Whether you’ve already purchased HubSpot or are considering making the switch to the powerhouse platform, you’re probably wondering what happens next. Once you have HubSpot, what do you do with it?
What is HubSpot CRM Implementation?
HubSpot CRM implementation is the process of setting up your new CRM that’s most helpful for your team.
HubSpot implementation is designed to get all of the information your team needs from your old CRM, spreadsheets, old sales emails, and more, into one, centralized location that will house and track all communications between your team and your clients moving forward.
What Happens in a HubSpot Implementation?
HubSpot implementation is designed to move everything you and your team need into the HubSpot platform. If it’s part of your daily operations, it should be part of your CRM.
Discovery Call
At Profit Insightz, we start all of our HubSpot implementations with a discovery call. This is designed to align on the process/desired outcomes so our HubSpot experts can discover how your team works in order to set up your new HubSpot CRM in the way that is most useful to your team.
We love the flexibility that HubSpot offers sales and marketing teams to set up their processes in the ways that best support them. But that flexibility also means it’s important we understand your process before we start building your CRM for you.
In our initial implementation call, we’ll work to discover:
- What your team’s goals are for the CRM
- How your team currently works new leads and contacts through to sales
- What efficiencies we can implement in that process
- What information is most important to your team about a lead
- What tools your team needs to communicate effectively with your leads, prospects, and customers
At its core, this implementation call is designed to help us understand how your team does things on a daily and monthly basis. Our goal with implementation is to mirror your existing process so that when your team gets into HubSpot, working a lead or a prospect is easy, intuitive, and fast.
HubSpot CRM Implementation
Once we’ve had our implementation call, it’s time to get into the nitty gritty of completing the implementation. One of the biggest benefits of working with Profit Insightz is that we have the technical knowledge and the capacity to do the heavy lifting for you.
During implementation, your HubSpot Solutions Partner will:
- Import all of your contacts into the HubSpot CRM
- Move over any tasks from an existing CRM
- Mirror your existing sales process in the HubSpot CRM, including:
- Setting up deal stages
- Setting up your sales pipelines
- And even offering some sales coaching if your team is new to deal stages or hasn’t used a standardized sales pipeline before
- Create any necessary marketing and sales templates
Implementation is all about getting the right things in the right places. While your team will have to do a little work just telling your implementation partner how you prefer to work leads and contacts, most of the heavy lifting is out of your hands.
How Long Does a HubSpot Implementation Take?
HubSpot implementation can take anywhere from 2-6 weeks, depending on the size and complexity of your move.
For example, a small company moving from spreadsheets and email might take a bit less time than a large industrial service provider with hundreds of clients who is moving from Salesforce to HubSpot.
Timing will also depend on your team’s availability. That first call is essential to get started, but if your HubSpot Solutions Partner has small questions, they may invite a few people from your team to get clarification, just to make sure that all information is moving to the right places.
What Happens After a HubSpot Implementation?
Once your HubSpot implementation is complete, your team will have everything you need to work almost entirely out of the HubSpot platform. But having everything they need, and knowing how to use it are two different things.
If your team is already familiar with the HubSpot platform, they may be able to dive right in without any issues. But, in most cases, teams who maximize the value of their HubSpot platform opt for a HubSpot Onboarding session, where your HubSpot Solutions Partner not only shows them how to use it but trains every member on your team.
Who Can Help Me Get Started With HubSpot Implementation?
HubSpot implementation can be one of the most overwhelming parts of moving to the new platform. From getting all of that important sales data and contact information into a new CRM to determining how best to set up your new sales pipeline, there’s a lot to consider.
We’ve handled HubSpot implementations for dozens of clients in a variety of industries. If you’re looking for help getting started on the HubSpot CRM, get in touch.