

**Sales and marketing automation** that reduces manual work.

### ![Velocity icons web-05](https://velocity.digital/hs-fs/hubfs/Velocity%20icons%20web-05.png?width=150&height=150&name=Velocity%20icons%20web-05.png)

Clear reporting for pipeline, performance,   
and revenue forecasting.

### ![Velocity icons web-06](https://velocity.digital/hs-fs/hubfs/Velocity%20icons%20web-06.png?width=150&height=150&name=Velocity%20icons%20web-06.png)

A HubSpot portal your team   
understands and adopts.

Whether you’re new to HubSpot or looking to fix an underperforming system, Velocity delivers structured, outcome-driven implementations.

## **HubSpot Onboarding Services for Growing Businesses**

 

### ![use landing-05](https://velocity.digital/hs-fs/hubfs/use%20landing-05.png?width=451&height=460&name=use%20landing-05.png)

### **HubSpot for Startups**

We help startups implement HubSpot quickly without cutting corners. As a **HubSpot onboarding specialist**, Velocity ensures your CRM is scalable from day one, so growth doesn’t require a rebuild later.

### ![use landing-04](https://velocity.digital/hs-fs/hubfs/use%20landing-04.png?width=451&height=460&name=use%20landing-04.png)

### **CRM for Professional Services**

We design **CRM for professional services** firms that need clarity across deals, clients, and delivery, ensuring sales handover, account management, and renewals are fully supported.

### ![use landing-02](https://velocity.digital/hs-fs/hubfs/use%20landing-02.png?width=451&height=459&name=use%20landing-02.png)

### **Sales & Marketing Teams**

As a **marketing automation consultant**, we implement lead scoring, deal automation, pipeline workflows, and attribution reporting that aligns sales and marketing around revenue.

## **Our Onboarding Process**

![Discovery & CRM Design](https://velocity.digital/hs-fs/hubfs/CRM%20(1).png?width=253&height=253&name=CRM%20(1).png)

### Discovery & CRM Design

We map your revenue process and design a CRM structure that fits your business.

![HubSpot Setup & Configuration](https://velocity.digital/hs-fs/hubfs/VM%20Icons%20v1.png?width=500&height=500&name=VM%20Icons%20v1.png)

### HubSpot Setup & Configuration

As a **HubSpot implementation partner**, we configure objects, pipelines, properties, automation, and permissions correctly from the start.

 

![Automation & Enablement](https://velocity.digital/hs-fs/hubfs/VM%20Icons%20(4).png?width=500&height=500&name=VM%20Icons%20(4).png)

### Automation & Enablement

We implement practical automation that supports sales velocity and marketing efficiency.

![Reporting & RevOps Alignment](https://velocity.digital/hs-fs/hubfs/Revenue.png?width=253&height=253&name=Revenue.png)

### Reporting & RevOps Alignment

Our **RevOps services** ensure leadership has accurate pipeline visibility and performance insights.

## **HubSpot CRM Audit & Portal Optimisation**

Already using HubSpot but not seeing ROI?

We offer detailed **HubSpot CRM audit** and **HubSpot portal audit** services to identify what’s broken, underused, or misaligned, and then fix it.

This is ideal if:

1\. Adoption is low  
2\. Reporting can’t be trusted  
3\. Automation is inconsistent  
4\. Sales and marketing aren’t aligned

![Sales Enablement and Direct Outreach](https://velocity.digital/hubfs/Sales%20Enablement%20and%20Direct%20Outreach.png "Sales Enablement and Direct Outreach")

![MM - PICS-099-1](https://velocity.digital/hs-fs/hubfs/MM%20-%20PICS-099-1.jpg?width=2000&height=1915&name=MM%20-%20PICS-099-1.jpg "MM - PICS-099-1")

## **Why Velocity?**

- Certified **HubSpot expert** team
- Proven **HubSpot onboarding services** and implementations
- Strong RevOps and revenue-first approach
- Trusted **HubSpot CRM agency** for B2B, SaaS, professional services, and higher education

We don’t just implement HubSpot, we make it work for your business.

## **Get Expert Help With Your HubSpot CRM**

If you’re looking for a **HubSpot implementation partner** that understands revenue, adoption, and long-term scalability, Velocity can help.

**Speak to a CRM consultant today** and find out how a properly implemented HubSpot CRM can support your growth.

TESTIMONIALS

## Reviews From Clients

What people are saying about us

### Exceptional Onboarding Experience with HubSpot - Highly Recommend!

"Our HubSpot marketing onboarding experience has been nothing short of exceptional. We were impressed with the personal attention and the team's dedication to listening to our needs. Their attention to detail was remarkable. I highly recommend Velocity for their outstanding onboarding process"

### Excellent Content and Service

"Velocity's team of professionals has been integral to the growth and change at Higher Ed Partners Africa. Designing and developing our partner websites and helping to find solutions for every scenario we come up with. The content development team has been producing great quantities of content that drives SEO and traffic. The people are friendly and professional, and they are experts in their fields. I highly recommend Velocity."

