HubSpot Implementation & Onboarding

HubSpot is the #1 AI-Powered CRM helping organizations scale and grow.

Whether you are currently considering HubSpot or have recently signed up with HubSpot, it’s essential to implement the system properly. As HubSpot Accredited Onboarding experts, we empower you to unlock the full potential of the HubSpot platform for long-term success.

Generic onboarding and implementation, as in one size fits all, does not always work. It’s much better to have your HubSpot implementation customized to your company according to how your marketing, sales, and service teams operate - or need to operate.

Contact Data

Imperfect and complex contact data imports can lead to the loss of essential customer information, necessitating extensive hours to resolve the data discrepancies between your previous contact database and the HubSpot CRM. Ensure your crucial data imports are handled carefully.

Employee Behavior

Adopting a new platform may occasionally necessitate a shift in employee and team behavior. Consequently, it is crucial that they gain a comprehensive understanding of the new HubSpot CRM to maximize its use and reap the greatest benefits from your investment.

Information Overload

When your teams are learning a new CRM, they may become overwhelmed with information, which can cause confusion and raise the chance of errors. This can result in unnecessary time and financial loss. Allow us to assist you in implementing your new HubSpot CRM in the most efficient manner for your work environment.

Planning

Inadequate planning can result in delays, missteps, and confusion during the implementation of your new CRM. Make sure your new HubSpot CRM is configured to meet the requirements of each specific job role.

Team Effectiveness

Failure to integrate your marketing, sales, and service processes into your CRM may lead to cross-functional team friction and make your teams’ jobs more challenging. Of course, the point of getting the HubSpot CRM is to help improve your teams’ jobs and processes, so ensuring it is set up correctly from the beginning is critical.

Reporting & Analytics

HubSpot offers a variety of pre-built reports and analytics that can be added to reporting dashboards. Additionally, you have the option to create custom reports and include them in your dashboards. To ensure proper decision-making, you must understand how to set up these reports and dashboards.

App Integration

Inadequate integration of third-party applications results in missing data and crucial information that your team and decision-makers might require. Make sure your third-party applications are properly linked and functioning.

The Xcellimark Difference in CRM Onboarding

The Xcellimark Difference in CRM Implementation

HubSpot requires all customers to be onboarded by either a certified HubSpot Solutions Partner like Xcellimark or HubSpot’s onboarding consultants.

There are key differences between Xcellimark’s Onboarding Process and HubSpot Onboarding:

Xcellimark does the onboarding work for you. In contrast, HubSpot tells your team what to do, and the responsibility is on you to do that correctly, efficiently, and effectively.
Xcellimark customizes your HubSpot system to your company and team instead of trying to make your company and team fit HubSpot.
Xcellimark’s onboarding and implementation process sets your company up for success, providing a gateway to our advanced, customized training services. While you can get generic training videos in HubSpot’s Academy, Xcellimark steps outside the one-size-fits-all training model to train your team more effectively. Training is based on your specific HubSpot license and implementing the functionality based on exactly how your company and teams operate.

Overall HubSpot CRM Setup and Implementation

Add employees to HubSpot (Determine user roles, HubSpot permissions, and teams).
Upload existing contacts, companies, and deals into HubSpot.
Connect integrations as needed to HubSpot.
Add company logo.
Set up company address, locations, phones, website URL.
Connect email DKIM, SPF, and DMARC in domain account.
Connect Google Analytics to HubSpot.
Add HubSpot email extensions to Outlook or Gmail.

Connect Google Ads & Facebook Ads.
Ensure HTTPS is activated.
Turn on GDPR if desired (Review and edit standard GDPR wording).
Create personas if desired.
Set up custom property fields for contact, company, deal, and ticket records.
Set up standard dashboards & reporting.
Add Live Chat to your website.

Once we have completed the onboarding and implementation process for your HubSpot CRM, you are ready for our advanced custom HubSpot training.

HubSpot Marketing Hub Implementation

Connect subdomains & install HubSpot tracking code.
Set up email sending domain and CAN-SPAM.
Import marketing opt-in and opt-out lists.
Set up email footer with company address, etc.
Add social media accounts (pro or enterprise).
Create marketing email lists.

HubSpot Sales Hub Implementation

Connect your email accounts
Connect calendars (Office 365 or Google Gmail)
Set up your calendar link
Upload your contacts
Check HubSpot for duplicate contacts & merge as needed
Upload your companies

Check HubSpot for duplicate companies & merge as needed
Create deal pipelines
Set up deal automation
Upload existing deals
Add email signatures to HubSpot
Upload sales documents

HubSpot Service Hub Implementation

Set up intake channels for the service team.
Set up meeting calendars.
Create a customized ticket pipeline.
Set up customer self-serve knowledge base.
Set up ticket automation.
Set up Help Desk

Once we have completed the HubSpot Service Hub onboarding and implementation processes, you are ready for our advanced custom HubSpot Service Hub training for your team.

See our advanced custom training for the HubSpot Service Hub.

Productive and timely HubSpot onboarding is key to your company’s success and enjoying the benefits and rewards that the HubSpot CRM offers you, your company, and your teams.

Xcellimark is a Certified Platinum HubSpot Solutions Partner, Certified HubSpot Trainer, and Manager of the Orlando and Central Florida HubSpot User Group (HUG).