If you've just joined HubSpot' s Solutions Partner Program or are about to, it's important to know the first steps you should take as a HubSpot partner. The software offers a dashboard with a multitude of tools, but in this article we'll only talk about the first five you should set up. Let's get started!
Note: the images included are taken from HubSpot's "Solutions Partner Certification" course.
In the main panel of the Solutions Partner Program, the first tool you'll find is the "Customer List", which includes three main tabs and a consulting tab. Let's take a look at them!
On the other hand, you can also go to the "HubSpot Team" tab to access information about your two main contacts as a HubSpot partner:
An essential tool for a good partner experience is the confirmation links. With this option, your customers inform HubSpot that you have participated in the sale of software or the use of services. Remember that this action is essential for you to receive your commission percentage and your MRR credit. Follow these three steps:
ready! Now, when you make a sale or work as an administrator, send the link to your customer to confirm the collaboration. In the main panel you can check the status of each link and if your customers accept or reject it.
In order to receive MRR credits to level up your company, HubSpot needs to keep track of both employees logging into the software and customers. Therefore, it is very important to manage all accounts correctly. Let's see how to do it.
On the user settings page, link all employees in your company as partner employees. Now, to give them access to customer accounts, follow these small steps:
It is also possible to do the reverse procedure by clicking on a user and then on "Remove employee". On the other hand, you can include several employees at the same time, as well as link one of them to several clients from the "Summary" tab of the "Client list".
To make the link between your company and HubSpot effective, it is essential to carry out some legal tasks. This can be done from the "Account and invoicing" section and by clicking on the "Documents" page, where you can process the following formalities:
This tool helps you to organise all your work with the collaboration of your account manager and channel consultant. Here you can follow up on tasks such as campaign planning or delivery control, as well as manage onboarding processes.
To access the page, click on your user name and then on "Projects". Configure your projects, the employees involved in each of them, the tasks to be performed, the deadlines and reminders, and so on.
and these are the five tools! It is important that you familiarise yourself with them and with how the Solutions Partner Program works so that your experience is as satisfactory and enriching as possible. If you need help or more information, you can contact us: at OCCAM we will be happy to advise you through our experience as a HubSpot partner.