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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)
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.
Why a Comprehensive HubSpot Implementation is like Running a Marathon
A comprehensive HubSpot implementation will prepare you for the long haul... here's how:
Why you Might Hate your HubSpot Architect.
Feeling a little hatred towards your HubSpot Architect? Change isn't always easy, but it's always worth it.
Onboarding with HubSpot: Setup vs Implementation - what’s the difference?
The difference between HubSpot Setup and HubSpot Implementation is more than just budget - it's success.
Scaling Organizations Need to Stop Buying HubSpot Marketplace Themes
Here's why scaling organizations need to stop buying HubSpot Marketplace themes.
Signs your HubSpot Reporting Configuration isn’t helping you scale
Your Hubspot reporting configuration should unlock the data you need to make the best decisions for scale - here are signs you need some help.
Hire a HubSpot Technical Architect BEFORE you Switch from Marketo
Don't sign your HubSpot contract or migrate from Marketo to HubSpot without engaging the help of a HubSpot Technical Architect. Your success depends on it.
![\"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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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?
\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.
![\"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
\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.
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.
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.
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.
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. ![\"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
","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
","tag_ids":[78562833827,112891382022,114393817922,127941726788],"topic_ids":[78562833827,112891382022,114393817922,127941726788],"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
","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
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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.
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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:
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Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
You might’ve been pushed in the wrong direction by another Partner or Consultant and need to change direction.
\n
One time I was incredibly tired and went the wrong way on the interstate for MILES before I realized it. Being pushed in the wrong direction by a well-meaning, but inexperienced consultant only to have to turn around, back track and start again from Mile 0 can be incredibly frustrating and is part of the reason why working with a HubSpot Architect may be a little frustrating at first.
Your Hubspot Architect should be the very first talent acquisition you make long before you start the process of purchasing the HubSpot software for this very reason. It’s so easy to be led astray by consultants that aren’t experienced enough in HubSpot or are only experienced in HubSpot Marketing Hub. It’s a fairly simple process to become a HubSpot partner and even advanced Tier partners, because HubSpot Partners are sometimes too focused on new sales, aren’t necessarily the best fit to get you set up the right way from the start.
Paying for an inexpensive HubSpot setup or onboarding is usually the first step in the wrong direction in implementing your HubSpot portal, but it’s a common mistake that we see. Basic HubSpot setup is great, but you need a really comprehensive implementation to get the most from your HubSpot subscription.
Don’t be frustrated if we’re unwinding some of the work you’ve done in HubSpot and re-configuring it. These are the most important steps for building the foundation that you need inside HubSpot to make the most intelligent business decisions down the road. We’ll try to be as delicate as possible when we tell you how things may be misconfigured, but don’t kill the messenger, we’re here for the same goal.
Related: Onboarding with HubSpot - Setup vs Implementation - what’s the difference?
\nWe’re gonna ask too many questions.
\n
The number of companies that bandwagon themselves into a new technology preemptively without exploring the impact on their organization or how they’ll truly integrate it into their business processes is astounding, but understandable. Millennials have replaced older executives in many organizations and they want agile, cloud-based software that replaces legacy systems and enables flexible work environments, data collection and simple change. But change isn’t always simple.
In an (admittedly dated, but still incredible relevant) article from Harvard Business Review titled, “Why So Many High Profile Digital Transformations Fail”, authors Davenport and Westerman explain this well, stating:
“[…] digital is not just a thing that you can buy and plug into the organization. It is multi-faceted and diffuse, and doesn’t just involve technology. Digital transformation is an ongoing process of changing the way you do business. It requires foundational investments in skills, projects, infrastructure, and, often, in cleaning up IT systems. It requires mixing people, machines, and business processes, with all of the messiness that entails. It also requires continuous monitoring and intervention, from the top, to ensure that both digital leaders and non-digital leaders are making good decisions about their transformation efforts.”
Don’t sign on for an implementation and overhaul project thinking that we’re just going to come, do all the work to overhaul your infrastructure ourselves, and you can continue on your merry way. We’re not able to do all the work for you. Adopting HubSpot into your organization in a truly transformative way that optimizes your processes, delivers the right analytics and ensures the scalability you’re looking for, is a process that requires adoption, buy-in, and an open mind.
We’re going to dive deep into your business processes and we may even have to explore changing some of those processes to help you best scale. Your HubSpot architect isn’t just there to review some data, re-configure some reports and roll out. They’re going to ask why you’re doing everything you’re doing, suggest better ways of doing it and continually challenge and poke at every aspect of your business in every single department and maybe even for every single employee.
You may feel like we’re disrupting your workflow. It might seem a little cumbersome, but this is the information that we need to determine how to implement real change inside your organization. HubSpot isn’t just a software, it’s the adoption of a comprehensive new way of doing business where departments all have access to the same critical information, and they can make more intelligent business decisions as a result. Be patient with the questions, because they’re going to help us do great things together.
You might have to re-learn the way you’re doing things and, in some cases, change them entirely.
\n
It’s not you, it’s just your company’s HubSpot configuration. So often there is frustration around the adoption of a new technology, that employees can be a little… reluctant to change. We get it - you’ve already made changes to adopt a new software into your workflow and the last thing you want to do is change that entire workflow. But the fact of the matter is, it is in your best interest to familiarize yourself with the intricacies of HubSpot configuration.
The World Economic Forum predicted that half of all employees would require significant re-skilling by 2022. Not only that, they predicted that 85% of companies would adopt big data analytics by the same timeframe. Well, we’re here. The time for change has already passed, and if you’re working inside a new tech stack with configuration that isn’t servicing you - you’re not doing much for your marketability as an employee and you’re doing even less for the productivity of that organization as a whole.
It might be a tough pill to swallow, but the fact of the matter is that you hired a HubSpot Architect to overhaul the technology that has already been brought inside your organization. It’s not always easy to change the way that you’re doing things, but when you adopt new processes and configuration reports for your organization with ease, the happier your executive team is going to be and the more likely when that employee review rolls around you’ll be to get that promotion, raise or other bonus that you’ve been hoping for.
HubSpot Architects are hired to make your life easier, so believe me when I say that we are not here with the exclusive purpose to frustrate you, we may just find that along the way we have to make some tweaks so that we can be most successful in the long term.
Our HubSpot Architects are good at what they do and they have logical minds that pick apart workflows and optimize your reporting and data so that every department can operate more efficiently.
Multiple departments performing more efficiently inside a company frees up a lot of time, money and allows organizations to scale - this means less headaches for employees, executives and business owners as a whole.
