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HubSpot Onboarding with a Trusted Partner

February 13, 2024

Discover the benefits of HubSpot onboarding with a trusted partner like BBD Boom. Expert guidance, tailored strategies, and accelerated success await.
HubSpot Onboarding with a Trusted Partner

The onboarding process is a critical step in successfully implementing a new software or platform like HubSpot. In this blog post, we will explore the importance of professional onboarding and how it can help you fully leverage the features and functionalities of HubSpot. We will dive into the benefits of working with a HubSpot partner for onboarding, particularly an accredited partner like BBD Boom. 

The Importance of a Smooth Onboarding Process

BBD Boom September 2020-79-1Onboarding is a crucial step in successfully implementing a new software or platform like HubSpot. It involves the process of getting your team up to speed with the platform, setting up the necessary integrations, and aligning your marketing and sales processes with the capabilities of HubSpot.

Proper onboarding ensures that you can fully leverage the features and functionalities of HubSpot, allowing you to streamline your marketing and sales efforts, automate repetitive tasks, and effectively track and measure your results. Without proper onboarding, you may miss out on key features or struggle to fully utilise the platform, hindering your ability to achieve your business objectives. 

When it comes to onboarding with HubSpot, businesses have three options: self-onboarding, direct with HubSpot, or collaborating with a HubSpot partner. Self-onboarding comes with certain challenges and potential pitfalls. These include lack of established expectations, inadequate training time, overlooking custom settings, issues with data, not identifying sales and marketing processes, failing to align and integrate systems, and missing a supporting strategy. Whereas, a Direct HubSpot Onboarding involves working directly with HubSpot's own team. This option is typically chosen when a business seeks an understanding of the technical settings and features of HubSpot, especially if the organisation is new to Inbound marketing or prefers a general overview and walkthrough of the HubSpot features.

What is Partner Onboarding?

hubspot partner onboarding A Partner Onboarding is a critical step in successfully implementing HubSpot for your business. It involves collaborating with a HubSpot Partner, such as BBD Boom, who will take the time to understand your business goals and specific use cases. With this knowledge, they will implement all the relevant tools and set everything up in line with your objectives.

During the onboarding process, your partner will work closely with you to carefully scope out your use cases and understand your team's capabilities. This hands-on support ensures that the implementation is tailored to your unique needs, maximising the value you can derive from HubSpot.

At BBD Boom, we understand that every business is different, and a one-size-fits-all approach doesn't work. That's why we specialise in creating customised onboarding strategies that align with your specific goals. This personalised approach ensures that HubSpot is optimised to drive your business's success.

BBD Boom's HubSpot Onboarding service offers a comprehensive and tailored approach to get teams set up and proficient in using HubSpot. Our service includes strategy calls, customised requirements planning such as specific workflows, lead scoring criteria, and report building. We also emphasise the importance of team training, providing live sessions that are recorded for future reference. BBD Boom aims to ensure that teams are comfortable and proficient with their new CRM system. 

bbd boom hubspot onboarding process

HubSpot Onboarding Accreditation 

Hubspot Onboarding Accreditation HubSpot Onboarding Accreditation is a certification program offered by HubSpot to partners who have demonstrated expertise in onboarding small and large enterprise customers onto the HubSpot platform. It ensures that the partner has a deep understanding of the features and functionalities of HubSpot and can effectively guide clients through the onboarding process.

At BBD Boom, we are proud to be one of the few partners to have been awarded with this accreditation that demonstrates the rigorous training and extensive knowledge we have of the platform.

As an accredited partner, our team possesses a deep understanding of the following:

  • Strategic Consulting & Onboarding
  • Professionalism in Sales and Discovery
  • Implementation of various HubSpot Hubs 
  • Project & Stakeholder Management 
  • Change Management 
  • Reporting
  • Native & Custom Integrations 
  • Data Migration 
  • Training & Education

As an Elite Partner, awarded with the prestigious HubSpot accreditation in Onboarding, we have completed over 400 projects, making us well-equipped to assist you in streamlining your implementation process.

Our webinar, "What We Have Learned Onboarding Over 300 HubSpot Customers", is a valuable resource that showcases our knowledge and insights gained from working with numerous clients, who have successfully implemented HubSpot into their marketing and sales strategies with our help. During the webinar, we discussed why a strong onboarding process is critical for success with HubSpot, delved into common challenges and pitfalls to avoid and gave real-world examples of our client's experience and outcomes.

HubSpot onboarding partner

Benefits of Working with a HubSpot Onboarding Accredited Partner

Harnessing the power of platforms like HubSpot can revolutionise the way your business operates. However, navigating the complexities of these tools can be a daunting task. That's where partnering with an onboarding accredited HubSpot expert becomes invaluable. Let's delve into the number of benefits of this collaboration, ensuring that your onboarding journey with HubSpot is not just about starting out but about surpassing your business objectives and achieving unparalleled success.

