IPCA HubSpot Onboarding
Wagada have been absolutely brilliant to work with. They helped us set up HubSpot from the ground up, and it has genuinely transformed the way we work day to day. The system has become an incredibly helpful tool across the whole team, streamlining our processes and giving us much better visibility over everything we do. More than just a CRM implementation, this has really set the foundation for our business going forward.
Preena Desai, IPCA
Project overview
IPCA Group provides real estate finance solutions by delivering reliable and efficient financial services tailored to meet the needs of its clients.
Like many growing businesses adopting a new CRM, IPCA needed to ensure their HubSpot setup was aligned with their teams, processes and future growth. They wanted a stronger foundation for managing data, improving visibility and ensuring the platform could support their day-to-day operations effectively.
Wagada Digital supported IPCA through a tailored HubSpot onboarding project, helping to customise and optimise the platform around their ways of working. The project included a smooth data migration, practical team training and a clear focus on user adoption, giving the business the confidence to use HubSpot effectively from day one.
Our solution
Wagada Digital delivered a tailored HubSpot onboarding solution designed around the client’s processes, goals and future growth. Through platform customisation, optimisation and careful data migration, the team created a clean, practical CRM foundation that supported the way the business needed to work; putting IPCA in a much stronger position to scale, manage relationships properly, and make smarter decisions based on the data they’re capturing. Alongside this, focused training and user adoption support helped ensure the team felt confident using HubSpot day to day, turning the platform into a more valuable and effective part of their operations. The project was delivered across three clear phases to support a smooth and effective HubSpot onboarding.
Project breakdown: Phase 1
The first phase focused on creating a system the client could use with confidence, beginning with a workshop to align on project goals, platform requirements, timelines, scope and responsibilities. From there, Wagada Digital configured the platform and relevant Hubs, including users, permissions, teams, views, custom properties and line items, alongside Sales Hub setup covering lifecycle stages, lead statuses, prospecting and deal pipelines.
Project breakdown:
Phase 2 and 3
The second phase focused on refinement, ensuring the system could process information efficiently and support day-to-day activity through integrations, sales workflows, sequences, data mapping, migration, testing and reporting setup.
The final phase centred on training and adoption, with tailored training sessions and a follow-up adoption review session to help the team embed HubSpot into their ways of working.
The result
IPCA came away with a HubSpot setup that felt clear, usable and aligned to the way their team actually works. Instead of navigating and starting with a generic CRM, they had a platform shaped around their processes, with the right structure in place to support cleaner handovers, stronger sales activity and more consistent reporting. Just as importantly, the team understood how to use it, helping them build momentum quickly and get greater value from HubSpot beyond launch.
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