Long story short? Change is never easy. But if you give your HubSpot Architect the benefit of the doubt and listen to them fully and really embrace the changes they’re suggesting - you’re not going to be disappointed. Trust the process and let’s work together to make your HubSpot portal more efficient and make your organization leaner and better positioned to grow.
Your HubSpot Partner is here to help you succeed. We have a vested interest in making sure that your technology, HubSpot configuration, and reporting are all working towards your needs - and not just because we’re people pleasers by nature. We geek out on organizational efficiency and whatever we can do to make your life easier, we’re here for.
Working with a HubSpot Architect isn’t always the simplest process, because it requires an open mind and willingness to be flexible on how you’ve always done things. Working with an architect and Technical Partner can be disruptive to your current workflow, require that you learn new skills and mean rethinking the way you use HubSpot. It’s not the easy road, but at the end of it - we think that you’ll be much happier.
If you’re struggling inside HubSpot, or haven’t quite figured out the best way to set up custom objects, reporting, properties, are struggling with organizing your portal across all departments or simply haven’t implemented your Hubs entirely - odds are good you need a HubSpot Architect.
A HubSpot Architect will help you run through your organizational processes and dissect them all to optimize the configuration of your contact records, deals, properties, custom objects and reporting so that you can get the most intelligible information from your HubSpot analytics and reports.
What you might not realize is that this process, while critical to the success of your organization inside HubSpot, will never be simple - but it’s always worth it.
Here are a few reasons you might hate your HubSpot Architect:
![\"Comparing](\"https://d3gqasl9vmjfd8.cloudfront.net/876e36d9-3c32-4314-b945-9b37324947a6.png\")
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
HubSpot Setup is sometimes just HubSpot technical configuration.
\nGetting setup properly in HubSpot is one of the most critical factors when it comes to setting yourself up for success. Do it wrong and not only could you foil adoption across your organization and waste lots of money, but you could negatively impact your business’ ability to grow and scale long term, too. Why? HubSpot is a BEAST of a software platform, and in order to best take advantage of it, it’s really ideal to have a HubSpot architect configure your portal in advance of you working within it. He or she will know how HubSpot works, what options and tools are available inside your subscription tier and best guide you on how to set things up so that you can get the best analytics to influence your business processes.
Right now, marketing agencies (many of whom don’t specialize in technical architecture or business process consulting) handle much of what HubSpot and marketing agencies refer to as “onboarding”. When you look at many of their services pages that market “getting you started on the right foot in HubSpot Marketing software” it appears to be a laundry list of comprehensive services. Checkboxes galore indicate 12-20 things they include in their basic HubSpot Onboarding services, often touting that you can save thousands by not going with HubSpot for your onboarding. But what are these items?
Checkbox items like “setup subdomain” or “import contacts” or “install tracking code” or “configure social media connections” are very simple steps that don't require technical skills to complete. If you have a few hours, many people can complete their entire HubSpot setup themselves. It doesn’t require a specialized rocket scientist to do it. What is the more complicated aspect of HubSpot Setup is training and configuration. It’s taking the tools and properties in HubSpot and getting your forms setup so that your contact records actually help your sales staff close deals. It’s managing custom objects in the same way. It’s configuring your workflows and processes inside HubSpot to best match your organization’s workflow and provide you with adequate reporting. If your HubSpot portal isn’t configured properly relative to your business processes by a HubSpot architect, you’ll notice some of the following symptoms:
Lack of adoption across your organization.
\nA comprehensive HubSpot implementation includes comprehensive onboarding and training services across departments to help your entire organization embrace HubSpot. We’ll assist in the restructuring of workflows and processes and train your staff to use HubSpot while answering any questions they may have along the way.
We’ll make sure that service, sales, marketing and operations all work inside HubSpot and understand exactly how to interact with the software, eliminating excuses and providing your other departments with a centralized source of data collection and reporting. Rather than excuses, you’ll be met with enthusiasm from the start. If you've ever implemented a new application inside your organization, you're probably already starting to see the value of a comprehensive HubSpot implementation.
Sticking with out of the box reports will inhibit your ability to measure ROI
\nHubSpot reports are great, but they’re not necessarily tailor-made to fit with your organization’s data structure or processes. HubSpot basic setup that you get with a marketing agency might run through some of the reports with you, but it almost never includes setting up custom reports based on the data that you need to make intelligent business decisions.
When you pay for basic HubSpot setup, you’re going to be limited in what your dashboards and reporting provide. You won’t necessarily be able to identify and predict your sales pipeline, understand operational efficiency, or determine which campaigns are truly netting you the most ROI.
A comprehensive HubSpot onboarding and implementation with a HubSpot Architect will have you going beyond basic reporting. It’ll have you sifting through the noise and into the most important data to pull out the critical pieces of information that help you make intelligent business decisions.
What are some of the benefits of better reporting?
- \n
- Operational efficiency. \n
- Happier, less frustrated employees. \n
- Improved customer experience. \n
- Better sales reporting and pipeline predicting. \n
- Optimized marketing spend. \n
Can you accomplish this without a HubSpot Architect providing custom HubSpot onboarding and implementation? Sure. But you’d never put regular gas in a race car or use a sub-par mechanic to maintain it and still expect to win the race, would you? Getting to the finish line faster than your competition and maintaining your vehicle along the way are the better, more sustainable ways to win in the long term. Apply that logic universally by planning for your implementation with a HubSpot Architect.
\nLacking integration might cause rifts between departments.
\nDouble duty data entry is the worst for a busy employee. When a company blindly adopts a new software without getting the buy-in or executing training and refinement throughout each individual department, chaos can ensue. It can add workload to already overwhelmed departments and cause unnecessary rifts. For example, if an organization buys in to HubSpot Marketing Hub Professional and starts focusing heavily on their marketing without also implementing an integrated CRM solution to funnel data, configure lead scoring and setup contact records properly for the betterment of the sales process - marketing may just blindly be getting leads for sales and wondering why they’re not closing the deal. This is a common issue inside organizations that use HubSpot Marketing Hub and one of the main reasons that HubSpot has launched so many new Hubs since.
A HubSpot Architect doing a comprehensive implementation will identify where and how you can avoid double data entry with native integrations and reporting configurations or make suggestions for custom integrations where they may be necessary. At minimum, they’re able to inform and educate all departments on expectations and why the additional items or new reports and data entry stand to benefit all departments inside an organization at large. If accounting staff knows, for example, that until a custom integration is completed, they’ll need to update contact records and deal amounts in the software to help optimize total budget spend across the board - they might be less adverse to contributing more to help the company at large be more successful.
