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Some Recent Thoughts...
Juicy Tidbits Without the "Tech Speak"
A compilation of ramblings about everything from HubSpot CMS development to data architecture, integrations and all the tech stuff you never knew you needed to know.
memeify the blog!
Blogs Listing - UPDATE 2024 (Jordan)
Google & Yahoo are Tightening Their Email Authentication Requirements - here’s what you need to know
Are you doing everything you need to be to verify that you're in compliance with Google and Yahoo's new e-mail authentication requirements? Find out:
Part 3: 4 More Questions to Ask Before You Buy HubSpot
What are some of the most important questions to ask yourself before you buy HubSpot? Check out our list here...
Part 2: 4 More Questions to Ask Before You Commit to HubSpot
Part 2! Here are 4 more questions to ask yourself before you purchase the HubSpot software.
4 Questions to Ask Yourself Before you Buy HubSpot
Not sure what things to consider if you're thinking about making an investment in the HubSpot platform? Here are a few questions to ask yourself first.
4 Ways You’re Sabotaging Your Success with HubSpot
Maybe HubSpot isn't the problem after all? Here are some ways you might be sabotaging your success with HubSpot... and what you can do about it.
5 Questions to Ask Yourself Before Starting a HubSpot Integration
When it comes to HubSpot integrations - planning is key. Ask yourself these 5 questions before you engage a professional...
JCPenny’s is dead, and so are discount HubSpot Partner services
JCPenny's is dead and now we're doing away with discount HubSpot CMS Development.
3 Signs your HubSpot Partner isn’t Equipped to Handle RevOps
Not every partner can help you really optimize your tech stack and take charge of your RevOps - and that's okay. You just have to know how to choose the right partner. Here's what you should know:
Why a Comprehensive HubSpot Implementation is like Running a Marathon
A comprehensive HubSpot implementation will prepare you for the long haul... here's how:
![\"45-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/45-1.png\")
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
![\"7\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/7.png\")
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
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\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
![\"37-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/37-1.png\")
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
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\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
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This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
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Do you know which customers and clients have spent the most with you?
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Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
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The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
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What can be optimized on our sales process and pipeline?
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Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
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Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
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A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
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Related: Saving the most on HubSpot starts with a Technical Partner
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Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
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What about your website?
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Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
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From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
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While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
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Related: It's time to leave WordPress for HubSpot CMS
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Who will be responsible for onboarding your organization?
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We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
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It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
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The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
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Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
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Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
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As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
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By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
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As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
![\"36-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/36-1.png\")
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
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Do you have the buy-in from all your departments?
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Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
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Is your executive team on board?
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Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
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Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
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Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
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Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
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Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
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We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
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We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
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\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n\n
![\"40-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/40-1.png\")
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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\n
![\"49-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/49-1.png\")
The majority of inquiries we receive for integrations usually start something like this:
\n
“Hi, Nicholas! We’re looking for a developer that can integrate _______________ [insert line of business application or ERP here] with HubSpot.”
\n\n
“We need our contact records to be imported over from our ERP into HubSpot automatically.”
\n\n
“There are some pieces of data that we want our service and accounts teams to be able to access - is an integration between __________________ [business app] and HubSpot possible?”
\n\n
These are all important questions, of course. When organizations approach us understanding the need and value to integrate their applications with HubSpot, we already know it’s probably going to be a great fit. Organizations that already know they need to integrate their software are taking the steps to invest in making sure that HubSpot is adopted seamlessly into their organization. It isn’t piecemeal or “let’s see how this goes and then pay for an integration” - it’s very much an all-in approach that will serve their users incredibly well in the long term.
\n\n
Related: HubSpot Integrations Improve Organizational Health
\n\n
However, just because an organization knows how important an integration will be to their users happiness and productivity, as well as the efficiency of data reporting, it doesn’t mean they’ve done all the diligence we need them to do before reaching out about an integration.
\n\n
If you’re thinking about integrating your software with HubSpot, here are a few questions you want to ask before you start the process of finding the right partner for the job:
\n\n
What is your long term business goal?
\n\n
This seems like the simplest question to ask, doesn’t it? But it’s probably the most important. And before you say something smart like, “The goal is to integrate with HubSpot and move data into there” — of course, we understand the basic goal of what you believe you need to achieve with your integration. But we want to dig a little deeper before we start the process of giving you a proposal by making you take a step back and determine how this integration suits your long term business goals.
\n\n
If you’re considering integrating, you might have any or all of the following goals:
\n- \n
- We want to make our users more efficient and decrease the time they spend doing data entry or opening multiple applications. \n
- We want to make sure our sales and service teams have the best possible information when interacting with our customers and clients. \n
- We want to have a better idea of how our marketing efforts are translating into dollars both for new customer generation and upselling and increasing the value of existing customers. \n
- We want to get an overall picture of our analytics across sales, marketing and service, optimize the data available to them, increase efficiency for all departments and do everything we can to make both the customer experience and employee experience seamless, optimized and intelligent as possible to scale. (we really like this goal) \n
These goals are related and different and depending on your budget - all entirely achievable within an integration with the right HubSpot Partner. That is, if you’re willing to do the work. Your goal will tell your partner a lot about where they need to take the integration and depending on what your goal is, what kind of budget you can allocate and how long term you’d like to work together, we can create a scaled plan that can accommodate all your existing goals and more. Nicholas fondly likes to refer to this as the “pie-in-the-sky unicorn package”.
\n\n
When we know your goals we can decide how best to execute them, but when we understand your long term brand vision for where you want your company to be we can make long term plans working within your budget to accomplish those goals over time with an architect and developer working together.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n\n
Is there a native integration for this already?
\n\n
Sometimes, for organizations with simple goals, native integrations can be an easy solution to get the data that you need moved over. Inside HubSpot’s Marketplace ecosystem there are 1481 native app integrations that are pre-built. Odds are good that if you have a relatively common application that you need to share data between HubSpot, an integration may already exist inside the marketplace for you to leverage.
\n\n
Native integrations can sometimes be configured by you, but are definitely the easiest way to help share data. Integrations with Shopify, Mailchimp, WordPress, Google Calendar, Facebook Ads, Zoom, Slack, LinkedIn, LinkedIn, Canva, PandaBox and more are just the very tip of the iceberg of available integrations inside HubSpot’s App Marketplace.
\n\n
A HubSpot Technical Partner can help you get your integration setup properly, or flesh out an existing integration.
\n\n
Even if what you need isn’t inside HubSpot App Marketplace yet, odds are great that you’ll find an existing tool or application you use that you didn’t even realize could share data with HubSpot.
\n\n
(Please note that you need a HubSpot account to check the app marketplace.)
\n\n
What else can we accomplish at the same time?
\n\n
Part of the reason we’re so adamant about adding in a HubSpot Architect to our custom integrations is that he or she can sift through your data architecture, ask some questions about your business processes and identify opportunities to optimize and configure your HubSpot portal and reports accordingly. He knows the ins and outs of HubSpot and can audit your tech stack to determine where the best opportunities are to explore native or custom integrations and what data is best used inside HubSpot given the intricacies of the tool and capabilities available to you.
\n\n
Your individual HubSpot license is usually identified by a combination of factors - like getting the best deal, bundling tools and whatever you decided your maximum available budget was at the time. But too often, these are not the most important factors when it comes to optimization of your business process and integrating the best data between marketing, sales and service - and clients end up with mismatched HubSpot licenses.
\n.
\nBy engaging a professional in the process, we can take all of your existing tools, potentially pare them down, consolidate your tech stack, and decide the exact combination of native and custom integrations as well as appropriate HubSpot licenses that are needed to supercharge your reporting.
\n\n
While you may have approached us only with the desire to integrate deal details so that accounting can more easily bill when a deal is closed, we may be able to optimize customer experience by sharing data between HubSpot and your service application or within your sales software and marketing. Don’t write off the possibilities that you might not be seeing. You can save a lot of money in the future by being a little more proactive about planning now.
\n\n
Related: Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit
\n\n
Have I allocated enough budget for this project?
\n\n
No.
\n\n
Ha. Sorry. In a perfect world, every prospect that comes to us will already understand what an integration takes and how much they need to invest to ensure that it’s done right. We’re realists, though, and we understand that not every organization approaches a new integration like we do. But we also know that when we finish integrations, our customers are *very* satisfied with them.
\n\n
Here’s a great review quote from one of our home builder clients:
\n\n
“We came to Nicholas with a complicated integration request with a small Home Builder ERP and he successfully proved that we can build a 2-way sync. We never thought that would be possible. Thanks to Nicholas, we now have an integrated solution that can be built upon for future development. The build-out process was successful, easy and it is always fun to work with him!”
\n\n
In your integration budget, you should make sure that you have a plan for how you’ll continue to expand the integration in the long term. If you thought that a one-time integration build based on a singular property that you wanted to be moved from one application into HubSpot was going to serve your needs for the long term - think again.
\n\n
Your business is complex and the data and how you build upon and learn from that data and make decisions to scale your business is constantly evolving. By creating a sustainable, ongoing budget for integrations and technical aspects of your data, you’ll situate yourself for scaling and proactively plan for the expansion of your tech stack and integration with HubSpot.
\n\n
Related: JC Penny's is dead, and so are discount HubSpot Partner services
\n\n
How can we improve the flow of data inside our organization prior to integrating?
\n\n
This is what I mean when I mention scaling productively… So many processes in business are established according to what they were able to do when they were small or what worked well enough for a business of that size. Very few businesses start with processes and data organization and management and applications that see them through their growth journey from a small business into a mid-sized organization.
\n\n
You may explore building an integration only to discover that the original platform you’ve used to scale your business to this point just isn’t serving you any longer. Engaging professional technical resources into your business and processes proactively from a consultative perspective *before* you make any integration decisions is critical.
\n\n
By taking the time to make your processes more efficient and eliminate redundancies in your existing processes, you can make sure that your integration is planned with the long term in mind.
\n\n
I cannot stress enough and continue to probably sound like a broken record when I discuss the need to go through a full data and tech stack audit before you begin making huge decisions on the HubSpot Platform or any paying for expensive integrations. A gifted HubSpot Architect and Technical Partner can work with your CTO or Technical Director to identify the best next moves for your business, the data that moves between departments, the tools used within each department and how those tools work together and best integrate with HubSpot and the many tools and reporting mechanisms available to you within it.
\n\n
Don’t short change your technology by paying for a simple integration without exploring what your goals are, what your goals should be, optimizing your tech stack, budgeting properly, exploring native integrations and optimizing your data processes and workflows.
\n\n
With a little proactive planning, we’ll get you situated for the perfect integration that balances your goals, your needs and your budget.
\n
\n
\n
The majority of inquiries we receive for integrations usually start something like this:
\n
The majority of inquiries we receive for integrations usually start something like this:
\n
“Hi, Nicholas! We’re looking for a developer that can integrate _______________ [insert line of business application or ERP here] with HubSpot.”
\n\n
“We need our contact records to be imported over from our ERP into HubSpot automatically.”
\n\n
“There are some pieces of data that we want our service and accounts teams to be able to access - is an integration between __________________ [business app] and HubSpot possible?”
\n\n
These are all important questions, of course. When organizations approach us understanding the need and value to integrate their applications with HubSpot, we already know it’s probably going to be a great fit. Organizations that already know they need to integrate their software are taking the steps to invest in making sure that HubSpot is adopted seamlessly into their organization. It isn’t piecemeal or “let’s see how this goes and then pay for an integration” - it’s very much an all-in approach that will serve their users incredibly well in the long term.
\n\n
Related: HubSpot Integrations Improve Organizational Health
\n\n
However, just because an organization knows how important an integration will be to their users happiness and productivity, as well as the efficiency of data reporting, it doesn’t mean they’ve done all the diligence we need them to do before reaching out about an integration.
\n\n
If you’re thinking about integrating your software with HubSpot, here are a few questions you want to ask before you start the process of finding the right partner for the job:
\n\n
What is your long term business goal?
\n\n
This seems like the simplest question to ask, doesn’t it? But it’s probably the most important. And before you say something smart like, “The goal is to integrate with HubSpot and move data into there” — of course, we understand the basic goal of what you believe you need to achieve with your integration. But we want to dig a little deeper before we start the process of giving you a proposal by making you take a step back and determine how this integration suits your long term business goals.
\n\n
If you’re considering integrating, you might have any or all of the following goals:
\n- \n
- We want to make our users more efficient and decrease the time they spend doing data entry or opening multiple applications. \n
- We want to make sure our sales and service teams have the best possible information when interacting with our customers and clients. \n
- We want to have a better idea of how our marketing efforts are translating into dollars both for new customer generation and upselling and increasing the value of existing customers. \n
- We want to get an overall picture of our analytics across sales, marketing and service, optimize the data available to them, increase efficiency for all departments and do everything we can to make both the customer experience and employee experience seamless, optimized and intelligent as possible to scale. (we really like this goal) \n
These goals are related and different and depending on your budget - all entirely achievable within an integration with the right HubSpot Partner. That is, if you’re willing to do the work. Your goal will tell your partner a lot about where they need to take the integration and depending on what your goal is, what kind of budget you can allocate and how long term you’d like to work together, we can create a scaled plan that can accommodate all your existing goals and more. Nicholas fondly likes to refer to this as the “pie-in-the-sky unicorn package”.
\n\n
When we know your goals we can decide how best to execute them, but when we understand your long term brand vision for where you want your company to be we can make long term plans working within your budget to accomplish those goals over time with an architect and developer working together.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n\n
Is there a native integration for this already?
\n\n
Sometimes, for organizations with simple goals, native integrations can be an easy solution to get the data that you need moved over. Inside HubSpot’s Marketplace ecosystem there are 1481 native app integrations that are pre-built. Odds are good that if you have a relatively common application that you need to share data between HubSpot, an integration may already exist inside the marketplace for you to leverage.
\n\n
Native integrations can sometimes be configured by you, but are definitely the easiest way to help share data. Integrations with Shopify, Mailchimp, WordPress, Google Calendar, Facebook Ads, Zoom, Slack, LinkedIn, LinkedIn, Canva, PandaBox and more are just the very tip of the iceberg of available integrations inside HubSpot’s App Marketplace.
\n\n
A HubSpot Technical Partner can help you get your integration setup properly, or flesh out an existing integration.
\n\n
Even if what you need isn’t inside HubSpot App Marketplace yet, odds are great that you’ll find an existing tool or application you use that you didn’t even realize could share data with HubSpot.
\n\n
(Please note that you need a HubSpot account to check the app marketplace.)
\n\n
What else can we accomplish at the same time?
\n\n
Part of the reason we’re so adamant about adding in a HubSpot Architect to our custom integrations is that he or she can sift through your data architecture, ask some questions about your business processes and identify opportunities to optimize and configure your HubSpot portal and reports accordingly. He knows the ins and outs of HubSpot and can audit your tech stack to determine where the best opportunities are to explore native or custom integrations and what data is best used inside HubSpot given the intricacies of the tool and capabilities available to you.
