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Why buy HubSpot onboarding CRM?

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are you a new HubSpot customer, are you thinking of signing up for a new service or are you not sure which one to choose?

HubSpot is designed to be simple and easy to use, but the setup and first steps of getting started with the system can be a challenge if it's your first time using the services.

This is why HubSpot has created its onboarding services.

what exactly does HubSpot's onboarding service consist of?

we tell you all about it here!

what is HubSpot onboarding?

HubSpot Onboarding is the process through which a HubSpot partner or HubSpot provides advice and training (both strategic and technical) to configure and use one or more HubSpot modules depending on the needs and objectives of a company.

As HubSpot has several modules or Hubs, the following are available:

  • Onboarding procedures for each of these modules.
  • Onboardings that cover all Hubs or a selection of them, depending on what each business requires.

It can be said that HubSpot Onboarding provides everything you need to get your company on the right track, through specific functionalities of the tool and specific actions adapted to each business.

why buy HubSpot onboarding for your company?

When you purchase any of the paid versions of Hubspot, you must complete the onboarding process.

This way, if your company or team is going to start setting up HubSpot and has no previous knowledge or experience with the system or inbound marketing strategies, it will take a long time to get it working properly and take advantage of the benefits of the tool and the process. This can be enough to demotivate the whole team and send the project to failure. HubSpot has several modules, different levels and different features in each level, so understanding how each one works can be a complex task if you don't have the necessary means.

For example, if your company wants to use HubSpot CRM in conjunction with Sales Hub to better serve prospects and follow up with them, and doesn't know how to do it, the process of figuring out, learning and adjusting all the features can be time-consuming and frustrating.

This is where HubSpot onboarding comes in - an experienced professional will guide you through a documented strategy that will help you get the results you want.

If we take a closer look at the importance of proper onboarding, we'll discover things that go beyond implementation:

  • Recovering and making a return on your investment.
  • Preparing and organising everything you need to take the necessary actions.
  • Understanding which options (and actions) of the tool play a major role in achieving your objectives.
  • Learn how to configure and use the tool.
  • Avoid delays (and financial losses) by getting the platform up and running as soon as possible.
  • Help your teams to improve their performance and achieve success.

The strategic orientation will allow you not only to adapt the platform to your current situation in order to reach your business goals faster, but also to successfully apply HubSpot Inbound Marketing.

Things to consider before starting HubSpot onboarding

The first and most important thing before starting with the onboarding of your company is to know your company and its needs. What are your goals and processes?

Objectives you want to achieve

It is essential to know all the goals your company wants to achieve, because this way you will be able to find out more easily which modules or Hubs your teams need. And also which are the best functionalities for each task. As an example:

  • You have a good conversion rate and you want to increase sales - in this case, the best option is to connect the information of the marketing and sales teams.
  • Your goal is to improve customer service - in this case, make sure you install tools that allow you to automate the contact process with each prospect or customer.
  • Your goal is to better organise your contacts and know when you have interacted with them. HubSpot's CRM support is the best option.

Each functionality responds to a specific need that will help you achieve specific goals.

Company size

The size and complexity of your company will also influence how you integrate HubSpot features and which tools to prioritise.

The larger the company, the more difficult communication between teams becomes, so work to reduce friction and simplify data synchronisation.

In the case of a smaller company, your employees are likely to be overloaded with tasks that can be automated. As a result, you should prioritise work on reporting, analytics, chatbot activation, emails and automated tasks - all to improve the process of interacting with your prospects and customers.

Services you have contracted

A thorough onboarding should include detailed advice on the features of the products and plans purchased, only then you will be able to take advantage of the full potential of this platform, as the onboarding process of HubSpot Marketing Pro differs from that of Service Hub or any other Hub.

It is also crucial to keep in mind that certain plans have limitations in terms of the amount of information that can be managed, filters and automation capabilities.

Onboarding will help you understand what you can do with the module and level of HubSpot you have signed up for, as well as help you tailor your plans to your company's specific needs based on your budget.

Technologies you want to integrate with HubSpot

One of the main advantages of HubSpot is its ability to integrate with other platforms. As a result, knowing if the platforms you already use can be correctly synchronised with HubSpot will be very useful.

Being able to connect HubSpot with other tools brings the best features of each tool into one place.

what is the HubSpot onboarding process like?

The HubSpot onboarding process can be done in different ways. To be more specific, there are two ways:

  • Directly access HubSpot's Onboarding plans: this is an additional service offered by this platform for each module you hire.
  • Use Partner Agencies (such as Occam) to help you integrate this platform: they will help you identify the specific needs of your company and will be able to offer you additional Onboarding services.

No one option is better than the other on its own, but good configuration and advice on the onboarding process can make it easier and quicker.

Who to do HubSpot onboarding with

If you are not familiar with the HubSpot platform, onboarding can become a more complex and time-consuming task.

A specialised partner has the necessary experience and methodology for HubSpot onboarding, but can also support you in other aspects that even you yourself did not know your company needed, for example, ensuring a deeper knowledge of the company's buyer persona, what their concerns (pains) are, what the stages of the buying journey are, how to start with an inbound strategy, what automations can be implemented in each case, how to optimise conversions, how to reduce customer churn, etc.

All of this contributes to the development of a viable strategy that is fully in line with the deadlines.

If you need help to start the HubSpot onboarding process in your company, contact us and discover a new range of possibilities.

we will be happy to help you!

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