These are the types of things that come up in a customized implementation where training and custom reports and integrations can be discussed and built out or planned for in the future. Getting all departments on the same team when it comes to fully adopting the software into your organization proactively will avoid rifts and situate your organization for better long term integration with HubSpot, which will only improve the amount of data you have to work with.
Now you know. When you pay a couple thousand dollars for HubSpot “Onboarding” that is really just setup, you shouldn’t expect comprehensive adoption, full employee training and customized configuration and integration into your organization’s processes with structured data planning. You should literally just expect to pay an inflated fee to do some basic technical setup and admin work on the back end. They’ll upload some contacts, configure your subdomains, setup your social media profiles in the social media tool, and do a few other things to make sure you can operate - but it’ll not even come close to situate your business to be truly successful inside HubSpot, particularly if you have multiple Hubs. Paying for a customized HubSpot Implementation should take a few months, be a relatively sizable investment, and pay dividends long term.
Don’t “onboard” with a marketing company that doesn’t understand complex data architecture or offer truly expert consulting and training with HubSpot.
Knowing what you get when you’re making a purchase is important, particularly when it is a service that comes with a software that is going to become an integral part of your business. So many businesses invest a significant amount into HubSpot only to pay for basic HubSpot \"onboarding\" that doesn’t situate them for success. To get the most out of HubSpot, it really has to become deeply integrated into your organization. From marketing to sales to service - the clients we work with that get the most out of HubSpot have really taken the time to dive deeply into the platform and integrate it into every department to unlock the data that they need to make scalable business decisions.
However, with so many terms floating around - it’s hard for a business starting out on HubSpot or vetting whether HubSpot is the solution for their business to make apples-to-apples comparisons when it comes to the best onboarding solution.
HubSpot onboarding is a requirement for any customer that purchases a HubSpot license. Onboarding can be purchased through a Certified HubSpot Partner agency or HubSpot. The goal of onboarding is essentially to get your business setup on HubSpot and to familiarize your team with the software as well as identify your key goals.
The price of onboarding and what each agency includes can vary widely between partners. While it might be tempting to opt for the least expensive solution that gets you setup and onto the platform as quickly as possible, we want to make sure you understand the difference between HubSpot setup and HubSpot implementation - which are completely different, but sometimes both labeled as HubSpot onboarding.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/NO!%20GOD%20PLEASE%20NO!!-jpg.jpeg\")
At the end of a long negotiation for HubSpot software, all any business wants to do is get migrated over to HubSpot’s marketing and automation tools as quickly as possible, especially if they’re paying for CMS Hub.
Many HubSpot reps and even some creative agencies send clients that have smaller budgets (or who have spent most of their budgets on their HubSpot contract) to the HubSpot Marketplace to browse new themes for their blog or website pitching it as a quick and easy way to get started. While for some businesses the HubSpot theme marketplace is a great way to save money with a boxed solution that can seemingly be implemented fairly easily; in reality, it’s not always a one-size-fits-all solution. Each business is unique.
For scaling organizations, they may run into issues with the HubSpot Marketplace themes that they purchase as they grow. While HubSpot template themes are a great way for the average small business to get onto HubSpot CMS and we never want to discourage a small business away from HubSpot, for scaling businesses HubSpot Marketplace themes may not be the way to go.
As an organization grows in its journey with Hubspot and on HubSpot CMS, they often come to us looking to have us modify or fix their theme. We’ve seen many different types of issues with HubSpot marketplace templates - issues with how their logo appears, formatting issues, implementation, page speed and optimization issues - you name it, we’ve encountered a frustrated business that thought they could just buy a plug and play theme and didn’t quite get what they wanted.
Here are a few reasons that we think you should think twice as a growing organization before you buy a HubSpot marketplace theme, how to approach it if you are a business that does have to purchase a boxed template HubSpot theme, and a suggestion that we think might give you the best compromise between a totally custom website overhaul and a boxed theme that may not suit your needs.
Looks aren’t everything.
\n
HubSpot has a really amazing, thorough process for ensuring that only quality HubSpot templates are submitted on their marketplace. They require thorough documentation, screenshots, live proof of concept and support. In theory, this is a great way to provide accessible websites that work on HubSpot CMS. In reality, these themes are sometimes coded in a way that doesn’t suit your growing business as you scale or needs to be customized, integrated and better organized to suit your marketing content and the unique journey of your buyer.
Related: Website Quality Assurance - Why you need QA in HubSpot CMS Development
\nAny number of things could be hidden behind a HubSpot theme that you purchase, including: poor back end user interface, a lagging, slow website and sometimes? A really dissatisfied customer whose HubSpot launch is now delayed until they can find someone to fix their theme, often for more than they originally paid. It’s not always a hard time, but even just small fixes can sometimes be cumbersome for a new developer to implement if the foundation isn’t set up the right way.
Looks matter, but what’s the use in having a theme that looks pretty in demo, but isn’t actually functioning for your needs?
Usability first.
\n
“We’ll get by with a template for now, then we’ll develop a custom site later on.”
Initial HubSpot contract layouts can leave a business’ marketing or development budget depleted. In so many cases, organizations are compromising on their development - but at what expense? A clunky interface that isn’t intuitive can impact an employee’s productivity and overall happiness.
A poor back end user interface means that your employees simply cannot operate efficiently. And when they can’t post content efficiently or are constantly running into roadblocks in their everyday tasks, it can be wearing on them and a huge time suck. According to The CFO, an online business publication, inefficient processes waste nearly a third of employees time. And with job unhappiness at an all time high as of August 2022, according to CNBC, companies should be doing everything they can to make sure their employees are productive, happy and able to effectively get the job done.
Why? Happy workers are 13% more productive, according to Oxford University.
When you’re considering your HubSpot budget, you need to consider not only which Hubs you’ll need, how to secure them at the best value, but how you can situate your company to be most successful inside HubSpot by choosing a framework or theme that truly suits your needs.
You have little ability to customize.
\n
Hindsight is 20/20, isn’t it? The top complaint we receive when we get clients that are already working inside HubSpot is — I wish I would’ve known. They wish they would’ve looked closer at their data needs, they wish they would’ve bought the right tiers from the outset, they wish they wouldn’t have wasted money with an inexperienced, order-taker developer and they wish they would’ve gotten set up the right way from the start.
Related: Why an experienced HubSpot CMS developer? Your website isn’t a sub sandwich.
