HubSpot Marketing Hub onboarding

The deployment process starts with defining the starting point and the needs - let’s figure out the plan and the schedule together. As part of the actual deployment you will have the chance to estimate your company’s current procedures and policies through the preparatory assignments. You will answer the following questions: how do the marketing processes work and what kind of responsibilities do each team member have in the customer’s purchase journey. Throughout the procedure definition it can be planned how to configure and set HubSpot up to support the marketing (and sales) processes in the best possible way. 

Before deploying the new system there has to be enough information about the possible old one. It is essential to find out what data there is and how to take it out from the system. In addition, it has to be decided what information is essential enough to be moved from the old system to the new CRM system, HubSpot. Finally, there will be a data migration that means
moving the data to the new system.

Based on the preparatory assignments there will be workshops where the different marketing pipeline phases are estimated. The aim is to define together the company’s key customer management processes that HubSpot will support. As an end result of the workshops there
will be clear answers on the following questions: What information is needed in
the specific phases of customer's buying journey, how lead processes are produced,
what is the conversion rate and how to nurture the leads.

During the project it is ensured that all the necessary HubSpot marketing tools are deployed and configured as part of the daily routines. These tools are, for example, email tools, forms, lists, workflows, social media content management tools, campaign views, landing pages and CTAs. In addition it will be ensured that all the basic settings considering for example the brand elements, domains and tracking codes are in order.

Even the fanciest system does not bring additional value unless people don’t take the new tool as part of their daily working routines. With user training we want to ensure that all the future HubSpot users know the system and know how to act after the system deployment.

After the start of HubSpot operations your company’s CRM usage is supported and followed in an active manner. The aim is to modify the system based on the user experience - could the CRM system support some of the sales or service process phases even better?