Real Inbound Blog - Close the HubSpot Adoption Gap

HubSpot Onboarding vs Implementation? Confused?

Written by Mark Hullin | Sep 29, 2022 2:15:00 PM

A lot of people tend to mix up HubSpot onboarding and HubSpot implementation which is quite understandable since both terms are relatively new and not yet widely understood and also because both involve setting up and using the HubSpot software

In general, onboarding refers to the process of getting new users set up and comfortable with the HubSpot software. This usually involves providing training and support to help them understand how to use the software. Implementation, on the other hand, refers to the process of actually using the software to achieve specific goals. This can involve setting up campaigns, integrating with other software, and so on.

So, in short, the main distinction between HubSpot onboarding and implementation is that onboarding is about getting new users set up, while implementation is about using the software to achieve specific goals.

When you sign up for HubSpot, you're getting access to one of the most powerful marketing and sales platforms available. But to get the most out of HubSpot, you need to make sure that your onboarding and implementation are done correctly. That's where we come in.

As a HubSpot partner, we have plenty of experience with both onboarding and implementation. We'll work with you to make sure that everything is set up correctly and that you're getting the most out of the platform. We'll also provide ongoing support and advice as needed so that you can continue to grow your business with HubSpot. The purpose of this article is to describe how our onboarding and implementation process works and what you can expect.

HubSpot Onboarding Explained

If you're looking for an all-in-one inbound marketing and sales platform, HubSpot is a great option and they offer a comprehensive onboarding process to help new users get the most out of their investment.

Onboarding with HubSpot is a standard process that helps you get started with their services and it's template can be purchased from HubSpot or through a solutions partner.

Onboarding with HubSpot usually just involves getting to know the software and features available with your current plan. It's a series of sessions designed to help you and your team feel comfortable using the software after the onboarding process is complete. These sessions cover topics like features available in your plan and how to use them.

During onboarding, new users will learn about HubSpot's features and capabilities, as well as how to use the platform to create and manage their marketing and sales campaigns. They will also receive guidance on how to best use HubSpot to generate leads and convert them into customers. By the end of the process, users should have a good understanding of how to use HubSpot and be well on their way to achieving their marketing and sales goals.

HubSpot Onboarding with Real Inbound

If you're looking for a comprehensive onboarding solution for your HubSpot account, look no further than Real Inbound HubSpot Onboarding service.

This service is designed to help new HubSpot users get up and running quickly and efficiently and to help existing users get the most out of their investment.

Our team of certified HubSpot experts will work with you to configure your account settings, install essential apps and plugins, and set up your CRM and sales pipeline. We'll also provide training and support to help you get the most out of your HubSpot account.

We look forward to helping you make the most of your HubSpot investment!

HubSpot Implementation Explained

A HubSpot implementation can involve multiple Hubs and complex data and reporting requirements. In many cases, a HubSpot implementation will require the use of multiple Hubs to manage all of the data and reporting requirements. This can be a challenge for organisations that are not used to managing multiple data sources and reporting requirements.

Our team of HubSpot experts will be with you every step of the way to ensure a successful implementation for your company. First, we will undergo a comprehensive discovery phase to get an understanding of what is required. After that, we'll generate a full statement of work which consists of an agreed timetable and deliverables. This way, you can be confident that everything will run smoothly and according to plan.

When we implement HubSpot, we take a macro view of your entire business and examine how HubSpot can play a role in your technology stack. We then craft a portal for you that can expand with your business goals, ensuring that it won't become outdated or obsolete.

What Are the Greatest Benefits of Implementation?

Implementation clients are enterprises with specific and complicated needs such as specific integrations or numerous divisions across numerous regions. They need a partner who can not only understand their business but also has the technical expertise to implement the right solution. In addition, they need a partner who can provide ongoing support and maintenance to keep their business running smoothly.

HubSpot Implementation helps businesses in their day-to-day operations by providing a comprehensive, all-in-one platform that helps businesses manage their entire customer lifecycle. From attracting new leads and converting them into customers, to retaining and delighting existing customers, HubSpot Implementation helps businesses streamline their operations and drive growth. In addition, it provides businesses with powerful insights and analytics to help them understand their customers better and make smarter, data-driven decisions.

At Real Inbound, our experts help companies with HubSpot implementation by providing expert guidance and support throughout the process. They help businesses to understand the HubSpot platform and how to best use it to achieve their goals. They also provide advice on how to integrate HubSpot together with other company systems, and how to troubleshoot any issues that may arise. By working with a HubSpot pro, businesses can be confident that they are making the most of the HubSpot platform and achieving their desired results.

What Should I Choose?

There is no one-size-fits-all answer when it comes to deciding between onboarding and implementation. Many factors need to be considered, such as budget, needs, and company goals.

Onboarding is generally more expensive than implementation, but it can be worth the investment if your company requires a lot of customised training or support. Implementation, on the other hand, is typically less expensive and may be a better option if your company is already familiar with the software or if you have a limited budget.

Ultimately, the decision comes down to what will work best for your company. Consider all of the factors involved and make the decision that will help you meet your goals.