\n
The HubSpot Marketplace Themes, whether they’re free or paid, lock you into either using that development agency for your improvements or will eventually require you to pay someone that is going to take longer to accomplish your goals, because they’re working in someone else’s code foundation. In the world of HubSpot Development, there are many ways to build the same framework, and because there’s a lacking centralized knowledge base for HubSpot developers right now (we hope that’s not always the case), it’s a bit Wild West out there sometimes.
Trying to customize an existing template can break functionality and will usually require a bit of an investment for another HubSpot CMS developer to familiarize themselves with how everything has been set up and go poking around before they make your improvements.
Ideally, you’ll vet the company offering the template from the start, question them about their expertise and make sure they’re a fit to work with long term and use your theme as a framework to build on. Just make sure that your framework actually has a stable foundation and can accommodate your needs as you grow.
Related: 7 HubSpot CMS Developer Interview Questions to Ask - Part 1
\n
If you already purchased a HubSpot Marketplace Theme, there’s no need to go out and spend thousands on a new website (yet). But as you grow, you may find that it’s not working as well for you. Odds are good that you can work with the company that developed the theme to customize it to suit your needs. Even if not, there are always ways to work around the infrastructure that you have while you make plans to redesign your site and build a new custom HubSpot framework that will better suit your needs.
What’s most important is finding the right development and technical partner. One that will look at your processes from front to back and really dig into what your needs are and how your HubSpot framework, your data architecture and the processes you’ve put in place will work for your organization in the long term. Ideally, that partner will grow with you in a long term relationship as you scale and continue to improve your marketing and brand over time.
Most often, what we find is that customized design inside a tried and true framework built with the bones you need to grow is the best solution for a business starting out on HubSpot CMS that isn’t quite ready to go all in on a custom build.
\n
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
At the end of a long negotiation for HubSpot software, all any business wants to do is get migrated over to HubSpot’s marketing and automation tools as quickly as possible, especially if they’re paying for CMS Hub.
Many HubSpot reps and even some creative agencies send clients that have smaller budgets (or who have spent most of their budgets on their HubSpot contract) to the HubSpot Marketplace to browse new themes for their blog or website pitching it as a quick and easy way to get started. While for some businesses the HubSpot theme marketplace is a great way to save money with a boxed solution that can seemingly be implemented fairly easily; in reality, it’s not always a one-size-fits-all solution. Each business is unique.
For scaling organizations, they may run into issues with the HubSpot Marketplace themes that they purchase as they grow. While HubSpot template themes are a great way for the average small business to get onto HubSpot CMS and we never want to discourage a small business away from HubSpot, for scaling businesses HubSpot Marketplace themes may not be the way to go.
As an organization grows in its journey with Hubspot and on HubSpot CMS, they often come to us looking to have us modify or fix their theme. We’ve seen many different types of issues with HubSpot marketplace templates - issues with how their logo appears, formatting issues, implementation, page speed and optimization issues - you name it, we’ve encountered a frustrated business that thought they could just buy a plug and play theme and didn’t quite get what they wanted.
Here are a few reasons that we think you should think twice as a growing organization before you buy a HubSpot marketplace theme, how to approach it if you are a business that does have to purchase a boxed template HubSpot theme, and a suggestion that we think might give you the best compromise between a totally custom website overhaul and a boxed theme that may not suit your needs.
Looks aren’t everything.
\n
HubSpot has a really amazing, thorough process for ensuring that only quality HubSpot templates are submitted on their marketplace. They require thorough documentation, screenshots, live proof of concept and support. In theory, this is a great way to provide accessible websites that work on HubSpot CMS. In reality, these themes are sometimes coded in a way that doesn’t suit your growing business as you scale or needs to be customized, integrated and better organized to suit your marketing content and the unique journey of your buyer.
Related: Website Quality Assurance - Why you need QA in HubSpot CMS Development
\nAny number of things could be hidden behind a HubSpot theme that you purchase, including: poor back end user interface, a lagging, slow website and sometimes? A really dissatisfied customer whose HubSpot launch is now delayed until they can find someone to fix their theme, often for more than they originally paid. It’s not always a hard time, but even just small fixes can sometimes be cumbersome for a new developer to implement if the foundation isn’t set up the right way.
Looks matter, but what’s the use in having a theme that looks pretty in demo, but isn’t actually functioning for your needs?
Usability first.
\n
“We’ll get by with a template for now, then we’ll develop a custom site later on.”
Initial HubSpot contract layouts can leave a business’ marketing or development budget depleted. In so many cases, organizations are compromising on their development - but at what expense? A clunky interface that isn’t intuitive can impact an employee’s productivity and overall happiness.
A poor back end user interface means that your employees simply cannot operate efficiently. And when they can’t post content efficiently or are constantly running into roadblocks in their everyday tasks, it can be wearing on them and a huge time suck. According to The CFO, an online business publication, inefficient processes waste nearly a third of employees time. And with job unhappiness at an all time high as of August 2022, according to CNBC, companies should be doing everything they can to make sure their employees are productive, happy and able to effectively get the job done.
Why? Happy workers are 13% more productive, according to Oxford University.
When you’re considering your HubSpot budget, you need to consider not only which Hubs you’ll need, how to secure them at the best value, but how you can situate your company to be most successful inside HubSpot by choosing a framework or theme that truly suits your needs.
You have little ability to customize.
\n
Hindsight is 20/20, isn’t it? The top complaint we receive when we get clients that are already working inside HubSpot is — I wish I would’ve known. They wish they would’ve looked closer at their data needs, they wish they would’ve bought the right tiers from the outset, they wish they wouldn’t have wasted money with an inexperienced, order-taker developer and they wish they would’ve gotten set up the right way from the start.
Related: Why an experienced HubSpot CMS developer? Your website isn’t a sub sandwich.
\n
The HubSpot Marketplace Themes, whether they’re free or paid, lock you into either using that development agency for your improvements or will eventually require you to pay someone that is going to take longer to accomplish your goals, because they’re working in someone else’s code foundation. In the world of HubSpot Development, there are many ways to build the same framework, and because there’s a lacking centralized knowledge base for HubSpot developers right now (we hope that’s not always the case), it’s a bit Wild West out there sometimes.
Trying to customize an existing template can break functionality and will usually require a bit of an investment for another HubSpot CMS developer to familiarize themselves with how everything has been set up and go poking around before they make your improvements.
