Once you have opted for HubSpot CRM, the next question is, how do we start switching CRM? Onboarding is a crucial step your company must undertake when implementing a new CRM system. An onboarding project involves the initial steps. Setting up, and integrating the CRM in line with your company’s business needs and processes.
At mbudo
We take things a step further by performing an advanced HubSpot onboarding that includes a strategic definition of assets and processes, complete data migration/integration, and personalized training so that your team learns to get the most out of the tool from the very first moment.
Opting for a guided onboarding with a HubSpot partner agency can significantly contribute to the success of your CRM implementation. We offer expert guidance, support, and implementation of best practices. In addition, at mint database mbudo we will help you take advantage of advanced features and strategies to optimize your processes and achieve your marketing and sales goals. We guarantee that we will get the most out of your investment and ensure a smooth transition to the new system.
Let’s dive into the 6 steps a HubSpot Partner agency will take during a guided HubSpot onboarding .
6 Key Steps for Advanced HubSpot CRM Onboarding
Step 1: Project organization
Understanding the business – At the start of any project, a meeting The rest of the time she will be present will be held with all the parties involved. At mbudo, the first thing we do is set up a meeting to understand the client’s business goals and processes . Any agency you work with should do this. Only then can a customized implementation and optimization strategy be developed.
Develop a timeline
It’s essential not to let time and tasks slip away as the days data on go by. The account manager will have a checklist of first steps , including regular meetings, a deadline calendar, and giving shared access to tools and platforms like your existing CRM, the new HubSpot CRM, social and paid media channels , your company’s brand manual, etc. This collaborative approach ensures that all participants have the resources and information they need to get started.
