HubSpot has continued to cultivate its CRM into a powerhouse for online businesses. Its Sales Hub helps sales teams fine tune their life cycles, its marketing CRM streamlines marketing processes, and the list goes on. As professionals with several HubSpot certifications, we know the benefits that come with HubSpot onboarding. The first time you scroll through your HubSpot portal, the endless potential is very apparent. Even when you’ve decided that it’s time to take a leap into the HubSpot world and begin implementation, you most likely still have some lingering questions. No need to worry, we’ll walk you through the answers to some of the most common inquiries when it comes to HubSpot implementation.
What Is HubSpot Onboarding and Implementation?
Let’s start with the basics– what does it mean to implement HubSpot? The main draw to HubSpot is that it boasts an all-in-one CRM. Your company may currently be using a separate sales, operations, and marketing CRM to conduct business. That’s 3 separate platforms you’re continuously juggling to run your daily business affairs. While it might be working for now, there’s no doubt that it’s slowing you down. HubSpot is a solution to the jumbled mess that results from having your processes spread across numerous platforms. It gives you the ability to condense all of your systems into a single, centralized location.
HubSpot onboarding and implementation is the process of moving all of the information from your old CRM (marketing CRM, sales CRM and/or others) into a single “container.” This container will conduct and track communication for your team and clients moving forward.
Where Does My Business’ Current CRM Information Go During HubSpot Onboarding?
Once you’ve decided to implement HubSpot, you’ll need to find a solutions partner that holds HubSpot certifications. 245TECH is well versed in HubSpot certifications and onboarding. We will make sure your process is a seamless one.
We will make a discovery call to gather all pertinent information about your business’ current processes, platforms, data, emails, and more. If it’s currently a part of your daily operations, then it’ll surely be a part of your upgraded CRM. This conversation will be a deep dive. The most successful implementations result from excellent groundwork, and knowing exactly how your company currently runs will help us craft the best design for your new CRM.
What Questions Will I Be Asked During a Discovery Call?
You can expect to hear questions such as:
- What are your goals with the HubSpot CRM?
- How does your team communicate its leads to the sales team?
- Which processes do you wish were more efficient?
- Which tools do you find most valuable in your current CRM?
…and more. From there, it’s time to get down to business and start rebuilding, upgrading, importing, and transforming your CRM via HubSpot.
How Will I Learn To Use HubSpot?
There’s no need to stress about dealing with a new, unfamiliar platform. There will be a small learning curve once you first land in your HubSpot portal, but it won’t be anything you can’t handle. We make sure that the UI/UX inside of your new CRM is intuitive. We know user-friendliness is important, so we integrate several features into your CRM to guide your learning process:
- Set-up wizard
- Detailed walkthroughs
- In-app guidance
- Integrated tips
- Information banners
- Visual references
- Resource center/Chatbot
The set-up wizard will be your initial guide to get started with setting up your HubSpot portal. It will guide you through what’s initially needed to get you started within the CRM. Detailed walkthroughs will go in depth for more refined processes that require more explanation, such as your new sales pipeline. In-app guidance is provided for all new features and may be toggled on or off.
Integrated tips pop up to remind you where to click, what the feature’s function is, and other helpful reminders. Informational banners will appear to describe a process or procedure. Visual reference will show you what type of information to place within a specific area within the platform, if it’s currently empty.
Finally, the resource center will act as an FAQ that provides autonomous guidance if you’re having trouble with a certain feature. You can enter your question into the FAQ, read through the answers, and come to a resolution without the need for additional guidance. The chatbot acts as an interactive resource center. You can enter your inquiry into the chat and wait for the bot to offer a solution. It will either offer a correct solution to your problem or redirect you to the best resource to get answers.
HubSpot Implementation Helps Your Business Grow
Implementing HubSpot is one of the easiest ways to take your business to the next level you’ve been searching for. It helps reduce the time it usually takes to complete your current processes, centralizes communications and data, and is always improving with new features. Get started with your HubSpot onboarding journey today by reaching out to our 245TECH team! Call us at (865) 465-4040 or read more on our website.