\n\n
Your individual HubSpot license is usually identified by a combination of factors - like getting the best deal, bundling tools and whatever you decided your maximum available budget was at the time. But too often, these are not the most important factors when it comes to optimization of your business process and integrating the best data between marketing, sales and service - and clients end up with mismatched HubSpot licenses.
\n.
\nBy engaging a professional in the process, we can take all of your existing tools, potentially pare them down, consolidate your tech stack, and decide the exact combination of native and custom integrations as well as appropriate HubSpot licenses that are needed to supercharge your reporting.
\n\n
While you may have approached us only with the desire to integrate deal details so that accounting can more easily bill when a deal is closed, we may be able to optimize customer experience by sharing data between HubSpot and your service application or within your sales software and marketing. Don’t write off the possibilities that you might not be seeing. You can save a lot of money in the future by being a little more proactive about planning now.
\n\n
Related: Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit
\n\n
Have I allocated enough budget for this project?
\n\n
No.
\n\n
Ha. Sorry. In a perfect world, every prospect that comes to us will already understand what an integration takes and how much they need to invest to ensure that it’s done right. We’re realists, though, and we understand that not every organization approaches a new integration like we do. But we also know that when we finish integrations, our customers are *very* satisfied with them.
\n\n
Here’s a great review quote from one of our home builder clients:
\n\n
“We came to Nicholas with a complicated integration request with a small Home Builder ERP and he successfully proved that we can build a 2-way sync. We never thought that would be possible. Thanks to Nicholas, we now have an integrated solution that can be built upon for future development. The build-out process was successful, easy and it is always fun to work with him!”
\n\n
In your integration budget, you should make sure that you have a plan for how you’ll continue to expand the integration in the long term. If you thought that a one-time integration build based on a singular property that you wanted to be moved from one application into HubSpot was going to serve your needs for the long term - think again.
\n\n
Your business is complex and the data and how you build upon and learn from that data and make decisions to scale your business is constantly evolving. By creating a sustainable, ongoing budget for integrations and technical aspects of your data, you’ll situate yourself for scaling and proactively plan for the expansion of your tech stack and integration with HubSpot.
\n\n
Related: JC Penny's is dead, and so are discount HubSpot Partner services
\n\n
How can we improve the flow of data inside our organization prior to integrating?
\n\n
This is what I mean when I mention scaling productively… So many processes in business are established according to what they were able to do when they were small or what worked well enough for a business of that size. Very few businesses start with processes and data organization and management and applications that see them through their growth journey from a small business into a mid-sized organization.
\n\n
You may explore building an integration only to discover that the original platform you’ve used to scale your business to this point just isn’t serving you any longer. Engaging professional technical resources into your business and processes proactively from a consultative perspective *before* you make any integration decisions is critical.
\n\n
By taking the time to make your processes more efficient and eliminate redundancies in your existing processes, you can make sure that your integration is planned with the long term in mind.
\n\n
I cannot stress enough and continue to probably sound like a broken record when I discuss the need to go through a full data and tech stack audit before you begin making huge decisions on the HubSpot Platform or any paying for expensive integrations. A gifted HubSpot Architect and Technical Partner can work with your CTO or Technical Director to identify the best next moves for your business, the data that moves between departments, the tools used within each department and how those tools work together and best integrate with HubSpot and the many tools and reporting mechanisms available to you within it.
\n\n
Don’t short change your technology by paying for a simple integration without exploring what your goals are, what your goals should be, optimizing your tech stack, budgeting properly, exploring native integrations and optimizing your data processes and workflows.
\n\n
With a little proactive planning, we’ll get you situated for the perfect integration that balances your goals, your needs and your budget.
\n
\n
\n
The majority of inquiries we receive for integrations usually start something like this:
\n
The majority of inquiries we receive for integrations usually start something like this:
\n
“Hi, Nicholas! We’re looking for a developer that can integrate _______________ [insert line of business application or ERP here] with HubSpot.”
\n\n
“We need our contact records to be imported over from our ERP into HubSpot automatically.”
\n\n
“There are some pieces of data that we want our service and accounts teams to be able to access - is an integration between __________________ [business app] and HubSpot possible?”
\n\n
These are all important questions, of course. When organizations approach us understanding the need and value to integrate their applications with HubSpot, we already know it’s probably going to be a great fit. Organizations that already know they need to integrate their software are taking the steps to invest in making sure that HubSpot is adopted seamlessly into their organization. It isn’t piecemeal or “let’s see how this goes and then pay for an integration” - it’s very much an all-in approach that will serve their users incredibly well in the long term.
\n\n
Related: HubSpot Integrations Improve Organizational Health
\n\n
However, just because an organization knows how important an integration will be to their users happiness and productivity, as well as the efficiency of data reporting, it doesn’t mean they’ve done all the diligence we need them to do before reaching out about an integration.
\n\n
If you’re thinking about integrating your software with HubSpot, here are a few questions you want to ask before you start the process of finding the right partner for the job:
\n\n
What is your long term business goal?
\n\n
This seems like the simplest question to ask, doesn’t it? But it’s probably the most important. And before you say something smart like, “The goal is to integrate with HubSpot and move data into there” — of course, we understand the basic goal of what you believe you need to achieve with your integration. But we want to dig a little deeper before we start the process of giving you a proposal by making you take a step back and determine how this integration suits your long term business goals.
\n\n
If you’re considering integrating, you might have any or all of the following goals:
\n- \n
- We want to make our users more efficient and decrease the time they spend doing data entry or opening multiple applications. \n
- We want to make sure our sales and service teams have the best possible information when interacting with our customers and clients. \n
- We want to have a better idea of how our marketing efforts are translating into dollars both for new customer generation and upselling and increasing the value of existing customers. \n
- We want to get an overall picture of our analytics across sales, marketing and service, optimize the data available to them, increase efficiency for all departments and do everything we can to make both the customer experience and employee experience seamless, optimized and intelligent as possible to scale. (we really like this goal) \n
These goals are related and different and depending on your budget - all entirely achievable within an integration with the right HubSpot Partner. That is, if you’re willing to do the work. Your goal will tell your partner a lot about where they need to take the integration and depending on what your goal is, what kind of budget you can allocate and how long term you’d like to work together, we can create a scaled plan that can accommodate all your existing goals and more. Nicholas fondly likes to refer to this as the “pie-in-the-sky unicorn package”.
\n\n
When we know your goals we can decide how best to execute them, but when we understand your long term brand vision for where you want your company to be we can make long term plans working within your budget to accomplish those goals over time with an architect and developer working together.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n\n
Is there a native integration for this already?
\n\n
Sometimes, for organizations with simple goals, native integrations can be an easy solution to get the data that you need moved over. Inside HubSpot’s Marketplace ecosystem there are 1481 native app integrations that are pre-built. Odds are good that if you have a relatively common application that you need to share data between HubSpot, an integration may already exist inside the marketplace for you to leverage.
\n\n
Native integrations can sometimes be configured by you, but are definitely the easiest way to help share data. Integrations with Shopify, Mailchimp, WordPress, Google Calendar, Facebook Ads, Zoom, Slack, LinkedIn, LinkedIn, Canva, PandaBox and more are just the very tip of the iceberg of available integrations inside HubSpot’s App Marketplace.
\n\n
A HubSpot Technical Partner can help you get your integration setup properly, or flesh out an existing integration.
\n\n
Even if what you need isn’t inside HubSpot App Marketplace yet, odds are great that you’ll find an existing tool or application you use that you didn’t even realize could share data with HubSpot.
\n\n
(Please note that you need a HubSpot account to check the app marketplace.)
\n\n
What else can we accomplish at the same time?
\n\n
Part of the reason we’re so adamant about adding in a HubSpot Architect to our custom integrations is that he or she can sift through your data architecture, ask some questions about your business processes and identify opportunities to optimize and configure your HubSpot portal and reports accordingly. He knows the ins and outs of HubSpot and can audit your tech stack to determine where the best opportunities are to explore native or custom integrations and what data is best used inside HubSpot given the intricacies of the tool and capabilities available to you.
\n\n
Your individual HubSpot license is usually identified by a combination of factors - like getting the best deal, bundling tools and whatever you decided your maximum available budget was at the time. But too often, these are not the most important factors when it comes to optimization of your business process and integrating the best data between marketing, sales and service - and clients end up with mismatched HubSpot licenses.
\n.
\nBy engaging a professional in the process, we can take all of your existing tools, potentially pare them down, consolidate your tech stack, and decide the exact combination of native and custom integrations as well as appropriate HubSpot licenses that are needed to supercharge your reporting.
\n\n
While you may have approached us only with the desire to integrate deal details so that accounting can more easily bill when a deal is closed, we may be able to optimize customer experience by sharing data between HubSpot and your service application or within your sales software and marketing. Don’t write off the possibilities that you might not be seeing. You can save a lot of money in the future by being a little more proactive about planning now.
\n\n
Related: Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit
\n\n
Have I allocated enough budget for this project?
\n\n
No.
\n\n
Ha. Sorry. In a perfect world, every prospect that comes to us will already understand what an integration takes and how much they need to invest to ensure that it’s done right. We’re realists, though, and we understand that not every organization approaches a new integration like we do. But we also know that when we finish integrations, our customers are *very* satisfied with them.
\n\n
Here’s a great review quote from one of our home builder clients:
\n\n
“We came to Nicholas with a complicated integration request with a small Home Builder ERP and he successfully proved that we can build a 2-way sync. We never thought that would be possible. Thanks to Nicholas, we now have an integrated solution that can be built upon for future development. The build-out process was successful, easy and it is always fun to work with him!”
\n\n
In your integration budget, you should make sure that you have a plan for how you’ll continue to expand the integration in the long term. If you thought that a one-time integration build based on a singular property that you wanted to be moved from one application into HubSpot was going to serve your needs for the long term - think again.
\n\n
Your business is complex and the data and how you build upon and learn from that data and make decisions to scale your business is constantly evolving. By creating a sustainable, ongoing budget for integrations and technical aspects of your data, you’ll situate yourself for scaling and proactively plan for the expansion of your tech stack and integration with HubSpot.
\n\n
Related: JC Penny's is dead, and so are discount HubSpot Partner services
\n\n
How can we improve the flow of data inside our organization prior to integrating?
\n\n
This is what I mean when I mention scaling productively… So many processes in business are established according to what they were able to do when they were small or what worked well enough for a business of that size. Very few businesses start with processes and data organization and management and applications that see them through their growth journey from a small business into a mid-sized organization.
\n\n
You may explore building an integration only to discover that the original platform you’ve used to scale your business to this point just isn’t serving you any longer. Engaging professional technical resources into your business and processes proactively from a consultative perspective *before* you make any integration decisions is critical.
\n\n
By taking the time to make your processes more efficient and eliminate redundancies in your existing processes, you can make sure that your integration is planned with the long term in mind.
\n\n
I cannot stress enough and continue to probably sound like a broken record when I discuss the need to go through a full data and tech stack audit before you begin making huge decisions on the HubSpot Platform or any paying for expensive integrations. A gifted HubSpot Architect and Technical Partner can work with your CTO or Technical Director to identify the best next moves for your business, the data that moves between departments, the tools used within each department and how those tools work together and best integrate with HubSpot and the many tools and reporting mechanisms available to you within it.
\n\n
Don’t short change your technology by paying for a simple integration without exploring what your goals are, what your goals should be, optimizing your tech stack, budgeting properly, exploring native integrations and optimizing your data processes and workflows.
\n\n
With a little proactive planning, we’ll get you situated for the perfect integration that balances your goals, your needs and your budget.
\n
\n
\n
The majority of inquiries we receive for integrations usually start something like this:
\n
“Hi, Nicholas! We’re looking for a developer that can integrate _______________ [insert line of business application or ERP here] with HubSpot.”
\n\n
“We need our contact records to be imported over from our ERP into HubSpot automatically.”
\n\n
“There are some pieces of data that we want our service and accounts teams to be able to access - is an integration between __________________ [business app] and HubSpot possible?”
\n\n
These are all important questions, of course. When organizations approach us understanding the need and value to integrate their applications with HubSpot, we already know it’s probably going to be a great fit. Organizations that already know they need to integrate their software are taking the steps to invest in making sure that HubSpot is adopted seamlessly into their organization. It isn’t piecemeal or “let’s see how this goes and then pay for an integration” - it’s very much an all-in approach that will serve their users incredibly well in the long term.
\n\n
Related: HubSpot Integrations Improve Organizational Health
\n\n
However, just because an organization knows how important an integration will be to their users happiness and productivity, as well as the efficiency of data reporting, it doesn’t mean they’ve done all the diligence we need them to do before reaching out about an integration.
\n\n
If you’re thinking about integrating your software with HubSpot, here are a few questions you want to ask before you start the process of finding the right partner for the job:
\n\n
What is your long term business goal?
\n\n
This seems like the simplest question to ask, doesn’t it? But it’s probably the most important. And before you say something smart like, “The goal is to integrate with HubSpot and move data into there” — of course, we understand the basic goal of what you believe you need to achieve with your integration. But we want to dig a little deeper before we start the process of giving you a proposal by making you take a step back and determine how this integration suits your long term business goals.
\n\n
If you’re considering integrating, you might have any or all of the following goals:
\n- \n
- We want to make our users more efficient and decrease the time they spend doing data entry or opening multiple applications. \n
- We want to make sure our sales and service teams have the best possible information when interacting with our customers and clients. \n
- We want to have a better idea of how our marketing efforts are translating into dollars both for new customer generation and upselling and increasing the value of existing customers. \n
- We want to get an overall picture of our analytics across sales, marketing and service, optimize the data available to them, increase efficiency for all departments and do everything we can to make both the customer experience and employee experience seamless, optimized and intelligent as possible to scale. (we really like this goal) \n
These goals are related and different and depending on your budget - all entirely achievable within an integration with the right HubSpot Partner. That is, if you’re willing to do the work. Your goal will tell your partner a lot about where they need to take the integration and depending on what your goal is, what kind of budget you can allocate and how long term you’d like to work together, we can create a scaled plan that can accommodate all your existing goals and more. Nicholas fondly likes to refer to this as the “pie-in-the-sky unicorn package”.
\n\n
When we know your goals we can decide how best to execute them, but when we understand your long term brand vision for where you want your company to be we can make long term plans working within your budget to accomplish those goals over time with an architect and developer working together.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n\n
Is there a native integration for this already?
\n\n
Sometimes, for organizations with simple goals, native integrations can be an easy solution to get the data that you need moved over. Inside HubSpot’s Marketplace ecosystem there are 1481 native app integrations that are pre-built. Odds are good that if you have a relatively common application that you need to share data between HubSpot, an integration may already exist inside the marketplace for you to leverage.
