HubSpot is one of the most renowned (if not the most renowned) customer relationship marketing (CRM) tools on the market, but that’s not everything that it offers. When used correctly, HubSpot can be the boosting power behind your inbound marketing program, and it sure does deliver great results.
While HubSpot almost certainly works for all businesses, the onboarding process can be quite daunting and even intimidating for some.
The following tips will make it easier and even more enjoyable for you to get started with HubSpot.
1. Don’t do it alone
The easiest and quickest way to get started with HubSpot is to work with an onboarding partner. Even if you have been in marketing all your life and have used HubSpot countless times, larger projects will prove to you that HubSpot onboarding is not a one-man job.
It’s always a good idea to have a team of experts within your organization working on the onboarding process to ensure optimal results. Alternatively, and more efficiently, you can choose to work with a HubSpot onboarding partner like RevPartners.
HubSpot onboarding done well increases adoption rates and makes sure that your new business starts off on the right foot or that your existing business reaches its maximum potential.
2. Don’t lose everything to save a little
An often common mistake is when businesses try to save as much money as they can during onboarding by skipping to pay for all the tools that HubSpot offers, only to lose more when they start using it. The fact is that HubSpot isn’t a cheap tool, so you have to be ready with parting with quite an amount of money for the best results.
The issue with skipping HubSpot’s tools and using alternative tools that come in cheaper is that you’re creating multiple points of failure. Rather than skipping some of the HubSpot tools to save a few coins here and there, you’d rather delay the onboarding process and get enough money to make sure that you get every tool that your teams will need when using HubSpot.
3. Use integrations
HubSpot is a great tool by itself, but it’s not the end-all-be-all for your sales and marketing needs. You will want to add more power to your HubSpot tool through meaningful integrations. Take advantage of the open API that HubSpot offers and a huge marketplace to give your better data and a seamless workflow.
Some of the most important tools that you should integrate into HubSpot include Gmail, Zoom, Hotjar, Google Search Console, Salesforce, Eventbrite, and Slack. Of course, there are lots of other tools to integrate depending on what you want to achieve.
4. Customize
A commonly underutilized benefit of HubSpot is its flexibility and customization powers. The creators of HubSpot were well aware that businesses have different needs, so they made it easier to customize the platform to suit a wide variety of business requirements and goals.
Thus, you can customize pipelines, deal stages, and the properties within your CRM to support your unique sales process. Have custom email templates for greater efficiency during communication and automated workflows for better productivity and time-saving.
5. Ongoing training and support will go a long way
HubSpot onboarding is a continuous process that is best done with constant training and support guiding the procedure. At the most basic level, HubSpot includes comprehensive resources such as courses, educational content, and even certifications to help you master the operation of the platform.
Make sure that you leverage these training resources to understand your CRM tool better and remain updated on the latest features and best practices.
It’s also advisable to team up with a HubSpot partner or agency for continued support and personalized guidance so that you can achieve your unique business goals.
There you have it
They may not seem like a lot, but the four tips mentioned above will catapult your success when using HubSpot. Remember to also set up your account correctly when getting started, and always prioritize customizing your tool to fit your unique business needs.
And since you may need some assistance when getting started, or along the way (maybe even after you are done), engage leading onboarding partners like RevPartners for unbeatable results.
