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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...
4 Questions to Ask Yourself Before you Buy HubSpot
Not sure what things to consider if you're thinking about making an investment in the HubSpot platform? Here are a few questions to ask yourself first.
4 Ways You’re Sabotaging Your Success with HubSpot
Maybe HubSpot isn't the problem after all? Here are some ways you might be sabotaging your success with HubSpot... and what you can do about it.
Why a Comprehensive HubSpot Implementation is like Running a Marathon
A comprehensive HubSpot implementation will prepare you for the long haul... here's how:
The very real cost of a mishandled HubSpot implementation: employees
Mishandled HubSpot implementations are more than headaches, they can annihilate productivity and cause very real issues...
![\"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.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
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We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
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\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n\n
![\"40-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/40-1.png\")
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n","rss_body":"
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
\n\n
Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
\n
Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
\n\n
So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
\n\n
You bailed on HubSpot Onboarding
\n\n
I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
\n\n
HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
\n\n
We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
\n\n
HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
\n\n
You aren't taking advantage of native integrations... or planning for custom ones.
\n\n
If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
\n\n
HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
\n\n
So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
\n\n
We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
\n\n
You bought before you did a tech stack audit or had internal buy in
\n\n
Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
\n\n
It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
\n\n
Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
\n\n
Check out our tech stack audit worksheet to help you along in this process.
\n\n
We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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Taking on client onboardings wasn’t originally in our business model, but after spending far too much time working the technical aspects of portals that were implemented terribly and fixing train wreck HubSpot CMS migrations, we really (REALLY) needed to get into this game. While we really wanted to “stay in our lane” we just needed more control over the technical implementation and strategy surrounding our client’s initial adoption of the HubSpot software to better ensure their long term success.
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Enter Will Appenzeller, our resident onboarding and implementation specialist. If you believe in fate or universal destinies - it was in a passing conversation that Nick insisted to Jessica we must figure out a way to bring Will on, and this decision changed the game and really the trajectory of deckerdevs as a whole.
\n\n
Prior to bringing Will into our workflow, we were fielding a lot of break-and-fix situations where budget had been exhausted, strategy was lacking and the situation was largely reactive. While we love to make people happy - we love even more working with clients that can trust us to be their go to resource for their technology needs. We prefer and find ourselves more successful in the long term when we can proactively plan in a way that situates a client for scalability and success, not situations where the budget has been exhausted and we’re the final destination before they give up. As we’ve completed more and more HubSpot onboarding and migrations for new HubSpot customers, we’ve observed quite a few scenarios already where a client gets in the way of their own success. We’re here to share that information with anyone that might be looking for a more strategic, comprehensive approach to HubSpot to help them avoid some of the pitfalls we’ve witnessed along the way.
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So, here they are - 5 ways you’re sabotaging your success with HubSpot, from the perspective of a technical HubSpot Partner:
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You bailed on HubSpot Onboarding
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I mean, we’re not gonna tell on you, but there’s a reason that HubSpot requires onboarding either through them or a registered partner agency. Clients bail on onboarding for any number of reasons - turnover in marketing, lack of budget, change in leadership or lack of commitment to the value and features of the platform. Ultimately, visionary leadership that is committed to making HubSpot part of their growth strategy understands the importance of formal onboarding and comprehensive training in HubSpot.
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HubSpot isn’t just a marketing automation software anymore. It’s not just a CRM and sales tool with a setup of marketing features slapped in there. It needs to be integrated deeply within your workflows and processes and you can’t do that without comprehensive training. Training on how objects work, building really valuable custom reports and storing your data in the best possible way is something that’s going to come with the knowledge that you gain in the onboarding process.
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We recently had a client that bailed on onboarding and to be honest, we saw the writing on the wall with this one. It was only a matter of time before they dropped off in their onboarding calls and we believe if they don’t recommit to HubSpot and really get the team trained and implemented on this tool, they’ll fall off the HubSpot Platform altogether.
