Getting Started with HubSpot CRM Implementation
HubSpot implementation involves effective change management and communication. For the entire organization to receive the intended benefits, marketing, sales, service, and operational teams need to be willing to use the system.
Here are five tips to ensure your HubSpot CRM implementation process goes smoothly
1. Single Source of Truth
Before you dive right in, it’s important to understand HubSpot’s common CRM components and how to organize your data using the following categories.
- Objects. These are the main overarching categories within your CRM, including contacts, companies, tickets, deals and, in some cases custom objects. You can associate different groups of properties to different objects and even create your own properties based on the customer data you need to collect about each type of object
- Records. Within objects, each individual company/ticket/contact/deal/custom object has its own record where properties, timeline information, and interactions are stored, such as webpage visits, opened emails, and live/bot chat transcripts. You can include calls, quotes, and other information in your records too and report on them. You can also cross-reference records that are associated with or related to each other.
- Properties. Within records are the types of CRM data and information you want to collect about them, such as a prospect’s email, job title, create date, etc.
2. BASIC HUBSPOT SETUP
Once you have an understanding of how your information will be stored in the CRM, you’re ready to begin with your HubSpot setup, including things like:
- Determining CRM users and permissions
- Setting your default properties, time zone, deal currency, etc.
- Data migration of contacts, companies, and deals
- Configuring email integration
3. DEMAND GENERATION TEAM ALIGNMENT
A foundational step is to ensure that your Sales and Marketing departments are aligned and working toward the same goals, and that each are aligned on the definitions of the following:
- Lead Source
- Lead Status
- Deal Stages
- Lifecycle Stage
4. PROVIDE HUBSPOT CRM TRAINING
From the start, your demand generation teams can:
- Add an email signature in the CRM
- Set up a meetings scheduler link
- Set up custom contact, company, and deal views
In addition to the CRM, HubSpot Sales Hub Pro has even more features that facilitate remarkable experiences for both your internal sales teams and customers/prospects. Email templates, snippets for quick replies, automated sequences for lead follow-up, document libraries, are part of the paid Sales Hub features that help teams be more efficient to progress leads into the sales pipeline.
5. CONSIDER A THIRD-PARTY ONBOARDING SERVICE
Even though HubSpot has an exhaustive knowledge base with countless tutorials, it can feel a bit overwhelming. With a lot of functionality comes a lot of information to digest. It doesn’t hurt to explore partnering with a HubSpot expert who specializes in helping companies with successful implementation and onboarding.
Full disclosure: Profit Insightz offer such a service. We’re happy to talk through what’s involved and how much quick-start or guided onboarding for your HubSpot CRM costs. In general, the onboarding process takes you through how to properly set up and manage the platform, which saves you a lot of time and helps you implement HubSpot’s functionality more quickly.
We also provide strategic guidance that’s tailored to your business, and help with CRM adoption for the demand generation program. Once your HubSpot CRM is operational, Profit Insightz will provide additional support and answer questions.