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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)
5 Common Sales Challenges Solved by Automation: A CTO’s Perspective
Discover how sales automation can tackle common challenges like lead overwhelm, inconsistent follow-ups, and data overload, transforming your sales process into a streamlined powerhouse.
Google & Yahoo are Tightening Their Email Authentication Requirements - here’s what you need to know
Are you doing everything you need to be to verify that you're in compliance with Google and Yahoo's new e-mail authentication requirements? Find out:
Part 3: 4 More Questions to Ask Before You Buy HubSpot
What are some of the most important questions to ask yourself before you buy HubSpot? Check out our list here...
Part 2: 4 More Questions to Ask Before You Commit to HubSpot
Part 2! Here are 4 more questions to ask yourself before you purchase the HubSpot software.
4 Questions to Ask Yourself Before you Buy HubSpot
Not sure what things to consider if you're thinking about making an investment in the HubSpot platform? Here are a few questions to ask yourself first.
4 Ways You’re Sabotaging Your Success with HubSpot
Maybe HubSpot isn't the problem after all? Here are some ways you might be sabotaging your success with HubSpot... and what you can do about it.
Saving the most on HubSpot starts with a Technical Partner
If you want to save money on your HubSpot subscription, start with a technical HubSpot Partner.
Why clients are slashing budgets : here's why a HubSpot Architect can help.
Budget cuts suck for agencies. Here's why a HubSpot architect can help save your portfolio during a recession.
Hire a HubSpot Technical Architect BEFORE you Switch from Marketo
Don't sign your HubSpot contract or migrate from Marketo to HubSpot without engaging the help of a HubSpot Technical Architect. Your success depends on it.
![\"deckerdevs](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/deckerdevs%20-%20blog%20content%20images.png\")
Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n\n
\n
\n
1. Overwhelming Amount of Leads
\nPicture this: your team is flooded with leads, but keeping track of who’s who and what they need feels like trying to herd cats. Automation can help by scoring and segmenting leads based on their engagement and behavior. This way, you’re not wasting time on cold leads and can focus your energy on those who are genuinely interested.
\n\n
Example: Using tools like HubSpot, you can set up lead scoring to prioritize prospects who’ve shown real interest, like those who repeatedly visit your product pages or engage with your emails. This level of customization gives the salesperson and leadership a ‘temperature read” of their personal sales and the team as a whole.
\n\n
2. Inconsistent Follow-Ups
\nIf your sales reps are dropping the ball on follow-ups, it’s a recipe for lost opportunities. Sales automation ensures that no lead falls through the cracks by scheduling follow-up tasks and sending automated emails based on lead behavior.
\n\n
Example: Imagine a lead downloads your latest whitepaper. With automation, they get an immediate follow-up email with additional resources and a CTA to book a demo—without you having to lift a finger.
\n\n
3. Inefficient Lead Nurturing
\nNurturing leads can be a time-consuming process, especially when you’re trying to provide personalized content to each prospect. Sales automation can streamline this by delivering targeted content based on lead interests and behaviors.
\n\n
Example: If a lead shows interest in your cloud services, an automated email sequence can send them case studies and testimonials related to cloud solutions, keeping them engaged and moving them through the sales funnel.
\n\n
4. Complex Sales Processes
\nTech sales often involve long sales cycles and complex decision-making processes. Automation can simplify this by creating standardized workflows for different stages of the sales process, ensuring that each lead receives the right information at the right time.
\n\n
Example: Set up automated workflows that guide leads through a series of educational emails, product demos, and follow-ups based on where they are in the decision-making process. This keeps prospects engaged and helps your sales team manage their pipeline more effectively.
\n\n
5. Data Overload
\nSales data can be overwhelming, making it hard to track performance and make informed decisions. Automation tools help by providing real-time analytics and insights, so you can quickly see what’s working and what isn’t.
\n\n
Example: With sales automation platforms, you can track metrics like email open rates, lead conversion rates, and pipeline progression all in one place. This data helps you make data-driven decisions to optimize your sales strategy.
\n\n
\n
\n
Ready to Streamline Your Sales Process?
\nSales automation isn’t just about making things easier—it’s about transforming your sales process into a lean, mean, lead-converting machine. By addressing these common challenges with automation, you’ll not only improve efficiency but also drive better results for your tech company.
\n\n
Want to see how automation can work for you? Let’s chat about tailoring a solution that fits your unique needs and turns your sales process into a powerhouse of productivity.
\n\n
\n
Get expert guidance from certified HubSpot Onboarding Partners.
\nLet’s streamline your sales and boost conversions with a fully customized automated solution.
