Our HubSpot Onboarding Services

 

 

How to Avoid The Biggest Mistakes with HubSpot

 

Get your Guide
BBA HubSpot onboarding

Discover perfect sales visibility & increased productivity with HubSpot

 

Work with our team to

Which option makes sense for you to get started with HubSpot?

 

 

So you've just purchased HubSpot  - Congratulations, you won't regret signing up for one of the most powerful yet user-friendly CRMs on the market!

But here's the thing: you may find yourself looking at the dashboard feeling a bit lost. Now you've got your hands on the wheel, how do you drive this powerhouse to get the best from it?

This is exactly why it's makes sense to work with a HubSpot Partner like BBA and our expert HubSpot consultants who can guide you every step of the way, understanding all the ins and outs of HubSpot and customising it to suit your needs perfectly.

 

HubSpot Onboarding 

Jumpstart your CRM with a fast, ready-to-go setup that includes comprehensive training and adoption to ensure you hit the ground running!

Our professional onboarding services are tailored to help you using HubSpot quickly. Together, we will create a personalised onboarding plan aimed at achieving your key objectives efficiently.

Our experts will design an onboarding plan for you based on:

  • Your priority goals with HubSpot
  • The size & complexity of your organisation
  • The HubSpot products you have purchased
  • Your current tech stack and how it integrates with HubSpot

Selecting a HubSpot Partner for your onboarding ensures that you're mastering its use in a way that aligns seamlessly with your business objectives. Additionally, with our continued support, you're not only prepared for a great start but also for sustained growth.

 

Onboarding HubSpot. Is it mandatory?

Yes, it's absolutely necessary to undergo the onboarding process. Its the best way to ensure you're leveraging the platform to its fullest potential.

This carefully planned  process ensures you get up to speed quickly, getting rapidly acquainted with all its sophisticated features and functionalities. This sets you on a path to immediately harness the full power of HubSpot.

 

Why Choose a HubSpot Partner for Onboarding?

First, lets start with explaining what a HubSpot partner means. It's a designation given to agencies that have been certified by HubSpot. This certification empowers these agencies not only to sell HubSpot products but also to implement and manage them effectively. 

HubSpot certified partners are more than mere suppliers. They're highly skilled professionals, thoroughly trained in the art of marketing, sales and customer service strategy. Their proficiency is supported by a series of certifications from the HubSpot Academy, guaranteeing they remain at the forefront of digital trends, methodologies, and in-depth HubSpot functionalities.

 

Deciding to Hire a HubSpot Partner

Deciding to team up with a HubSpot Partner is a strategic move that warrants thoughtful deliberation. It's not a one-size-fits-all solution. In many instances a partnership with a certified HubSpot agency can prove to be incredibly beneficial.

The success of such collaboration hinges on the unique demands, resources, and goals of your business. With deep expertise, efficiency gains, bespoke strategies, exhaustive support and precise ROI tracking, a HubSpot Partner stands out as a compelling option for myriad enterprises.

By choosing to work with a HubSpot Partner you're benefitting from a treasure trove of knowledge, strategies tailored to your exact needs and an unwavering commitment to your company's growth, positioning you to fully leverage the HubSpot platform to its maximum potential.
 

 

 

Give a man a fish and you feed him for a day. Teach him how to fish and you feed him for a lifetime

 

Onboarding HubSpot is about helping customers help themselves

Depending on which hub you are onboarding you'll work through a custom plan for your team. Lets take a look at what you can expect with Service Hub Onboarding as an example. Sessions will cover

  • How do your customers find answers to their questions?
  • How long on average are your customers waiting to hear back from you?
  • Does your knowledge base need to support multiple products, services, topics, or segments of your customers
  • Do your support and sales teams tend to answer similar questions over and over?

and also 

  • Understand how to import your existing knowledge base to HubSpot. Or if you don't have one how to start by creating one. 
  • Design your knowledge base to ensure it's optimises for Google search and of course customer satisfaction. 
  • Develop categories (and sub-categories) that make the knowledge base easy for your customers to navigate. 
  • Collect and implement feedback on your knowledge base to help you continuously improve it. 
  • Include your knowledge base at optimal locations on your website so that it’s easy to find. 
  • Learn how to add videos to your knowledge base to give customers a visual walkthrough.

This glimpse offers just a taste of the comprehensive onboarding you can look forward to.

