Imagine you travel to a new city without the knowledge of your way around it. Although you may try, you won’t be able to experience everything the city has to offer. Similarly, before setting forth to use HubSpot, it is essential to learn all that this CRM platform has to offer.
This is done through the onboarding process. You may try to onboard HubSpot yourself (through its free resources), but it is too time-consuming, which is why it is important to seek the help of a HubSpot expert. Wondering how exactly they will help? We will discuss it all in this blog.
HubSpot is a user-friendly software that offers solutions to unite all business activities (sales, marketing, and service) in a single platform. Its comprehensive features might however be too difficult to comprehend for a first time user. This is where the HubSpot onboarding process comes into play.
Onboarding HubSpot is a necessary rite of passage that every new user must go through. It makes the user familiar with all its features and trains them how to utilise the platform for running smooth business operations.
Onboarding HubSpot is not a simple, one-day process but involves getting to know the platform completely to maximise its utility. You can either try onboarding yourself, through HubSpot's specialists or seek the help of a HubSpot partner agency.
Let’s take a look at the brief overview of each method:
Self-onboarding is a DIY method of onboarding HubSpot. It can be done by using the free resources present on the HubSpot platform including courses, training, and tutorials. It is suitable for small businesses or those with an in-house expert in their team.
This process however is a very time consuming one that requires your team to take out time from their busy schedules. It needs dedicated efforts and consistency to familiarise yourself with the entire platform.
The second method of onboarding HubSpot is to use their team of specialists. HubSpot hosts various bootcamps each month to mentor businesses on onboarding with a 365 day access to all bootcamps.
It provides a more personalised approach than self-onboarding. This guided onboarding however does not offer extensive customisations which may be a challenge for growing businesses.
Getting a HubSpot Partner Agency to onboard the platform is the ultimate method for onboarding. It is best suited to businesses looking to customise the CRM platform to fit their needs.
This partnership does not just help you onboard but also offers tailored training to all your employees. It ensures that your employees know all the ins and outs without compromising on their day-to-day tasks.
Onboarding HubSpot is a very extensive process that takes months to complete. It involves various steps like migrating the data from your previous system, mapping it to fit the fields in HubSpot, and ensuring a seamless workflow that is automated for efficiency.
Getting all this done without prior knowledge is definitely a challenge for most businesses. Let’s understand better what other issues businesses face when it comes to onboarding HubSpot. These include:
These challenges are just the tip of an iceberg, without any guided support, the business may face a major setback in their operations and may end up spending more without any substantial gains. To avoid this worst-case scenario, it is wise to seek collaboration with a Partner Agency.
At WeSimplifi, we streamline everything for a seamless onboarding experience. One that is aligned to your business operations, we also offer assistance in easy adoption of the platform by your entire team.
HubSpot has a hierarchy of Solution Partners that offer assistance in onboarding HubSpot. A Platinum Partner Agency like WeSimplifi has its own team of in-house HubSpot experts who have years of experience working with different businesses. They can prove to be an invaluable asset for your business growth.
Let’s take a peek at why HubSpot onboarding services by a partner agency is the best decision for your business.
When you do something every day you are bound to learn everything there is to know about that task. Similarly, a partner agency with its years of working with HubSpot knows the entire platform like the back of their hand.
This expertise can help your business to stand apart from the competition. Streamlined workflows and a unified view of all customer interactions is a gold mine that a business can leverage to grow exponentially. With an expert you won’t have to spend months learning the platform and still doubt whether you are getting it right.
With the guidance of a HubSpot consultant your team won’t have any setbacks. They will work like a well-oiled machine with the customised implementation and the tailored onboarding experience.
Customising the onboarding process will enable your team to adopt the platform with ease. They will be able to leverage its powerful features to perform their daily operations efficiently and make the most out of the platform.
Scalability is crucial for any business which is looking forward to growing. Meeting the increasing needs of an expanding user base is not an easy task, onboarding with a partner is a big win here too.
A partner agency does not onboard you one-time but stands with you through every step of the way and offers guidance and support as you grow. They offer scalable solutions for your business so you never lose any progress.
HubSpot offers powerful integrations with thousands of third-party apps through its app marketplace and APIs. A partner agency helps you to integrate the existing apps that your team uses with the HubSpot platform.
This presents you a unified view of all business operations and fosters better collaboration amongst users and employees.
The cost of onboarding varies according to the platforms you subscribe to and the extent of customisations you seek. But with the enhanced utility of the platform and a tailored approach throughout the CRM, you gain maximum ROI.
This strategic partnership with a HubSpot consultant is thus a cost-effective investment for any business.
Getting all your employees to adopt the platform and learn its ins and outs is challenging for any business. At WeSimplifi, we support your team not just with the entire onboarding process but long after its completion, too.
We allow your team to seek guidance from our experts any time they face an issue within HubSpot. This empowers your team to focus their efforts in utilising it efficiently without worrying about any setbacks.
From the above discussion it is quite clear that onboarding with a HubSpot expert is the best decision you can make for your business. If you still have any questions you can reach out to WeSimplifi here for customised onboarding and CRM migration solutions.
HubSpot is a powerful platform that unifies all business processes in a single tool, onboarding and implementing it right is yet another story. Most businesses that onboard themselves, fail to achieve maximum utility of all that they’ve paid for in Hubspot. This necessitates seeking help from an expert.
At WeSimplifi, a successful Platinum Partner Agency, we streamline and customise the entire onboarding experience for your business teams. So you scale efficiently without any hiccups on the way.
HubSpot Onboarding includes various steps to familiarise the user with the platform and its features. It is a comprehensive process that includes setting up goals, migrating data, setting up workflows, and integrating third-party apps, etc.
Objective based onboarding in Hubspot is a tailored approach to onboard HubSpot. This experience is customised to meet the specific objectives and goals of the user which is in stark contrast to the generic onboarding that does not offer the same unique approach.
Yes, Hubspot onboarding services can definitely help small businesses to grow. It will enable them to utilise the platform quickly and efficiently to streamline and automate their workflows so they can gain maximum conversions. It offers a scalable growth solution for small enterprises.
Although onboarding is not a strictly necessary process, it is an important step to implement HubSpot. The onboarding process is aimed to acquaint all new users with the platform and the comprehensive tools it offers. It helps them to understand and utilise the platform effectively.