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 responses to their queries and australia email list omplaints 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.
Best 2024 HubSpot
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 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 )
HubSpot resources
“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 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 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?
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