UniteX Co., Ltd. announces its selection as an IT introduction support provider for the 'Digitalization and AI Introduction Subsidy 2026'.
Following this selection, the company will strengthen its support system centered on HubSpot's Marketing Hub and Sales Hub.
UniteX provides comprehensive support covering business process design for CRM, SFA, and MA, as well as HubSpot configuration, data migration, internal adoption, and operational stabilization.
UniteX is a specialized organization for CRM utilization, primarily composed of former HubSpot employees and professionals from CRM vendors.
Rather than simply implementing HubSpot's features, UniteX designs business foundations based on best practices after thoroughly understanding each client's business domain, operational challenges, customer management methods, and sales and marketing processes.
Background for Strengthening HubSpot Implementation Support
Even when CRM, SFA, or MA systems are introduced, if they are not properly designed and governed according to actual business workflows, frontline adoption may stall, leading to unmet expectations.
In particular, when customer and deal information is scattered across multiple systems or spreadsheets, collaboration between marketing and sales departments becomes difficult, making it impossible to consistently track the journey from lead acquisition to deals and orders.
UniteX does not merely offer HubSpot configuration services. Instead, we support clients from pre-implementation business process analysis, data architecture design, and sales and marketing process design.
Our goal is to establish HubSpot not as a 'tool implemented and forgotten,' but as a sustainable business platform used across sales, marketing, and customer success functions.
HubSpot Implementation Support Offered by UniteX
To support the implementation and utilization of Marketing Hub and Sales Hub, UniteX primarily provides assistance in the following areas:
1. CRM Infrastructure Design
We design data structures to centrally manage customer information, company details, deal records, inquiry histories, and more.
After reviewing current management methods and workflows, we clarify who inputs, updates, and uses which information at what timing, and establish sustainable operational rules for frontline teams.
2. Marketing Hub Utilization
We support the design and configuration of essential marketing functions such as forms, landing pages, email campaigns, lists, workflows, and lead nurturing.
We build environments that capture lead attributes and behavioral history, enabling seamless handoffs to sales activities.
3. Sales Hub Utilization
We support operational design to visualize and standardize sales activities, including sales pipelines, deal stages, tasks, activity logs, quotes, and sales reports.
We streamline inconsistent case management and follow-up practices across team members, building reproducible sales processes at the organizational level.
4. Data Migration and System Integration
We support data migration from existing CRM, SFA, MA systems, and spreadsheet files to HubSpot.
Rather than transferring existing data as-is, we clean up redundant fields, duplicate entries, and inconsistent formats, redesigning the data into a state suitable for future use before migration.
5. Reporting and Continuous Improvement
We set up dashboards and reports to visualize sales and marketing activities.
We monitor post-implementation usage and results, supporting continuous improvements in input rules, sales processes, and marketing strategies.
Why UniteX's HubSpot Implementation Support is Chosen
1. Business and Process-Centric Design by Former HubSpot Employees
UniteX's greatest strength lies in its team—centered on former HubSpot employees—who design implementations after deeply understanding each client's business domain, operational challenges, and sales and marketing processes.
Rather than applying HubSpot features uniformly, we analyze:
- What value is being delivered to which customers
- What challenges exist in current sales and marketing activities
- Who uses customer and deal information, and how
- How to connect lead acquisition, deals, orders, and ongoing support
By combining deep product knowledge with practical experience in business process design, we implement HubSpot's best practices tailored to each client's operations.
2. Organizational Support System Independent of Individual Consultants
In CRM, SFA, and MA implementation projects, the quality of proposals and system builds often varies depending on the consultant's product knowledge, business understanding, and project experience.
UniteX avoids relying solely on individual consultants' experience for service quality.
As an organization led by former HubSpot employees, we share expertise in HubSpot, CRM design, sales, marketing, customer success, and business processes to drive projects forward.
We prioritize consistent quality and methodology across all projects, minimizing variability—what some call the 'talent lottery'—in service delivery.
3. Expertise as a HubSpot Gold Solutions Partner
UniteX is an official HubSpot Gold Solutions Partner.
With over 250 successful HubSpot implementations, we offer comprehensive support including system design, data migration, internal training, operational stabilization, and migration from other platforms such as Salesforce.
4. End-to-End Support Beyond Configuration and Setup
Merely completing HubSpot's initial setup does not guarantee meaningful results.
UniteX provides continuous support throughout the entire journey—from requirements gathering and business process design to HubSpot configuration, data migration, user training, dashboard setup, and operational improvement.
Our goal is not to 'deliver and leave' after configuration, but to accompany clients until HubSpot is consistently used in daily operations and drives improvements in sales and marketing performance.
Support Workflow from Implementation Design to Operational Stabilization
01. Implementation Design
We analyze the client's business, operational challenges, customer management methods, and sales and marketing processes.
We clarify the purpose of HubSpot implementation and the desired post-implementation state, then design the necessary features, data structures, and operational rules.
02. HubSpot Configuration and Build
We perform initial setup of Marketing Hub and Sales Hub, including property design, pipeline creation, permission settings, data migration, and workflow development.
Rather than simply digitizing existing workflows, we restructure them into more efficient and user-friendly processes before implementation.
03. Operational Stabilization and Improvement
We conduct user training, establish input guidelines, and build reports and dashboards.
Even after implementation, we monitor usage and results, incorporating frontline feedback to continuously improve operations.
About the Digitalization and AI Introduction Subsidy 2026
The Digitalization and AI Introduction Subsidy supports a portion of the costs for introducing IT tools that enhance operational efficiency and productivity.
With this selection, UniteX, as an authorized IT introduction support provider, will assist clients in selecting eligible services,
FACT BOX
- Source: PR TIMES
- Category: Partnership
- Organizations: HubSpot
- Dates in source: 2026
- Products / services: Marketing Hub / Sales Hub