Ideally, you’ll vet the company offering the template from the start, question them about their expertise and make sure they’re a fit to work with long term and use your theme as a framework to build on. Just make sure that your framework actually has a stable foundation and can accommodate your needs as you grow.
Related: 7 HubSpot CMS Developer Interview Questions to Ask - Part 1
\n
If you already purchased a HubSpot Marketplace Theme, there’s no need to go out and spend thousands on a new website (yet). But as you grow, you may find that it’s not working as well for you. Odds are good that you can work with the company that developed the theme to customize it to suit your needs. Even if not, there are always ways to work around the infrastructure that you have while you make plans to redesign your site and build a new custom HubSpot framework that will better suit your needs.
What’s most important is finding the right development and technical partner. One that will look at your processes from front to back and really dig into what your needs are and how your HubSpot framework, your data architecture and the processes you’ve put in place will work for your organization in the long term. Ideally, that partner will grow with you in a long term relationship as you scale and continue to improve your marketing and brand over time.
Most often, what we find is that customized design inside a tried and true framework built with the bones you need to grow is the best solution for a business starting out on HubSpot CMS that isn’t quite ready to go all in on a custom build.
\n
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
At the end of a long negotiation for HubSpot software, all any business wants to do is get migrated over to HubSpot’s marketing and automation tools as quickly as possible, especially if they’re paying for CMS Hub.
Many HubSpot reps and even some creative agencies send clients that have smaller budgets (or who have spent most of their budgets on their HubSpot contract) to the HubSpot Marketplace to browse new themes for their blog or website pitching it as a quick and easy way to get started. While for some businesses the HubSpot theme marketplace is a great way to save money with a boxed solution that can seemingly be implemented fairly easily; in reality, it’s not always a one-size-fits-all solution. Each business is unique.
For scaling organizations, they may run into issues with the HubSpot Marketplace themes that they purchase as they grow. While HubSpot template themes are a great way for the average small business to get onto HubSpot CMS and we never want to discourage a small business away from HubSpot, for scaling businesses HubSpot Marketplace themes may not be the way to go.
As an organization grows in its journey with Hubspot and on HubSpot CMS, they often come to us looking to have us modify or fix their theme. We’ve seen many different types of issues with HubSpot marketplace templates - issues with how their logo appears, formatting issues, implementation, page speed and optimization issues - you name it, we’ve encountered a frustrated business that thought they could just buy a plug and play theme and didn’t quite get what they wanted.
Here are a few reasons that we think you should think twice as a growing organization before you buy a HubSpot marketplace theme, how to approach it if you are a business that does have to purchase a boxed template HubSpot theme, and a suggestion that we think might give you the best compromise between a totally custom website overhaul and a boxed theme that may not suit your needs.
Looks aren’t everything.
\n
HubSpot has a really amazing, thorough process for ensuring that only quality HubSpot templates are submitted on their marketplace. They require thorough documentation, screenshots, live proof of concept and support. In theory, this is a great way to provide accessible websites that work on HubSpot CMS. In reality, these themes are sometimes coded in a way that doesn’t suit your growing business as you scale or needs to be customized, integrated and better organized to suit your marketing content and the unique journey of your buyer.
Related: Website Quality Assurance - Why you need QA in HubSpot CMS Development
\nAny number of things could be hidden behind a HubSpot theme that you purchase, including: poor back end user interface, a lagging, slow website and sometimes? A really dissatisfied customer whose HubSpot launch is now delayed until they can find someone to fix their theme, often for more than they originally paid. It’s not always a hard time, but even just small fixes can sometimes be cumbersome for a new developer to implement if the foundation isn’t set up the right way.
Looks matter, but what’s the use in having a theme that looks pretty in demo, but isn’t actually functioning for your needs?
Usability first.
\n
“We’ll get by with a template for now, then we’ll develop a custom site later on.”
Initial HubSpot contract layouts can leave a business’ marketing or development budget depleted. In so many cases, organizations are compromising on their development - but at what expense? A clunky interface that isn’t intuitive can impact an employee’s productivity and overall happiness.
A poor back end user interface means that your employees simply cannot operate efficiently. And when they can’t post content efficiently or are constantly running into roadblocks in their everyday tasks, it can be wearing on them and a huge time suck. According to The CFO, an online business publication, inefficient processes waste nearly a third of employees time. And with job unhappiness at an all time high as of August 2022, according to CNBC, companies should be doing everything they can to make sure their employees are productive, happy and able to effectively get the job done.
Why? Happy workers are 13% more productive, according to Oxford University.
When you’re considering your HubSpot budget, you need to consider not only which Hubs you’ll need, how to secure them at the best value, but how you can situate your company to be most successful inside HubSpot by choosing a framework or theme that truly suits your needs.
You have little ability to customize.
\n
Hindsight is 20/20, isn’t it? The top complaint we receive when we get clients that are already working inside HubSpot is — I wish I would’ve known. They wish they would’ve looked closer at their data needs, they wish they would’ve bought the right tiers from the outset, they wish they wouldn’t have wasted money with an inexperienced, order-taker developer and they wish they would’ve gotten set up the right way from the start.
Related: Why an experienced HubSpot CMS developer? Your website isn’t a sub sandwich.
\n
The HubSpot Marketplace Themes, whether they’re free or paid, lock you into either using that development agency for your improvements or will eventually require you to pay someone that is going to take longer to accomplish your goals, because they’re working in someone else’s code foundation. In the world of HubSpot Development, there are many ways to build the same framework, and because there’s a lacking centralized knowledge base for HubSpot developers right now (we hope that’s not always the case), it’s a bit Wild West out there sometimes.
Trying to customize an existing template can break functionality and will usually require a bit of an investment for another HubSpot CMS developer to familiarize themselves with how everything has been set up and go poking around before they make your improvements.
Ideally, you’ll vet the company offering the template from the start, question them about their expertise and make sure they’re a fit to work with long term and use your theme as a framework to build on. Just make sure that your framework actually has a stable foundation and can accommodate your needs as you grow.
Related: 7 HubSpot CMS Developer Interview Questions to Ask - Part 1
\n
If you already purchased a HubSpot Marketplace Theme, there’s no need to go out and spend thousands on a new website (yet). But as you grow, you may find that it’s not working as well for you. Odds are good that you can work with the company that developed the theme to customize it to suit your needs. Even if not, there are always ways to work around the infrastructure that you have while you make plans to redesign your site and build a new custom HubSpot framework that will better suit your needs.
