HubSpot Sales 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 sales 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 sales processes in the best possible way. The preparatory assignments are an essential and important part of the project.

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. It’s important to save enough time for planning the migration phase especially when deploying from one system to another. All systems are different and have different kinds of data structures that have to be taken into account during the migration work.

Based on the preparatory assignments there will be workshops where the different sales 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 to the following questions: What information is needed in the specific phases of different sales processes, how lead processes are produced, what is the conversion rate and how to improve sales.

During the sales tools deployment it is ensured that all the necessary HubSpot sales tools are deployed and configured as part of the daily routines. These tools are, for example, sales task lists, personal reportage views, sales team’s email accounts linkage to HubSpot tracking, sales documents transferring to HubSpot and automated sales communication workflows, sequences.

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?