\n\n
Native integrations can sometimes be configured by you, but are definitely the easiest way to help share data. Integrations with Shopify, Mailchimp, WordPress, Google Calendar, Facebook Ads, Zoom, Slack, LinkedIn, LinkedIn, Canva, PandaBox and more are just the very tip of the iceberg of available integrations inside HubSpot’s App Marketplace.
\n\n
A HubSpot Technical Partner can help you get your integration setup properly, or flesh out an existing integration.
\n\n
Even if what you need isn’t inside HubSpot App Marketplace yet, odds are great that you’ll find an existing tool or application you use that you didn’t even realize could share data with HubSpot.
\n\n
(Please note that you need a HubSpot account to check the app marketplace.)
\n\n
What else can we accomplish at the same time?
\n\n
Part of the reason we’re so adamant about adding in a HubSpot Architect to our custom integrations is that he or she can sift through your data architecture, ask some questions about your business processes and identify opportunities to optimize and configure your HubSpot portal and reports accordingly. He knows the ins and outs of HubSpot and can audit your tech stack to determine where the best opportunities are to explore native or custom integrations and what data is best used inside HubSpot given the intricacies of the tool and capabilities available to you.
\n\n
Your individual HubSpot license is usually identified by a combination of factors - like getting the best deal, bundling tools and whatever you decided your maximum available budget was at the time. But too often, these are not the most important factors when it comes to optimization of your business process and integrating the best data between marketing, sales and service - and clients end up with mismatched HubSpot licenses.
\n.
\nBy engaging a professional in the process, we can take all of your existing tools, potentially pare them down, consolidate your tech stack, and decide the exact combination of native and custom integrations as well as appropriate HubSpot licenses that are needed to supercharge your reporting.
\n\n
While you may have approached us only with the desire to integrate deal details so that accounting can more easily bill when a deal is closed, we may be able to optimize customer experience by sharing data between HubSpot and your service application or within your sales software and marketing. Don’t write off the possibilities that you might not be seeing. You can save a lot of money in the future by being a little more proactive about planning now.
\n\n
Related: Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit
\n\n
Have I allocated enough budget for this project?
\n\n
No.
\n\n
Ha. Sorry. In a perfect world, every prospect that comes to us will already understand what an integration takes and how much they need to invest to ensure that it’s done right. We’re realists, though, and we understand that not every organization approaches a new integration like we do. But we also know that when we finish integrations, our customers are *very* satisfied with them.
\n\n
Here’s a great review quote from one of our home builder clients:
\n\n
“We came to Nicholas with a complicated integration request with a small Home Builder ERP and he successfully proved that we can build a 2-way sync. We never thought that would be possible. Thanks to Nicholas, we now have an integrated solution that can be built upon for future development. The build-out process was successful, easy and it is always fun to work with him!”
\n\n
In your integration budget, you should make sure that you have a plan for how you’ll continue to expand the integration in the long term. If you thought that a one-time integration build based on a singular property that you wanted to be moved from one application into HubSpot was going to serve your needs for the long term - think again.
\n\n
Your business is complex and the data and how you build upon and learn from that data and make decisions to scale your business is constantly evolving. By creating a sustainable, ongoing budget for integrations and technical aspects of your data, you’ll situate yourself for scaling and proactively plan for the expansion of your tech stack and integration with HubSpot.
\n\n
Related: JC Penny's is dead, and so are discount HubSpot Partner services
\n\n
How can we improve the flow of data inside our organization prior to integrating?
\n\n
This is what I mean when I mention scaling productively… So many processes in business are established according to what they were able to do when they were small or what worked well enough for a business of that size. Very few businesses start with processes and data organization and management and applications that see them through their growth journey from a small business into a mid-sized organization.
\n\n
You may explore building an integration only to discover that the original platform you’ve used to scale your business to this point just isn’t serving you any longer. Engaging professional technical resources into your business and processes proactively from a consultative perspective *before* you make any integration decisions is critical.
\n\n
By taking the time to make your processes more efficient and eliminate redundancies in your existing processes, you can make sure that your integration is planned with the long term in mind.
\n\n
I cannot stress enough and continue to probably sound like a broken record when I discuss the need to go through a full data and tech stack audit before you begin making huge decisions on the HubSpot Platform or any paying for expensive integrations. A gifted HubSpot Architect and Technical Partner can work with your CTO or Technical Director to identify the best next moves for your business, the data that moves between departments, the tools used within each department and how those tools work together and best integrate with HubSpot and the many tools and reporting mechanisms available to you within it.
\n\n
Don’t short change your technology by paying for a simple integration without exploring what your goals are, what your goals should be, optimizing your tech stack, budgeting properly, exploring native integrations and optimizing your data processes and workflows.
\n\n
With a little proactive planning, we’ll get you situated for the perfect integration that balances your goals, your needs and your budget.
\n
\n
\n
The majority of inquiries we receive for integrations usually start something like this:
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The majority of inquiries we receive for integrations usually start something like this:
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The majority of inquiries we receive for integrations usually start something like this:
\n
“Hi, Nicholas! We’re looking for a developer that can integrate _______________ [insert line of business application or ERP here] with HubSpot.”
\n\n
“We need our contact records to be imported over from our ERP into HubSpot automatically.”
\n\n
“There are some pieces of data that we want our service and accounts teams to be able to access - is an integration between __________________ [business app] and HubSpot possible?”
\n\n
These are all important questions, of course. When organizations approach us understanding the need and value to integrate their applications with HubSpot, we already know it’s probably going to be a great fit. Organizations that already know they need to integrate their software are taking the steps to invest in making sure that HubSpot is adopted seamlessly into their organization. It isn’t piecemeal or “let’s see how this goes and then pay for an integration” - it’s very much an all-in approach that will serve their users incredibly well in the long term.
\n\n
Related: HubSpot Integrations Improve Organizational Health
\n\n
However, just because an organization knows how important an integration will be to their users happiness and productivity, as well as the efficiency of data reporting, it doesn’t mean they’ve done all the diligence we need them to do before reaching out about an integration.
\n\n
If you’re thinking about integrating your software with HubSpot, here are a few questions you want to ask before you start the process of finding the right partner for the job:
\n\n
What is your long term business goal?
\n\n
This seems like the simplest question to ask, doesn’t it? But it’s probably the most important. And before you say something smart like, “The goal is to integrate with HubSpot and move data into there” — of course, we understand the basic goal of what you believe you need to achieve with your integration. But we want to dig a little deeper before we start the process of giving you a proposal by making you take a step back and determine how this integration suits your long term business goals.
\n\n
If you’re considering integrating, you might have any or all of the following goals:
\n- \n
- We want to make our users more efficient and decrease the time they spend doing data entry or opening multiple applications. \n
- We want to make sure our sales and service teams have the best possible information when interacting with our customers and clients. \n
- We want to have a better idea of how our marketing efforts are translating into dollars both for new customer generation and upselling and increasing the value of existing customers. \n
- We want to get an overall picture of our analytics across sales, marketing and service, optimize the data available to them, increase efficiency for all departments and do everything we can to make both the customer experience and employee experience seamless, optimized and intelligent as possible to scale. (we really like this goal) \n
These goals are related and different and depending on your budget - all entirely achievable within an integration with the right HubSpot Partner. That is, if you’re willing to do the work. Your goal will tell your partner a lot about where they need to take the integration and depending on what your goal is, what kind of budget you can allocate and how long term you’d like to work together, we can create a scaled plan that can accommodate all your existing goals and more. Nicholas fondly likes to refer to this as the “pie-in-the-sky unicorn package”.
\n\n
When we know your goals we can decide how best to execute them, but when we understand your long term brand vision for where you want your company to be we can make long term plans working within your budget to accomplish those goals over time with an architect and developer working together.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n\n
Is there a native integration for this already?
\n\n
Sometimes, for organizations with simple goals, native integrations can be an easy solution to get the data that you need moved over. Inside HubSpot’s Marketplace ecosystem there are 1481 native app integrations that are pre-built. Odds are good that if you have a relatively common application that you need to share data between HubSpot, an integration may already exist inside the marketplace for you to leverage.
\n\n
Native integrations can sometimes be configured by you, but are definitely the easiest way to help share data. Integrations with Shopify, Mailchimp, WordPress, Google Calendar, Facebook Ads, Zoom, Slack, LinkedIn, LinkedIn, Canva, PandaBox and more are just the very tip of the iceberg of available integrations inside HubSpot’s App Marketplace.
\n\n
A HubSpot Technical Partner can help you get your integration setup properly, or flesh out an existing integration.
\n\n
Even if what you need isn’t inside HubSpot App Marketplace yet, odds are great that you’ll find an existing tool or application you use that you didn’t even realize could share data with HubSpot.
\n\n
(Please note that you need a HubSpot account to check the app marketplace.)
\n\n
What else can we accomplish at the same time?
\n\n
Part of the reason we’re so adamant about adding in a HubSpot Architect to our custom integrations is that he or she can sift through your data architecture, ask some questions about your business processes and identify opportunities to optimize and configure your HubSpot portal and reports accordingly. He knows the ins and outs of HubSpot and can audit your tech stack to determine where the best opportunities are to explore native or custom integrations and what data is best used inside HubSpot given the intricacies of the tool and capabilities available to you.
\n\n
Your individual HubSpot license is usually identified by a combination of factors - like getting the best deal, bundling tools and whatever you decided your maximum available budget was at the time. But too often, these are not the most important factors when it comes to optimization of your business process and integrating the best data between marketing, sales and service - and clients end up with mismatched HubSpot licenses.
\n.
\nBy engaging a professional in the process, we can take all of your existing tools, potentially pare them down, consolidate your tech stack, and decide the exact combination of native and custom integrations as well as appropriate HubSpot licenses that are needed to supercharge your reporting.
\n\n
While you may have approached us only with the desire to integrate deal details so that accounting can more easily bill when a deal is closed, we may be able to optimize customer experience by sharing data between HubSpot and your service application or within your sales software and marketing. Don’t write off the possibilities that you might not be seeing. You can save a lot of money in the future by being a little more proactive about planning now.
\n\n
Related: Optimize your HubSpot Reporting with a HubSpot Data Architecture Audit
\n\n
Have I allocated enough budget for this project?
\n\n
No.
\n\n
Ha. Sorry. In a perfect world, every prospect that comes to us will already understand what an integration takes and how much they need to invest to ensure that it’s done right. We’re realists, though, and we understand that not every organization approaches a new integration like we do. But we also know that when we finish integrations, our customers are *very* satisfied with them.
\n\n
Here’s a great review quote from one of our home builder clients:
\n\n
“We came to Nicholas with a complicated integration request with a small Home Builder ERP and he successfully proved that we can build a 2-way sync. We never thought that would be possible. Thanks to Nicholas, we now have an integrated solution that can be built upon for future development. The build-out process was successful, easy and it is always fun to work with him!”
\n\n
In your integration budget, you should make sure that you have a plan for how you’ll continue to expand the integration in the long term. If you thought that a one-time integration build based on a singular property that you wanted to be moved from one application into HubSpot was going to serve your needs for the long term - think again.
\n\n
Your business is complex and the data and how you build upon and learn from that data and make decisions to scale your business is constantly evolving. By creating a sustainable, ongoing budget for integrations and technical aspects of your data, you’ll situate yourself for scaling and proactively plan for the expansion of your tech stack and integration with HubSpot.
\n\n
Related: JC Penny's is dead, and so are discount HubSpot Partner services
\n\n
How can we improve the flow of data inside our organization prior to integrating?
\n\n
This is what I mean when I mention scaling productively… So many processes in business are established according to what they were able to do when they were small or what worked well enough for a business of that size. Very few businesses start with processes and data organization and management and applications that see them through their growth journey from a small business into a mid-sized organization.
\n\n
You may explore building an integration only to discover that the original platform you’ve used to scale your business to this point just isn’t serving you any longer. Engaging professional technical resources into your business and processes proactively from a consultative perspective *before* you make any integration decisions is critical.
\n\n
By taking the time to make your processes more efficient and eliminate redundancies in your existing processes, you can make sure that your integration is planned with the long term in mind.
\n\n
I cannot stress enough and continue to probably sound like a broken record when I discuss the need to go through a full data and tech stack audit before you begin making huge decisions on the HubSpot Platform or any paying for expensive integrations. A gifted HubSpot Architect and Technical Partner can work with your CTO or Technical Director to identify the best next moves for your business, the data that moves between departments, the tools used within each department and how those tools work together and best integrate with HubSpot and the many tools and reporting mechanisms available to you within it.
\n\n
Don’t short change your technology by paying for a simple integration without exploring what your goals are, what your goals should be, optimizing your tech stack, budgeting properly, exploring native integrations and optimizing your data processes and workflows.
\n\n
With a little proactive planning, we’ll get you situated for the perfect integration that balances your goals, your needs and your budget.
\n
\n
\n
The majority of inquiries we receive for integrations usually start something like this:
![\"jcpenny\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/jcpenny.jpg\")
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
\n
One of the best things about deckerdevs is that we’re unapologetically who we are.
\nNicholas doesn’t like using capital letters.
\nWill breaks the hard news on HubSpot architecture that no one else will say.
\nErica knows how to set boundaries with clients and is a stickler for delivering on deadline.
\nAmber writes tell-it-like-it-is content that is sometimes controversial.
\nJordan creates hilarious graphics for us.
\nOur mascot is a Penguin that Nicholas fondly named hotdog (no caps).
\nJessica is a numbers stickler, balancing sustainable margins so we can price ourselves accordingly.
\n\n
Our value comes in our talent *and* how uniquely ourselves we all are. When people refer you to us, it’s because we do the hard things that no one else can or is willing to do. You pay a premium for that. Do you know why? Because we understand that there’s a learning curve and discovery period to the impossible goals that you set before us. It’s not that we don’t have the talent and drive to get things done, we just take on a lot of jobs that no one else will do or that we’re extremely effective at, because we’ve trained and studied and have the right amount of experience to make that happen.
\n\n
That doesn’t come cheap.
\n\n
If you want cheap, outsource it to a cheap developer, get a finalized product that seems to look okay (that is, if your developer doesn’t get in over their head and ghost you) that you later realize is coded poorly and handicaps you long term…
\n\n
If that’s how you want to go, we’ll see you in a few months.
\n\n
We see this time and time again, it’s not just something we say because we have big egos.
\nFor our CFO and for our development team and the business in general, there’s nothing worse than hearing that a client doesn’t want to pay what it will cost to get the job done right. So, we’re laying down the law, telling it like it is and creating boundaries surrounding what we won’t do when it comes to the prices we charge for the services that we execute.
\n\n
Department stores are dead for a reason. Here’s why we don’t discount like they do:
\n\n
We know exactly what it's going to take to make this happen.
\n\n
I’m going to ask you a few questions, and they’re may seem offensive, but I really genuinely want you to read them anyway:
\n\n
Do you do web development professionally?
\nHave you ever completed a custom resource center?
