Are you chasing new ways to develop effective internal processes whilst converting smarter, not harder? Onboarding into the HubSpot CRM is likely the answer you’re looking for. Today we’re going to detail how HubSpot Onboarding could make the difference in your business, and whether it’s right for! 


What is HubSpot Onboarding?

HubSpot Onboarding is the process of setting up and configuring your business’s HubSpot account to capitalise on HubSpots stack of heavy-hitting features. From setting up accounts, gathering data, creating automation and workflows, tracking progress, and integrating sales & marketing tools - learning the ins and outs through onboarding are a game changer for how you grow your business from the inside out.

HubSpot's CRM provides an all-in-one solution that transforms your customer experience, whilst stacking the building blocks to drive a higher ROI on the marketing and sales process. A bit like your morning coffee, HubSpot onboarding sets you up for the days, months and years ahead, fortifying lead generation efforts, strategic guidance and customer service. 


Creating a HubSpot Onboarding Strategy

Ok, let's start shall we? The first step in HubSpot Onboarding is setting up accounts. This involves creating a user account, entering contact and billing information, and selecting which HubSpot plan best meets your business’s needs. There's an array of services such as CMS Hub, Service Hub, Sales Hub and much more. Once this is done, you can start gathering data to help inform your decisions on how to use the platform most effectively. Developing a chatbot? Establishing automation? Curating a powerful sales process? There's hands-on-support for all of the above.

Setting up HubSpot Integrations

Next comes setting up HubSpot integrations that opens a channel for your current tech-stack to talk with the HubSpot platform. During this process you'll configure settings for everything from emails pushed through HubSpot, to customising automation workflows for specific tasks within the system. The goal here is to make sure all of these components are properly set up before using them so they function correctly and provide accuracy when it comes time crunch numbers with run reports or analyse data points later on down the line to help with a marketing campaign. Additionally, integrating social media accounts with Hub Spot can be beneficial for tracking engagement metrics which play an integral role in helping make informed decisions related to future marketing efforts moving forward.


Benefits of Onboarding

Some of the perks of working with a HubSpot Partner or agency is the prior experience (and success) through cutting manual labour down through creative automation and workflows within HubSpot, streamlining the processes related to getting customers through the door, as well as retaining them. Establishing automation tools allow businesses to save time by automating certain repetitive tasks while still maintaining high levels of accuracy & efficiency when needed – making them crucial for effective use of HubSpot's features & functions overall. 

Finally, implementing tracking & quality control is essential for monitoring progress over time as well as ensuring consistency throughout campaigns. Important metrics such as click-through rates (CTR), conversion rates (CR), leads generated per month etc., should all be monitored closely in order gain insight into what’s working well--and where improvements might need made--in order achieve optimal results with each campaign/strategy employed moving forward with HubSpot's services.


Optimise like a pro with this HubSpot A/B Testing guide!


Optimising HubSpot for Your Business Needs

Awesome, so now you've established your HubSpot framework, let's get cracking with a plan of attack. This involves outlining specific business goals and objectives you want to achieve with your use of the platform and how best to execute them. Key factors here include identifying target audiences, developing buyer personas, setting KPIs, understanding customer journey stages & mapping out any necessary processes or workflows needed to reach desired outcomes. It’s important to develop an effective content strategy that will help attract leads & convert them into customers more effectively; this could involve leveraging organic search engine optimisation (SEO), blogging/content creation or email campaigns depending on each businesses individual needs.

Engaging leads is key when trying to generate sales from potential customers who have interacted with your brand in some way shape or form already – whether through browsing website pages, downloading content pieces like ebooks or signing up for your monthly newsletter. An onboarding specialist helps steer your tailored, sophisticated setup to smash your business goals. The product of this is the optimisation that comes through data analysis, hence why having reports ready to rock n' roll means your sales and marketing teams understand which bottleneck needs some love first. The perk of working with a HubSpot experienced team is knowing how to master this lead engagement, though. This refers to not only providing value-added resources but also ongoing communication tailored specifically towards consumers needs based off data gathered throughout their time interacting with you online – this is the reward of feeling confident in your established HubSpot service.  


Using HubSpot to Generate Leads

Once the strategy for using HubSpot to generate leads has been established, it’s important to develop lead nurturing strategies that will help convert potential customers into actual buyers. This could involve creating content specifically targeted towards different stages of the customer journey such as educational blog posts or videos designed to educate prospects on a particular product/service offered by your business. Additionally, customising website content that speaks directly to each individual visitor based on their needs and interests can be a great way to engage them further while also increasing conversions overall.

It's become more of a necessity than a nice to have, though launching PPC & SEO campaigns in order reach more potential customers through online channels like Google search engines are now the norm. Setting up these ads requires understanding of target audiences and how best to reach them with messages tailored specifically towards their wants and needs. This is where establishing buyer personas inside of HubSpot comes in handy, allowing you to segment your customers based on their buying behaviour.  These buyer personas help uncover what type of message might resonant most effectively with specific customers, ultimately increasing ROI from paid ad campaigns over time. With hands-on-training utilising HubSpot services, your onboarding plan sets you up to nail your business strategy by combining several marketing tools such as buyer persona development, creating custom contact lists and understanding the SEO recommendations tools inside of HubSpot to deliver memorable results.


Analysing Your Results with HubSpot

Once the strategy for using HubSpot to generate leads has been established, it’s important to track progress over time in order gauge effectiveness of campaigns and strategies employed. This could include tracking website visits, page views, analysing lead generation rates (e.g. how many visitors turned into actual customers), measuring click-through rates (CTR) - all of which provide data points that can help inform future decisions moving forward. A common saying you'll hear around these parts of the Neighbourhood office is, 'Smarketing' - aligning sales and marketing. Integrating sales & marketing tools such as CRM systems or other software solutions related to customer experience management is the cherry on top for gaining a clearer picture on whether your two departments are synergising, rather than competing for a spot. How does your marketing team understand when a lead (MQL) is now a sales qualified lead (SQL) that's ready to be converted? Analysing your buyer journey and seeing how to create a well-oiled machine cross-departmentally is the goal, and utilising a dedicated team proficient in HubSpot helps you hit the nail on the head.

Briefly mentioned yet almost just as important as establishing these marketing and sales tools is generating reports and insights based off collected data, allowing businesses to hone their strategies even further and make changes where necessary. A HubSpot onboarding session should involve creating custom dashboards detailing performance metrics like website visits per month or number of leads generated each week from PPC campaigns, as well as general awareness for how your personalised content is ranking against competitors.

Establishing a customer reviews strategy once a successful purchase has been made should be your next building block,  offering a deep insight into your product or service from the source. This helps paint a comprehensive view on how people engage with businesses both before & after making a purchase decision, ultimately leading more success long term.

So, are you needing a HubSpot Onboarding Agency?

Think of HubSpot Onboarding as the ultimate day-care. You'll have the confidence in knowing your (hopefully) pride and joy is being offered all the tools and guidance it needs to grow whilst you look at new ways to develop the business in avenues outside of the CRM. A successful onboarding into the HubSpot software leaves you knowledgeable about how to implement your marketing and sales ambitions into reality. So, what are you waiting for? Neighbourhood offers a step-by-step course covering Marketing, Sales, Service and CMS Hub in depth, ensuring you and your team are best serving your customers while developing efficient internal processes. Otherwise, flick us a message on your HubSpot queries and how we could best help you! That's all from me, happy hubspotting.