Congratulations! After a lot of research, tool comparisons, and internal demos, you’ve finally gotten approval to purchase HubSpot. Now what? Now everyone, especially you, is hoping to see that the choice was worth it and that HubSpot will really help streamline processes and boost company results.
We invite you to breathe deeply and with relief, you can rest easy because HubSpot is a super powerful platform composed of:
- CRM: Save and manage all contact information
- Sales: Helps managers train salespeople and salespeople free up their time from administrative tasks and spend it connecting with their customers and potential customers.
- Marketing: automate lead generation and contact nurturing processes
- Service: Ensures that customers receive implementing hubSpot responses to their queries and complaints in a timely manner, ensuring their satisfaction
- Content: Manage website content, get all the metrics and best positioning practices
- Operations: Synchronize different sources of information, clean CRM data and automate processes.
- Marketplace: Integrate over 1000 tools into HubSpot (Shopify, Clearbit, Zapier, Google tools, Microsoft, and more) and access available resources such as email templates, landing pages, and more.
Photo credit: Rob Giglio.
Breathe a sigh of relief again because by choosing HubSpot you have:
- The best support team, available 24/7.
- An exclusive knowledge base to resolve any concerns about how to use the platform
- A community of HubSpot users to ask australia telemarketing questions and share user experiences.
- One of HubSpot’s most important resources is its community of certified partners.
- The HubSpot Academy that offers free lessons and certifications. (Pst! We invite you to check out our lesson created for HubSpot Academy on creating success stories with HubSpot )
“I” for Implementation, “O” for Onboarding
It is necessary to recognize that the implementation and adoption of new technology is a challenge, it requires time, experience, resources and above all a transformation of companies to accept this new way of doing things and be successful. In fact, HubSpot itself b2b sales challenges: smart segmentation and lead generation went from a standard onboarding model for all its users to one based on objectives, which worked for them to improve user adoption and then became a certification for its partners so that we are able to replicate this successful model.
By approaching a goal-based implementation and onboarding, we make sure to take our clients’ priorities as our own, define short-term goals, and obtain satisfactory results for all parties involved.
Dimensioning complexities
The simplicity or complexity of implementation and onboarding will depend greatly on the structure of the company, its procedures, the alignment of the germany phone number teams involved, the tools to be integrated, to name just a few variables.
We recommend that you ask yourself the following questions that can help you frame/dimension the complexity of implementing and onboarding HubSpot in your company:
- Who will use HubSpot in your company?
- What is the role of users?
- How many data sources do you need to migrate information from?
- Are the teams and access, viewing and usage permissions to HubSpot already defined?
- What is the process of handing a lead over to the sales team?
- What is your after-sales process?
- Current systems implemented?
- What metrics will be evaluated to decide whether the investment was worth it or not?
- Are all managers aligned on the metrics to be evaluated?
- What tools do you currently rely on?
- What processes do you want to automate?
- What timeframes do you have for implementation, onboarding and obtaining results?
Expectation vs. Reality, and how to bridge the gap
Ok, you’ve thought about it and you think you’ve got it figured out. You probably have a lot of expectations and are anxious to see the results. This is common and there are always expectations prior to implementation. Here we’ll tell you some of them and what you can expect.
Expectation 1: I can do it, I don’t need support.
Reality: This will depend a lot on the implementation complexity you face.
How to fix it: The best advice we can give you here is to be honest with yourself. There are a few variables that make implementation more complex, for example: the number of Hubs you deploy, the number of users you have to add to the platform, processes you need to implement, reports you need to configure, applications you need to integrate, and the list goes on.
Do you really have the time and knowledge to do it yourself or with the support of your team? If the answer is yes, go ahead. If not, you have an ecosystem of certified partners to rely on, and you can even rely on HubSpot itself and its academy to learn more about the modules and about recommendations on methodology and practical issues.