 

HubSpot Implementation

This option is perfect for when your unique business needs and processes require a customised HubSpot implementation. We understand that addressing your customers and having the right reporting and visibility is crucial to meeting your requirements. Our team will ensure that every aspect of HubSpot is tailored to fit your business needs, from reviewing your sales process to creating sales playbooks and automation to custom properties. We work with you on the hand-on elements of the implementation.

HubSpot Integration

Enhance your quote-to-cash process with a specialised Systems Integration Project. Streamline accounting, provisioning, subscription management, and renewals effortlessly. Amplify your capabilities by seamlessly integrating with your ERP and other essential systems, achieving a seamless quote-to-cash experience that perfectly aligns with HubSpot CRM.

HubSpot Onboarding v HubSpot Partner Onboarding - What's the difference?

 

If you're looking to implement HubSpot for sales, marketing or customer service and want to get going with onboarding, you have a few options.

One option is to choose HubSpot's Onboarding Service, where you'll likely be assigned to a HubSpot employee or a partner agency. The onboarding process can last up to 90 days for Marketing Hub or 60 days for Sales or Service Hub.

During this time, you'll have regular calls with your onboarding specialist and be assigned work to help you understand and use the different tools within the platform.

Once onboarding is complete, you'll connect with HubSpot's Customer Success Team or a dedicated Customer Success Manager for ongoing support.

Another option is to choose a partner like Big Business Agency (BBA) for onboarding. With BBA, you'll have more time with your specialist.

As a HubSpot Certified Partner, BBA offers a more personalised and standardised onboarding experience compared to HubSpot. You'll have up to 90 days to onboard each Hub, and the onboarding can be done sequentially rather than concurrently, allowing you to prioritise which Hubs are most important to your business.

BBA also offers faster response times and additional services like HubSpot implementation, HubSpot integration with your mission critical systems, CRO Services, Sales Consulting Services, Automated LinkedIn Prospecting Tools and Ad Intent Data to name a few.

Ultimately, the choice between HubSpot's onboarding and partnering with a sales agency like BBA depends on your specific needs and preferences. Both options can provide valuable guidance and support starting with HubSpot and maximising its potential for your business.

We know setting up HubSpot can be a big undertaking. Our HubSpot experts will maximise the impact of your platform and help you gain confidence in using the platform in no time at all!

Set yourself up for success with our article on How to avoid a failed CRM project

 

How to Avoid the Biggest Mistakes with HubSpot   Get your  Complimentary download  

HubSpot onboarding

With HubSpot Onboarding, your team will need to do all the set up and configuration and will be guided by HubSpot on what to do in weekly onboarding sessions.

HubSPot Partner Onboarding

With HubSpot Partner Onboarding, your HubSpot partner will work with you on the configuration and set up with deliverables shared between your team and your HubSpot partner for a more collaborative, customised and speedy onboarding experience.

Sales Hub Implementation

 

Content Hub Implementation

 

Marketing Hub Implementation

 

Operations Hub Implementation

 

Service Hub Implementation

 

Commerce Hub Implementation

 

Discover Implementation Services

When you're looking for a solution that aligns with your unique business processes a customised HubSpot implementation could be the right fit. Find out how HubSpot can be customised to meet your business needs.

Discover Implementation Services
cog integration image

Discover Integration Services

Take things to the next level with integrations to your ERP to achieve frictionless quote to cash and CPQ abilities working in synch with HubSpot Smart CRM and the entire HubSpot Customer Platform

Discover Integration Services
2 cogs with arrow as integration symbol

Complimentary Download

 

CRM buyers guide

 

 

HubSpot ROI Calculator

 

Calculate the return on investment you could experience with HubSpot products based on aggregated data from 177,000+ HubSpot customers globally.


 
HubSpot Onboarding graphic
 

What is Marketing + ?

HubSpot Marketing Hub bundled with the new Content Hub (formerly CMS)  is an awesome, powerful combination - an all-in-one, AI-powered content marketing software that helps marketers create and manage content.

With new features like,

  • Content Remix for reformatting content
  • Brand voice tool for maintaining consistent brand messaging
  • AI blog post generator
  • Membership web pages
  • Landing Pages and forms
  • Video hosting
  • Smart Content
  • SEO and analytics and much more
HubSpot Logo for Marketing Plus

Check out the explainer video from HubSpot Academy

 

 

 

 

 

 

 

 

 

 
 

FAQ - Your Questions Answered