\nHave you ever worked on a brand new application integration where the client didn’t really know what data they needed imported over or didn’t consider that a 2-way data exchange was even possible?
\n\n
We charge what we charge because that’s what it takes to get the job done correctly the first time.
\nWe charge what we charge because a new integration will inevitably run into roadblocks or hurdles that we have to spend extra time on.
\nWe charge what we charge because we have acquired the talent to make the things that every other developer told you can’t be done actually possible.
\n\n
In the past, we’ve been the type of company that wants to help businesses reach their goals, and we’re still that company. But over time, we’ve been burned, we’ve gotten into situations where we tried to price the best case scenario and gone so grossly over scope that we told ourselves - we’re not going to do this again.
\nWe’ve spent enough time in the trenches to know what your project is going to cost us from a time perspective, and we charge accordingly. No discounts. No compromises. We’re not going to compromise on the work we’re doing, so don’t try to get us to compromise on how we’re being compensated for that work.
\n\n
We're the CarMax of HubSpot development.
\n
I mean, we’re not. But we kinda are.
\n
CarMax is the self proclaimed “disruptor of the automotive” industry: “As the original disruptor of the automotive industry, our “no-haggle” prices transformed car buying and selling from a stressful, dreaded event into the honest, straightforward experience all people deserve.”
\n\n
CarMax charges what they charge for their vehicles. They have a flat fee to close. They make their pricing transparent and there’s no ridiculous back and forth - the price is what it is. That’s how you should consider our transactions. Our pricing isn’t negotiable. We didn’t artificially inflate your proposal or quote just so that we could negotiate our way to the ideal price.
\n\n
Like CarMax, we provide an honest, straightforward experience that our clients deserve.
\nWe understand that some old school business people like to chase the deal… but there’s a gameshow for that and we’re here to do great work and get paid what we deserve to do it.
\n\n
That’s the model.
\nThere’s no catch.
\nThere aren’t any tactics.
\n\n
We’re just honest people doing really great work for a price that we have already predetermined to be the best value we can offer. So don’t haggle us. We don’t devalue the products and services that you sell to your clients and customers - don’t ask us to do that either.
\n\n
We price your job the way we do because we have what it takes to get it done, and we will stop at nothing to do that. So if the mantra “you get what you pay for” is even a little bit true - when it comes to applications and websites that are at the heart of your business, don’t compromise. Because you’ll get in value what you put out in capital.
\n\n
We want to want to work with you.
\n\n
There’s nothing worse than discounting a job only to watch your margin be annihilated when the scenario that you knew was coming actually showed up. All of a sudden, you’re 30 hours over scope and you discounted your quote to boot - so your desire to complete this work or any other work with this client is dwindling, fast.
\n\n
Of course you still do it. You make it work, you make it happen.
\n\n
But when you get done? You’re left with that bad taste in your mouth and all the inevitable regrets that follow as your intuition is poking you right in the gut, “See? I told you so.”
\n\n
It is not easy to be the stickler in business.
\nWe’ve always considered ourselves people pleasers.
\nBut we also have to establish the important boundaries that make what we do sustainable. Like any other business, we want to do great work for our clients on an ongoing basis with no regrets. We want to finish a job and ask you, “Okay! What are we doing next?”
\n\n
We want to be your trusted resource and guide you in all your technology decisions relative to your website, business applications and HubSpot. But we can’t build that relationship long term when you don’t value us for what we bring to the table and what we have to charge to make the relationship sustainable for us. We are fiercely loyal and devoted to our clients, but we will no longer compromise ourselves for those unwilling to value what we do.
\n\n
Read more about our values and ethos
\n\n
We had to put it out there, because we need people to understand that the concept of “you get what you pay for” spans every industry and business. You cannot expect a developer to invest in you if you don’t invest in them. If you need us to work with your budget, the best way to do that is to break your projects down into phases and build in a regular development budget that is sustainable for you so that you can adopt a continuous improvement model in your website and other technology consulting related to your organization.
\n\n
Your website, the HubSpot platform and the technology that work together to make your business move like a well-oiled machine from a revenue perspective require persistent maintenance. They require you to analyze their performance, make tweaks, update processes, establish better reporting and really hone in on the minute details of how your organization’s tools work together to produce results.
\n\n
By short-changing any aspect of your technology - from HubSpot implementation to website development and tech stack, you’re only handicapping your team’s ability to succeed. Invest in a partner that can serve you in the long term by establishing a consistent budget for ROI that you can easily measure.
\n\n
We want to work with you.
\nWe want to help you with your technology in the long term.
\nWe want to make your goals into realities.
\nBut we will not discount.
\n\n
You needed to know that.
\nWe are not a department store.
\nWe are the people with the tools that can get you to where you need to go.
\nInvest in us like you understand how important it is to get there.
\n
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
\n
One of the best things about deckerdevs is that we’re unapologetically who we are.
\nNicholas doesn’t like using capital letters.
\nWill breaks the hard news on HubSpot architecture that no one else will say.
\nErica knows how to set boundaries with clients and is a stickler for delivering on deadline.
\nAmber writes tell-it-like-it-is content that is sometimes controversial.
\nJordan creates hilarious graphics for us.
\nOur mascot is a Penguin that Nicholas fondly named hotdog (no caps).
\nJessica is a numbers stickler, balancing sustainable margins so we can price ourselves accordingly.
\n\n
Our value comes in our talent *and* how uniquely ourselves we all are. When people refer you to us, it’s because we do the hard things that no one else can or is willing to do. You pay a premium for that. Do you know why? Because we understand that there’s a learning curve and discovery period to the impossible goals that you set before us. It’s not that we don’t have the talent and drive to get things done, we just take on a lot of jobs that no one else will do or that we’re extremely effective at, because we’ve trained and studied and have the right amount of experience to make that happen.
\n\n
That doesn’t come cheap.
\n\n
If you want cheap, outsource it to a cheap developer, get a finalized product that seems to look okay (that is, if your developer doesn’t get in over their head and ghost you) that you later realize is coded poorly and handicaps you long term…
\n\n
If that’s how you want to go, we’ll see you in a few months.
\n\n
We see this time and time again, it’s not just something we say because we have big egos.
\nFor our CFO and for our development team and the business in general, there’s nothing worse than hearing that a client doesn’t want to pay what it will cost to get the job done right. So, we’re laying down the law, telling it like it is and creating boundaries surrounding what we won’t do when it comes to the prices we charge for the services that we execute.
\n\n
Department stores are dead for a reason. Here’s why we don’t discount like they do:
\n\n
We know exactly what it's going to take to make this happen.
\n\n
I’m going to ask you a few questions, and they’re may seem offensive, but I really genuinely want you to read them anyway:
\n\n
Do you do web development professionally?
\nHave you ever completed a custom resource center?
\nHave you ever worked on a brand new application integration where the client didn’t really know what data they needed imported over or didn’t consider that a 2-way data exchange was even possible?
\n\n
We charge what we charge because that’s what it takes to get the job done correctly the first time.
\nWe charge what we charge because a new integration will inevitably run into roadblocks or hurdles that we have to spend extra time on.
\nWe charge what we charge because we have acquired the talent to make the things that every other developer told you can’t be done actually possible.
\n\n
In the past, we’ve been the type of company that wants to help businesses reach their goals, and we’re still that company. But over time, we’ve been burned, we’ve gotten into situations where we tried to price the best case scenario and gone so grossly over scope that we told ourselves - we’re not going to do this again.
\nWe’ve spent enough time in the trenches to know what your project is going to cost us from a time perspective, and we charge accordingly. No discounts. No compromises. We’re not going to compromise on the work we’re doing, so don’t try to get us to compromise on how we’re being compensated for that work.
\n\n
We're the CarMax of HubSpot development.
\n
I mean, we’re not. But we kinda are.
\n
CarMax is the self proclaimed “disruptor of the automotive” industry: “As the original disruptor of the automotive industry, our “no-haggle” prices transformed car buying and selling from a stressful, dreaded event into the honest, straightforward experience all people deserve.”
\n\n
CarMax charges what they charge for their vehicles. They have a flat fee to close. They make their pricing transparent and there’s no ridiculous back and forth - the price is what it is. That’s how you should consider our transactions. Our pricing isn’t negotiable. We didn’t artificially inflate your proposal or quote just so that we could negotiate our way to the ideal price.
\n\n
Like CarMax, we provide an honest, straightforward experience that our clients deserve.
\nWe understand that some old school business people like to chase the deal… but there’s a gameshow for that and we’re here to do great work and get paid what we deserve to do it.
\n\n
That’s the model.
\nThere’s no catch.
\nThere aren’t any tactics.
\n\n
We’re just honest people doing really great work for a price that we have already predetermined to be the best value we can offer. So don’t haggle us. We don’t devalue the products and services that you sell to your clients and customers - don’t ask us to do that either.
\n\n
We price your job the way we do because we have what it takes to get it done, and we will stop at nothing to do that. So if the mantra “you get what you pay for” is even a little bit true - when it comes to applications and websites that are at the heart of your business, don’t compromise. Because you’ll get in value what you put out in capital.
\n\n
We want to want to work with you.
\n\n
There’s nothing worse than discounting a job only to watch your margin be annihilated when the scenario that you knew was coming actually showed up. All of a sudden, you’re 30 hours over scope and you discounted your quote to boot - so your desire to complete this work or any other work with this client is dwindling, fast.
\n\n
Of course you still do it. You make it work, you make it happen.
\n\n
But when you get done? You’re left with that bad taste in your mouth and all the inevitable regrets that follow as your intuition is poking you right in the gut, “See? I told you so.”
\n\n
It is not easy to be the stickler in business.
\nWe’ve always considered ourselves people pleasers.
\nBut we also have to establish the important boundaries that make what we do sustainable. Like any other business, we want to do great work for our clients on an ongoing basis with no regrets. We want to finish a job and ask you, “Okay! What are we doing next?”
\n\n
We want to be your trusted resource and guide you in all your technology decisions relative to your website, business applications and HubSpot. But we can’t build that relationship long term when you don’t value us for what we bring to the table and what we have to charge to make the relationship sustainable for us. We are fiercely loyal and devoted to our clients, but we will no longer compromise ourselves for those unwilling to value what we do.
\n\n
Read more about our values and ethos
\n\n
We had to put it out there, because we need people to understand that the concept of “you get what you pay for” spans every industry and business. You cannot expect a developer to invest in you if you don’t invest in them. If you need us to work with your budget, the best way to do that is to break your projects down into phases and build in a regular development budget that is sustainable for you so that you can adopt a continuous improvement model in your website and other technology consulting related to your organization.
\n\n
Your website, the HubSpot platform and the technology that work together to make your business move like a well-oiled machine from a revenue perspective require persistent maintenance. They require you to analyze their performance, make tweaks, update processes, establish better reporting and really hone in on the minute details of how your organization’s tools work together to produce results.
\n\n
By short-changing any aspect of your technology - from HubSpot implementation to website development and tech stack, you’re only handicapping your team’s ability to succeed. Invest in a partner that can serve you in the long term by establishing a consistent budget for ROI that you can easily measure.
\n\n
We want to work with you.
\nWe want to help you with your technology in the long term.
\nWe want to make your goals into realities.
\nBut we will not discount.
\n\n
You needed to know that.
\nWe are not a department store.
\nWe are the people with the tools that can get you to where you need to go.
\nInvest in us like you understand how important it is to get there.
\n
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
\n
One of the best things about deckerdevs is that we’re unapologetically who we are.
\nNicholas doesn’t like using capital letters.
\nWill breaks the hard news on HubSpot architecture that no one else will say.
\nErica knows how to set boundaries with clients and is a stickler for delivering on deadline.
\nAmber writes tell-it-like-it-is content that is sometimes controversial.
\nJordan creates hilarious graphics for us.
\nOur mascot is a Penguin that Nicholas fondly named hotdog (no caps).
\nJessica is a numbers stickler, balancing sustainable margins so we can price ourselves accordingly.
\n\n
Our value comes in our talent *and* how uniquely ourselves we all are. When people refer you to us, it’s because we do the hard things that no one else can or is willing to do. You pay a premium for that. Do you know why? Because we understand that there’s a learning curve and discovery period to the impossible goals that you set before us. It’s not that we don’t have the talent and drive to get things done, we just take on a lot of jobs that no one else will do or that we’re extremely effective at, because we’ve trained and studied and have the right amount of experience to make that happen.
\n\n
That doesn’t come cheap.
\n\n
If you want cheap, outsource it to a cheap developer, get a finalized product that seems to look okay (that is, if your developer doesn’t get in over their head and ghost you) that you later realize is coded poorly and handicaps you long term…
\n\n
If that’s how you want to go, we’ll see you in a few months.
\n\n
We see this time and time again, it’s not just something we say because we have big egos.
\nFor our CFO and for our development team and the business in general, there’s nothing worse than hearing that a client doesn’t want to pay what it will cost to get the job done right. So, we’re laying down the law, telling it like it is and creating boundaries surrounding what we won’t do when it comes to the prices we charge for the services that we execute.
\n\n
Department stores are dead for a reason. Here’s why we don’t discount like they do:
\n\n
We know exactly what it's going to take to make this happen.
\n\n
I’m going to ask you a few questions, and they’re may seem offensive, but I really genuinely want you to read them anyway:
\n\n
Do you do web development professionally?
\nHave you ever completed a custom resource center?
\nHave you ever worked on a brand new application integration where the client didn’t really know what data they needed imported over or didn’t consider that a 2-way data exchange was even possible?
\n\n
We charge what we charge because that’s what it takes to get the job done correctly the first time.
\nWe charge what we charge because a new integration will inevitably run into roadblocks or hurdles that we have to spend extra time on.
\nWe charge what we charge because we have acquired the talent to make the things that every other developer told you can’t be done actually possible.
\n\n
In the past, we’ve been the type of company that wants to help businesses reach their goals, and we’re still that company. But over time, we’ve been burned, we’ve gotten into situations where we tried to price the best case scenario and gone so grossly over scope that we told ourselves - we’re not going to do this again.
\nWe’ve spent enough time in the trenches to know what your project is going to cost us from a time perspective, and we charge accordingly. No discounts. No compromises. We’re not going to compromise on the work we’re doing, so don’t try to get us to compromise on how we’re being compensated for that work.
\n\n
We're the CarMax of HubSpot development.
\n
I mean, we’re not. But we kinda are.
\n
CarMax is the self proclaimed “disruptor of the automotive” industry: “As the original disruptor of the automotive industry, our “no-haggle” prices transformed car buying and selling from a stressful, dreaded event into the honest, straightforward experience all people deserve.”
\n\n
CarMax charges what they charge for their vehicles. They have a flat fee to close. They make their pricing transparent and there’s no ridiculous back and forth - the price is what it is. That’s how you should consider our transactions. Our pricing isn’t negotiable. We didn’t artificially inflate your proposal or quote just so that we could negotiate our way to the ideal price.