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HubSpot doesn’t require onboarding for no reason. If you’re trying to really get the most from this platform, rev up your marketing machine, amp up your customer service and more adequately predict your pipeline, you need to go through at least a basic onboarding with HubSpot or a HubSpot Partner. An implementation would be even better (especially if you have high level license tiers or multiple Hubs to implement or think you might need an integration at some point).
\n\n
Related: HubSpot Setup vs Implementation - what's the difference?
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You aren't taking advantage of native integrations... or planning for custom ones.
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If you’re a business of any size, odds are good that you have a number of applications and industry-specific software that you use on an everyday basis. Whether that’s a shipping/ logistics software, a CRM, a database, an ERP, a patient-management software or any other application - you need to take that into consideration when Adopting HubSpot as a platform.
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HubSpot isn’t just one more application that you’re adding to your tech stack. It’s the missing piece that will help you finally bridge together all the activities and information you get with your applications - as long as you treat it as such and invest in it. HubSpot can either be an entire pain in the ass for your staff and management, or it can be the platform that completely revolutionizes your business.
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So often, leaders and managers bring on HubSpot and don’t fully integrate it into the workflows of their departments and employees. This can cause double-duty data entry, frustration among your staff and lack of adoption across the board inside your organization. The cost of mishandling an implementation or not fully integrating HubSpot in your business isn’t just the money you invested in the platform, but you can also lose employees as a result of a mishandled implementation
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We’ve discussed HubSpot’s app marketplace that has hundreds of apps with native integrations to help you move data to and from HubSpot. What we haven’t spent as much time discussing is what happens when you lack the foresight to proactively integrate your applications with HubSpot. While not every business has the budget to build a custom integration, when you join forces with the right technical partner, they can help you plan for the future so that you can configure your data properly and understand how you’ll scale into HubSpot as you build our technology budget and do a comprehensive analysis of your tech stack.
\n\n
Related: The Tech Stack Diet - cutting back while reducing collateral damage
\nMaking the time to proactively plan for custom and native integrations with HubSpot allows you to refine your data reporting, make your employees more efficient and make better decisions as you scale your business. Not planning proactively for that and moving forward with HubSpot anyway is shooting yourself in the foot.
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You bought before you did a tech stack audit or had internal buy in
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Sometimes the pressure in sales can be intense. We are adamant about doing enough exploration with our prospects considering HubSpot and giving them the time they need to better understand their technology and the pieces that fit into the puzzle before they go making a final decision on HubSpot.
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It is not a small decision to bring HubSpot into your organization if you want to be successful in the long term.
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Read that again. Don’t let your marketing coordinator or CMO make this decision alone. There has to be company wide buy-in to the HubSpot Platform from your entire executive team, your marketing department, your sales staff and managerial staff at a minimum - but buy-in from service and accounting can be helpful too. Ideally, you have had internal meetings with all managers, departments and staff prior to bringing on the software and have prepared them all for discussions for how best to integrate existing applications or work processes with HubSpot.
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Check out our tech stack audit worksheet to help you along in this process.
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We have seen too many situations where employees or executives not only didn’t take the time to audit their tech stack and how HubSpot will help organize it, but also didn’t get companywide buy-in before purchasing HubSpot. In these scenarios, the marketing director made the decision unilaterally, didn’t get buy-in from the executive team, and when the marketing person left, the executive team didn’t retain HubSpot or hire someone that was familiar with HubSpot as a platform. This lack of adoption cost the company not just tens of thousands in the investment for HubSpot and onboarding that wasn’t fully leveraged, but even more in lost productivity and potential for where the software and reporting capabilities could have taken them.
\n\n
Your reporting isn't configured properly
\n\n
From lacking insight into your sales pipeline to poorly configured marketing campaigns - you’ve got tons of holes in your data. You think you might know which products are selling the best, which marketing campaigns are the most successful, but you can’t be certain. If you would’ve gotten a custom implementation, you might be situated a little better, but for now - you’re not sure where to go from here.
\n\n
One of the biggest issues we see in portals that we audit are configuration issues with how the data is organized. So often companies implement their reporting based on their workflows and data organization when really what needs to happen is configuring their data and processes around how HubSpot works.
