HubSpot stands out among CRM and Marketing Automation systems for its ease of use and short implementation time. However, using the services of a partner who can help you start using HubSpot can benefit your company, but why?
In this post, we will look at the benefits of choosing a licensed partner at all stages of implementing HubSpot in your enterprise. You will learn what support you can expect from a HubSpot solutions partner.
When you choose a CRM system, it is crucial to adapt it to the needs of your enterprise. You should ask yourself how the chosen system can help you and your employees perform daily tasks. This is where a solutions partner can help.
If you think HubSpot is the choice for you, now is a good time to contact an advisor who can help you choose a tool package that truly meets your needs. HubSpot offers 4 levels of licensing (from Free to Enterprise) and 6 hubs – toolsets that help in accomplishing specific tasks. You can flexibly choose levels and hubs, which provides great adaptation possibilities and ensures scalability of solution for the future. However, to make a precise choice, you might need the help of a partner who is well acquainted with HubSpot tools and can support you in choosing which solutions you need. They can also demonstrate their operation during a short demo.
A good advisor will certainly not persuade you to buy a more expensive license than you need. To fully utilize HubSpot's capabilities, you should have access to the tools you will actually use.
Each company is different, and the specialized knowledge of an implementation partner can help tailor HubSpot's functionalities to the unique requirements of your enterprise. The partner can identify key processes and propose the most effective solutions.
Once you have your HubSpot, it's time to start using it. Although HubSpot is a user-friendly system, professional support might be useful for a quick start.
Before you start using HubSpot, it will be necessary to perform basic system configuration. Accurate CRM configuration is crucial for effective customer relationship management. A partner who is well-versed in the HubSpot environment will help you efficiently implement the necessary settings.
Depending on your needs, you can take advantage of basic onboarding or advanced configuration, which may include, for example, integrating HubSpot with external systems.
At Grow Poland, we can configure individual settings, objects, and processes during meetings with your employees, so they perfectly meet your needs. In this way, HubSpot users will also immediately acquire the skills necessary to work with the system. The implementation partner will adapt HubSpot to your business needs, ensuring integration with your current sales and marketing processes.
Even the best system needs data to function properly. Data are like fuel for your CRM system and must be "clean," i.e., correct and consistent. You likely already have quite a bit of customer information, though it may be scattered, for example, in Excel tables or in a system you used previously.
Migrating existing data to a new system can be a challenge. A professional partner will ensure that this transition is smooth and also risk-free of data loss. They are also capable of replicating your previous processes in HubSpot.
Many clients choosing HubSpot also decide to set up their website in this system or migrate an existing site to HubSpot. Such a solution provides full integration of the site with the database and helps in efficient lead generation activities.
A solutions partner, having the appropriate web development specialists, can be invaluable support in this process. Thanks to them, you can go beyond ready-made templates and tailor your website to the needs of your company. If you wish, a professional graphic designer will prepare a design for your site, and a copywriter will fill it with content. You can also replicate your current website in HubSpot.
HubSpot also offers powerful capabilities in terms of creating customer panels, reservation systems, or forms. Creating an individual solution in this area is worth entrusting to a professional.
Integrating HubSpot with other tools and IT platforms in your company enhances its functionality and allows for the automation of many business processes.
For many applications, HubSpot has ready-made integrations, but for others, their implementation will require individual execution. Preparing integrations is often a separate IT project. For its optimization, it is worth using the services of a partner who knows your HubSpot and its configuration. If you take care of introducing the necessary integrations from the very beginning as part of the implementation, HubSpot will be able to develop its full potential.
Introducing a new CRM system is a change process in the company, and it is worth conducting it according to the best change management practices.
It is important for employees to understand from the beginning the purpose of introducing a new system and the benefits they can achieve thanks to it. To prevent them from feeling lost, it is necessary to involve them in the implementation process and provide appropriate training. A solutions partner can conduct this training.
A good partner collaborates with your employees during the system configuration and provides appropriate instructions, which are crucial for the effective use of all platform features.
Once the implementation process is complete, you can confidently use HubSpot. Will you still need help from an external partner at this stage? It all depends on the specifics of your company. HubSpot is designed so that marketing and sales teams can use its capabilities independently. Nevertheless, especially in smaller teams, outsourcing some tasks may simply be a beneficial solution for you.
The implementation partner can help you not only install HubSpot but also develop a strategy for using the system for years, adapting tools to the evolving needs of your company.
HubSpot supports your sales and marketing, helps manage customer service, and the entire digital presence of your company. However, the most sophisticated tool will not fulfill its tasks without a well-prepared strategy and thought-out processes.
The partner can analyze your current marketing and sales processes, suggesting optimizations and applying the best practical solutions, and configure the appropriate tools (e.g., workflows or sequences) in HubSpot that will allow them to be realized.
HubSpot partners often offer a full range of marketing services, from lead generation to data analysis and reporting, which maximizes the return on investment in the platform. You will need to fill your HubSpot with content – on the website, blog, and social media. If you do not have an extensive marketing department, choosing a partner who also offers marketing services in their portfolio is a good idea.
Your company and your needs evolve. Even the most perfect implementation does not mean that the system will not need further evaluations and adaptations. In case of any difficulties or simply changing your needs, the solutions partner can continue to provide further technical support and advice in the area of HubSpot.
Well, we already know what a solutions partner can do for you, but why should I choose them instead of working directly with HubSpot?
The solution partner has full support from HubSpot in terms of activities and uses the solutions and competencies developed by HubSpot. By working with them, you also gain a local partner who acts like your own HubSpot team.
The implementation conducted with a partner is an individual project, the scope of which you decide.
When deciding to purchase a HubSpot license at the Professional or Enterprise level, you will have to pay an onboarding fee. If you choose to work with a solutions partner, this fee will be entirely allocated to their remuneration. This is a beneficial solution, as you gain an individual onboarding project in this way. The fee is mandatory, so it is worth ensuring that it goes to a partner who will tailor the implementation to the needs of your company.
It is also worth remembering that access to your HubSpot with editing permissions is free for employees of a licensed partner as part of the so-called Partner Seat. This allows them to perform all necessary configurations without having to incur costs for purchasing additional accesses.
The benefits of choosing a HubSpot solutions partner are immense. Having an experienced advisor by your side who knows the system inside out, you can be sure that each element of HubSpot will be adapted to the specifics of your activity, which will bring tangible benefits both in the short and long term.
Are you ready to fully utilize the potential offered by HubSpot? Grow Poland is a platinum HubSpot partner, and our status has been confirmed by numerous successful implementations. Do not wait, contact us today and start consciously building your company's advantage in the market!