\n\n
Like CarMax, we provide an honest, straightforward experience that our clients deserve.
\nWe understand that some old school business people like to chase the deal… but there’s a gameshow for that and we’re here to do great work and get paid what we deserve to do it.
\n\n
That’s the model.
\nThere’s no catch.
\nThere aren’t any tactics.
\n\n
We’re just honest people doing really great work for a price that we have already predetermined to be the best value we can offer. So don’t haggle us. We don’t devalue the products and services that you sell to your clients and customers - don’t ask us to do that either.
\n\n
We price your job the way we do because we have what it takes to get it done, and we will stop at nothing to do that. So if the mantra “you get what you pay for” is even a little bit true - when it comes to applications and websites that are at the heart of your business, don’t compromise. Because you’ll get in value what you put out in capital.
\n\n
We want to want to work with you.
\n\n
There’s nothing worse than discounting a job only to watch your margin be annihilated when the scenario that you knew was coming actually showed up. All of a sudden, you’re 30 hours over scope and you discounted your quote to boot - so your desire to complete this work or any other work with this client is dwindling, fast.
\n\n
Of course you still do it. You make it work, you make it happen.
\n\n
But when you get done? You’re left with that bad taste in your mouth and all the inevitable regrets that follow as your intuition is poking you right in the gut, “See? I told you so.”
\n\n
It is not easy to be the stickler in business.
\nWe’ve always considered ourselves people pleasers.
\nBut we also have to establish the important boundaries that make what we do sustainable. Like any other business, we want to do great work for our clients on an ongoing basis with no regrets. We want to finish a job and ask you, “Okay! What are we doing next?”
\n\n
We want to be your trusted resource and guide you in all your technology decisions relative to your website, business applications and HubSpot. But we can’t build that relationship long term when you don’t value us for what we bring to the table and what we have to charge to make the relationship sustainable for us. We are fiercely loyal and devoted to our clients, but we will no longer compromise ourselves for those unwilling to value what we do.
\n\n
Read more about our values and ethos
\n\n
We had to put it out there, because we need people to understand that the concept of “you get what you pay for” spans every industry and business. You cannot expect a developer to invest in you if you don’t invest in them. If you need us to work with your budget, the best way to do that is to break your projects down into phases and build in a regular development budget that is sustainable for you so that you can adopt a continuous improvement model in your website and other technology consulting related to your organization.
\n\n
Your website, the HubSpot platform and the technology that work together to make your business move like a well-oiled machine from a revenue perspective require persistent maintenance. They require you to analyze their performance, make tweaks, update processes, establish better reporting and really hone in on the minute details of how your organization’s tools work together to produce results.
\n\n
By short-changing any aspect of your technology - from HubSpot implementation to website development and tech stack, you’re only handicapping your team’s ability to succeed. Invest in a partner that can serve you in the long term by establishing a consistent budget for ROI that you can easily measure.
\n\n
We want to work with you.
\nWe want to help you with your technology in the long term.
\nWe want to make your goals into realities.
\nBut we will not discount.
\n\n
You needed to know that.
\nWe are not a department store.
\nWe are the people with the tools that can get you to where you need to go.
\nInvest in us like you understand how important it is to get there.
\n
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
\n
One of the best things about deckerdevs is that we’re unapologetically who we are.
\nNicholas doesn’t like using capital letters.
\nWill breaks the hard news on HubSpot architecture that no one else will say.
\nErica knows how to set boundaries with clients and is a stickler for delivering on deadline.
\nAmber writes tell-it-like-it-is content that is sometimes controversial.
\nJordan creates hilarious graphics for us.
\nOur mascot is a Penguin that Nicholas fondly named hotdog (no caps).
\nJessica is a numbers stickler, balancing sustainable margins so we can price ourselves accordingly.
\n\n
Our value comes in our talent *and* how uniquely ourselves we all are. When people refer you to us, it’s because we do the hard things that no one else can or is willing to do. You pay a premium for that. Do you know why? Because we understand that there’s a learning curve and discovery period to the impossible goals that you set before us. It’s not that we don’t have the talent and drive to get things done, we just take on a lot of jobs that no one else will do or that we’re extremely effective at, because we’ve trained and studied and have the right amount of experience to make that happen.
\n\n
That doesn’t come cheap.
\n\n
If you want cheap, outsource it to a cheap developer, get a finalized product that seems to look okay (that is, if your developer doesn’t get in over their head and ghost you) that you later realize is coded poorly and handicaps you long term…
\n\n
If that’s how you want to go, we’ll see you in a few months.
\n\n
We see this time and time again, it’s not just something we say because we have big egos.
\nFor our CFO and for our development team and the business in general, there’s nothing worse than hearing that a client doesn’t want to pay what it will cost to get the job done right. So, we’re laying down the law, telling it like it is and creating boundaries surrounding what we won’t do when it comes to the prices we charge for the services that we execute.
\n\n
Department stores are dead for a reason. Here’s why we don’t discount like they do:
\n\n
We know exactly what it's going to take to make this happen.
\n\n
I’m going to ask you a few questions, and they’re may seem offensive, but I really genuinely want you to read them anyway:
\n\n
Do you do web development professionally?
\nHave you ever completed a custom resource center?
\nHave you ever worked on a brand new application integration where the client didn’t really know what data they needed imported over or didn’t consider that a 2-way data exchange was even possible?
\n\n
We charge what we charge because that’s what it takes to get the job done correctly the first time.
\nWe charge what we charge because a new integration will inevitably run into roadblocks or hurdles that we have to spend extra time on.
\nWe charge what we charge because we have acquired the talent to make the things that every other developer told you can’t be done actually possible.
\n\n
In the past, we’ve been the type of company that wants to help businesses reach their goals, and we’re still that company. But over time, we’ve been burned, we’ve gotten into situations where we tried to price the best case scenario and gone so grossly over scope that we told ourselves - we’re not going to do this again.
\nWe’ve spent enough time in the trenches to know what your project is going to cost us from a time perspective, and we charge accordingly. No discounts. No compromises. We’re not going to compromise on the work we’re doing, so don’t try to get us to compromise on how we’re being compensated for that work.
\n\n
We're the CarMax of HubSpot development.
\n
I mean, we’re not. But we kinda are.
\n
CarMax is the self proclaimed “disruptor of the automotive” industry: “As the original disruptor of the automotive industry, our “no-haggle” prices transformed car buying and selling from a stressful, dreaded event into the honest, straightforward experience all people deserve.”
\n\n
CarMax charges what they charge for their vehicles. They have a flat fee to close. They make their pricing transparent and there’s no ridiculous back and forth - the price is what it is. That’s how you should consider our transactions. Our pricing isn’t negotiable. We didn’t artificially inflate your proposal or quote just so that we could negotiate our way to the ideal price.
\n\n
Like CarMax, we provide an honest, straightforward experience that our clients deserve.
\nWe understand that some old school business people like to chase the deal… but there’s a gameshow for that and we’re here to do great work and get paid what we deserve to do it.
\n\n
That’s the model.
\nThere’s no catch.
\nThere aren’t any tactics.
\n\n
We’re just honest people doing really great work for a price that we have already predetermined to be the best value we can offer. So don’t haggle us. We don’t devalue the products and services that you sell to your clients and customers - don’t ask us to do that either.
\n\n
We price your job the way we do because we have what it takes to get it done, and we will stop at nothing to do that. So if the mantra “you get what you pay for” is even a little bit true - when it comes to applications and websites that are at the heart of your business, don’t compromise. Because you’ll get in value what you put out in capital.
\n\n
We want to want to work with you.
\n\n
There’s nothing worse than discounting a job only to watch your margin be annihilated when the scenario that you knew was coming actually showed up. All of a sudden, you’re 30 hours over scope and you discounted your quote to boot - so your desire to complete this work or any other work with this client is dwindling, fast.
\n\n
Of course you still do it. You make it work, you make it happen.
\n\n
But when you get done? You’re left with that bad taste in your mouth and all the inevitable regrets that follow as your intuition is poking you right in the gut, “See? I told you so.”
\n\n
It is not easy to be the stickler in business.
\nWe’ve always considered ourselves people pleasers.
\nBut we also have to establish the important boundaries that make what we do sustainable. Like any other business, we want to do great work for our clients on an ongoing basis with no regrets. We want to finish a job and ask you, “Okay! What are we doing next?”
\n\n
We want to be your trusted resource and guide you in all your technology decisions relative to your website, business applications and HubSpot. But we can’t build that relationship long term when you don’t value us for what we bring to the table and what we have to charge to make the relationship sustainable for us. We are fiercely loyal and devoted to our clients, but we will no longer compromise ourselves for those unwilling to value what we do.
\n\n
Read more about our values and ethos
\n\n
We had to put it out there, because we need people to understand that the concept of “you get what you pay for” spans every industry and business. You cannot expect a developer to invest in you if you don’t invest in them. If you need us to work with your budget, the best way to do that is to break your projects down into phases and build in a regular development budget that is sustainable for you so that you can adopt a continuous improvement model in your website and other technology consulting related to your organization.
\n\n
Your website, the HubSpot platform and the technology that work together to make your business move like a well-oiled machine from a revenue perspective require persistent maintenance. They require you to analyze their performance, make tweaks, update processes, establish better reporting and really hone in on the minute details of how your organization’s tools work together to produce results.
\n\n
By short-changing any aspect of your technology - from HubSpot implementation to website development and tech stack, you’re only handicapping your team’s ability to succeed. Invest in a partner that can serve you in the long term by establishing a consistent budget for ROI that you can easily measure.
\n\n
We want to work with you.
\nWe want to help you with your technology in the long term.
\nWe want to make your goals into realities.
\nBut we will not discount.
\n\n
You needed to know that.
\nWe are not a department store.
\nWe are the people with the tools that can get you to where you need to go.
\nInvest in us like you understand how important it is to get there.
\n
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
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\n
One of the best things about deckerdevs is that we’re unapologetically who we are.
\nNicholas doesn’t like using capital letters.
\nWill breaks the hard news on HubSpot architecture that no one else will say.
\nErica knows how to set boundaries with clients and is a stickler for delivering on deadline.
\nAmber writes tell-it-like-it-is content that is sometimes controversial.
\nJordan creates hilarious graphics for us.
\nOur mascot is a Penguin that Nicholas fondly named hotdog (no caps).
\nJessica is a numbers stickler, balancing sustainable margins so we can price ourselves accordingly.
\n\n
Our value comes in our talent *and* how uniquely ourselves we all are. When people refer you to us, it’s because we do the hard things that no one else can or is willing to do. You pay a premium for that. Do you know why? Because we understand that there’s a learning curve and discovery period to the impossible goals that you set before us. It’s not that we don’t have the talent and drive to get things done, we just take on a lot of jobs that no one else will do or that we’re extremely effective at, because we’ve trained and studied and have the right amount of experience to make that happen.
\n\n
That doesn’t come cheap.
\n\n
If you want cheap, outsource it to a cheap developer, get a finalized product that seems to look okay (that is, if your developer doesn’t get in over their head and ghost you) that you later realize is coded poorly and handicaps you long term…
\n\n
If that’s how you want to go, we’ll see you in a few months.
\n\n
We see this time and time again, it’s not just something we say because we have big egos.
\nFor our CFO and for our development team and the business in general, there’s nothing worse than hearing that a client doesn’t want to pay what it will cost to get the job done right. So, we’re laying down the law, telling it like it is and creating boundaries surrounding what we won’t do when it comes to the prices we charge for the services that we execute.
\n\n
Department stores are dead for a reason. Here’s why we don’t discount like they do:
\n\n
We know exactly what it's going to take to make this happen.
\n\n
I’m going to ask you a few questions, and they’re may seem offensive, but I really genuinely want you to read them anyway:
\n\n
Do you do web development professionally?
\nHave you ever completed a custom resource center?
\nHave you ever worked on a brand new application integration where the client didn’t really know what data they needed imported over or didn’t consider that a 2-way data exchange was even possible?
\n\n
We charge what we charge because that’s what it takes to get the job done correctly the first time.
\nWe charge what we charge because a new integration will inevitably run into roadblocks or hurdles that we have to spend extra time on.
\nWe charge what we charge because we have acquired the talent to make the things that every other developer told you can’t be done actually possible.
\n\n
In the past, we’ve been the type of company that wants to help businesses reach their goals, and we’re still that company. But over time, we’ve been burned, we’ve gotten into situations where we tried to price the best case scenario and gone so grossly over scope that we told ourselves - we’re not going to do this again.
\nWe’ve spent enough time in the trenches to know what your project is going to cost us from a time perspective, and we charge accordingly. No discounts. No compromises. We’re not going to compromise on the work we’re doing, so don’t try to get us to compromise on how we’re being compensated for that work.
\n\n
We're the CarMax of HubSpot development.
\n
I mean, we’re not. But we kinda are.
\n
CarMax is the self proclaimed “disruptor of the automotive” industry: “As the original disruptor of the automotive industry, our “no-haggle” prices transformed car buying and selling from a stressful, dreaded event into the honest, straightforward experience all people deserve.”
\n\n
CarMax charges what they charge for their vehicles. They have a flat fee to close. They make their pricing transparent and there’s no ridiculous back and forth - the price is what it is. That’s how you should consider our transactions. Our pricing isn’t negotiable. We didn’t artificially inflate your proposal or quote just so that we could negotiate our way to the ideal price.
\n\n
Like CarMax, we provide an honest, straightforward experience that our clients deserve.
\nWe understand that some old school business people like to chase the deal… but there’s a gameshow for that and we’re here to do great work and get paid what we deserve to do it.
\n\n
That’s the model.
\nThere’s no catch.
\nThere aren’t any tactics.
\n\n
We’re just honest people doing really great work for a price that we have already predetermined to be the best value we can offer. So don’t haggle us. We don’t devalue the products and services that you sell to your clients and customers - don’t ask us to do that either.
\n\n
We price your job the way we do because we have what it takes to get it done, and we will stop at nothing to do that. So if the mantra “you get what you pay for” is even a little bit true - when it comes to applications and websites that are at the heart of your business, don’t compromise. Because you’ll get in value what you put out in capital.
\n\n
We want to want to work with you.
\n\n
There’s nothing worse than discounting a job only to watch your margin be annihilated when the scenario that you knew was coming actually showed up. All of a sudden, you’re 30 hours over scope and you discounted your quote to boot - so your desire to complete this work or any other work with this client is dwindling, fast.
\n\n
Of course you still do it. You make it work, you make it happen.
\n\n
But when you get done? You’re left with that bad taste in your mouth and all the inevitable regrets that follow as your intuition is poking you right in the gut, “See? I told you so.”
\n\n
It is not easy to be the stickler in business.
\nWe’ve always considered ourselves people pleasers.
