Everything you need to know about HubSpot Onboarding

February 2, 2024

Everything you need to know about HubSpot Onboarding

HubSpot has now become the leading growth platform for customers worldwide. Today, it caters to over 1,94,000 customers across 120 countries. HubSpot provides a seamless connection on its unified platform that caters to Marketing, Sales, CMS, Service, Operations and Commerce functions.

With so many features across these hubs, it has become improbable for new users to utilise all the capabilities and maximise their investment while reaching their goals. This is where a HubSpot onboarding Service from partner agencies comes in handy. But how can a HubSpot onboarding service help you?

What is HubSpot Onboarding?

HubSpot onboarding is the process of familiarising new users with the HubSpot platform. It typically involves setting up accounts, configuring tools, and providing training to ensure users can effectively utilise the various features within HubSpot's Sales, Marketing, Service, and CMS hubs.

Proper HubSpot onboarding maximises the platform's benefits and optimises business workflows.

When Do You Need HubSpot Onboarding?

For a new HubSpot user, let's say a customer with a goal to increase demand generation, it would be highly unlikely that they can utilise every feature on the platform. Now, this is when they approach a HubSpot partner, like BlueOshan, for their HubSpot Onboarding services for help with services such as

  1. Expand your business reach and impact.
  2. Streamline the process of finding and nurturing potential customers.
  3. Recover potential revenue by addressing abandoned carts effectively.
  4. Organise and assign owners to contacts for streamlined communication.
  5. Simplify social media management with automated posting.
  6. Improve customer support efficiency through automation.
  7. Monitor your business performance with insightful reports and dashboards.
  8. Manage advertising efforts seamlessly across various channels.
  9. Transform your brand strategy to boost revenue.

BlueOshan's HubSpot onboarding consultants provide comprehensive services, beginning with a thorough needs assessment to tailor onboarding plans to your specific goals by mapping out a documented onboarding strategy to help you get the desired results. 

Challenges while implementing HubSpot without a Partner

Like a puzzle, adapting to new processes requires careful consideration to fit the pieces seamlessly. Customers often need help seamlessly incorporating HubSpot across their Sales, Marketing, Service, and CMS hubs, from aligning existing workflows to adapting to new processes.

These are challenges that only experienced HubSpot Consultants can help you overcome. 

System Integration: Ensuring HubSpot effectively integrates with current systems without disruptions.

Learning Curve: Understanding and utilising all of HubSpot's features efficiently.

Data Migration: Transferring existing data smoothly to HubSpot.

Process Alignment: Ensuring HubSpot aligns seamlessly with current workflows.

Setting up reporting: Understanding how to set up reports for the first time and monitor the performance of your efforts. 

Benefits of HubSpot Onboarding

As a new HubSpot customer, it may take a while to use the tool's capabilities fully. Even then, you might need help using the right features for your goals, which might lead to wrong results. It is wise to partner with a HubSpot Solutions Partner like BlueOshan, who are experts in the HubSpot platform and can provide the right solution tailored to your goals. Here are some benefits of using HubSpot Solution Partners:

  • HubSpot onboarding consultants provide comprehensive services, beginning with a thorough needs assessment to tailor onboarding plans to clients' specific goals. 
  • They guide users through account and tool configurations, conduct training sessions on diverse HubSpot features, and optimize workflows for enhanced efficiency. 
  • Assistance with integration, data migration, and ongoing support ensures a seamless transition between platforms.
  • These consultants also monitor performance, offer best practices guidance, and serve as valuable partners, ensuring clients harness the full potential of HubSpot's Sales, Marketing, Service, and CMS hubs to elevate their business strategies and achieve optimal outcomes.

HubSpot Onboarding Checklist:

The services offered by HubSpot Onboarding Consultants may differ from partner to partner, but we have developed a checklist that is common for a successful onboarding experience.

  • Setting Account Defaults: Adjust the fundamental settings of your HubSpot account.
  • Domain Setup: Establishing your main and subdomains within your HubSpot Portal.
  • In-house Integration: Incorporating your existing tools like Google Analytics, Ads, and Search Console.
  • Data Migration on HubSpot: Moving your data into the HubSpot CRM.
  • Custom Scheduler Setup: Linking your social accounts seamlessly with HubSpot.
  • Data Synchronization: Enabling automatic syncing of your current and future data.
  • Deal Creation Workflow: Implementing workflows to automate deal creation when an order is placed in your store.
  • Creating Marketing Templates: Crafting templates for marketing elements like landing pages, emails, popups, and regular forms.
  • Dashboard Creation:  Designing dashboards for comprehensive reporting and performance tracking.
  • Pipeline Creation:  Establishing support/service/deal pipelines as needed.
  • Custom Integration: Integrating your HubSpot portal with third-party tools.
  • Automating Lead Scoring & Rotation: Developing a process to move leads between departments automatically.
  • Creating Workflows/Sequences: Formulating workflows or sequences for email marketing campaigns, support, and sales automation.

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Are there any alternatives to using a partner agency for HubSpot onboarding?

While partnering with a HubSpot Solutions Partner like BlueOshan can provide the expertise and guidance needed for successful HubSpot onboarding, alternative options are also available. HubSpot offers a range of resources, including articles, videos, and webinars, that can help new users get started and learn how to use the platform's various features.

HubSpot's customer support team can also answer users' questions. However, it is essential to note that while these resources can be helpful, they may provide a different level of customisation and tailored support than a partner agency can offer.

Onboard to HubSpot with BlueOshan

At BlueOshan, onboarding is not just a process; it's a partnership. Our personalised approach, from introduction to tailored plans, ensures a fitting onboarding experience. Hands-on training and ongoing support guarantee progress. BlueOshan transforms onboarding into a partnership, propelling your business towards success with HubSpot. 

Contact BlueOshan's HubSpot Onboarding Consultants to make the most out of your HubSpot investment. 

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Asphia Khan
Asphia Khan