HubSpot onboarding and implementation

Getting you started

HubSpot CRM

Onboarding the right way

Only when there’s an understanding of your unique business challenges, your customer life cycle, your sales processes and where there’s potential for automation, can a HubSpot implementation and onboarding plan be put together for you. Once you’re happy with the plan, we’ll make it happen for you.

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HubSpot onboarding

Walking you through the process

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Pre-Onboarding phase

Get the party started…

Time to lay the groundwork for a seamless transition. We delve into thorough research, gathering insights and information tailored to your business. By investing time and effort into the pre-onboarding phase, we set the stage for a productive and successful onboarding journey, empowering our team members to hit the ground running from day one.

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Onboarding phase

It’s all kicking off!

This includes the all-important kick-off meeting. We’ll present our winning strategy, comprehensive onboarding plan and the key HubSpot projects that address your sales and marketing priorities. You’ll have access to dedicated workshops for your team and have regular check-ins to discuss ongoing training needs, and project progress. Bi-weekly meetings are the sweet spot to keep everyone aligned!

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Configuration & Implementation

Migration station…

Time for the technical work. Migrating data from current databases (or Excel spreadsheets – we know how it is!), cleansing data, creating the relevant sales cycle steps, implementing domain tracking, and reporting frameworks. This is also the time to learn about your sales process, create buyer personas and continue progressing with your key projects.

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Training & Development

Because that’s where growth happens…

Time for a progress check. Are there any barriers to success and how can they be removed, or do we need to change our strategy? We’ll analyse the Platform Engagement Index to gain an understanding of how embedded the use of HubSpot is in your organisation and point you in the direction of the right training materials.

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Ongoing Support

We’ll be there….

By now, we can now identify whether your Hubs are driving value and make further recommendations. We’ll inform you of any new HubSpot features and releases that you could benefit from and start the implementation. Our support continues throughout your time with us, and should you ever have any questions about your HubSpot Hub or account – we are on hand!

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Retention & Growth

Let’s go!!!

Now that the foundations are laid correctly, it’s time to scale your inbound marketing – growing traffic and driving leads. Using HubSpot campaigns, email marketing, landing pages and live chat, your website will be primed and ready to offer plenty of conversion points for each stage of the funnel, allowing us to implement reactive and proactive campaigns together.

Questions you may have

If you’ve got an old legacy CRM system, or one that’s no longer fit for purpose, now could be the time to consider a switch to a HubSpot platform. Combined with a flagging marketing performance and sales and marketing teams that are not on the same page, could equally make a compelling case for considering this too.

You’re going to need a team that becomes a natural extension of your own team – bringing with it all its HubSpot knowledge and experience to really maximise your inbound approach and allow your sales and marketing team to learn, absorb and ultimately love what they’re doing with this all-in-one platform and all its incredibly simple but effective features.

Why use us?

If you’ve got an old legacy CRM system, or one that’s no longer fit for purpose, now could be the time to consider a switch to a HubSpot platform. Combined with a flagging marketing performance and sales and marketing teams that are not on the same page, could equally make a compelling case for considering this too.

What is HubSpot?

HubSpot is the name of the American developer and marketer of software products used for inbound marketing, sales and customer service. It provides tools for social media, content management, web analytics, landing pages, customer support and SEO. It has been described as the best ‘marketing solution’ for combining many tools into one package – an all-in-one approach.

It offers a free entry-level package and when clients become partners, they automatically get access to HubSpot’s online training platform and its digital marketing training programmes. There are several levels of products and which one is right for your business will depend upon your specific needs and established processes.

What are the benefits of using HubSpot?

It’s becoming an increasingly important tool for business, not least because as a CRM system, it’s extremely simple and easy to use. Everything sits together in the same interface, making it ideal for both sales and marketing teams to access and use as one.

What is HubSpot onboarding?

It’s quite simply, the process of setting up and getting started with your HubSpot package. But, to get it working at maximum optimum for you from day one, it needs a plan that is 100% tailored to your business and it’s growth strategy. This is not an off-the-shelf solution, the secret comes in building an onboarding and implementation plan that is going to bring you inbound success from the outset.

What are the benefits of guided HubSpot onboarding?

Guided HubSpot onboarding means you get hands-on support from experienced onboarding agencies such as ourselves. It’s our job to take on responsibility for the entire onboarding and implementation process, making it as smooth and easy transition for you with zero business interruption.

Why our team?

You’re going to need a team that becomes a natural extension of your own team – bringing with it all its HubSpot knowledge and experience to really maximise your inbound approach and allow your sales and marketing team to learn, absorb and ultimately love what they’re doing with this all-in-one platform and all its incredibly simple but effective features.

Is HubSpot onboarding mandatory?

It is if you’re the kind of business that wants to use this platform to help you fulfil your goals and expectations. You’re going to need support with whichever HubSpot package or products suites you purchase. For instance, support is necessary to help you and your team understand how to navigate all the platform features and how to use it to its fullest potential to help you get the results you need. There’s nothing more frustrating than having the tools and not knowing how to get the most out of them. In our eyes, that feels like a wasted investment.

Can HubSpot integrate with other systems?

Yes it can with many. It has integration features for Salesforce, Microsoft Dynamics and Netsuite, amongst others. It’s platforms also integrate with Microsoft Office for Windows, Gmail, Google Workspace and other software.

How much does HubSpot onboarding cost?

Much depends firstly upon which HubSpot package you decide to purchase for your business. The costs associated with the onboarding process will be down to the time and technical expertise required to ensure everything is set up correctly and running smoothly for your internal team to use. As explained in our own onboarding process, this could involve workshops and training too. It’s essential your team immerses itself fully into the platform and all it has to offer and this way you will truly get so much out of it.