\nBut we also have to establish the important boundaries that make what we do sustainable. Like any other business, we want to do great work for our clients on an ongoing basis with no regrets. We want to finish a job and ask you, “Okay! What are we doing next?”
\n\n
We want to be your trusted resource and guide you in all your technology decisions relative to your website, business applications and HubSpot. But we can’t build that relationship long term when you don’t value us for what we bring to the table and what we have to charge to make the relationship sustainable for us. We are fiercely loyal and devoted to our clients, but we will no longer compromise ourselves for those unwilling to value what we do.
\n\n
Read more about our values and ethos
\n\n
We had to put it out there, because we need people to understand that the concept of “you get what you pay for” spans every industry and business. You cannot expect a developer to invest in you if you don’t invest in them. If you need us to work with your budget, the best way to do that is to break your projects down into phases and build in a regular development budget that is sustainable for you so that you can adopt a continuous improvement model in your website and other technology consulting related to your organization.
\n\n
Your website, the HubSpot platform and the technology that work together to make your business move like a well-oiled machine from a revenue perspective require persistent maintenance. They require you to analyze their performance, make tweaks, update processes, establish better reporting and really hone in on the minute details of how your organization’s tools work together to produce results.
\n\n
By short-changing any aspect of your technology - from HubSpot implementation to website development and tech stack, you’re only handicapping your team’s ability to succeed. Invest in a partner that can serve you in the long term by establishing a consistent budget for ROI that you can easily measure.
\n\n
We want to work with you.
\nWe want to help you with your technology in the long term.
\nWe want to make your goals into realities.
\nBut we will not discount.
\n\n
You needed to know that.
\nWe are not a department store.
\nWe are the people with the tools that can get you to where you need to go.
\nInvest in us like you understand how important it is to get there.
\n
“We are not a department store. We don’t inflate our prices before a ‘big sale’ just to discount them and make people feel like they’re getting a deal.” - Jessica Decker.
Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
\n\n
The increasing complexities of the HubSpot platform, integration possibilities, custom reporting and analytics tools require a specialist that can really unpack data architecture and set an organization up for success. In a world of fancy presentations and big, elite agencies - few individuals have what it takes to dig into your data architecture, understand your tech stack and give you the ROI you’re looking for when it comes to each department inside your organization. From optimizing marketing spend to really organizing your sales pipeline to streamlining the handoff between sales and service - your HubSpot partner may not have what it takes to get you to where you want to go.
\n\n
![\"e8df23cc-9bfe-4776-ae54-22d67d47f15a-6442-000008859e923c5f\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/e8df23cc-9bfe-4776-ae54-22d67d47f15a-6442-000008859e923c5f.png\")
According to a study from Digital Commerce 360, Marketers waste 21% of their marketing budgets because of bad data. With a tool as powerful as HubSpot, custom reports that leverage a properly planned data structure can eliminate a huge portion of waste marketing spend. But that’s only if your partner really knows HubSpot. I mean *REALLY* knows HubSpot.
\n
Big, elite agencies inside the HubSpot culture definitely know HubSpot, but the problem you’ll run into most often is that the people that know the most aren’t always the people working on organizing your data architecture and portal, they’re the ones selling or sitting back and collecting your retainers while shipping off your account to junior team members. It’s a model that works for marketing, but not for specialized analytics reporting for a scaling mid-sized or enterprise business.
\n\n
If you’re struggling to find an agency or technical, specialized partner that truly understands you and has what it takes to help your business scale into HubSpot and boost revenue and efficiency, you’re not alone.
\n\n
Here are some signs that your HubSpot Partner isn’t equipped to help you optimize RevOps:
\nYour meetings are more pomp and circumstance than data and business discussion
\n\n
You already know that more data, an optimized tech stack and integrated systems and software are the path you need to take to really optimize the revenue inside your organization - but if you have to sit through one more junior level ethos presentation, you’re ready to throw in the towel.
\n\n
There’s a time and place for getting to know who your agency is for sure, but modern, savvy revenue-focused executives need more than that. If you’re trying to move beyond the small talk to vet your agency and continue to hit roadblocks in trying to do so - this might be a red flag that your account executive, salesperson or consultant or the agency as a whole doesn’t truly understand your business goals.
\n\n
Your initial consultation should go beyond surface level. Ditch the small talk and start talking about which platforms and applications you’re using, the number of apps inside your company, your woes with sales and marketing handoff, and the like. We’re not here to sell you the fluff that comes with understanding Inbound Marketing. Your organization not only knows and understands all the concepts of a great marketing plan (that’s why you’re considering HubSpot to begin with), but you probably already have an entire team on staff to help make it happen. What we’re here for is to optimize what you’re already doing. To set up really comprehensive reporting, to better understand your pipeline and to help you deliver even better customer service by integrating data to keep marketing, sales and service - and your executive team all on the same page.
\n\n
Marketing and marketing analytics industries at large haven’t been around forever and just because your agency is filled with young talent doesn’t always mean they don’t know what’s going on. However, if you find yourself sitting in meetings with junior level employees banging your head against the wall because they aren’t taking the time to truly understand your needs from a data analytics perspective, they might not be the right agency for you.
\n\n
Their integration capabilities are outsourced or non-existent
\n\n
The rise of the technical partner is something that we’ve discussed ongoing for some time relative to the success of any business inside HubSpot, and it’s worth discussing over (and over) again. If you can’t integrate your biggest line of business applications with HubSpot, you will not get the kind of adoption and analytics for your organization that you need.
\n\n
In short? If you’re not willing to invest in an integration, don’t buy HubSpot.
\n\n
Maybe that sounds harsh, but for mid-sized or enterprise organizations with the budget to really integrate HubSpot into their business processes, it’s not an option. Maybe you initially signed up for HubSpot because of the cool marketing automation abilities, but if you’re a revenue-driven, growth-oriented organization? You have no choice but to take a deep dive into some of the Pro and Enterprise level features, pay for custom integrations and bridge the gap between the applications you use and the platform that will empower your departments and executive team to make the best possible revenue-led business decisions.
\n\n
A HubSpot Partner that doesn’t offer integrations in house or doesn’t offer them at all isn’t a good fit for a large-scale organization that’s trying to really build their business around the reporting and analytics that HubSpot offers. Why? Because your growth should be a central focus for them, and while you can grow without business application integrations - you can scale much more easily when you take the time to pass data back and forth between your applications. It just makes sense. It saves time, it gives you more accurate reporting and empowers analytics and reports for better business insight and decision-making.
\n\n
If you’re a mid-sized or enterprise organization, you’re going to need integrations at some point. By working with an integrations partner at the outset that focuses on this - or a marketing partner with a good amount of experience in dealing with a specialized partner that can handle your integration, you’re in a much better position than having to reactively seek out a new partner after you’ve already configured your HubSpot platform and reporting without that integration and data.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom HubSpot Integrations
\nYour tech stack isn't immediately addressed
\n\n
When it comes to how your HubSpot is implemented, your tech stack plays an integral role in determining the configuration of your reporting, custom objects and more. Without knowing how your data is currently moving inside and through the different departments and applications in your organization, it’s difficult to configure reporting and how your data should be set up to adequately report.
\n\n
Before any implementation or onboarding, or even (in our opinions) before you consider HubSpot as a platform at all, you should really have an expert look closely at your tech stack, what applications you use to manage your data and processes and where opportunities may exist to consolidate or reduce redundancies.
\n\n
A skilled implementation specialist won’t just be a technical resource to take orders from you and execute them, but a full on consultant to unpack and pick apart your processes and applications and get a more comprehensive idea of your overall needs and goals and how HubSpot can service them. A discussion of your data, the applications that you use internally and your workflows and processes is critical prior to the adoption of the HubSpot Platform. You might want to download a tech stack audit worksheet or similar tool to help you prepare for your initial conversations surrounding HubSpot as a platform and any partner that you’re considering integrating into your HubSpot experience.
\n\n
If your partner mentions getting on boarded on HubSpot before discussing integrations or tech stack updates, that could be a potential red flag. They may just be a marketing partner - and while there’s nothing wrong with that necessarily, you’ll want to make sure to integrate the technical element into the equation before you make your decision. If you don’t? You could end up hiring the wrong Partner, with the wrong HubSpot tiers or not leveraging the Platform to its full potential - or maybe at all if your implementation is delayed or not integrated deeply enough into your department processes. We’ve seen this far too often and a mishandled Hubspot implementation could cost you big time in your business decisions, revenue and even cause you to lose employees.
\n\n
Related: Saving the most on HubSpot starts with a technical partner
\n\n
Odds are good that you’re investing a significant budget into HubSpot because you believe in the power it has to transform not just your marketing and analytics, but your organization as a whole. The enhancements that HubSpot has made over its lifetime to date have been huge for helping midsized and enterprise organizations be more empowered over data management to make better business decisions.
\n\n
By partnering with the right people from the outset, you can shorten the length of time it takes your organization to go live with the software, reduce overall technology spend, optimize your processes and pass-off between marketing, sales and service and really hone in on the pieces of data that will help you make empowered, focused decisions for scaling.
\n\n
If you’re currently working with or vetting HubSpot partners or HubSpot as a platform itself, you need someone that understands your business, has enough experience with integrations and technology to help demystify how things will work together and get you started on the right foot.
\n\n
Be sure to vet your HubSpot partner closely and let them do a little digging and understand their strategy more before you make any other decisions regarding your HubSpot subscription and who will set up and maintain your portal. An ongoing relationship with a skilled architect is critical to your success.
\n
Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
\n","blog_post_schedule_task_uid":null,"blog_publish_to_social_media_task":"DONE_NOT_SENT","blog_publish_instant_email_task_uid":null,"blog_publish_instant_email_campaign_id":null,"blog_publish_instant_email_retry_count":null,"rss_body":"Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
\n\n
The increasing complexities of the HubSpot platform, integration possibilities, custom reporting and analytics tools require a specialist that can really unpack data architecture and set an organization up for success. In a world of fancy presentations and big, elite agencies - few individuals have what it takes to dig into your data architecture, understand your tech stack and give you the ROI you’re looking for when it comes to each department inside your organization. From optimizing marketing spend to really organizing your sales pipeline to streamlining the handoff between sales and service - your HubSpot partner may not have what it takes to get you to where you want to go.
\n\n
According to a study from Digital Commerce 360, Marketers waste 21% of their marketing budgets because of bad data. With a tool as powerful as HubSpot, custom reports that leverage a properly planned data structure can eliminate a huge portion of waste marketing spend. But that’s only if your partner really knows HubSpot. I mean *REALLY* knows HubSpot.
\n
Big, elite agencies inside the HubSpot culture definitely know HubSpot, but the problem you’ll run into most often is that the people that know the most aren’t always the people working on organizing your data architecture and portal, they’re the ones selling or sitting back and collecting your retainers while shipping off your account to junior team members. It’s a model that works for marketing, but not for specialized analytics reporting for a scaling mid-sized or enterprise business.
\n\n
If you’re struggling to find an agency or technical, specialized partner that truly understands you and has what it takes to help your business scale into HubSpot and boost revenue and efficiency, you’re not alone.
\n\n
Here are some signs that your HubSpot Partner isn’t equipped to help you optimize RevOps:
\nYour meetings are more pomp and circumstance than data and business discussion
\n\n
You already know that more data, an optimized tech stack and integrated systems and software are the path you need to take to really optimize the revenue inside your organization - but if you have to sit through one more junior level ethos presentation, you’re ready to throw in the towel.
\n\n
There’s a time and place for getting to know who your agency is for sure, but modern, savvy revenue-focused executives need more than that. If you’re trying to move beyond the small talk to vet your agency and continue to hit roadblocks in trying to do so - this might be a red flag that your account executive, salesperson or consultant or the agency as a whole doesn’t truly understand your business goals.
\n\n
Your initial consultation should go beyond surface level. Ditch the small talk and start talking about which platforms and applications you’re using, the number of apps inside your company, your woes with sales and marketing handoff, and the like. We’re not here to sell you the fluff that comes with understanding Inbound Marketing. Your organization not only knows and understands all the concepts of a great marketing plan (that’s why you’re considering HubSpot to begin with), but you probably already have an entire team on staff to help make it happen. What we’re here for is to optimize what you’re already doing. To set up really comprehensive reporting, to better understand your pipeline and to help you deliver even better customer service by integrating data to keep marketing, sales and service - and your executive team all on the same page.
\n\n
Marketing and marketing analytics industries at large haven’t been around forever and just because your agency is filled with young talent doesn’t always mean they don’t know what’s going on. However, if you find yourself sitting in meetings with junior level employees banging your head against the wall because they aren’t taking the time to truly understand your needs from a data analytics perspective, they might not be the right agency for you.
\n\n
Their integration capabilities are outsourced or non-existent
\n\n
The rise of the technical partner is something that we’ve discussed ongoing for some time relative to the success of any business inside HubSpot, and it’s worth discussing over (and over) again. If you can’t integrate your biggest line of business applications with HubSpot, you will not get the kind of adoption and analytics for your organization that you need.
\n\n
In short? If you’re not willing to invest in an integration, don’t buy HubSpot.
\n\n
Maybe that sounds harsh, but for mid-sized or enterprise organizations with the budget to really integrate HubSpot into their business processes, it’s not an option. Maybe you initially signed up for HubSpot because of the cool marketing automation abilities, but if you’re a revenue-driven, growth-oriented organization? You have no choice but to take a deep dive into some of the Pro and Enterprise level features, pay for custom integrations and bridge the gap between the applications you use and the platform that will empower your departments and executive team to make the best possible revenue-led business decisions.
\n\n
A HubSpot Partner that doesn’t offer integrations in house or doesn’t offer them at all isn’t a good fit for a large-scale organization that’s trying to really build their business around the reporting and analytics that HubSpot offers. Why? Because your growth should be a central focus for them, and while you can grow without business application integrations - you can scale much more easily when you take the time to pass data back and forth between your applications. It just makes sense. It saves time, it gives you more accurate reporting and empowers analytics and reports for better business insight and decision-making.
\n\n
If you’re a mid-sized or enterprise organization, you’re going to need integrations at some point. By working with an integrations partner at the outset that focuses on this - or a marketing partner with a good amount of experience in dealing with a specialized partner that can handle your integration, you’re in a much better position than having to reactively seek out a new partner after you’ve already configured your HubSpot platform and reporting without that integration and data.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom HubSpot Integrations
\nYour tech stack isn't immediately addressed
\n\n
When it comes to how your HubSpot is implemented, your tech stack plays an integral role in determining the configuration of your reporting, custom objects and more. Without knowing how your data is currently moving inside and through the different departments and applications in your organization, it’s difficult to configure reporting and how your data should be set up to adequately report.
\n\n
Before any implementation or onboarding, or even (in our opinions) before you consider HubSpot as a platform at all, you should really have an expert look closely at your tech stack, what applications you use to manage your data and processes and where opportunities may exist to consolidate or reduce redundancies.
