What is HubSpot Setup & Onboarding?
If you're considering using HubSpot as the CRM platform for your business, it's likely that you've come across fees for the setup and onboarding of the platform. While this can be off-putting, it's important that you understand that this process is vital. Without the platform being set up correctly, you may never achieve your business' true potential.
What's Included in HubSpot Setup and Onboarding?
The Setup and Onboarding process covers a combination of three main areas of work, namely:
The decision to use HubSpot as your business's CRM is a sound one and will provide you with all of the associated benefits of operating from a centralized platform. The capabilities of this software are extensive, and in order to make the most out of it, you'll want to know how to use it properly. We can assist you with all of the setting up, whether that's related to helpful integrations or your website design, for instance, as well as the onboarding process to ensure all departments within your business are able to utilize the software effectively.
Nexa can devise your HubSpot strategy. We have done this for various businesses, helping them with the technical side, as well as sharing in the wealth of potential of this systems inbound marketing methodology. Our teams can coach your employees on how to align the marketing and sales functions. This will ensure your teams are productive, making the most of this intuitive and powerful operating system.
Firstly, without the technical setup, your business may not be able to use some of the core features of the platform, nor access some of the deep-data that HubSpot can extract from your website traffic.
But before we even look at a company's technical onboarding requirements, we need to emphasize that every company is different and has different needs. From our experience, we've seen that even companies who look like very similar businesses from the outside, actually have very different internal processes that need highly customized implementation within HubSpot. Therefore, before any setup and onboarding project, our team will work with key stakeholders within your organization to understand which features are most relevant to your business and how these need to be set up for optimal use.
Finally, once the technical setup is complete, it's important that your team is fully trained on how to use the platform. Nexa's HubSpot training team provides both onsite and remote training that is customized for your business and your new platform. It is spread over a number of dedicated sessions to avoid information overload for your team.
As long-standing HubSpot partners and the only Diamond-accredited partner in the MENA region, Nexa provides onboarding for a large proportion of HubSpot's customers locally.
What separates our setup and onboarding services from the rest is our ability to fully customize HubSpot features for practical use within your business. From devising the best solutions to implementing them, we will ensure your business is ready to run as efficiently as possible. We also have the ability to train your team individually or as a group, either remotely or onsite at your offices. Our team is ready to assist with ongoing support if need be, though, after our set up and onboarding process, we're positive you won't be needing it.
Want to learn more about HubSpot? Not sure if HubSpot is right for your business? View the video below: