5 Things to Know Before Your HubSpot Onboarding
On this page
As user-friendly and powerful as HubSpot is, onboarding to a new CRM requires careful planning to be set up correctly.
Work with Growth's certified HubSpot experts to ensure your new CRM is set up effectively so your team can thrive with the new software.
In the spirit of service that Growth is known for, here are 5 questions to ask yourself and your team before your HubSpot onboarding journey.
- What’s your timeline?
- Who’s responsible?
- What software will you keep? What software are you phasing out?
- Where is your documentation?
- Is your data ready for HubSpot?
Let’s dive into why each of these questions is essential for a successful HubSpot onboarding.
What’s your timeline?
Your Growth team is committed to your onboarding timeline. Whether you need a quick setup or a more comprehensive implementation, we offer a series of onboarding options to fit your needs.- 6-Week Guided Onboarding: Perfect for businesses needing a swift set up.
- 12-Week Onboarding + Implementation: A balanced approach for comprehensive set up, implementation, and training.
- 16-Week Extended Implementation: Ideal for larger organizations or those with complex requirements.
Who’s responsible for HubSpot Onboarding?
In other words: who in your organization will oversee and participate in the HubSpot onboarding process? Appointing clear roles and responsibilities makes for an efficient onboarding and smooth transition to the new CRM.
We suggest appointing an onboarding leader and one or two supporting team members who will work closely with Growth on your onboarding project. Ideal candidates are experts in their role and department, able to learn and navigate new technology, and can dedicate sufficient time to the onboarding project.
What software will you keep? What software are you phasing out?
HubSpot is a powerful platform, but no single software can do it all (and that's okay!)
Take Canva, for example. Canva is great for creating graphics that can be used in marketing content, and while HubSpot integrates with Canva, it doesn't replace Canva's unique capabilities. This is an ideal software to connect with HubSpot.
Pro Tip: Make a list of everything in your tech stack. Growth’s HubSpot onboarding team can help you identify which software tools:
- can be replaced with HubSpot
- can integrate with HubSpot, and
- may be kept without connecting to HubSpot.
Where’s your documentation?
A key step in onboarding is configuring HubSpot to mirror your existing business practices. Sharing your assets and documentation allows your onboarding team to customize your Hubspot setup.
Here’s a list of business documents to share:
- Brand Kit
- Relevant SOPS
- Email templates
- Phone Scripts
- Customer Journey Flow
- Sales Process Steps
- Customer data you plan to import to HubSpot
Is your Data Ready for HubSpot?
Complete a thorough assessment of your database to ensure your records are clean, accurate, and ready for import to HubSpot. You may need to check multiple data sources, such as old CRM systems, spreadsheets, or email marketing tools. Learn more about preparing your data for HubSpot import.
By choosing Growth as your HubSpot Diamond Solutions Partner, you're gaining a dedicated team of experts who are committed to your success. Our onboarding and implementation services are tailored to meet your needs and maximize your HubSpot investment. Ready to get started or curious to learn more? Let’s talk.
Explore More Insights: Related Blog Posts
-
B2BMay 18, 2023Growth Marketing Firm
Key Takeaways from Growth Office Hours: The ABM Revolution
Account-Based Marketing (ABM) has emerged as an essential strategy as business increasingly gravitates toward...
-
B2BAug 5, 2022Growth Marketing Firm
Growth + Value-Driven Marketing - Spotify Podcast
Recently, Growth founder Chris Nault sat down with Elena Iordache Stoica to share real talk about all things...
-
Website DevelopmentApr 27, 2023Chris Nault
Growth Office Hours: Google Analytics 4 Overview
Overview: Date Recorded: April 25th, 2023 Topic: Google Analytics 4 Speaker: Chris Nault
-
Inbound MarketingOct 26, 2022Growth Marketing Firm
Top ABM Statistics + Why They Matter
As the demand for personalized marketing continues to grow, account-based marketing (ABM) has become one of...
-
HubSpotFeb 19, 2024Chris Nault
Revisiting the Flywheel Methodology in 2024: A Foundation for Sustained Growth
In the dynamic landscape of 2024, where competition is at its peak and consumers are more empowered than...
-
Sales EnablementSep 26, 2023Growth Marketing Firm
Is ABM the Right Fit for Your Business? Use Growth's Own Validation Equation
In the world of B2B marketing and growth operations, Account-Based Marketing (ABM) emerges as a solid...
-
B2BFeb 6, 2023Growth Marketing Firm
ABM Strategy: 5 Tips for Protecting Your Brand
Account-based marketing (ABM) is a highly targeted approach to B2B marketing focusing on specific accounts...
-
Discovery + StrategyJun 4, 2020Growth Marketing Firm
Discovery + Strategy Service: Setting the Stage for Client Success
(Last updated on August 4, 2022) Next to hard data, the most valuable piece of decision-making information...
-
Marketing StrategyJan 4, 2023Growth Marketing Firm
What's Ahead for Digital Marketing in 2023
After all the shifts in technology and commerce in 2022, it’s difficult to predict with any level of...