HubSpot is a powerful platform that offers a unified experience with its smart CRM and five hubs. It enables your teams to work closely and run successful business operations through streamlined workflows and automated tasks.
However, without a clear setup and optimization plan, even the best CRMs can become overwhelming tools that gather dust. This is where a HubSpot consultant helps. A consultant of HubSpot uses his expertise to help you, no matter if you are starting from scratch or looking to optimise an existing implementation.
If you are tired of the system chaos, messy data that no longer makes sense, and disengaged teams then it is time to seek help. This 101 guide on HubSpot Consultants will explain how they can help you out with HubSpot setup and optimisation.
Why is HubSpot Setup Not Always Easy?
HubSpot setup is not just a technical checklist but requires fine tuning of your business goals and processes with the platform capabilities. That is why, even though the CRM is an easy to use platform, with DIY or self-onboarding, many difficulties start to arise as your business grows.The key reasons why businesses find the HubSpot setup difficult include:
- Incomplete knowledge of the platform’s features.
- Not defining a clear strategy for HubSpot setup.
- Improper cleaning or not updating the data before its import.
- Reluctance of the team to use the platform.
- Lack of experience in handling workflows and automation tools.
- Inability to utilise the analytics dashboard effectively.
- No clear communication about certain terminologies (like SQL) and inefficient hand-off to the sales team.
Do HubSpot Onboarding Services Help?
HubSpot provides free resources to help its users onboard and use the platform effectively. The platform provides various tutorials, videos, and certification courses through the HubSpot academy platform. It is helpful for small businesses as they can use this DIY or self-onboarding service without paying too much.
In addition to this, HubSpot also offers guided onboarding of its platform through bootcamps. These bootcamps are hosted each month by HubSpot’s own team of experts to help you familiarise with the platform and how to use all its features. This guided HubSpot set up is helpful as you learn from the experts in HubSpot.
However, these HubSpot onboarding services require time and patience to understand the platform completely. Many businesses also face problems after onboarding once their business starts to grow.
A CRM consultant can help you out with these issues. They perform onboarding, train your employees, and troubleshoot any complications that may arise post onboarding.
Understanding the Role of a HubSpot Consultant in Setup & Optimisation
A consultant of HubSpot makes its setup and optimization easy by bridging the gap between your business goals and customising the CRM platform to achieve them. Their expertise is thus crucial to navigate HubSpot's vast expanse of tools.
Let’s take a look at the role of a HubSpot consultant in the successful setup and optimisation of HubSpot:
- Aligning and customising the platform to meet your business needs.
- Helping you stay updated with the latest features and utilising the platform to the maximum extent with their experience and expertise.
- Developing successful marketing, sales, and customer service strategies to maximise lead generation, conversions, and enhance customer experience.
- Training the employees to use the CRM and the HubSpot hubs efficiently.
- Enhancing successful collaboration amongst your teams and improving their performance.
- Offering scalable solutions that work effectively as your business grows.
Tips to choose the Right HubSpot Implementation Partner
When it comes to choosing your implementation partner, it is important to do a background check of what services they provide and their expertise. It is also an added bonus if they possess prior experience of working in your business industry.
Here are a few tips to help you choose the right partner for your HubSpot implementation:
- Check if they are expert at handling not just the CRM but all HubSpot hubs and the latest features like Breeze AI and its agents.
- Ask them about their onboarding, optimisation process, and how they tailor both to meet the business’s needs.
- Check if they provide ongoing support along with training the employees.
- Check out their case studies and customer testimonials to see how they’ve helped businesses to meet their goals.
- See if they engage in effective communication about their work processes and their alignment with your business values and objectives.
Selecting the right HubSpot partner can thus be the best decision you make for your business. They will do the heavy lifting for you and enable your teams to make the most of the CRM platform.
Takeaway
Setting up HubSpot shouldn’t feel like a chore nor should you have to play a tug of war with your team for its optimisation. Getting a HubSpot consultant on board helps your business by acting as a connecting link between your business goals and the platform’s capabilities.
At WeSimplifi, we ensure that your entire HubSpot journey, from setup, automation, to using the data-driven insights is smooth and strategic. Contact us to build a scalable setup that’s optimised for growth.
Don’t just buy a HubSpot plan, Utilise it to the maximum!
With WeSimplifi, you get a partner that does more than just the basic setup. We optimise the platform and unlock all its features, integrations, and insights- for a CRM that works with you for you.
Frequently Asked Questions
- Why hire a HubSpot consultant?
There are many reasons to hire a HubSpot consultant including successful onboarding, better utilisation of HubSpot tools, building seamless workflows, etc. A HubSpot consultant helps to optimise the platform so it aligns with your goals and enhances scalability. - What does a HubSpot consultant do?
A HubSpot consultant does everything related to the platform from its setup, building workflows, automating tasks, creating analytics dashboards, to training and troubleshooting any problems that a business faces. - Is HubSpot hard to learn?
HubSpot is a comprehensive platform whose basic features are easy to learn with the free resources. While completely mastering the platform needs focused efforts and time. Some of its tools may also require a good knowledge of coding. - How long will it take to learn HubSpot?
How long it takes to learn HubSpot depends on your current knowledge and experience. Its basic features can be learned in a few hours or days while applying this knowledge and mastery of the entire platform requires several weeks to months. - How to become a HubSpot consultant?
To become a HubSpot consultant, you have two options, either to become a ‘solutions provider’ or to become a ‘solutions partner’. The solutions provider is a comparatively low cost way to gain knowledge about the platform while a solutions partner gains a much deeper collaboration with the platform.
