Choosing the right CRM for your company can be difficult. I’m kidding, it’s easy. Just use the best, HubSpot! HubSpot offers a wide array of tiering and hub options. These hubs can be purchased bundled together via the HubSpot Growth Suite or individually. One of the most popular options is Sales Hub.
For a seamless transition to HubSpot, explore RevPartners’ comprehensive HubSpot CRM onboarding services.
Do you enjoy writing the same email over and over again? If so, we may need to have an intervention. If not, then HubSpot’s Sales Hub is probably for you.
The automation features of this hub help to eliminate time-consuming tasks so you can communicate with and manage leads better. Simplified deal cycles? Check. An increase in overall sales performance? Double check.
HubSpot’s Sales Hub is absolute fire and something that is necessary for any company that is serious about optimizing their sales processes.
To take full advantage of all that HubSpot’s Sales Hub offers, you’ll need a comprehensive onboarding plan. Whether it’s HubSpot Sales Hub Professional onboarding or HubSpot Sales Enterprise onboarding, an onboarding plan is essential for unlocking the full potential of these platforms.
The onboarding for HubSpot’s Sales Hub can be carried out by one of two entities:
First, let’s look at how HubSpot tackles it.
Onboarding with HubSpot has its pros and cons. The upside? You know you’re getting a trusted HubSpot expert to assist you. The downside? HubSpot provides less services than an agency partner.
Here’s what to expect when you choose to onboard with HubSpot for their Sales Hub:
This stage is a foundational part of HubSpot CRM onboarding, aimed at setting up email inboxes, custom properties, and integrations. For tailored technical solutions during setup, RevPartners’ HubSpot technical consulting services offer expert guidance. Some company employees might already be HubSpot experts and some may not even know to capitalize the ‘S’ (unpardonable sin).
Need advanced integration support? RevPartners specializes in HubSpot integrations to connect your CRM with other critical tools.
Because HubSpot has so many tools, understanding them all is key to getting the most value out of your purchase. Some of the areas you’ll receive guidance on in this stage include:
The following three stages will involve the completion of three primary goals. These goals can vary from company to company, but in general they tend to revolve around automation and scaling.
HubSpot Sales onboarding plans often start with goals like connecting with prospects. Here’s what to expect with a goal related to this:
HubSpot Sales Hub implementation is all about automating your sales process. Automation reduces human error and frees up time, your most valuable resource. An automation goal would provide guidance on the following:
If you want to build trust with qualified leads, then you need personalization. Here’s what to expect when receiving guidance on a goal related to this:
Following the completion of your three selected primary goals, your onboarding process is essentially complete. During this period, HubSpot will work with you to determine appropriate future goals to ensure that you are getting the most value out of your Sales Hub purchase.
The HubSpot Sales onboarding plan with an agency partner includes tailored services to meet company-specific needs, ensuring a smooth onboarding experience.
The disadvantage is that not all agency partners are created equal (e.g. some may lack expertise while others may have it in spades; also, sometimes pricing can vary significantly). It is imperative that you research the proper agency partner for your particular set of circumstances.
Because each agency is different, there will be varied approaches to onboarding HubSpot’s Sales Hub, although a fair amount of overlap is to be expected. Choosing the right agency for your company comes down to these areas:
Some partners will cost more than others. A thorough review of an agency’s HubSpot onboarding offerings will help in assessing if the price is right for your company. Also, be aware that sometimes initial pricing can differ from final pricing, which can cause friction in the process.
Most, if not all, agencies will offer some form of tiered service options. Deciding which level is right for your Sales Hub purchase will often come down to how experienced your current employees are with HubSpot and price considerations. The premium onboarding packages obviously tend to be more expensive than the basic ones.
Onboarding with HubSpot takes about 2-3 months. If an agency partner is wildly off of this mark (e.g. 1 week onboarding) it may be a red flag. Try to find a balance between setting aside enough time to adequately train each employee and not burning valuable work time.
The main benefit of agency partner onboarding is the personalization aspect. Choosing an agency that aligns to your company’s core needs and timeline is essential.
It’s important to know exactly what you’re getting with your Sales Hub onboarding service. Comparing an agency’s offerings to HubSpot’s can help a company to see the potential value in choosing one agency over the other, or in choosing an agency over HubSpot.
The decision on whether or not to purchase HubSpot’s Sales Hub is an easy one.
RevPartners offers the best HubSpot Sales Hub implementation for companies looking to maximize their CRM investment.. We are an ELITE partner (fastest HubSpot partner ever to hit that mark, but who’s counting) that does more sales hub implementation as a percentage of its business than any other partner in the world.
Our team of HubSpot experts, who average more than 10 HubSpot certs per employee, will always overcommunicate to take the burden off of you. If you want technical and strategic guidance for HubSpot’s Sales Hub, then you want RevPartners.