HubSpot inbound marketing and sales software helps companies attract visitors, convert leads and close customers. Hubspot onboarding through a HubSpot agency partner like Gate 39 Media can be a smooth experience for everyone involved. While our HubSpot team uses a step-by-step process to guide you during implementation and onboarding, we’ve also put together a list of five key onboarding steps to ensure you’re set up for success.
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1- Prepare Your Team Prepare your team for the different phases of the implementation and HubSpot onboarding process. Once you understand the timeline, decide who from your company will need access to the HubSpot account. Also determine what level of access they should have in accessing your marketing sales and service tools.
The most important part of starting with HubSpot is getting your team excited and prepared. Keep updated on your progress and emphasize the tools they can use once you’re up and running.
2- Set Up Once you’re ready to get into HubSpot, you’ll first go through your settings list and fill out some basic information.
Company Name
Address
Time Zone
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You’ll also want to decide what language to use for your GDPR statements. While HubSpot has default verbiage for privacy and consent options, it’s always best to tailor it to your organization or consult your legal or compliance team. It would help if you invited your team to set up their own HubSpot accounts and import your existing contacts.
3- Get connected Get connected when the basics of your account are in place. With HubSpot, you can connect and integrate your HubSpot account with outside websites or web apps such as Outlook. Linking these accounts lets you access your sales tools directly from your inbox.
When it comes to integrating your HubSpot with your website, this includes connecting your domains and installing the HubSpot plug-in or tracking code. We recommend connecting your Google Analytics account to your HubSpot and any social media accounts to create a centralized location for your different types of sales and marketing data.
4- Spend Some Time in HubSpot Now that you’ve spent some time getting your HubSpot account in good shape to get started, you’ll be ready to learn about even more tools and integrations HubSpot can offer.
Subscribe to the HubSpot User Blog to keep up with the latest insights in marketing and visit the HubSpot products page to browse available add-ons. Finally, review your account dashboard to ensure that it is customized to your organization’s needs. Getting comfortable adding and removing all reports to your dashboard will make for a most efficient rollout.
5- Time to Get Working At this point, you’ll be ready to start making some critical changes to your website using HubSpot marketing tools, such as replacing existing website forms, calls to action , and email templates with once built-in HubSpot so that you can track all that valuable data in one central location.
HubSpot is user-friendly, and making HubSpot a regular part of your day-to-day operations will make a significant impact in the long run. Remember, it may take some time for everyone on your team to confidently adapt to this new tool.
If you’d like to know more about how HubSpot can elevate your sales and marketing or are interested in taking a personal demo of HubSpot, contact Gate 39 Media today. Check out Gate 39 Media’s Engine 39 blog for more marketing tips and tricks.
Interested in learning more about HubSpot CRM services and how Gate 39 Media can help you? Book a Call.
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About the Author: Carolyn Beatty
Carolyn Beatty is the Client Services Manager at Gate 39. She fosters ongoing relationships with clients by combining open communication, transparency, empathy, and geniality in all interactions. In addition to managing client services and marketing projects, Carolyn also handles content creation for Gate 39's blog, newsletters, and social media.
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