Getting started with HubSpot can be a daunting task for any B2B tech or telecom business. Before you can reap the benefits of marketing automation, you first need to complete the Onboarding process. With so many features available, there is vast room for error when setting up the platform, integrating with other software, adding customer information and customising the CRM for your business.
It’s important that the Onboarding stage is executed correctly. Decisions or errors made at this stage can result in the failure of future campaigns and will have a heavy impact on your success with HubSpot. To make this initial stage easier, there are two options for Onboarding.
HubSpot Onboarding – With HubSpot Onboarding, you get direct assistance from the HubSpot team. You’ll be assigned a HubSpot Implementation Specialist for the first 90 days of your subscription. Your specialist will help you with the technical setup of the platform, as well as providing assistance with software integrations and setting up your first campaign.
Partner Agency Onboarding – Instead of Onboarding with HubSpot you can choose to go through the process with a partner agency. A partner agency will actively assist with the setup of your platform and campaigns. They offer the same assistance as HubSpot, however, they will take a much more hands-on approach to training and implementation.
The Difference
So, which Onboarding route should your business take? Neither is necessarily better than the other, but it is important to pick the service that works better for your business.
One of the big differences between the two Onboarding options is the level of training and support on offer. Your HubSpot Implementation Specialist will instruct your team on next steps and provide consultations on features and implementation. It can be very useful to have 90 days of support directly from HubSpot. However, there is a lot of work involved in the set up and it is down to your team to do the manual work.
If you choose to work with a partner agency, they’ll do a lot of the heavy lifting for you. They will come to your site and offer in-person training and walk-throughs. The agency staff will set up the platform for you as well. With step-by-step guidance, there is less pressure on your team as they would not have to worry about the functional aspects of Onboarding.
Unlike HubSpot, Onboarding with an agency means your support doesn’t end after 90 days. Your partner agency will be available for any queries or troubleshooting that arises during the Onboarding stage and as you continue your HubSpot journey. The agency will offer in-person or on the phone support whenever you need it.
Another benefit of partner agency Onboarding is help with your campaign and inbound strategies. As well as Onboarding, the agency can work with you to plan your inbound marketing campaigns, while offering advice on how to use the platform to execute it successfully. It helps your teams to get a full understanding of HubSpot.
With agency Onboarding, it’s important to work with someone with expertise in your field. A B2B tech and telecoms agency will fully understand your business and what you want to achieve. If you want to ensure your Onboarding is tailored with specific consideration for your business needs, it’s important to work with a bespoke agency rather than relying on one which is more generic.
At Ilex, we have an expert team in HubSpot Onboarding that specifically work with tech and telecoms companies. If you would like to find out more about our Onboarding services and how we can help you achieve your inbound marketing goals, book a consultation today: