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.

HubSpot onboarding

Walking you through the process

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Preparation

Our own research coupled with some in-depth interviews with key stakeholders in your business will kick-off the process.

Workshops

We’ll immerse ourselves in your business with a series of workshops – only by understanding all the components can we help and advise you. 

Strategy time

A bespoke strategy will be created for your business, demonstrating clearly how we’ll implement the HubSpot platform to address your specific needs.

CRM implementation

Next, we’ll start the implementation by populating your CRM with your data and mapping your sales process within HubSpot.

Integrations and automation

If there are any additional tools to connect to your CRM, well get it done, and then we’ll build in any automation to cut out unnecessary work for your sales teams.

On-going support

It’s important your team make the most of HubSpot so we’ll work with them on training and on certification.

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.

We’d love to chat!

If we sound like the type of agency you’d like to work with, give us a call. We love a chat! If you’re busy right now, drop us a line here and we’ll come back to you, no problem.

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