Introducing a new CRM platform like HubSpot can be a game-changer for your business, offering a wide range of tools and features to drive growth and streamline your marketing, sales, and customer experience efforts. However, a successful onboarding process is crucial to ensure a smooth transition and maximise the value of the platform.
In this blog post, we will explore the steps involved in HubSpot onboarding, address common questions, highlight the differences between Struto and HubSpot onboarding, discuss the recommended HubSpot onboarding sequence, and shed light on additional services beyond onboarding.
What are the steps to onboarding?
HubSpot onboarding typically follows a structured approach when it comes to the onboarding experience:
1. Discovery and planning:
Understanding your business objectives and planning out the implementation tasks in your portal.
2. Onboarding sessions:
A guided approach to show you how to navigate the portal, which features and functions to use and for which use cases.
3. Ongoing support & best practices:
Your onboarding specialist will be available to answer any questions you may have and provide you with best practices for any strategies you implement in your portal to ensure that you are using the platform to its full potential.
4. Wrap Up:
This is the final stage in your onboarding experience. Your onboarding specialist will hand you over to your HubSpot Customer Success Manager for any ongoing support.
Do I have to do onboarding? Can I onboard myself, and you just check?
While it is possible to onboard yourself with HubSpot, it is highly recommended to leverage the expertise of our onboarding specialists. They possess in-depth knowledge of the platform and can guide you through the process, ensuring best practices and maximum utilisation of its capabilities.
The actual onboarding sessions are critically important because our onboarding specialists collaborate closely with your team, providing personalised guidance and support.
What's the difference between Struto and HubSpot onboarding?
Struto is a HubSpot Solutions Partner that specialises in accelerating the onboarding process. While HubSpot's onboarding is comprehensive, Struto offers a quicker and more accelerated approach. Struto's expertise lies in delivering extensive knowledge and skill transfer, helping your team become proficient in using HubSpot efficiently.
Additionally, Struto can assist in integrating HubSpot with other systems, assist with portal audits to ensure your portal usage is optimised, data migration, streamlining your workflows and enhancing the overall customer experience.
Working with a solutions partner offers a more personalised experience and the opportunity to work with an expert who takes the time to understand your unique business well into the future, not just at onboarding stage when you’re still finding your feet with the platform.
Do you support all the hubs? Which hub should be onboarded first?
HubSpot offers a suite of hubs, including Marketing Hub, Sales Hub, Service Hub, and CMS Hub. The choice of which hub to onboard first depends on your company's goals and objectives.
It is advisable to assess your specific needs and prioritise the hub that aligns most with your immediate requirements. However, many businesses choose to start with the Marketing Hub as it forms the foundation for inbound marketing strategies.
Access to your HubSpot portal?
To provide effective onboarding, we will require access to your HubSpot portal. Granting access allows us to set up your onboarding projects and provide hands-on guidance throughout the onboarding process. Rest assured that Struto takes data security and privacy seriously and ensures the confidentiality of your information.
We're a multi-location company, so how would you onboard us?
Our onboarding services are designed to cater to businesses regardless of their location. Onboarding can be conducted remotely, leveraging virtual communication channels and collaboration tools.
Your Struto Onboarding Specialists are experienced in working with clients across various time zones, ensuring seamless communication and assistance. If available resources permit, on-site onboarding can also be arranged to provide a more personalised experience.
Do you do more than just onboarding?
Yes, we do web design, integrations, data migration, platform configuration and provide comprehensive training sessions for your team members to familiarise them with HubSpot's features and functionalities.
Conclusion:
HubSpot Onboarding is a pivotal part of the HubSpot CRM adoption experience; from data management to marketing to sales and overall operations.
Allow Struto to be your personalised guide to facilitate integrating HubSpot within your business operations with the option to access a range of additional services relevant to your ongoing HubSpot journey.