### Adoption Drive: Innovating Solutions and Training

" Our first run with Velocity has been amazing! We achieved a good adoption rate and are now awaiting feedback from the team. Overall, Dylan and Jeremy have been great to work with collaborative and easy-going . One small area for improvement would be the blueprint delivery, which took a bit longer than expected. Addressing this could make an already great process even smoother. That said, I truly appreciate the feedback-driven, solutions-oriented approach of Velocity and would absolutely recommend working with them."

### Excellent HubSpot Agency

"Velocity Media have helped our organisation implement the HubSpot platform across various aspects of our business including website development, email marketing, automation, CRM and inbound marketing. I highly recommend this agency for their professionalism, commitment to our success, knowledge and problem-solving attitude."

### A trusted partner that keeps moving our company forward

Velocity has successfully guided and worked hand in hand with our sales and marketing team to tailor our HubSpot CRM platform to match our business needs. The objective this work has been to deliver a pipeline of high quality B2B inbound leads for our sales teams to nurture. Their efforts continue to deliver on this objective.

### Great Service - Highly recommended service provider

"Velocity have provided a wonderful, swift and efficient service to us as a business. From a speedy onboarding, to quick action and a refreshingly proactive approach - Ryan, Mari and the team are just fantastic."

## Brands We Have Worked With

![Updated-12](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-12.png?width=1231&height=546&name=Updated-12.png)

![Updated-02](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-02.png?width=1231&height=546&name=Updated-02.png)

![Updated-13](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-13.png?width=1231&height=546&name=Updated-13.png)

![Updated-14](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-14.png?width=1231&height=546&name=Updated-14.png)

![Updated-04](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-04.png?width=1231&height=546&name=Updated-04.png)

![Updated-11](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-11.png?width=1231&height=546&name=Updated-11.png)

![Updated-15](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-15.png?width=1231&height=546&name=Updated-15.png)

![Updated-06](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-06.png?width=1231&height=546&name=Updated-06.png)

![Updated-10](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-10.png?width=1231&height=546&name=Updated-10.png)

![Updated-08](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-08.png?width=1231&height=546&name=Updated-08.png)

![Updated-09](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-09.png?width=1231&height=546&name=Updated-09.png)

![Updated-01](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-01.png?width=1231&height=546&name=Updated-01.png)

![Updated-07](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-07.png?width=1231&height=546&name=Updated-07.png)

![Updated-16](https://velocity.digital/hs-fs/hubfs/Latest%20partner%20logos%202025/Updated-16.png?width=1231&height=546&name=Updated-16.png)

CONTACT US

## Let’s Work Together!

Connect with Us for Collaborative Success! Whether you have questions or are ready to embark on a project, our team is here for you. Let's work together to achieve your goals. Reach out and start the conversation!

[CONTACT US](https://velocity.digital/crm-implementation-onboarding)

## Latest From the Blog

[OUR BLOG](https://velocity.digital/latest-news)

<https://velocity.digital/latest-news/why-local-partnerships-can-make-brand-content-more-useful>

### [Why Local Partnerships Can Make Brand Content More Useful](https://velocity.digital/latest-news/why-local-partnerships-can-make-brand-content-more-useful)

<https://velocity.digital/latest-news/how-to-turn-one-local-campaign-into-six-months-of-useful-content>

[Media, Content & Digital Strategy](https://velocity.digital/blog/tag/media-content-digital-strategy)

### [How to Turn One Local Campaign into Six Months of Useful Content](https://velocity.digital/latest-news/how-to-turn-one-local-campaign-into-six-months-of-useful-content)

<https://velocity.digital/latest-news/mobilefirst-south-africa-content-phones>

[Media, Content & Digital Strategy](https://velocity.digital/blog/tag/media-content-digital-strategy)

### [Mobile-First South Africa: Designing Content for Phones](https://velocity.digital/latest-news/mobilefirst-south-africa-content-phones)

### Contact Us

![6-Jun-19-2025-12-41-37-6927-PM](https://velocity.digital/hs-fs/hubfs/6-Jun-19-2025-12-41-37-6927-PM.png?width=1500&height=1500&name=6-Jun-19-2025-12-41-37-6927-PM.png)

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**South Africa**

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![7-Jun-19-2025-12-41-37-6756-PM](https://velocity.digital/hs-fs/hubfs/7-Jun-19-2025-12-41-37-6756-PM.png?width=1500&height=1500&name=7-Jun-19-2025-12-41-37-6756-PM.png)

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### Services

- [Digital Campaign Strategy & Lead Generation](https://velocity.digital/digital-campaign-strategy-lead-generation)
- [Revenue Funnel Alignement](https://velocity.digital/revops-and-revenue-funnel-alignment)
- [CRM Implementation & Onboarding](https://velocity.digital/crm-implementation-onboarding)
- [AI Innovation & Automation](https://velocity.digital/process-and-workflow-automation)
- [Localised Marketing](https://velocity.digital/city-sites-joburg-and-pretoria)

### Useful Links

- [Contact Us](https://velocity.digital/contact)
- [Why choose velocity?](https://velocity.digital/why-choose-velocity)
- [Careers](https://velocity.digital/jobs)
- [Blog](https://velocity.digital/latest-news)

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