At least one-third of CRM projects fail.
And that’s just a rough estimate. The true number might be closer to two-thirds.
Whether it’s through lack of coordination, no business strategy, or lack of support, a 30% failure rate is too high.
Many small businesses adopt a CRM platform like HubSpot to level up their business; not cause added pressure and stress.
One simple switch in your strategy can turn the tide: an excellent onboarding experience.
HubSpot, a robust and comprehensive marketing, sales, and service tool, can take your business to the next level. But, like anything, you must ensure you hit the ground running.
The only way to do that is to implement it correctly on your first try.
Now, you can turn to HubSpot for onboarding or work with a HubSpot solutions partner. The choice is yours.
At Lean Labs, we believe a custom approach that considers your goals and business needs is the way to go.
This article outlines four steps to successful HubSpot onboarding, so you can get the most out of it and drive massive growth in your business.
There are various challenges to onboarding HubSpot:
So what can you do to overcome these challenges? At Lean Labs, we use HubSpot with all our clients. We make it easy for you to adopt HubSpot with a robust onboarding process that sets you up for success.
Phase 1: Initial Setup
Phase 2: Lead Management
Phase 3: Process Automation
Phase 4: Success Planning
When I first open a shiny new gadget, the first thing I want to do is find out what it’s capable of. I want to know how it works and when I can start having fun.
Treat HubSpot the same way. What’s under the hood? What’s it capable of?
You need to get your team on board in the initial setup phase.
What are the goals you want to achieve with HubSpot? Align your team around common objectives and provide the materials they need. It helps to have a written process or guide for each element of onboarding.
For example, when adding a new team member:
A stumbling block for many is the integration of your new solution with your current tools. Do you need the tools you already have now you’ve got HubSpot? Maybe not.
Figure out the tools you need to replace and which tools you can integrate.
You can create a process for pretty much any part of onboarding. All it takes is a little thought and planning.
Related: 6 HubSpot Workflows You Can’t Afford Not To Use
Other parts of the setup phase you don’t want to miss:
Leads that you convert into customers are the lifeblood of your business. And HubSpot helps manage leads from their initial contact with your business right through to closing the sale.
When onboarding, you want to align with your team by defining leads based on specific criteria.
Related: How to Choose a Lead Qualification Framework? 7 Examples To Pick From
Here’s a high-level overview of how HubSpot helps create and convert leads.
With HubSpot, all of your leads are in one place: your CRM. This single source of truth ensures you have accurate data to stay on top of leads.
Using automation frees up your marketing team to be creative. Marketers are less effective when they have ‘busywork’ to do.
The power of HubSpot lies in its ability to automate manual actions. We spoke about lead routing, scoring, and nurturing in the lead management section.
Rather than relying on manual actions, which might lead to inaccurate data, why not create workflows and processes?
For example, when you use a form to capture a lead, you can set up a rule to route your potential customer to the appropriate team member.
Or, when nurturing leads with email campaigns, you can use rules to send personalized emails based on lead behavior and engagement.
What about customer service?
A personal touch is far better. But if someone has a question out of hours, you could use chatbots to provide instant answers or set up rules to route customer inquiries to the appropriate team member or department.
Let HubSpot do the heavy lifting so you can focus on higher-value work.
Purchasing a subscription to a robust platform like HubSpot doesn’t make sense if your team can’t use it.
You must get the most out of each tool and train your team to use them effectively. Success planning might include:
While a HubSpot partner can guide you through the onboarding process, you’ll need to work with them to get the most out of it.
Ensure you’re on the same page with your Hubspot partner. How long should the onboarding process take? Is that too long or too short? Will you need more time?
You know your team. Your onboarding partner should have the experience to estimate how long it takes.
Create a plan for setbacks. Look at reviews for HubSpot partners. Do they provide stellar support?
The last thing you want is a partner that doesn’t help beyond the bare minimum.
Think of what you need and get on the same page.
Through the HubSpot Academy, you can Enroll in relevant HubSpot self-paced certifications. Some partners help you enroll and suggest the most helpful courses.
Many courses are free and support different learning styles. Each course provides valuable resources to download and refer to if you’re struggling.
Get the basics down. The courses might even help you create processes that suit your team and needs.
HubSpot is an investment worth making. But you must set yourself up for success: The right way, the first time.
We encourage you to take your time to learn the system, its capabilities, and how your various teams can make the most out of it.
At Lean Labs, we get all our clients set up for success on HubSpot.
Think about everything it offers. Do you need a system? You’ve got it. Metrics? Check. Can you take action? Yep! Can you measure and track results? Yes! Will the time you put in give you more time back? Definitely.
You’ve just got to do it right.
We offer premium onboarding using the process above to ensure you hit the ground running. Want to discover more and see how we can save you money too? Schedule a HubSpot Huddle and speak to our HubSpot Specialist!