All new business software solutions are vulnerable to one key factor: the implementation process. Get this wrong, and you may as well have bought an untamed monkey as the new office pet. Cute and fun at first, but incredibly expensive, distracting and not helpful to your business in the long run – unless you're a zoo or a circus.
Eventually, when the novelty wears off, your monkey becomes a source of frustration – you're always having to clean up the mess it makes, it continuously breaks things, and the upkeep and vet fees are stacking up. And all those super sceptical employees who didn't applaud the monkey's arrival? Their suspicions have been affirmed, and they are now utterly fed up with the monkey creating chaos in their day.
Even the best software can become your monkey if you don't have a sequential and focussed implementation plan. So, to help you with your HubSpot implementation, we've created the ultimate checklist.
When you decide to bring the HubSpot CRM into your business, you'll want to set it up in a way that's helpful and useful for your team.
You've chosen HubSpot for its wide range of features, intuitive interface, and marketing-specific insights. But, to get the full HubSpot benefits and maximum impact, you'll need to ensure successful integration between the platform and other key data sources such as your website, emails and other metric generating platforms. You'll also have to take the time to customise HubSpot with your branding and get all users set up with the correct privileges.
The success of your HubSpot implementation is hugely dependent on how invested your team is, and in order for them to be on board with your new solution, they need to have the right amount of time allocated so that they can learn, practice and experiment with the platform in order to start seeing results and understanding its potential in the context of their role.
Although you may be excited to just get going with HubSpot, it's important not to skip any steps in the onboarding process. Usually, new users tend to rush through some areas if they haven't prepared the necessary information, content or data beforehand. We strongly encourage our clients to take the time and get those key elements ready to prevent unnecessary troubleshooting further down the line.
There are some fundamental technical tasks that need to occur in order for your HubSpot platform to function as it's intended. This may require assistance from the more tech-savvy members of your team or just someone who usually handles those aspects of your business – but really, with the right HubSpot partner, this isn't as scary as it sounds.
If you're keen to have all your t's crossed and i's dotted when it comes to HubSpot implementation, we'd like to help. As Diamond HubSpot partners, we are skilled in not only the technical side of HubSpot onboarding but also in ensuring that each feature, application and template you choose or integrate into the HubSpot platforms serve a valuable purpose for your business. We can train your team to become HubSpot aficionados, reducing the length of the adoption process so that you can see results faster. Speak to us about HubSpot implementation today.
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