\n\n
While it may seem counterintuitive or you may be uncertain how to do this, a HubSpot Architect can take a look at your data and configure your reporting in a way that works best with HubSpot and helps display your data in an organized way to help you make the best decisions you need to make in order to scale.
\n\n
Why get an architect involved?
\n\n
HubSpot Architects have an intimate understanding of the intricacies and features available in HubSpot. They’ll ask your some preliminary questions regarding your HubSpot licenses, dig deep into understanding how your data flow works and bridge the gap by creating custom reports that give your marketing team, sales team and leadership the insight they need to make the decisions that matter.
\n\n
Related: Optimize your HubSpot reporting with a HubSpot Data Architecture Audit
\n\n
Over the last decade+ of working inside HubSpot, we’ve seen it evolve. We’ve noticed how agencies sell the platform and which customers stick with it and which customers fall off. We’ve looked at more portals that we should have, and gotten involved in messy, messy projects in an attempt to clean them up. In that time, we’ve learned that on a fundamental level there are things that need to be done from the outset to avoid issues that will end up costing your organization a lot of money.
\n\n
From internal buy-in to doing the right analysis beforehand with your tech stack, to completing onboarding and budgeting appropriately for integrations and long term goals - there are so many things you can do to make sure your relationship with HubSpot is a long and happy one.
\n\n
Avoid buyer's remorse and a premature breakup by investing in the resources and proactive strategy you need to ensure your success with the HubSpot Platform.
\n
\n
\n
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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.
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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.
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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.
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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
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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
\n
Integrating a new platform into your business processes is no small task. Rather than just winging it, or opting in to just run a 5k in HubSpot by electing a simple Hubspot onboarding, go for the marathon.
It may feel difficult or impossible when you get started, but with the help of your gifted coach (HubSpot Architect) the sky’s the limit for where your business can go.
Ultramarathons are next on the horizon, but if you don’t get started you can’t reach that highest level. Implementing HubSpot inside your organization will feel a lot less overwhelming and net you much greater success by choosing an expert to get you trained and implemented properly from the get go.
\n
\n
","rssSummary":"
Running is kind of awful, at the outset, isn’t it? A few of the people on our team are runners, and while they claim to love it, I’ve never actually seen a runner on the side of the road that looks happy to be there. Why? Runners don’t usually run for how It feels while they’re doing it. They run for the results it gets them. For the runners high, for the cardio fitness, for the optimal heart health, the way it gets their blood and metabolism pumping and how they feel after they break a time record. This got me thinking about how running and the customer’s journey with HubSpot aren’t all that different. You start up as a business, and you have very little clue what you’re doing. Maybe you’ve got the foundations right - you put one leg in front of the other. You know how to run. You can do this. Then, you get your small customer base. You’ve run the business version of a 5k. A few more customers? And you’re running 5k’s all the time. Before you know it, you’ve closed a huge account - and now you’re into 10k races. But, what’s next? As a business owner you’re ready to scale… and you’re considering the business version of a half or full marathon. But how do you get from 6 miles to 26 miles? Maybe you need a little help.
A comprehensive HubSpot implementation is a lot like being coached through a marathon. With extraordinary business benefits, a HubSpot implementation executed by a gifted technical partner and HubSpot architect can really take your business to places you’ve never been before, but that doesn’t come without difficulty.
Here’s what your HubSpot implementation may be just like preparing to run a marathon:
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n![\"HubSpot](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/HubSpot%20is%20a%20pain%20in%20the%20assssss-1.jpg\")
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n","rss_body":"We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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\n\n
Our resident HubSpot Architect laments often about his belief that only Technical Partners should complete onboarding implementations, but until there are more of us, that may not be a reality that can manifest itself anytime soon. While I won’t share the majority of our conversation, I’ll tell you that this friend is considering leaving this company because they have put implementation on the shoulders of their salespeople. Trying to bring onboarding for one of the most complex automation platforms around is not only the worst case scenario for getting the best ROI from HubSpot, but it’s a guaranteed way to boost your employee turnover and tank employee satisfaction, productivity and efficiency.
