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A Quick Overview of HubSpot Onboarding & Why it's Helpful

By Luke Donahue

As your company looks to establish itself on the web and manage a sales pipeline through a competent CRM, you’ve likely found and/or are currently using HubSpot to amplify the potential of your online presence. And, while this CRM has some useful HubSpot onboarding tools available to you, the sheer depth of resources it provides can be a little challenging to navigate, especially if your marketing team is no more than just a handful of people.

In this blog, we’ll show you how you can take advantage of all of the great features HubSpot offers, and how your team can use them holistically to drive efficiency, grow your business, and accelerate your sales processes—all without feeling like you’re going back to school to get (another) MBA.



What is HubSpot Onboarding?

When adopting a new service, like HubSpot CRM, it’s common to go through an onboarding process. This refers to the training, transition, and implementation of the new software with your current personnel. Without going through a formal onboarding process, it will be challenging to get your team to adopt and use HubSpot. 

While you can forego a HubSpot onboarding process and try to learn and implement the CRM by yourself, more likely than not, you and your team will never get the full value of your subscription and your ROI will be minimal, at best.

By going through a formal HubSpot onboarding process, you get real live people backing you and helping you maximize your investment in the HubSpot CRM. You partner with a team that knows your company and its vision, with the insight of those who have already mastered HubSpot, setting up, maintaining, and optimizing your HubSpot account along the way.


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The Benefits of Partnering with a HubSpot Onboarding Team

Your workday is busy enough as it is. In fact, one of the reasons your company is planning to purchase (or already has purchased) a HubSpot subscription is to alleviate the burden of insufficient workflows and processes. But with HubSpot being so intricate and expansive, you will likely never have the time to learn all of the features yourself and how you can use them. Simply put, without a comprehensive knowledge of how HubSpot works and how to use it, you will never achieve the ROI you’re looking for from your HubSpot subscription.

When you partner with an agency for HubSpot onboarding, you gain the confidence that your CRM is set up and optimized for your team, ensuring you maximize your CRM investment: No lost opportunity for ROI; no money wasted paying for something you can’t use or simply don’t know how to use.



Ensure a Unified Customer Experience

HubSpot prides itself on helping businesses market to customers through all three stages of the buyer’s journey: attract, engage, and delight. In most businesses, these three stages are handled by the marketing, sales, and service teams, respectively.

Without a HubSpot onboarding process, the extent to which these three departments use HubSpot will vary. What this results in is a disjointed and fragmented customer experience. This means those people who are attracted to your website will have a hard time becoming engaged, and those who are engaged will have an even harder time converting into customers who are delighted by your company’s products and services.

Going through a HubSpot onboarding process gets your whole team on the same page and ensures your visitors, leads, and customers have a consistent experience throughout their entire buyer’s journey.



Experience a Unified Team Culture

Going through HubSpot onboarding isn’t just about creating a consistent experience for your current and future customers though, unifying your entire team around HubSpot means reducing friction and eliminating mistakes across your organization. This means getting everyone on the same page, no lost leads, no confusing handoffs from one department to the next, and a full understanding of what’s been communicated to leads and customers at every step of the process.



How to Start the HubSpot Onboarding Process

You know that HubSpot is an excellent resource for your business and you want to make sure you’re getting the most out of it. How does the HubSpot onboarding process begin?

The first thing you’ll want to do is to have a conversation with the people who will be onboarding you. Here, you and the HubSpot onboarding team will discuss your business, how you like to sell, and what processes your company already has in place.

After understanding this, your HubSpot onboarding team will work with marketing, sales, and service teams to incorporate HubSpot’s suite of tools and resources with their preferred operating modes.



HubSpot Onboarding for B2B Companies

Ready to get started? At Open Path, we help B2B companies maximize their investment in HubSpot by understanding your specific needs and goals, and how you can use HubSpot to accomplish these ends.

Not only that, we stick alongside you even after onboarding is over with continual training and account maintenance. Whether you’re already using HubSpot or not, it’s never too late to begin the onboarding process. Schedule a call with us, and we can start that onboarding process with you right away.

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