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Implementing one of the most powerful CRMs can be an exhilarating moment, especially when you think about all the promises and possibilities. You expect your new piece of tech to be a comprehensive solution to all your problems, but is it all that easy?
Well, HubSpot is indeed capable of solving most of your marketing and sales problems. Still, there’s a catch – you have to get it right, and that’s where an onboarding partner comes in.
Role of a HubSpot Onboarding Partner
Teaming up with the right onboarding partner is one of the best moves you can make to increase your chances of setting up the entire suite correctly. The main role of an onboarding partner is to provide tailored onboarding experiences for customers, and they do that by collaborating closely with HubSpot.
By engaging an outstanding HubSpot onboarding partner like RevPartners, you entrust professionals with the onboarding process, so you’re assured great results. Thanks to expertise in a variety of fields such as customer service, sales, marketing, IT solutions, and web design, they can provide comprehensive solutions to amplify your efforts and help you meet your goals.
Choosing a Capable HubSpot Partner
Selecting the right HubSpot onboarding partner is vital for an effective onboarding process which, in turn, offers benefits such as:
- Ensuring your in-house team understands the features of the software and utilizes them without overlooking any valuable functionalities
- Establishing a strong foundation for your sales and marketing strategies, thus fostering an environment that is ideal for sustainable growth and success
- Accelerating the time to usage, which will effectively reduce downtime and optimise the path to achieving your objectives
Here are the top factors to consider when selecting a HubSpot onboarding partner:
1. Expertise and Certifications
The one step you never want to skip is assessing a partner’s expertise and certifications before engaging them. An ideal partner should be, at minimum, Solutions Partner Certified, which means they have successfully undergone the training required for a deep understanding of the HubSpot ecosystem.
You’ll also want to analyse additional qualifications such as accreditations and tiers. An accreditation, which is slightly different from a certification, demonstrates a higher mastery level and expertise in specific categories within the platform. A tier badge, on the other hand, offers more insight into a partner’s performance, customer success, and overall excellence.
Thankfully, the HubSpot Solutions Directory lists certified providers along with their accreditation and tier information, so that’s a good place to start when evaluating a potential partner. When performing your research, it’s also generally recommended to choose a company that has successfully onboarded businesses similar to yours.
2. Onboarding Process and Experience
This is another vital factor to consider when selecting an onboarding partner. A good partner will have a clear and structured onboarding process, so always ask potential partners to outline their approach. Pay close attention to crucial details such as the initial setup, data migration process, integration possibilities, training for your teams, and ongoing support.
Also, make sure to check how the provider distributes the onboarding workload and how much your team will be involved so you can plan adequately. Don’t forget to ask whether a potential partner provides onboarding documentation customised to your processes and other resources that will support new staff or consultants going forward.
3. Client Testimonials
A potential partner’s evaluation process can never be complete without a detailed review of their references, testimonials, and/or case studies. These will always give you a detailed and unbiased look into a HubSpot onboarding service provider’s capabilities and the quality of their services. That way, you can easily predict what to expect from them.
Make sure to concentrate on the case studies or reviews from businesses that are similar to yours so you can get a clear picture of the potential partner’s performance. Also, don’t forget to check reviews that highlight issues experienced during the onboarding process and how the provider resolved them.
4. Communication and Support Performance
When working with an external provider to streamline business processes and ensure implementation operations such as HubSpot onboarding, you want them to be as responsive as possible and highly supportive. In truth, a good onboarding partner will even go the extra mile to provide personalised support during and after the onboarding process.
Additionally, you should choose an onboarding partner who has a variety of support channels and has the best availability (24/7, 360 preferably). Excellent communication and support give you peace of mind since you are assured prompt assistance if you ever encounter a roadblock.
5. Pricing
It’s common to see pricing structures that vary widely between providers. Some providers will even have a range of tiers depending on what’s included in the service package. That’s why it’s so important to check the details and understand clearly what you will get for the amount you’re paying.
Most importantly, don’t forget to ask about potential additional costs for services such as custom integrations, ongoing support, and others so you can prepare in advance. When choosing an onboarding partner, however, bear in mind that you’ll almost always get what you pay for, so don’t be tempted to base your decision on pricing alone.
Nail Your Onboarding Process With RevPartners
No doubt choosing a highly capable onboarding partner is a strategic decision that will ensure you implement HubSpot correctly. Therefore, take the time to evaluate each potential partner’s qualification qualities closely to avoid regrets and be certain you’re getting the best out of your investment.
As one of the top providers on HubSpot’s Partner Directory, RevPartners is a great pick if you’re looking for onboarding services that will optimise your sales and marketing efforts with a guarantee. Thanks to a team of highly-trained RevOps experts, a powerful tech stack, and an undying focus on continuous improvement, you can relax knowing you’re in good hands!