1. Understanding the Complexity of HubSpot

HubSpot offers an extensive suite of tools designed to streamline marketing, sales, and service operations. However, its vast features and capabilities can be overwhelming, especially for newcomers. An onboarding accredited partner like BBD Boom brings clarity to this complexity, helping businesses navigate and utilise the platform's full spectrum effectively. Our expertise transforms HubSpot from a mere tool to an integral part of your business strategy.

2. Expert Guidance Through the Onboarding Process

The onboarding process sets the tone for your future success on HubSpot. As an accredited partner, BBD Boom provides expert guidance, ensuring a smooth and efficient transition. Our experience in handling diverse business scenarios means we can foresee challenges and provide strategic solutions proactively, ensuring your onboarding experience is seamless and stress-free.

3. Tailored Strategies for Your Business

Every business is unique, and a one-size-fits-all approach rarely works. We specialise in creating customised onboarding strategies that align with your specific business goals and needs. This personalised approach not only enhances your initial experience with HubSpot but also ensures the platform is optimised to drive your business’s success.

4. Accelerating Time to Value

Time is a crucial factor in business. Working with a partner can significantly speed up the process of getting up and running on HubSpot, thus accelerating your time to value. With BBD Boom's expertise, you can quickly move past the setup phase to start seeing a tangible return on your HubSpot investment. As experts in onboarding we ensure quick and correct set up of HubSpot's features, and address or resolve potential issues by preventing downtime. 

5. Training and Empowerment

One of the key benefits of partnering with a HubSpot partner for your onboarding is the training and empowerment of your team. As a partner, we provide comprehensive training and resources, ensuring your team is well-equipped to utilise HubSpot to its full potential. This investment in training leads to long-term benefits, making your team self-reliant and more efficient.

6. Ongoing Support and Assistance

The journey doesn’t end with onboarding. HubSpot accredited partners offer ongoing support and assistance, providing a safety net as you navigate the platform. From troubleshooting to updates, having an expert readily available for consultation can be invaluable for addressing future questions or issues, ensuring continuous smooth operations.

7. Leveraging Advanced Features

Finally, accredited partners help you leverage HubSpot’s advanced features and integrations. This expertise allows your business to take full advantage of the platform, extending beyond basic functionalities to explore and utilise tools that drive significant growth and efficiency.

8. Long-Term Relationship and Growth

Building a long-term relationship with a partner is essential for continuous improvement and your growth with the HubSpot platform. While self-onboarding or direct onboarding with HubSpot can be options, collaborating with a HubSpot expert, like BBD Boom, offers unique benefits. By establishing a long-term relationship with a partner, you can continuously adapt and evolve the use of HubSpot as your business grows, ensuring sustained improvement and success.

hubspot onboarding partner

Six Degrees' Advanced HubSpot Onboarding with BBD Boom

Information Hub - Six Degrees Six Degrees, a leading technology service provider and one of our valued clients, embarked on an onboarding journey with BBD Boom as their trusted HubSpot partner. Facing the challenge of migrating from Marketo, their previous CRM system and needing a rapid onboarding process, they collaborated closely with BBD Boom

BBD Boom's exceptional expertise and proficiency in the HubSpot platform allowed them to accomplish the typically 90-day onboarding process in an impressive 30 days. This remarkable achievement not only showcases our competence but also highlights our ability to meet tight deadlines and deliver exceptional results.

During the onboarding phase, BBD Boom executed meticulous strategising and planning, which played a pivotal role in fully understanding the extensive requirements of Six Degrees. Given the company's size and the diverse needs of its sub-teams, BBD Boom tailored the scoping period to ensure a comprehensive understanding of all project deliverables and their respective use cases.

Recognising the significant differences in functionality between HubSpot and Marketo, BBD Boom employed innovative thinking and problem-solving skills. This approach was crucial in bridging the gap between the two platforms, ensuring the seamless replication of critical business functions from Marketo to HubSpot without compromising functionality or data integrity. Additionally, BBD Boom provided comprehensive training to Six Degrees' staff, fostering confidence and independence in using the system post-migration.

Effective communication played a pivotal role throughout the project, with regular interactions, including weekly meetings and daily calls, facilitating a dynamic exchange of ideas and feedback. This constant dialogue ensured that any issues were promptly addressed, keeping the project on track despite the ambitious timeline. 

Our expertise and HubSpot Onboarding Accreditation guaranteed that Six Degrees received the highest level of professionalism and guidance throughout the entire process. By partnering with BBD Boom, Six Degrees not only accelerated their time to value but also secured ongoing support and assistance for their future growth and success with HubSpot.

To delve deeper into the remarkable success story of Six Degrees, click below for a comprehensive exploration:

advanced hubspot onboarding

If your business is looking for a seamless and efficient transition to HubSpot, just like Six Degrees experienced, don't hesitate to reach out. Our expert team is ready to guide you through every step of the onboarding process, ensuring a tailored approach that meets your unique needs.

Contact us today to begin your journey towards a more effective and streamlined CRM strategy with HubSpot. Let's work together to achieve remarkable results for your business.

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