What’s most important is finding the right development and technical partner. One that will look at your processes from front to back and really dig into what your needs are and how your HubSpot framework, your data architecture and the processes you’ve put in place will work for your organization in the long term. Ideally, that partner will grow with you in a long term relationship as you scale and continue to improve your marketing and brand over time.
Most often, what we find is that customized design inside a tried and true framework built with the bones you need to grow is the best solution for a business starting out on HubSpot CMS that isn’t quite ready to go all in on a custom build.
\n
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
At the end of a long negotiation for HubSpot software, all any business wants to do is get migrated over to HubSpot’s marketing and automation tools as quickly as possible, especially if they’re paying for CMS Hub.
Many HubSpot reps and even some creative agencies send clients that have smaller budgets (or who have spent most of their budgets on their HubSpot contract) to the HubSpot Marketplace to browse new themes for their blog or website pitching it as a quick and easy way to get started. While for some businesses the HubSpot theme marketplace is a great way to save money with a boxed solution that can seemingly be implemented fairly easily; in reality, it’s not always a one-size-fits-all solution. Each business is unique.
For scaling organizations, they may run into issues with the HubSpot Marketplace themes that they purchase as they grow. While HubSpot template themes are a great way for the average small business to get onto HubSpot CMS and we never want to discourage a small business away from HubSpot, for scaling businesses HubSpot Marketplace themes may not be the way to go.
As an organization grows in its journey with Hubspot and on HubSpot CMS, they often come to us looking to have us modify or fix their theme. We’ve seen many different types of issues with HubSpot marketplace templates - issues with how their logo appears, formatting issues, implementation, page speed and optimization issues - you name it, we’ve encountered a frustrated business that thought they could just buy a plug and play theme and didn’t quite get what they wanted.
Here are a few reasons that we think you should think twice as a growing organization before you buy a HubSpot marketplace theme, how to approach it if you are a business that does have to purchase a boxed template HubSpot theme, and a suggestion that we think might give you the best compromise between a totally custom website overhaul and a boxed theme that may not suit your needs.
Looks aren’t everything.
\n
HubSpot has a really amazing, thorough process for ensuring that only quality HubSpot templates are submitted on their marketplace. They require thorough documentation, screenshots, live proof of concept and support. In theory, this is a great way to provide accessible websites that work on HubSpot CMS. In reality, these themes are sometimes coded in a way that doesn’t suit your growing business as you scale or needs to be customized, integrated and better organized to suit your marketing content and the unique journey of your buyer.
Related: Website Quality Assurance - Why you need QA in HubSpot CMS Development
\nAny number of things could be hidden behind a HubSpot theme that you purchase, including: poor back end user interface, a lagging, slow website and sometimes? A really dissatisfied customer whose HubSpot launch is now delayed until they can find someone to fix their theme, often for more than they originally paid. It’s not always a hard time, but even just small fixes can sometimes be cumbersome for a new developer to implement if the foundation isn’t set up the right way.
Looks matter, but what’s the use in having a theme that looks pretty in demo, but isn’t actually functioning for your needs?
Usability first.
\n
“We’ll get by with a template for now, then we’ll develop a custom site later on.”
Initial HubSpot contract layouts can leave a business’ marketing or development budget depleted. In so many cases, organizations are compromising on their development - but at what expense? A clunky interface that isn’t intuitive can impact an employee’s productivity and overall happiness.
A poor back end user interface means that your employees simply cannot operate efficiently. And when they can’t post content efficiently or are constantly running into roadblocks in their everyday tasks, it can be wearing on them and a huge time suck. According to The CFO, an online business publication, inefficient processes waste nearly a third of employees time. And with job unhappiness at an all time high as of August 2022, according to CNBC, companies should be doing everything they can to make sure their employees are productive, happy and able to effectively get the job done.
Why? Happy workers are 13% more productive, according to Oxford University.
When you’re considering your HubSpot budget, you need to consider not only which Hubs you’ll need, how to secure them at the best value, but how you can situate your company to be most successful inside HubSpot by choosing a framework or theme that truly suits your needs.
You have little ability to customize.
\n
Hindsight is 20/20, isn’t it? The top complaint we receive when we get clients that are already working inside HubSpot is — I wish I would’ve known. They wish they would’ve looked closer at their data needs, they wish they would’ve bought the right tiers from the outset, they wish they wouldn’t have wasted money with an inexperienced, order-taker developer and they wish they would’ve gotten set up the right way from the start.
Related: Why an experienced HubSpot CMS developer? Your website isn’t a sub sandwich.
\n
The HubSpot Marketplace Themes, whether they’re free or paid, lock you into either using that development agency for your improvements or will eventually require you to pay someone that is going to take longer to accomplish your goals, because they’re working in someone else’s code foundation. In the world of HubSpot Development, there are many ways to build the same framework, and because there’s a lacking centralized knowledge base for HubSpot developers right now (we hope that’s not always the case), it’s a bit Wild West out there sometimes.
Trying to customize an existing template can break functionality and will usually require a bit of an investment for another HubSpot CMS developer to familiarize themselves with how everything has been set up and go poking around before they make your improvements.
Ideally, you’ll vet the company offering the template from the start, question them about their expertise and make sure they’re a fit to work with long term and use your theme as a framework to build on. Just make sure that your framework actually has a stable foundation and can accommodate your needs as you grow.
Related: 7 HubSpot CMS Developer Interview Questions to Ask - Part 1
\n
If you already purchased a HubSpot Marketplace Theme, there’s no need to go out and spend thousands on a new website (yet). But as you grow, you may find that it’s not working as well for you. Odds are good that you can work with the company that developed the theme to customize it to suit your needs. Even if not, there are always ways to work around the infrastructure that you have while you make plans to redesign your site and build a new custom HubSpot framework that will better suit your needs.
What’s most important is finding the right development and technical partner. One that will look at your processes from front to back and really dig into what your needs are and how your HubSpot framework, your data architecture and the processes you’ve put in place will work for your organization in the long term. Ideally, that partner will grow with you in a long term relationship as you scale and continue to improve your marketing and brand over time.
Most often, what we find is that customized design inside a tried and true framework built with the bones you need to grow is the best solution for a business starting out on HubSpot CMS that isn’t quite ready to go all in on a custom build.
\n
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
At the end of a long negotiation for HubSpot software, all any business wants to do is get migrated over to HubSpot’s marketing and automation tools as quickly as possible, especially if they’re paying for CMS Hub.