\n\n
A skilled implementation specialist won’t just be a technical resource to take orders from you and execute them, but a full on consultant to unpack and pick apart your processes and applications and get a more comprehensive idea of your overall needs and goals and how HubSpot can service them. A discussion of your data, the applications that you use internally and your workflows and processes is critical prior to the adoption of the HubSpot Platform. You might want to download a tech stack audit worksheet or similar tool to help you prepare for your initial conversations surrounding HubSpot as a platform and any partner that you’re considering integrating into your HubSpot experience.
\n\n
If your partner mentions getting on boarded on HubSpot before discussing integrations or tech stack updates, that could be a potential red flag. They may just be a marketing partner - and while there’s nothing wrong with that necessarily, you’ll want to make sure to integrate the technical element into the equation before you make your decision. If you don’t? You could end up hiring the wrong Partner, with the wrong HubSpot tiers or not leveraging the Platform to its full potential - or maybe at all if your implementation is delayed or not integrated deeply enough into your department processes. We’ve seen this far too often and a mishandled Hubspot implementation could cost you big time in your business decisions, revenue and even cause you to lose employees.
\n\n
Related: Saving the most on HubSpot starts with a technical partner
\n\n
Odds are good that you’re investing a significant budget into HubSpot because you believe in the power it has to transform not just your marketing and analytics, but your organization as a whole. The enhancements that HubSpot has made over its lifetime to date have been huge for helping midsized and enterprise organizations be more empowered over data management to make better business decisions.
\n\n
By partnering with the right people from the outset, you can shorten the length of time it takes your organization to go live with the software, reduce overall technology spend, optimize your processes and pass-off between marketing, sales and service and really hone in on the pieces of data that will help you make empowered, focused decisions for scaling.
\n\n
If you’re currently working with or vetting HubSpot partners or HubSpot as a platform itself, you need someone that understands your business, has enough experience with integrations and technology to help demystify how things will work together and get you started on the right foot.
\n\n
Be sure to vet your HubSpot partner closely and let them do a little digging and understand their strategy more before you make any other decisions regarding your HubSpot subscription and who will set up and maintain your portal. An ongoing relationship with a skilled architect is critical to your success.
\n
Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
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As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
\n\n
The increasing complexities of the HubSpot platform, integration possibilities, custom reporting and analytics tools require a specialist that can really unpack data architecture and set an organization up for success. In a world of fancy presentations and big, elite agencies - few individuals have what it takes to dig into your data architecture, understand your tech stack and give you the ROI you’re looking for when it comes to each department inside your organization. From optimizing marketing spend to really organizing your sales pipeline to streamlining the handoff between sales and service - your HubSpot partner may not have what it takes to get you to where you want to go.
\n\n
According to a study from Digital Commerce 360, Marketers waste 21% of their marketing budgets because of bad data. With a tool as powerful as HubSpot, custom reports that leverage a properly planned data structure can eliminate a huge portion of waste marketing spend. But that’s only if your partner really knows HubSpot. I mean *REALLY* knows HubSpot.
\n
Big, elite agencies inside the HubSpot culture definitely know HubSpot, but the problem you’ll run into most often is that the people that know the most aren’t always the people working on organizing your data architecture and portal, they’re the ones selling or sitting back and collecting your retainers while shipping off your account to junior team members. It’s a model that works for marketing, but not for specialized analytics reporting for a scaling mid-sized or enterprise business.
\n\n
If you’re struggling to find an agency or technical, specialized partner that truly understands you and has what it takes to help your business scale into HubSpot and boost revenue and efficiency, you’re not alone.
\n\n
Here are some signs that your HubSpot Partner isn’t equipped to help you optimize RevOps:
\nYour meetings are more pomp and circumstance than data and business discussion
\n\n
You already know that more data, an optimized tech stack and integrated systems and software are the path you need to take to really optimize the revenue inside your organization - but if you have to sit through one more junior level ethos presentation, you’re ready to throw in the towel.
\n\n
There’s a time and place for getting to know who your agency is for sure, but modern, savvy revenue-focused executives need more than that. If you’re trying to move beyond the small talk to vet your agency and continue to hit roadblocks in trying to do so - this might be a red flag that your account executive, salesperson or consultant or the agency as a whole doesn’t truly understand your business goals.
\n\n
Your initial consultation should go beyond surface level. Ditch the small talk and start talking about which platforms and applications you’re using, the number of apps inside your company, your woes with sales and marketing handoff, and the like. We’re not here to sell you the fluff that comes with understanding Inbound Marketing. Your organization not only knows and understands all the concepts of a great marketing plan (that’s why you’re considering HubSpot to begin with), but you probably already have an entire team on staff to help make it happen. What we’re here for is to optimize what you’re already doing. To set up really comprehensive reporting, to better understand your pipeline and to help you deliver even better customer service by integrating data to keep marketing, sales and service - and your executive team all on the same page.
\n\n
Marketing and marketing analytics industries at large haven’t been around forever and just because your agency is filled with young talent doesn’t always mean they don’t know what’s going on. However, if you find yourself sitting in meetings with junior level employees banging your head against the wall because they aren’t taking the time to truly understand your needs from a data analytics perspective, they might not be the right agency for you.
\n\n
Their integration capabilities are outsourced or non-existent
\n\n
The rise of the technical partner is something that we’ve discussed ongoing for some time relative to the success of any business inside HubSpot, and it’s worth discussing over (and over) again. If you can’t integrate your biggest line of business applications with HubSpot, you will not get the kind of adoption and analytics for your organization that you need.
\n\n
In short? If you’re not willing to invest in an integration, don’t buy HubSpot.
\n\n
Maybe that sounds harsh, but for mid-sized or enterprise organizations with the budget to really integrate HubSpot into their business processes, it’s not an option. Maybe you initially signed up for HubSpot because of the cool marketing automation abilities, but if you’re a revenue-driven, growth-oriented organization? You have no choice but to take a deep dive into some of the Pro and Enterprise level features, pay for custom integrations and bridge the gap between the applications you use and the platform that will empower your departments and executive team to make the best possible revenue-led business decisions.
\n\n
A HubSpot Partner that doesn’t offer integrations in house or doesn’t offer them at all isn’t a good fit for a large-scale organization that’s trying to really build their business around the reporting and analytics that HubSpot offers. Why? Because your growth should be a central focus for them, and while you can grow without business application integrations - you can scale much more easily when you take the time to pass data back and forth between your applications. It just makes sense. It saves time, it gives you more accurate reporting and empowers analytics and reports for better business insight and decision-making.
\n\n
If you’re a mid-sized or enterprise organization, you’re going to need integrations at some point. By working with an integrations partner at the outset that focuses on this - or a marketing partner with a good amount of experience in dealing with a specialized partner that can handle your integration, you’re in a much better position than having to reactively seek out a new partner after you’ve already configured your HubSpot platform and reporting without that integration and data.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom HubSpot Integrations
\nYour tech stack isn't immediately addressed
\n\n
When it comes to how your HubSpot is implemented, your tech stack plays an integral role in determining the configuration of your reporting, custom objects and more. Without knowing how your data is currently moving inside and through the different departments and applications in your organization, it’s difficult to configure reporting and how your data should be set up to adequately report.
\n\n
Before any implementation or onboarding, or even (in our opinions) before you consider HubSpot as a platform at all, you should really have an expert look closely at your tech stack, what applications you use to manage your data and processes and where opportunities may exist to consolidate or reduce redundancies.
\n\n
A skilled implementation specialist won’t just be a technical resource to take orders from you and execute them, but a full on consultant to unpack and pick apart your processes and applications and get a more comprehensive idea of your overall needs and goals and how HubSpot can service them. A discussion of your data, the applications that you use internally and your workflows and processes is critical prior to the adoption of the HubSpot Platform. You might want to download a tech stack audit worksheet or similar tool to help you prepare for your initial conversations surrounding HubSpot as a platform and any partner that you’re considering integrating into your HubSpot experience.
\n\n
If your partner mentions getting on boarded on HubSpot before discussing integrations or tech stack updates, that could be a potential red flag. They may just be a marketing partner - and while there’s nothing wrong with that necessarily, you’ll want to make sure to integrate the technical element into the equation before you make your decision. If you don’t? You could end up hiring the wrong Partner, with the wrong HubSpot tiers or not leveraging the Platform to its full potential - or maybe at all if your implementation is delayed or not integrated deeply enough into your department processes. We’ve seen this far too often and a mishandled Hubspot implementation could cost you big time in your business decisions, revenue and even cause you to lose employees.
\n\n
Related: Saving the most on HubSpot starts with a technical partner
\n\n
Odds are good that you’re investing a significant budget into HubSpot because you believe in the power it has to transform not just your marketing and analytics, but your organization as a whole. The enhancements that HubSpot has made over its lifetime to date have been huge for helping midsized and enterprise organizations be more empowered over data management to make better business decisions.
\n\n
By partnering with the right people from the outset, you can shorten the length of time it takes your organization to go live with the software, reduce overall technology spend, optimize your processes and pass-off between marketing, sales and service and really hone in on the pieces of data that will help you make empowered, focused decisions for scaling.
\n\n
If you’re currently working with or vetting HubSpot partners or HubSpot as a platform itself, you need someone that understands your business, has enough experience with integrations and technology to help demystify how things will work together and get you started on the right foot.
\n\n
Be sure to vet your HubSpot partner closely and let them do a little digging and understand their strategy more before you make any other decisions regarding your HubSpot subscription and who will set up and maintain your portal. An ongoing relationship with a skilled architect is critical to your success.
\n
Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
\n\n
The increasing complexities of the HubSpot platform, integration possibilities, custom reporting and analytics tools require a specialist that can really unpack data architecture and set an organization up for success. In a world of fancy presentations and big, elite agencies - few individuals have what it takes to dig into your data architecture, understand your tech stack and give you the ROI you’re looking for when it comes to each department inside your organization. From optimizing marketing spend to really organizing your sales pipeline to streamlining the handoff between sales and service - your HubSpot partner may not have what it takes to get you to where you want to go.
\n\n
According to a study from Digital Commerce 360, Marketers waste 21% of their marketing budgets because of bad data. With a tool as powerful as HubSpot, custom reports that leverage a properly planned data structure can eliminate a huge portion of waste marketing spend. But that’s only if your partner really knows HubSpot. I mean *REALLY* knows HubSpot.
\n
Big, elite agencies inside the HubSpot culture definitely know HubSpot, but the problem you’ll run into most often is that the people that know the most aren’t always the people working on organizing your data architecture and portal, they’re the ones selling or sitting back and collecting your retainers while shipping off your account to junior team members. It’s a model that works for marketing, but not for specialized analytics reporting for a scaling mid-sized or enterprise business.
\n\n
If you’re struggling to find an agency or technical, specialized partner that truly understands you and has what it takes to help your business scale into HubSpot and boost revenue and efficiency, you’re not alone.
\n\n
Here are some signs that your HubSpot Partner isn’t equipped to help you optimize RevOps:
\nYour meetings are more pomp and circumstance than data and business discussion
\n\n
You already know that more data, an optimized tech stack and integrated systems and software are the path you need to take to really optimize the revenue inside your organization - but if you have to sit through one more junior level ethos presentation, you’re ready to throw in the towel.
\n\n
There’s a time and place for getting to know who your agency is for sure, but modern, savvy revenue-focused executives need more than that. If you’re trying to move beyond the small talk to vet your agency and continue to hit roadblocks in trying to do so - this might be a red flag that your account executive, salesperson or consultant or the agency as a whole doesn’t truly understand your business goals.
\n\n
Your initial consultation should go beyond surface level. Ditch the small talk and start talking about which platforms and applications you’re using, the number of apps inside your company, your woes with sales and marketing handoff, and the like. We’re not here to sell you the fluff that comes with understanding Inbound Marketing. Your organization not only knows and understands all the concepts of a great marketing plan (that’s why you’re considering HubSpot to begin with), but you probably already have an entire team on staff to help make it happen. What we’re here for is to optimize what you’re already doing. To set up really comprehensive reporting, to better understand your pipeline and to help you deliver even better customer service by integrating data to keep marketing, sales and service - and your executive team all on the same page.
\n\n
Marketing and marketing analytics industries at large haven’t been around forever and just because your agency is filled with young talent doesn’t always mean they don’t know what’s going on. However, if you find yourself sitting in meetings with junior level employees banging your head against the wall because they aren’t taking the time to truly understand your needs from a data analytics perspective, they might not be the right agency for you.
\n\n
Their integration capabilities are outsourced or non-existent
\n\n
The rise of the technical partner is something that we’ve discussed ongoing for some time relative to the success of any business inside HubSpot, and it’s worth discussing over (and over) again. If you can’t integrate your biggest line of business applications with HubSpot, you will not get the kind of adoption and analytics for your organization that you need.
\n\n
In short? If you’re not willing to invest in an integration, don’t buy HubSpot.
\n\n
Maybe that sounds harsh, but for mid-sized or enterprise organizations with the budget to really integrate HubSpot into their business processes, it’s not an option. Maybe you initially signed up for HubSpot because of the cool marketing automation abilities, but if you’re a revenue-driven, growth-oriented organization? You have no choice but to take a deep dive into some of the Pro and Enterprise level features, pay for custom integrations and bridge the gap between the applications you use and the platform that will empower your departments and executive team to make the best possible revenue-led business decisions.
\n\n
A HubSpot Partner that doesn’t offer integrations in house or doesn’t offer them at all isn’t a good fit for a large-scale organization that’s trying to really build their business around the reporting and analytics that HubSpot offers. Why? Because your growth should be a central focus for them, and while you can grow without business application integrations - you can scale much more easily when you take the time to pass data back and forth between your applications. It just makes sense. It saves time, it gives you more accurate reporting and empowers analytics and reports for better business insight and decision-making.
\n\n
If you’re a mid-sized or enterprise organization, you’re going to need integrations at some point. By working with an integrations partner at the outset that focuses on this - or a marketing partner with a good amount of experience in dealing with a specialized partner that can handle your integration, you’re in a much better position than having to reactively seek out a new partner after you’ve already configured your HubSpot platform and reporting without that integration and data.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom HubSpot Integrations
\nYour tech stack isn't immediately addressed
\n\n
When it comes to how your HubSpot is implemented, your tech stack plays an integral role in determining the configuration of your reporting, custom objects and more. Without knowing how your data is currently moving inside and through the different departments and applications in your organization, it’s difficult to configure reporting and how your data should be set up to adequately report.
\n\n
Before any implementation or onboarding, or even (in our opinions) before you consider HubSpot as a platform at all, you should really have an expert look closely at your tech stack, what applications you use to manage your data and processes and where opportunities may exist to consolidate or reduce redundancies.