","rss_summary":"Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n","rss_body":"
Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n\n
\n
\n
1. Overwhelming Amount of Leads
\nPicture this: your team is flooded with leads, but keeping track of who’s who and what they need feels like trying to herd cats. Automation can help by scoring and segmenting leads based on their engagement and behavior. This way, you’re not wasting time on cold leads and can focus your energy on those who are genuinely interested.
\n\n
Example: Using tools like HubSpot, you can set up lead scoring to prioritize prospects who’ve shown real interest, like those who repeatedly visit your product pages or engage with your emails. This level of customization gives the salesperson and leadership a ‘temperature read” of their personal sales and the team as a whole.
\n\n
2. Inconsistent Follow-Ups
\nIf your sales reps are dropping the ball on follow-ups, it’s a recipe for lost opportunities. Sales automation ensures that no lead falls through the cracks by scheduling follow-up tasks and sending automated emails based on lead behavior.
\n\n
Example: Imagine a lead downloads your latest whitepaper. With automation, they get an immediate follow-up email with additional resources and a CTA to book a demo—without you having to lift a finger.
\n\n
3. Inefficient Lead Nurturing
\nNurturing leads can be a time-consuming process, especially when you’re trying to provide personalized content to each prospect. Sales automation can streamline this by delivering targeted content based on lead interests and behaviors.
\n\n
Example: If a lead shows interest in your cloud services, an automated email sequence can send them case studies and testimonials related to cloud solutions, keeping them engaged and moving them through the sales funnel.
\n\n
4. Complex Sales Processes
\nTech sales often involve long sales cycles and complex decision-making processes. Automation can simplify this by creating standardized workflows for different stages of the sales process, ensuring that each lead receives the right information at the right time.
\n\n
Example: Set up automated workflows that guide leads through a series of educational emails, product demos, and follow-ups based on where they are in the decision-making process. This keeps prospects engaged and helps your sales team manage their pipeline more effectively.
\n\n
5. Data Overload
\nSales data can be overwhelming, making it hard to track performance and make informed decisions. Automation tools help by providing real-time analytics and insights, so you can quickly see what’s working and what isn’t.
\n\n
Example: With sales automation platforms, you can track metrics like email open rates, lead conversion rates, and pipeline progression all in one place. This data helps you make data-driven decisions to optimize your sales strategy.
\n\n
\n
\n
Ready to Streamline Your Sales Process?
\nSales automation isn’t just about making things easier—it’s about transforming your sales process into a lean, mean, lead-converting machine. By addressing these common challenges with automation, you’ll not only improve efficiency but also drive better results for your tech company.
\n\n
Want to see how automation can work for you? Let’s chat about tailoring a solution that fits your unique needs and turns your sales process into a powerhouse of productivity.
\n\n
\n
Get expert guidance from certified HubSpot Onboarding Partners.
\nLet’s streamline your sales and boost conversions with a fully customized automated solution.
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Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n\n
\n
\n
1. Overwhelming Amount of Leads
\nPicture this: your team is flooded with leads, but keeping track of who’s who and what they need feels like trying to herd cats. Automation can help by scoring and segmenting leads based on their engagement and behavior. This way, you’re not wasting time on cold leads and can focus your energy on those who are genuinely interested.
\n\n
Example: Using tools like HubSpot, you can set up lead scoring to prioritize prospects who’ve shown real interest, like those who repeatedly visit your product pages or engage with your emails. This level of customization gives the salesperson and leadership a ‘temperature read” of their personal sales and the team as a whole.
\n\n
2. Inconsistent Follow-Ups
\nIf your sales reps are dropping the ball on follow-ups, it’s a recipe for lost opportunities. Sales automation ensures that no lead falls through the cracks by scheduling follow-up tasks and sending automated emails based on lead behavior.
\n\n
Example: Imagine a lead downloads your latest whitepaper. With automation, they get an immediate follow-up email with additional resources and a CTA to book a demo—without you having to lift a finger.
\n\n
3. Inefficient Lead Nurturing
\nNurturing leads can be a time-consuming process, especially when you’re trying to provide personalized content to each prospect. Sales automation can streamline this by delivering targeted content based on lead interests and behaviors.
\n\n
Example: If a lead shows interest in your cloud services, an automated email sequence can send them case studies and testimonials related to cloud solutions, keeping them engaged and moving them through the sales funnel.
\n\n
4. Complex Sales Processes
\nTech sales often involve long sales cycles and complex decision-making processes. Automation can simplify this by creating standardized workflows for different stages of the sales process, ensuring that each lead receives the right information at the right time.
\n\n
Example: Set up automated workflows that guide leads through a series of educational emails, product demos, and follow-ups based on where they are in the decision-making process. This keeps prospects engaged and helps your sales team manage their pipeline more effectively.
\n\n
5. Data Overload
\nSales data can be overwhelming, making it hard to track performance and make informed decisions. Automation tools help by providing real-time analytics and insights, so you can quickly see what’s working and what isn’t.
\n\n
Example: With sales automation platforms, you can track metrics like email open rates, lead conversion rates, and pipeline progression all in one place. This data helps you make data-driven decisions to optimize your sales strategy.
\n\n
\n
\n
Ready to Streamline Your Sales Process?
\nSales automation isn’t just about making things easier—it’s about transforming your sales process into a lean, mean, lead-converting machine. By addressing these common challenges with automation, you’ll not only improve efficiency but also drive better results for your tech company.
\n\n
Want to see how automation can work for you? Let’s chat about tailoring a solution that fits your unique needs and turns your sales process into a powerhouse of productivity.
\n\n
\n
Get expert guidance from certified HubSpot Onboarding Partners.
\nLet’s streamline your sales and boost conversions with a fully customized automated solution.
","postBodyRss":"Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n\n
\n
\n
1. Overwhelming Amount of Leads
\nPicture this: your team is flooded with leads, but keeping track of who’s who and what they need feels like trying to herd cats. Automation can help by scoring and segmenting leads based on their engagement and behavior. This way, you’re not wasting time on cold leads and can focus your energy on those who are genuinely interested.
\n\n
Example: Using tools like HubSpot, you can set up lead scoring to prioritize prospects who’ve shown real interest, like those who repeatedly visit your product pages or engage with your emails. This level of customization gives the salesperson and leadership a ‘temperature read” of their personal sales and the team as a whole.
\n\n
2. Inconsistent Follow-Ups
\nIf your sales reps are dropping the ball on follow-ups, it’s a recipe for lost opportunities. Sales automation ensures that no lead falls through the cracks by scheduling follow-up tasks and sending automated emails based on lead behavior.
\n\n
Example: Imagine a lead downloads your latest whitepaper. With automation, they get an immediate follow-up email with additional resources and a CTA to book a demo—without you having to lift a finger.
\n\n
3. Inefficient Lead Nurturing
\nNurturing leads can be a time-consuming process, especially when you’re trying to provide personalized content to each prospect. Sales automation can streamline this by delivering targeted content based on lead interests and behaviors.
\n\n
Example: If a lead shows interest in your cloud services, an automated email sequence can send them case studies and testimonials related to cloud solutions, keeping them engaged and moving them through the sales funnel.
\n\n
4. Complex Sales Processes
\nTech sales often involve long sales cycles and complex decision-making processes. Automation can simplify this by creating standardized workflows for different stages of the sales process, ensuring that each lead receives the right information at the right time.
\n\n
Example: Set up automated workflows that guide leads through a series of educational emails, product demos, and follow-ups based on where they are in the decision-making process. This keeps prospects engaged and helps your sales team manage their pipeline more effectively.
\n\n
5. Data Overload
\nSales data can be overwhelming, making it hard to track performance and make informed decisions. Automation tools help by providing real-time analytics and insights, so you can quickly see what’s working and what isn’t.
\n\n
Example: With sales automation platforms, you can track metrics like email open rates, lead conversion rates, and pipeline progression all in one place. This data helps you make data-driven decisions to optimize your sales strategy.
\n\n
\n
\n
Ready to Streamline Your Sales Process?
\nSales automation isn’t just about making things easier—it’s about transforming your sales process into a lean, mean, lead-converting machine. By addressing these common challenges with automation, you’ll not only improve efficiency but also drive better results for your tech company.
\n\n
Want to see how automation can work for you? Let’s chat about tailoring a solution that fits your unique needs and turns your sales process into a powerhouse of productivity.
\n\n
\n
Get expert guidance from certified HubSpot Onboarding Partners.
\nLet’s streamline your sales and boost conversions with a fully customized automated solution.
","postEmailContent":"Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
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Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n","postListSummaryFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/deckerdevs-tame%20your%20sales%20process%20blog-ft%20img-2.png","postRssContent":"
Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n","postRssSummaryFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/deckerdevs-tame%20your%20sales%20process%20blog-ft%20img-2.png","postSummary":"
Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n","postSummaryRss":"
Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
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Alright, CTOs, let’s cut to the chase: managing sales in the tech world is like trying to wrestle a bull. You’ve got leads charging at you from all directions, a sales pipeline that feels more like a clogged drain, and a team that’s spread thinner than a budget hotel’s towel supply. But don’t worry—sales automation is your trusty toolkit for taming this wild beast. Here’s how it tackles those big, gnarly sales challenges you’re facing head-on.
