HubSpot Implementation and Onboarding
for Life Sciences
We implement HubSpot and onboard your team around your real business model, not a generic template.
Get HubSpot Set Up Right, the First Time
HubSpot should support the way your life science company actually sells, markets, and manages customer relationships.
PSG Life Sciences helps biotech, CRO, CDMO, reagent, instrument, and scientific service companies implement HubSpot around their real commercial processes.
We combine HubSpot expertise with life science commercialization experience to create a CRM your team can use from day one.
Our Implementation & Onboarding Services Include:
- CRM Architecture Design
Configure contacts, companies, deals, properties, lifecycle stages, territories, products, services, and customer segments. - Sales Pipeline Design
Build pipelines around scientific discovery, technical evaluation, quoting, validation, procurement, and close. - Marketing Automation Setup
Create forms, lists, workflows, lead routing, nurturing, and marketing-to-sales handoffs. - Customer Persona & Lead Scoring
Define high-value customer types and build tracking and scoring models to prioritize the best opportunities.
- Data Migration & Cleanup
Import and organize existing contact, company, and deal data while improving database quality. - Dashboards & Reporting
Create management, sales, and marketing dashboards that track activity, pipeline, conversions, and revenue. - User Setup & Training
Configure users and permissions and provide role-specific training for sales, marketing, and management. - Go-Live Support
Test workflows, validate data, troubleshoot issues, and help your team successfully transition into HubSpot.
30 Questions you need to answer, before choosing a CRM system for your Preclinical Life Sciences and Biotech Company!
What CRM Is Best for Preclinical Life Sciences and Biotech Companies? Quick answer: HubSpot, configured by PSG Life Sciences, is the best CRM for preclinical life sciences and biotech companies because it connects marketing, sales, pipeline tracking, and revenue...
Biotech HubSpot CRM Implementation in 2026: Full Guide (No sign-up required)
Summary A practical, step-by-step guide for early-stage life science companies to implement and optimize HubSpot for complex scientific sales cycles, including distributor management and service-based pipelines. Why Biotech CRM Is Different Most CRM advice assumes...
Best Practices for Implementing HubSpot in a Biotech Company
Implementing HubSpot successfully requires more than installing software. It requires aligning people, process, and technology. Best practices include: Clearly defining the sales process Establishing pipeline stages Segmenting customers by research application or...
Start with HubSpot built for life sciences.