\n\n
A skilled implementation specialist won’t just be a technical resource to take orders from you and execute them, but a full on consultant to unpack and pick apart your processes and applications and get a more comprehensive idea of your overall needs and goals and how HubSpot can service them. A discussion of your data, the applications that you use internally and your workflows and processes is critical prior to the adoption of the HubSpot Platform. You might want to download a tech stack audit worksheet or similar tool to help you prepare for your initial conversations surrounding HubSpot as a platform and any partner that you’re considering integrating into your HubSpot experience.
\n\n
If your partner mentions getting on boarded on HubSpot before discussing integrations or tech stack updates, that could be a potential red flag. They may just be a marketing partner - and while there’s nothing wrong with that necessarily, you’ll want to make sure to integrate the technical element into the equation before you make your decision. If you don’t? You could end up hiring the wrong Partner, with the wrong HubSpot tiers or not leveraging the Platform to its full potential - or maybe at all if your implementation is delayed or not integrated deeply enough into your department processes. We’ve seen this far too often and a mishandled Hubspot implementation could cost you big time in your business decisions, revenue and even cause you to lose employees.
\n\n
Related: Saving the most on HubSpot starts with a technical partner
\n\n
Odds are good that you’re investing a significant budget into HubSpot because you believe in the power it has to transform not just your marketing and analytics, but your organization as a whole. The enhancements that HubSpot has made over its lifetime to date have been huge for helping midsized and enterprise organizations be more empowered over data management to make better business decisions.
\n\n
By partnering with the right people from the outset, you can shorten the length of time it takes your organization to go live with the software, reduce overall technology spend, optimize your processes and pass-off between marketing, sales and service and really hone in on the pieces of data that will help you make empowered, focused decisions for scaling.
\n\n
If you’re currently working with or vetting HubSpot partners or HubSpot as a platform itself, you need someone that understands your business, has enough experience with integrations and technology to help demystify how things will work together and get you started on the right foot.
\n\n
Be sure to vet your HubSpot partner closely and let them do a little digging and understand their strategy more before you make any other decisions regarding your HubSpot subscription and who will set up and maintain your portal. An ongoing relationship with a skilled architect is critical to your success.
\n
Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
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\n\n
The increasing complexities of the HubSpot platform, integration possibilities, custom reporting and analytics tools require a specialist that can really unpack data architecture and set an organization up for success. In a world of fancy presentations and big, elite agencies - few individuals have what it takes to dig into your data architecture, understand your tech stack and give you the ROI you’re looking for when it comes to each department inside your organization. From optimizing marketing spend to really organizing your sales pipeline to streamlining the handoff between sales and service - your HubSpot partner may not have what it takes to get you to where you want to go.
\n\n
According to a study from Digital Commerce 360, Marketers waste 21% of their marketing budgets because of bad data. With a tool as powerful as HubSpot, custom reports that leverage a properly planned data structure can eliminate a huge portion of waste marketing spend. But that’s only if your partner really knows HubSpot. I mean *REALLY* knows HubSpot.
\n
Big, elite agencies inside the HubSpot culture definitely know HubSpot, but the problem you’ll run into most often is that the people that know the most aren’t always the people working on organizing your data architecture and portal, they’re the ones selling or sitting back and collecting your retainers while shipping off your account to junior team members. It’s a model that works for marketing, but not for specialized analytics reporting for a scaling mid-sized or enterprise business.
\n\n
If you’re struggling to find an agency or technical, specialized partner that truly understands you and has what it takes to help your business scale into HubSpot and boost revenue and efficiency, you’re not alone.
\n\n
Here are some signs that your HubSpot Partner isn’t equipped to help you optimize RevOps:
\nYour meetings are more pomp and circumstance than data and business discussion
\n\n
You already know that more data, an optimized tech stack and integrated systems and software are the path you need to take to really optimize the revenue inside your organization - but if you have to sit through one more junior level ethos presentation, you’re ready to throw in the towel.
\n\n
There’s a time and place for getting to know who your agency is for sure, but modern, savvy revenue-focused executives need more than that. If you’re trying to move beyond the small talk to vet your agency and continue to hit roadblocks in trying to do so - this might be a red flag that your account executive, salesperson or consultant or the agency as a whole doesn’t truly understand your business goals.
\n\n
Your initial consultation should go beyond surface level. Ditch the small talk and start talking about which platforms and applications you’re using, the number of apps inside your company, your woes with sales and marketing handoff, and the like. We’re not here to sell you the fluff that comes with understanding Inbound Marketing. Your organization not only knows and understands all the concepts of a great marketing plan (that’s why you’re considering HubSpot to begin with), but you probably already have an entire team on staff to help make it happen. What we’re here for is to optimize what you’re already doing. To set up really comprehensive reporting, to better understand your pipeline and to help you deliver even better customer service by integrating data to keep marketing, sales and service - and your executive team all on the same page.
\n\n
Marketing and marketing analytics industries at large haven’t been around forever and just because your agency is filled with young talent doesn’t always mean they don’t know what’s going on. However, if you find yourself sitting in meetings with junior level employees banging your head against the wall because they aren’t taking the time to truly understand your needs from a data analytics perspective, they might not be the right agency for you.
\n\n
Their integration capabilities are outsourced or non-existent
\n\n
The rise of the technical partner is something that we’ve discussed ongoing for some time relative to the success of any business inside HubSpot, and it’s worth discussing over (and over) again. If you can’t integrate your biggest line of business applications with HubSpot, you will not get the kind of adoption and analytics for your organization that you need.
\n\n
In short? If you’re not willing to invest in an integration, don’t buy HubSpot.
\n\n
Maybe that sounds harsh, but for mid-sized or enterprise organizations with the budget to really integrate HubSpot into their business processes, it’s not an option. Maybe you initially signed up for HubSpot because of the cool marketing automation abilities, but if you’re a revenue-driven, growth-oriented organization? You have no choice but to take a deep dive into some of the Pro and Enterprise level features, pay for custom integrations and bridge the gap between the applications you use and the platform that will empower your departments and executive team to make the best possible revenue-led business decisions.
\n\n
A HubSpot Partner that doesn’t offer integrations in house or doesn’t offer them at all isn’t a good fit for a large-scale organization that’s trying to really build their business around the reporting and analytics that HubSpot offers. Why? Because your growth should be a central focus for them, and while you can grow without business application integrations - you can scale much more easily when you take the time to pass data back and forth between your applications. It just makes sense. It saves time, it gives you more accurate reporting and empowers analytics and reports for better business insight and decision-making.
\n\n
If you’re a mid-sized or enterprise organization, you’re going to need integrations at some point. By working with an integrations partner at the outset that focuses on this - or a marketing partner with a good amount of experience in dealing with a specialized partner that can handle your integration, you’re in a much better position than having to reactively seek out a new partner after you’ve already configured your HubSpot platform and reporting without that integration and data.
\n\n
Related: HubSpot Architects + HubSpot Developers = Perfect Custom HubSpot Integrations
\nYour tech stack isn't immediately addressed
\n\n
When it comes to how your HubSpot is implemented, your tech stack plays an integral role in determining the configuration of your reporting, custom objects and more. Without knowing how your data is currently moving inside and through the different departments and applications in your organization, it’s difficult to configure reporting and how your data should be set up to adequately report.
\n\n
Before any implementation or onboarding, or even (in our opinions) before you consider HubSpot as a platform at all, you should really have an expert look closely at your tech stack, what applications you use to manage your data and processes and where opportunities may exist to consolidate or reduce redundancies.
\n\n
A skilled implementation specialist won’t just be a technical resource to take orders from you and execute them, but a full on consultant to unpack and pick apart your processes and applications and get a more comprehensive idea of your overall needs and goals and how HubSpot can service them. A discussion of your data, the applications that you use internally and your workflows and processes is critical prior to the adoption of the HubSpot Platform. You might want to download a tech stack audit worksheet or similar tool to help you prepare for your initial conversations surrounding HubSpot as a platform and any partner that you’re considering integrating into your HubSpot experience.
\n\n
If your partner mentions getting on boarded on HubSpot before discussing integrations or tech stack updates, that could be a potential red flag. They may just be a marketing partner - and while there’s nothing wrong with that necessarily, you’ll want to make sure to integrate the technical element into the equation before you make your decision. If you don’t? You could end up hiring the wrong Partner, with the wrong HubSpot tiers or not leveraging the Platform to its full potential - or maybe at all if your implementation is delayed or not integrated deeply enough into your department processes. We’ve seen this far too often and a mishandled Hubspot implementation could cost you big time in your business decisions, revenue and even cause you to lose employees.
\n\n
Related: Saving the most on HubSpot starts with a technical partner
\n\n
Odds are good that you’re investing a significant budget into HubSpot because you believe in the power it has to transform not just your marketing and analytics, but your organization as a whole. The enhancements that HubSpot has made over its lifetime to date have been huge for helping midsized and enterprise organizations be more empowered over data management to make better business decisions.
\n\n
By partnering with the right people from the outset, you can shorten the length of time it takes your organization to go live with the software, reduce overall technology spend, optimize your processes and pass-off between marketing, sales and service and really hone in on the pieces of data that will help you make empowered, focused decisions for scaling.
\n\n
If you’re currently working with or vetting HubSpot partners or HubSpot as a platform itself, you need someone that understands your business, has enough experience with integrations and technology to help demystify how things will work together and get you started on the right foot.
\n\n
Be sure to vet your HubSpot partner closely and let them do a little digging and understand their strategy more before you make any other decisions regarding your HubSpot subscription and who will set up and maintain your portal. An ongoing relationship with a skilled architect is critical to your success.
\n
Over time, the HubSpot platform has evolved with the launch of new Hubs and more in-depth reporting and analytics capabilities. As a result, HubSpot partners have engaged technical resources to become more involved in making HubSpot a truly viable platform in the mid-market and enterprise space.
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A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. ![\"hubspot](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/hubspot%20dashboard.png\")
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","post_summary":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","rss_summary":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","postBodyRss":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","postEmailContent":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different.
You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
You’re gonna be challenged so you can grow.
\n
Watching others excel at something is great. So many spectators can sit on the sidelines of elite marathons and watch the runners work their butts off to get to the finish line. But when you take the appropriate steps to engage HubSpot as a platform to help your business scale? All of a sudden, you’re in the race.
That’s intimidating, right? An entire platform to learn after your company shelled out a buttload of money for HubSpot? How are you going to take this on? The firehorse phenomenon is very real here.
A comprehensive HubSpot Implementation gives you not just the roadmap to becoming successful, but active coaching along the way. Anyone can create a running schedule or provide a tutorial on improving your stamina. But an implementation goes deeper into your business processes and your tech stack and provides comprehensive training to help you get to the finish line and reach activation inside each of your different Hubs.
Reaching activation status in each of your individual HubSpot hubs means that you’re engaging with the platform in a deep way, leveraging the different tools in your marketing, sales and service segments to really be successful, according to tried and true metrics measured by HubSpot in the countless other companies they serve.
You can’t just set an intention to run a marathon and not work every day to increase your stamina, distance, and condition yourself with the right diet and sleep schedule to make it possible, right?
This is gonna be a lot, because it’s going to completely transform your business as a result, so you might as well embrace the grueling schedule ahead of you - it’s for your own success.
It’s the longest race you can run.
\n
Implementation isn’t onboarding. Onboarding is like taking a tour around the race route. You’re really on your own. There are some basic setup items that an agency or Architect may help you with; some basic training that you’ll go through. But by and large - all the training is on you. You get up every day yourself, you set up your portal on your own, you hope that you’re using the right tools and technique, you run the long distances, you gauge your progress, and you do all the legwork to hopefully get to that 26.2 mile marker at the end.
An implementation on the other hand? It’s concierge coaching. We’re in the trenches with you. We’re not just gonna guide you around the software, but actively implement things for you. We go beyond just importing contacts, setting up social media and installing code to identifying comprehensive goals (what pace do you want to run? How quickly do you want to complete this marathon?) and really breaking them down to help you get there in the allotted time frame. It’s not just reaching the finish line, it’s improving your gait and making it more efficient to get the most of your race and mechanics.
This is it. This is the way you get to the next level in business. HubSpot is one of the top marketing, service, sales and automation platforms around and bringing all those elements together supercharges your business as a whole. But when you receive a comprehensive HubSpot implementation? It’s elite training. It’s digging in and really understanding the power behind all tools in HubSpot and taking those tools, merging them with your business processes and existing applications. Through a period of careful planning, diligence and setup, it is really empowering the way you use that software.
If a simple onboarding is a self-guided 5k race, a full HubSpot implementation executed by a skilled HubSpot Architect is the way you run your record time in a full marathon. It’s the deepest you can go, and those that complete it? They’re changed forever.
It may not feel good until you’re done.
\n
Marathon training and marathons themselves are a lot of work. Running a marathon means waking up early in the weeks and months prior. It means making plans you don’t want to make and it means giving up on those “fun” things so that you can get the return. You might have to reconfigure how you address reporting or dig deep into your processes and shift a few things to fit best with HubSpots automations and reporting. You might have to build integrations to situate yourself in the best possible way - but it’s not about how you feel when you’re being coached through, it’s about the results that you’re going to get when you’re done with the implementation.
After an implementation? All the race jitters are gone, because you know exactly what you’re doing, your plan is in front of you, and you have done everything you possibly can to prepare for the road ahead. The only thing left to do is start running.
But that preparation doesn’t happen overnight. There’s grueling prep.
You’re gonna be told your diet isn’t optimal, you’re gonna be asked to make some foundational shifts, and you might not love that. It might be difficult. But you know what? It’s always going to be worth it.
Related: Why you might hate your HubSpot Architect
\n
You’ll have a lot less collateral damage.
\n
You know what happens when you’re not prepared to run a marathon and you just head out there and do it? Injuries. Running a marathon isn’t any easy thing, even with careful preparation. Engaging the help of a coach helps get your body prepared adequately so you don’t end up injuring yourself. The cost of a race you didn’t prepare for is almost always injuries and the comparison between marathons and comprehensive HubSpot Implementation is especially relevant here.
The collateral damage of taking on HubSpot yourself, without a comprehensive implementation with a gifted HubSpot Architect can mean delays in getting up and running with HubSpot, it can mean wasted budget in paying for a tool that you’re not using, it can mean significant marketing and sales budget wasted through poorly configured reports that aren’t helping you determine where your ROI is… there are SO many issues that can arise when you don’t invest in a proper implementation.
But, perhaps one of the worst, is that many organizations that don’t opt in for HubSpot Implementation, lose employees. That’s right. Adding a game changing platform requires adoption from all ends and when you don’t pay for proper Implementations or Onboarding, you’re going to see frustrated employees that are trying their best to integrate the system into their processes, but can’t do it adequately.
You’re not going to see the valuable power behind HubSpot as a platform or the game changing way it can completely revolutionize business decisions if you don’t have someone that’s helping you implement the software properly from the start.
Injuries suck, but losing a key employee or annihilating budget can mean game over.
Related: The Cost of a Mishandled HubSpot Implementation - Employees
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","rssSummary":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon: