Common Challenges in HubSpot Onboarding and How to Overcome Them

Are you ready to enter the world of inbound marketing with HubSpot? Congratulations! You’ve made the right choice. HubSpot is a powerful digital marketing platform that can help you transform your business. However, getting started with HubSpot is not always easy.

Many new users face challenges during the onboarding process. The good news is, that most challenges can be overcome with the right mindset and support. In this blog post, we’ll explore some of the common challenges in HubSpot onboarding and provide actionable tips to guide you through them.

The Problem:

When it comes to onboarding teams onto HubSpot, we've seen a common challenge arise time and time again. Transitioning the whole team can be quite daunting, especially when individuals are already juggling multiple responsibilities like sales calls, meetings, and writing quotes. It's no surprise that finding time for HubSpot can feel overwhelming. However, here's the catch - if it's not a priority, it'll never feel like the right time. So, how can we ensure a smooth onboarding process? Let's dive in.

We often hear the saying, "Use it or lose it." With that in mind, imagine this: If you don't use a new tool or platform within 30 days, you lose about 80% of the knowledge you initially gained. Ouch! It's clear that getting the entire team on board is crucial for success, but it's definitely easier said than done.

The Solution:

1.Make HubSpot Onboarding a Priority:

Yes, this sounds simple, but we all know practice is the real challenge.

Here's a helpful tip: Get your team committed to using HubSpot for at least 5 minutes a day. That's it! In no time, they'll be entering new contacts into the CRM or assigning deal stages to their leads. It may seem like a small step, but it builds a habit of logging into and actively working within the platform.

2. Transform HubSpot Onboarding Into a Team Event:

What if onboarding became an engaging team experience? Schedule a mandatory weekly meeting where the whole team comes together, whether in person or virtually, to spend valuable time organising their contacts in the CRM. It's an opportunity for collaboration, where team members can discuss their favourite CRM tools, offer solutions, and share tips and tricks to drive improvements. By holding regular team meetings, not only will the importance of using HubSpot be reinforced, but valuable insights will be gained and shared.

3. Remember, Sharing Knowledge Matters:

Equipping your team with access to a Knowledge Base filled with handy SOPs and how-to articles is essential. With this resource readily available, any quick questions or concerns your team may encounter while navigating HubSpot can be swiftly addressed.

The Problem:

Imagine you're painting a room in your house. Sure, you could grab the paintbrush and dive right in, but without proper prep work, you'll end up with a sloppy finished product.

A quality paint job requires careful taping, smoothing any rough surfaces with a touch of sanding and primer, and, of course, a little thought about which paint colour to choose.

Onboarding to a CRM, like HubSpot, isn't all that different. The effort you put in equals the results you'll get out. There are some upfront tasks to tackle, my friend. You'll need to migrate your contacts into the new system, figure out your sales deal stages, and set up a customised sales process that suits your needs – all neatly organised within the CRM.
Now, I know it might seem like quite a bit of work. But hey, we've all been there! It's a common challenge for our clients too. Luckily, we're here to help you overcome it.

The Solution: Unleash the Power of Ownership

Here's a fantastic approach to tackle all that upfront onboarding work: assign one person to own it. In our case, our HubSpot Certified Trainers usually take the lead. Our team takes care of a hefty chunk of the upfront work. We'll handle tasks like importing all existing customers into the CRM, setting up deal stages, and building a robust pipeline. Partnering with a HubSpot Partner Agency has its perks, my friend – we handle those tedious tasks, so you don't have to.

Fear not if you don't have a HubSpot Partner or Certified Trainer. You can still make it happen! Just nominate someone from your team to own the onboarding process. Make it their primary responsibility for now, and grant them the flexibility they need to fully commit.

Their role becomes that of your very own HubSpot project manager. They'll take the project, break it down into manageable tasks, and assign deadlines to ensure you're fully functional on the HubSpot platform when you're ready.

Seeking more insights about HubSpot Onboarding? Look no further! Whether it's the HubSpot CRM, HubSpot Sales tools, or the HubSpot Onboarding experience, our team of HubSpot Certified Trainers is at your service. With our comprehensive suite of HubSpot Services and expertise, we're here to address all your questions and concerns. If you have any more questions feel free to contact us.