Many HubSpot reps and even some creative agencies send clients that have smaller budgets (or who have spent most of their budgets on their HubSpot contract) to the HubSpot Marketplace to browse new themes for their blog or website pitching it as a quick and easy way to get started. While for some businesses the HubSpot theme marketplace is a great way to save money with a boxed solution that can seemingly be implemented fairly easily; in reality, it’s not always a one-size-fits-all solution. Each business is unique.
For scaling organizations, they may run into issues with the HubSpot Marketplace themes that they purchase as they grow. While HubSpot template themes are a great way for the average small business to get onto HubSpot CMS and we never want to discourage a small business away from HubSpot, for scaling businesses HubSpot Marketplace themes may not be the way to go.
As an organization grows in its journey with Hubspot and on HubSpot CMS, they often come to us looking to have us modify or fix their theme. We’ve seen many different types of issues with HubSpot marketplace templates - issues with how their logo appears, formatting issues, implementation, page speed and optimization issues - you name it, we’ve encountered a frustrated business that thought they could just buy a plug and play theme and didn’t quite get what they wanted.
Here are a few reasons that we think you should think twice as a growing organization before you buy a HubSpot marketplace theme, how to approach it if you are a business that does have to purchase a boxed template HubSpot theme, and a suggestion that we think might give you the best compromise between a totally custom website overhaul and a boxed theme that may not suit your needs.
Looks aren’t everything.
\n
HubSpot has a really amazing, thorough process for ensuring that only quality HubSpot templates are submitted on their marketplace. They require thorough documentation, screenshots, live proof of concept and support. In theory, this is a great way to provide accessible websites that work on HubSpot CMS. In reality, these themes are sometimes coded in a way that doesn’t suit your growing business as you scale or needs to be customized, integrated and better organized to suit your marketing content and the unique journey of your buyer.
Related: Website Quality Assurance - Why you need QA in HubSpot CMS Development
\nAny number of things could be hidden behind a HubSpot theme that you purchase, including: poor back end user interface, a lagging, slow website and sometimes? A really dissatisfied customer whose HubSpot launch is now delayed until they can find someone to fix their theme, often for more than they originally paid. It’s not always a hard time, but even just small fixes can sometimes be cumbersome for a new developer to implement if the foundation isn’t set up the right way.
Looks matter, but what’s the use in having a theme that looks pretty in demo, but isn’t actually functioning for your needs?
Usability first.
\n
“We’ll get by with a template for now, then we’ll develop a custom site later on.”
Initial HubSpot contract layouts can leave a business’ marketing or development budget depleted. In so many cases, organizations are compromising on their development - but at what expense? A clunky interface that isn’t intuitive can impact an employee’s productivity and overall happiness.
A poor back end user interface means that your employees simply cannot operate efficiently. And when they can’t post content efficiently or are constantly running into roadblocks in their everyday tasks, it can be wearing on them and a huge time suck. According to The CFO, an online business publication, inefficient processes waste nearly a third of employees time. And with job unhappiness at an all time high as of August 2022, according to CNBC, companies should be doing everything they can to make sure their employees are productive, happy and able to effectively get the job done.
Why? Happy workers are 13% more productive, according to Oxford University.
When you’re considering your HubSpot budget, you need to consider not only which Hubs you’ll need, how to secure them at the best value, but how you can situate your company to be most successful inside HubSpot by choosing a framework or theme that truly suits your needs.
You have little ability to customize.
\n
Hindsight is 20/20, isn’t it? The top complaint we receive when we get clients that are already working inside HubSpot is — I wish I would’ve known. They wish they would’ve looked closer at their data needs, they wish they would’ve bought the right tiers from the outset, they wish they wouldn’t have wasted money with an inexperienced, order-taker developer and they wish they would’ve gotten set up the right way from the start.
Related: Why an experienced HubSpot CMS developer? Your website isn’t a sub sandwich.
\n
The HubSpot Marketplace Themes, whether they’re free or paid, lock you into either using that development agency for your improvements or will eventually require you to pay someone that is going to take longer to accomplish your goals, because they’re working in someone else’s code foundation. In the world of HubSpot Development, there are many ways to build the same framework, and because there’s a lacking centralized knowledge base for HubSpot developers right now (we hope that’s not always the case), it’s a bit Wild West out there sometimes.
Trying to customize an existing template can break functionality and will usually require a bit of an investment for another HubSpot CMS developer to familiarize themselves with how everything has been set up and go poking around before they make your improvements.
Ideally, you’ll vet the company offering the template from the start, question them about their expertise and make sure they’re a fit to work with long term and use your theme as a framework to build on. Just make sure that your framework actually has a stable foundation and can accommodate your needs as you grow.
Related: 7 HubSpot CMS Developer Interview Questions to Ask - Part 1
\n
If you already purchased a HubSpot Marketplace Theme, there’s no need to go out and spend thousands on a new website (yet). But as you grow, you may find that it’s not working as well for you. Odds are good that you can work with the company that developed the theme to customize it to suit your needs. Even if not, there are always ways to work around the infrastructure that you have while you make plans to redesign your site and build a new custom HubSpot framework that will better suit your needs.
What’s most important is finding the right development and technical partner. One that will look at your processes from front to back and really dig into what your needs are and how your HubSpot framework, your data architecture and the processes you’ve put in place will work for your organization in the long term. Ideally, that partner will grow with you in a long term relationship as you scale and continue to improve your marketing and brand over time.
Most often, what we find is that customized design inside a tried and true framework built with the bones you need to grow is the best solution for a business starting out on HubSpot CMS that isn’t quite ready to go all in on a custom build.
\n
Like so many other things that we write about, this one might rub some people the wrong way, but sometimes these discussions are warranted.
::deep breath:: Soooo, here we go:
We want scaling organizations to stop buying HubSpot Marketplace themes.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
![](\"https://i.imgflip.com/7m8pct.jpg\")
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
According to IBM, Poor data quality costs the US economy up to $3.1 trillion every year.
It’s a pretty common issue we see when customers come to us for simple application integrations. “We have all this data, but we need it to patch it into HubSpot.” Or, it gets patched into HubSpot and then they don’t know what’s next.
What they should have led with is, “We need an integration and some architecture insights so we can make sense of the data that lives in multiple places right now. Then we need to understand how to map it out and really glean the insight to determine ROI.”
Return. On. Investment.
It’s probably the most common complaint we get from our prospects looking for help with HubSpot Reporting and Architecture Consulting. They’ve invested thousands of dollars into an analytics software and they’re literally drowning in data - yet lack of structure and configuration for all of those insights is preventing them from understanding trends, making business process decisions and really digging into the ROI behind all their efforts.
