WHAT IS PART OF THE ONBOARDING OF A HUBSPOT SALES HUB?

Considering using HubSpot Sales Hub? Here's what to expect during onboarding, whether you choose to go with HubSpot directly or with a partner. HubSpot's Sales Hub is a great tool for any B2B sales team. It allows you to effectively track deals, communicate efficiently with prospects/leads and between teams, and provide a single point of contact for your sales, marketing, and customer service departments.

However, the transition to Sales Hub can be daunting. Without the right onboarding, problems can arise down the road - but what does onboarding actually involve? And what results can you expect during the project?

MEDIATE YOUR COMPANY'S NEEDS

The first step of good onboarding is to figure out exactly what you need from the software. There's no point in diving headfirst into something without understanding what the software is, what you need it for, and what your goals are.

That's why your first step should be to formulate your expectations of Sales Hub, determine which parts of the software you're most likely to use, and set initial goals. Your trainer will explain the basics of inbound sales and show you how to apply them to your business.

TECHNICAL SETUP AND SHIFT OF CONTACT (IF REQUIRED)

If you're already using HubSpot CRM but want to upgrade to Sales Hub, your contacts are probably already in your system. However, if you're transferring your data from another platform, you may need help uploading your old data into HubSpot. If you're onboarding with HubSpot or through a HubSpot partner, they can handle this for you.

In addition, your portal needs to be effectively set up to use Sales Hub. This includes linking your inbox to HubSpot, and ensuring that the proper tracking codes are installed on your website. This can also include setting up custom properties to effectively sort and manage your leads, as well as comprehensive training on the features of each section of their HubSpot portal. If your team uses any other tools, this is also the right time to set up the necessary integrations.

THE AUTOMATION OF YOUR SALES PROCESS

Now comes the interesting part - automation! This is the key to speeding up your sales process and gives your sales people the time to do what they do best - sell. This phase is all about setting up tools like live chats, sequences, deal phases, and workflows.

Your team's calendars will also be connected to HubSpot, so potential clients can book meetings instantly.

The interesting part of automation is making sure your deals are automatically assigned to your salespeople, and that's something that can be addressed at this stage as well. Once everything is set up in Sales Hub, your team can customize and optimize the software so that it's tailored for them and works well.

PERSONALIZATION

Your sales team is already talking to prospects every day, but one of the key features of HubSpot Sales Hub is the ability to personalize your communications. This includes creating 1:1 videos (and how to attach them to your CRM emails) as well as sequence queues, personalization tags, setting up offers, and more.

An important part of this is understanding what your sales team is currently doing to personalize their communications with prospects. Your team may already be sending out videos, checking in with leads in a timely manner, and optimizing communications.

Sales Hub, however, can help them build on that and further customize and personalize the sales process based on your buyer personas.

POST-ONBOARDING PLANS

After onboarding, you'll have an idea of how HubSpot Sales Hub works for your business and how you can sell more effectively with an inbound approach.

Your journey has just begun, however - crafting your post-onboarding strategy is an important part of your Sales Hub experience, and any good partner should be able to provide ongoing support.

Depending on who you choose, you may also receive a package of templates, pre-built sequences, and tips and ideas for the future. To get the most out of Sales Hub, you need to choose an onboarding partner that is capable of meeting your company's needs