Managing customer relationships and inbound sales inquiries can be a difficult challenge for any company. How do you attract new prospects and customers while providing excellent customer service, and do all this in a transparent way so different internal stakeholders (sales, marketing, service, leadership, etc.) can all stay aligned?
Enter HubSpot. Thousands of companies have implemented HubSpot to manage their inbound sales process and provide better marketing management and customer support. However, not everyone has the time or know-how to make HubSpot user-friendly and configured to their unique specifications. Trying to wing it on your own can lead to frustration and low acceptance levels within the team, which are costly beyond measure. That’s why it’s a great option to work with an expert for training and implementation. As a HubSpot Platinum Solutions Partner Agency, we’ve seen firsthand how the right implementation of HubSpot can accelerate business growth and get teams closer to their sales goals. Here’s why working with a HubSpot Partner Agency can get your team up and running faster, and more efficiently, than going it alone.
Access to Experts
The HubSpot Partner program goes beyond basic how-to tutorials. Partner agencies have access to the latest updates and extensive training and certifications to make sure we’re optimal user experience for your team’s needs. On top of that, we have years of experience working within the platform where we’ve helped companies ranging in size from $150 million in sales to small startups with only three employees!
Partner agencies know the ropes, and they know which HubSpot tools and properties will serve your company best. You’ll also get personal attention to help you through the setup and implementation process. Our team has been trained and certified on various aspects of HubSpot. These certifications and years of working within the platform help our team provide a solid foundation for implementing HubSpot within your organization. Following our ‘ proven process, we’ll ensure that your hub is set up with a solid foundation and follows best practices. Working with a partner agency cuts down on the guesswork when you’re deciding which features to implement and will get your team up and running faster.
We’ve all heard the old saying “there’s more than one way to bake a cake.” A good partner agency will have both the experience and soft skills to ask the right questions and help you decide the “best” way to bake the cake.
A Fully Customized HubSpot Solution
We customize the software to your business, not the other way around. Over the years we’ve developed a simple approach to understanding your business and identifying what you need to get value from your sales and marketing software. We take the time to find out what unique information you need to know about your contacts, sales opportunities, and the companies you do business with so everything in your Hub is dialed in and in context.
Some examples might include:
- What stages or steps do you have in your sales process?
- What do you need to know at each stage of the sales process?
- What attributes or questions do your best salespeople typically ask in order to keep sales conversations moving toward the “closed won” column?
We start out by meeting with an internal champion from your team, and we dig deep into your processes to identify how we get to that perfect marriage of making it helpful and user-friendly without making it overwhelming. After all, we want your team to USE IT.
The beauty of HubSpot is it’s relatively easy to learn and implement, so you could do it yourself
or have someone on your team customize your hub – but you do tend to get higher adoption and more value faster when working with a HubSpot partner agency who knows the ins and outs. HubSpot does offer an immense amount of tutorials and how-to videos online, and their support for customers on Professional or above billing plans is simply fantastic. However, in our years of experience, we’ve found most companies don’t have the time or resources to spend multiple months waiting for a novice to master the implementation learning curve. One of the complaints about HubSpot is it can take a long time to customize if you’re trying to go it alone. We cut that time down significantly, and it only takes a few meetings with an internal champion on your team.
Some businesses only need help with customization, and they take it from there. Once the hub is built, the internal champion can train the rest of the team (or that person may be the entire team in a small company!). For other companies, we take it a step further with full team training.
HubSpot Training for Your Team
The ease of customization is one of the many reasons companies choose HubSpot. It’s a robust system that can easily manage complex customer information and navigate tricky sales processes. Unfortunately, with great customization comes great responsibility. Will your team be able to build custom workflow automation? Define and organize SMART lists of prospects and marketing leads? We’re here to help. Over the years, we’ve developed custom HubSpot training to help sales teams understand and successfully use HubSpot in day-to-day selling, as well as marketing training on HubSpot tools to help them go further, faster. Here is how our team approaches training and implementation.
- Discovery/Kickoff Session
Our first call with your team is focused on your company’s goals and plans of how you would like to utilize HubSpot, and key areas of your sales process. We get to know your systems and processes, so we can identify a strategic approach that will work for your sales team. Focusing on your goals and specifically, processes will help your organization ensure the best chance at adoption.
- Account setup and how-to session
Once we’ve built out your hub, we’ll set up some time to help your team learn the ins and out’s of your new hub. This hour-long session with your sales team includes our proven training process where we explain each of the different tools, and use cases, and answer any questions users may have. Typically at this stage, our training helps to build excitement about the new tools and the time they will save your team. Following this stage, your team will now be trained and set up in their hubs to get started.
- Final Q&A session
After the team has had a chance to use the hub, we follow up with a Q&A session. This is typically conducted with sales management and our implementation team to work out any final hurdles your team may identify while using the software in a real-world application. At this time, our team will take the time to answer any questions your team may have, and wish you all good luck using your new HubSpot Software!
Get Up and Running with a HubSpot Partner
HubSpot can be a game-changer for your company, and it has grown and evolved to offer even more features over the years. If you aren’t sure where to start, or you don’t want to invest months trying to learn how to customize HubSpot software to meet your unique business requirements, give us a call! We’re an all-in-one solution that can help you identify the most useful features, implement the right build, and even train your team so you get the most from your HubSpot account. Better yet, if you like the value we bring, we can chat more about working together on a continuing basis. If you have any questions about the world of HubSpot and how a certified partner agency may be able to help, please get in touch.