According to Forbes, via TechJury.net: 95% of businesses cite the need to manage unstructured data as a problem for their business.
In order to save money, really nail down your data structure and make the decisions that will allow your business to scale in the long term, you’re going to have to invest into appropriate HubSpot reporting configuration - and that means hiring a HubSpot architect as soon as possible after you start working in your HubSpot Portal (or, ideally, beforehand).
Drowning in data analytics and dashboards? Here are some signs your HubSpot reporting configuration isn’t helping you scale.
You pay a lot for your tech stack, yet you’re still doing double duty data entry.
\nYou spend thousands a month for HubSpot, and even more on a legacy line of business application, accounting software, call center software, live chat, help desk software, ticket management, meeting scheduling, call tracking, and a CRM. What would happen if they not only all spoke to one another, but fed your reports in a way that provided you with a comprehensive viewpoint on exactly what your marketing is doing?
\nHear me out. We’ll use a Managed Services Provider as an example:
MSPs typically manage their client base with a CRM software. Sometimes that’s HubSpot CRM, sometimes it's software like SalesForce. They use a marketing automation platform - maybe in this case it's HubSpot Marketing Hub, or maybe they’re using an automation platform like Marketo or Pardot or ActiveCampaign.
They get great insights as to email open rates, blog views, bounce rates, and conversion rates as far as converting customers with different marketing efforts. They can see how a customer interacts with all of their marketing information.
They also might have a billing platform like Quickbooks that allows them to bill customers by project or on retainer for their technology services. They manage their Helpdesk tickets with Helpdesk software, so they have a good understanding of some of the struggles and trends that happen on an everyday basis with their customers.
Maybe they even have a fractional CIO that is offering expertise and technology strategy to each client… He probably makes recommendations via e-mail that may go into their CRM.
They have all these different platforms that are managing their data that aren’t speaking to one another. They have dashboards upon dashboards to provide them with customer satisfaction scores, to understand how their marketing is moving the needle, and where their revenue is coming from.
But what if they could integrate this and share all of this data in a central location?
Imagine the power of all that insight integrated together.
Imagine the type of intelligence that might allow you to grade your customers after the fact and continue to glean insight not only into the campaigns that are moving them towards buyer decisions, but the deep intelligence of their technology and pain points.
Imagine being able to integrate them all together and take that data and make really, really smart scalability decisions based on trends, client needs, marketing spend?
\nImagine knowing exactly where the ROI is?
\nThat’s the magic that can happen when you enlist help to really hone in on your HubSpot reporting configuration and combine that with integration builds.
\nHaving data insights at your disposal is great, but how can you take all that data and create a more cohesive customer experience?
\nYour email engagement is down, your unsubscribe rate is up and the sales pipeline is looking cloudy.
\nOoof. Not a great forecast, am I right? The number of touch points that your organization has with your customer during their customer journey is ever-increasing. You name it, it’s going out:
\n- \n
- engagement surveys \n
- customer service responses \n
- automated marketing messages \n
- order tracking notifications \n
- billing insights and notifications \n
This list goes on and on and on.
According to LSAInsider.com, a Google study found that touch points along the customer journey can reach anywhere from 20-500 depending on the complexity of the purchase.
That’s a lot of interaction. Creating a cohesive brand experience is essential to not only help you maintain your reputation with your customer, but also to boost your revenue and prevent attrition as a result of too many departments hammering your customers with requests and promotions.
Consider the number of interactions you yourself have with a brand and how that occupies a space in your brain (and your inbox). For example, let's say you purchased a really cool product online - but all of a sudden you’ve received not just your order confirmation, but in a matter of minutes you’ve received marketing messaging, a promotional email, a “how’d we do” survey and your tracking information for your order. Seems like a lot, right? Inside the organization those are all separate departments. There’s billing, there’s shipping, there’s marketing, there’s customer service. On the customer’s end, though? All you can think is, this is too much to delete out of my inbox, as you quickly unsubscribe to all emails. Just like that this brand hasn’t just lost a marketing opportunity, but reputation ranking with you. There is a negative association where there was once a positive experience, and you’ll have to weigh that negative association next time they reach you in targeted ads.
If that company had the ability to integrate its technology, though, maybe you’d receive a customer survey embedded inside an order confirmation with a little promo code for a future order and a request asking how often you want to hear from them? Would an effort like that move the needle? Is their reporting configured in a way that they can actually determine if their follow-up marketing and customer service is successful or not? These are the things that a HubSpot architect and integration can help with.
Your biases are really hampering your ability to make decisions for scale.
\nJust because you have all the data you think you need at your disposal, or have certain integrations in place, that doesn’t mean that you still aren’t struggling to determine what those important scaling decisions should be.
According to a recent Gartner Survey on Marketing Analytics:
- \n
- Data management challenges and cognitive biases are the top barriers to marketing analytics’ influence. \n
- One-third of respondents reported that decision makers cherry-pick data to try to tell a story that aligns with their preconceived decision or opinion. \n
A quote from that same article:
“CMOs often believe that achieving marketing data integration goals will lead to greater influence and increased value of marketing analytics,” said Joseph Enever, Sr. Director Analyst in Gartner Marketing. “The reality is that better data won’t increase marketing analytics’ decision influence alone. CMOs must address the real challenges — cognitive biases and the need for a data-informed culture.”
By defining benchmarks and goals ahead of time with an unbiased HubSpot Architect, you can configure your HubSpot reports to not only include the data that you need, but to guide you in the decisions that you’ll need to make to scale properly as you analyze that data. You can also make the decision to have your HubSpot Architect help you analyze the data and provide an unbiased opinion that has no internal agenda to best make sense of your analytics.
Small to Medium Sized businesses can invest anywhere from $10,000 to $100,000 annually in data analytics. These are large investments that bring some insight that can be easily improved upon with an unbiased HubSpot Architect that can supercharge your reporting and analytics and bring focus that truly helps your organization come to an agreement on decisions for scale.
You can continue to fight inside your organization, sifting through data, or you can enlist some help, move more efficiently and make the right decisions for less.
It’s a pretty accurate description to say that most scaling businesses have more data at their disposal than they can handle. They struggle to store it, they struggle to manage it, they struggle to create valuable reports out of it and they struggle to secure it. But the one thing that far too many businesses don’t do is synthesize that data into analysis and reporting that actually helps them make critical growth decisions.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/I%20SHOULD%20PACK%20LIGHT-jpg.jpeg\")
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/The%20limit%20does%20not%20exist-jpg.jpeg\")
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n","rss_body":"Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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