When we talk about the cost of mishandled HubSpot implementation - employee satisfaction and increased turnover are near the top of the list as symptoms. Here are a few reasons (with data to back it up) that employees may be frustrated with your mishandled HubSpot implementation and what you can do about it.
Workplace technology needs to work. (duh)
\n
Every single thing we do on a day to day basis is app based and related to fast-moving technology. Users don’t even want to stay longer than 3 seconds for a website to load, yet you’re trying to make your employees take 5 different actions and login to separate software just to do their job properly? Technology that isn’t integrated takes time away from more important tasks and annihilates employee productivity.
According to Freshworks, 91% of employees say they are frustrated with workplace technology. From too many applications to disintegrated applications to impacted productivity, this is a massive issue that businesses can no longer afford to ignore.
And yet, here’s another interesting stat from the same study: 71% of leaders acknowledge that employees will consider looking for a new job if their current employer does not provide access to the tools, technology or information they need to do their jobs well.
We know that our technology is causing frustration and leaders are acknowledging that, yet we continue to not budget to integrate it, cheap out on implementation and lose employees to the productivity gaps we’re creating for them. AND MOST OF LEADERSHIP KNOWS ABOUT IT, YET CHOOSES TO DO NOTHING? Oof. Complacency never wins.
Bogged down employees don’t stick around.
\n
Increasingly, employees are leaving the workforce to start their own thing. 46% of Millennials and 43% of Gen Z are now freelancers as of 2022, according to Statista.
Why are they leaving?
One of the top 10 reasons that employees leave jobs, according to 15Five.com, is due to too much workload — 40% of employees have left their jobs due to burnout.
Society for Human Resource Management states that the average cost to hire an employee is $4,129. And when you lose them? The average cost of replacement can be 50-60% of that lost employees salary and overall cost to the company can be as much as 200% of that salary.
When I heard from a friend that he was leaving his job because they were making them implement HubSpot themselves, my thoughts immediately went to the costs associated with the loss of his position (1 of only 3 customer acquisition roles in the entire organization) and the fallout of additional work that his coworkers would have to take on and additional expenses incurred by the company in the rehire and new employees acquisition process.
Does this organization realize that they’ll pay much more to replace their frustrated employees than they will to actually implement their HubSpot software?
Happier employees are more productive.
\n\n
According to a study from The University of Oxford, happy employees are 13% more productive. And in the realm of sales? Happy salespeople can increase sales by 37%. And we haven’t even dug into the boosted efficiency we usually see with HubSpot Sales Reports.
When you invest in a comprehensive HubSpot implementation, rather than a basic HubSpot onboarding or relying on your salespeople or employees to configure everything for you, you can really benefit from customized reporting, really comprehensive data analytics and insights that can help optimize your efficiency and tell your employee what is working.
A more comprehensive implementation leads to higher adoption inside organizations, the elimination of extraneous tech and a really complete overhaul of your tech stack and processes to make sure that your company is operating with as much agility as it can. This is particularly valuable inside a smaller organization.
Related: API Integrations Improve Organizational Health
\n
The right HubSpot implementation is a total game changer.
Of course you want to get setup on HubSpot and begin using the software as quickly as possible, but HubSpot implementations must be tailored to your business and setup so that your reporting can help you analyze your sales pipeline and configure reports that give you business intelligence to make the best decisions for budget allocation and scalability.
Long story short?
If you don’t spend money setting up HubSpot properly from the get go, you’re not going to get anything out of it, you’re going to have lower adoption rates across your organization and you’re probably not going to keep it around for long.
We’re not much for talking around the point, so we’re just going to get straight into it: you pay a lot for HubSpot. And while that might sound like a no shit statement, clearly we need to iterate the INVESTMENT side of this platform. Last night, I was having a discussion with a friend about some certifications I was taking inside HubSpot Academy to maintain our accreditation and we had the following exchange:
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