HubSpot is a comprehensive inbound sales and marketing platform that helps businesses streamline various processes by allowing them to have everything in one place. It can help you attract visitors, convert them into leads, and nurture the leads into happy paying customers. While you may be sold on the idea of purchasing a HubSpot package for your business, you must also decide who will help you onboard.

What is HubSpot Onboarding?

Onboarding is a process of helping new users start their HubSpot journey by allowing them to understand, configure, and navigate the various features available on the platform. HubSpot onboarding is mandatory for any business that purchases some or all of HubSpot's product suites. It is necessary as it helps you and your team understand how to navigate all the platform's features, utilise the platform to its full potential, and fulfil your business goals and expectations.

The Two Main HubSpot Onboarding Options

When getting started with HubSpot, you can choose between onboarding with HubSpot directly or with a HubSpot Partner Agency. Direct onboarding involves reading lengthy manuals and watching countless videos to understand the technical setup process and how to use the platform. 

However, when onboarding with a HubSpot Partner, you can take a back seat and save yourself the agony of going through the articles and videos. That's because your partner has done that for you and is quite conversant with the platform. You'll only need to share your business goals, challenges, prospects, and any other information your partner deems necessary. They will use this information to set up your account, and when everything is set, they will show you how to use the software with your goals and expectations in mind. 

You also get training on maintaining the system and enjoy ongoing system support for up to 90 days. It may cost you more to onboard with a HubSpot Partner than directly with HubSpot, but it is worth it, considering the convenience and efficiency you get. 

Onboarding with a HubSpot Partner Agency, like Atlanticus, is ideal for small and medium-sized businesses that don't have a fully-staffed marketing department yet. 

Below are the top benefits of onboarding with a HubSpot Partner.

They Have Experience

HubSpot Partner Agencies are experienced HubSpot users who have successfully helped several businesses make the switch to the platform. For instance, Atlanticus has been a HubSpot partner since 2018 and has consistently helped customers across Ireland to gain new customers and a competitive advantage using inbound services. 

As a Gold Partner, Atlanticus has a proven track record of using inbound marketing services and multiple HubSpot apps and features. In the time they have partnered with HubSpot, they have also increased leads, helped businesses grow, and increased the return-on-investment (ROI) for several companies. It also means they can use past experiences and lessons to solve problems for clients and configure fast and efficient software integration.

Provide Customised Services

HubSpot Solution Partners act as a bridge between you and the software. They will analyse your current and future business processes, goals, and scope to determine a customisable sales and marketing plan curated to satisfy your changing business needs. Thus, the implementation is personalised to your needs and expectations and is appropriate whether you have purchased a single suite or the entire package.

Receive Ongoing Support 

Partner agencies provide you with practical training sessions to help you use the HubSpot features and troubleshoot issues. Moreover, you get assistance to solve problems during the onboarding duration and how to navigate these issues once the onboarding services have expired. You can also build an ongoing relationship with your HubSpot Partner to have someone who understands your company and can take care of your growing and changing business needs.

Enjoy Expert Level Assistance

HubSpot is a complex platform that requires weeks of learning and practice in order to get it right. That's why Partner Agencies receive top-level training from HubSpot to help you set up, implement, and solve any challenge you throw at them.  

They must also receive multiple certifications to be accredited as partners. This means they can teach you the best marketing and sales tactics and strategies, and they know what to ask to determine your needs, including the questions you never thought of. Even better, you can take advantage of your Partner's direct access to the HubSpot HQ team and use this link whenever necessary for advanced customer support.

Increase Your Return-on-Investment

The HubSpot marketing automation platform is a lucrative investment for any business. And for that reason, you must do everything in your power to ensure it is worth every penny you spend. This includes working with a solutions partner who has your best interests at heart. 

A partner like this will work on a predetermined set of processes to ensure positive results every time. They will also implement inbound sales and marketing strategies that attract, convert, and delight customers. 

By default, this leads to increased revenue and maximum ROI. They also save you and your team time you'd spend fidgeting around the software and allow you to concentrate on the things that help your business stay ahead of the flock.

Receive Measured Results

Working with a partner agency takes away the guesswork of whether your marketing efforts are working. That's because they take care of the back end of things and have the responsibility to change any methods that are not working. 

Furthermore, they provide you with clearly defined metrics and results, explaining how every effort adds or subtracts from your business success. They also provide you with an unbiased view of how things are working out for you.

How does HubSpot Work with Partners?

We asked Dan Tyre, Author of the Inbound Organization and HubSpot Director what he thinks are the benefits to onboarding with HubSpot Partners:

"At HubSpot, we work very closely with our global partners to deliver the right services, to the right people at the right time! HubSpot onboarding is a collaborative process that enables customers to get a detailed understanding of the portal and how it fits with sales, marketing and service strategies. However, HubSpot Partners can offer a flexible, in-person experience of the onboarding journey, helping clients to ramp more quickly for lead generation, customer acquisition, client engagement and competitive advantage!" 

The Bottom Line 

HubSpot onboarding with the right partners will fetch you expert support to ensure you enjoy your investment while saving you time and money. They will also provide you with the guidance and support you need to grow your business. We can help you achieve sustainable growth by helping you align your sales, service, and marketing goals seamlessly and effectively. 

Contact us today if you'd like to learn more about our onboarding process. We are more than willing to hold your hand and walk you through the CRM platform while ensuring we convert your leads into lifetime customers.