Let’s say you want to build a new website for your business. Or maybe you’re trying to establish a centralized location in which you can store and manage your customer information or assess your marketing efforts. All this and more is possible with HubSpot, but even though it’s a powerful tool for business operations, it’s not necessarily easy to set up.
If you’re thinking about acquiring HubSpot for your business and you’re worried you don’t know where to start, keep reading this guide to get an idea.
What’s HubSpot Onboarding?
Before getting started on any process in the onboarding journey, it’s important to understand what HubSpot onboarding is all about. In simple terms, HubSpot onboarding is the step-by-step process of configuring your HubSpot platform as per your business and training your employees on how to use it so you can get maximum benefits.
In most cases, it helps a lot to work with an outstanding HubSpot onboarding agency to get technical and strategic guidance during the onboarding process. By joining forces with experts, you increase your chances of getting the steps right and reduce the time it takes to see real results from your new investment.
HubSpot Onboarding Guidelines
When setting up your HubSpot platform, the following steps will increase your chances of success:
1. Create Enough Time
Processes such as HubSpot migrations can be quite time-consuming, and that’s not all you have to plan for. Other undertakings such as training employees will also require you to set aside some time. So make a reliable time plan and make sure to factor in unprecedented components.
2. Get All the Tools You Need
HubSpot is a vast platform with a variety of tools to meet various business needs. Since you’ll have assessed your business to determine the areas that need improvement, make sure you get all the tools you need to create a smooth-running unit that will help you attain your goals.
You may have to add a couple of tools that you won’t start using immediately but that will come in handy as your business grows.
3. Set up the Different Accounts
Your initial configuration of the HubSpot platform should begin with creating all the accounts you need for different users and configuring them to your desire. HubSpot gives you enough leeway when it comes to customization, so leverage that to create a tool that delivers the experience you’re looking for.
4. Integrate Auxiliary Tools
There’s no doubt that HubSpot is a great tool by itself, but it’s far from being the all-encompassing solution your sales and marketing team requires. Luckily, different integrations can make your HubSpot investment the powerful business tool it should be.
Make sure to take advantage of these integrations to build as much functionality from your HubSpot platform as possible.
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5. Create a Backup of Your Data
Time will come during the onboarding process when you will have to switch your data from the CRM, CMS, and other management tools you’ve been using. When that time comes, you’ll want to be sure that you can switch back and recover your data so you can try again if something goes wrong.
So, make sure to back up important data such as customer databases, generated reports, document templates, user documents, and more to be safe.
6. Invest as Much Time as Possible in Training
Though HubSpot is quite easy to use, you’ll want to see to it that your team is well-trained and ready to tackle any challenges that arise. In addition to offering great tips and guidance during the entire onboarding process, the importance of a HubSpot onboarding partner would come in pretty handy here.
Besides, most onboarding partners will offer continued support even after your platform is up and running. That’s a great benefit since HubSpot onboarding is a continuous process that doesn’t end until you master the platform fully.
Get Started With HubSpot the Right Way
Setting up your HubSpot tool sounds like a lot of work, but it’s not difficult when you have the right people to help. The team at RevPartners understands that the end of the onboarding process is just the beginning of a learning curve.
With the knowledge and experience that these experts possess, you can be sure they will equip you with everything you need to transform your business through HubSpot.
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