\n\n
\n
\n
1. Overwhelming Amount of Leads
\nPicture this: your team is flooded with leads, but keeping track of who’s who and what they need feels like trying to herd cats. Automation can help by scoring and segmenting leads based on their engagement and behavior. This way, you’re not wasting time on cold leads and can focus your energy on those who are genuinely interested.
\n\n
Example: Using tools like HubSpot, you can set up lead scoring to prioritize prospects who’ve shown real interest, like those who repeatedly visit your product pages or engage with your emails. This level of customization gives the salesperson and leadership a ‘temperature read” of their personal sales and the team as a whole.
\n\n
2. Inconsistent Follow-Ups
\nIf your sales reps are dropping the ball on follow-ups, it’s a recipe for lost opportunities. Sales automation ensures that no lead falls through the cracks by scheduling follow-up tasks and sending automated emails based on lead behavior.
\n\n
Example: Imagine a lead downloads your latest whitepaper. With automation, they get an immediate follow-up email with additional resources and a CTA to book a demo—without you having to lift a finger.
\n\n
3. Inefficient Lead Nurturing
\nNurturing leads can be a time-consuming process, especially when you’re trying to provide personalized content to each prospect. Sales automation can streamline this by delivering targeted content based on lead interests and behaviors.
\n\n
Example: If a lead shows interest in your cloud services, an automated email sequence can send them case studies and testimonials related to cloud solutions, keeping them engaged and moving them through the sales funnel.
\n\n
4. Complex Sales Processes
\nTech sales often involve long sales cycles and complex decision-making processes. Automation can simplify this by creating standardized workflows for different stages of the sales process, ensuring that each lead receives the right information at the right time.
\n\n
Example: Set up automated workflows that guide leads through a series of educational emails, product demos, and follow-ups based on where they are in the decision-making process. This keeps prospects engaged and helps your sales team manage their pipeline more effectively.
\n\n
5. Data Overload
\nSales data can be overwhelming, making it hard to track performance and make informed decisions. Automation tools help by providing real-time analytics and insights, so you can quickly see what’s working and what isn’t.
\n\n
Example: With sales automation platforms, you can track metrics like email open rates, lead conversion rates, and pipeline progression all in one place. This data helps you make data-driven decisions to optimize your sales strategy.
\n\n
\n
\n
Ready to Streamline Your Sales Process?
\nSales automation isn’t just about making things easier—it’s about transforming your sales process into a lean, mean, lead-converting machine. By addressing these common challenges with automation, you’ll not only improve efficiency but also drive better results for your tech company.
\n\n
Want to see how automation can work for you? Let’s chat about tailoring a solution that fits your unique needs and turns your sales process into a powerhouse of productivity.
\n\n
\n
Get expert guidance from certified HubSpot Onboarding Partners.
\nLet’s streamline your sales and boost conversions with a fully customized automated solution.
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![\"45-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/45-1.png\")
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
![\"7\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/7.png\")
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
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Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
","postTemplate":"deckerdevs-theme/templates/blog-content.html","previewImageSrc":null,"previewKey":"QfAmluwy","previousPostFeaturedImage":"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/deckerdevs-tame%20your%20sales%20process%20blog-ft%20img-2.png","previousPostFeaturedImageAltText":"","previousPostName":"5 Common Sales Challenges Solved by Automation: A CTO’s Perspective","previousPostSlug":"blogs/5-common-sales-challenges-solved-by-automation-a-ctos-perspective","processingStatus":"PUBLISHED","propertyForDynamicPageCanonicalUrl":null,"propertyForDynamicPageFeaturedImage":null,"propertyForDynamicPageMetaDescription":null,"propertyForDynamicPageSlug":null,"propertyForDynamicPageTitle":null,"publicAccessRules":[],"publicAccessRulesEnabled":false,"publishDate":1705338950000,"publishDateLocalTime":1705338950000,"publishDateLocalized":{"date":1705338950000,"format":"medium","language":null},"publishImmediately":true,"publishTimezoneOffset":null,"publishedAt":1719976548393,"publishedByEmail":null,"publishedById":61310730,"publishedByName":null,"publishedUrl":"https://deckerdevs.com/blogs/google-yahoo-are-tightening-their-email-authentication-requirements-heres-what-you-need-to-know","resolvedDomain":"deckerdevs.com","resolvedLanguage":null,"rssBody":"Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
\n
In the ever-evolving landscape of digital communication, both Google & Yahoo are implementing stricter measures against unsolicited SPAM emails. Starting February 2024, senders have stricter email authentication requirements, and failure to comply may result in delayed, blocked, or spam-labeled emails. In a world where some businesses live and die by their e-mail marketing efforts, we're ready to co-pilot you through the chaos.
Before we get started: keep in mind that we're on the same team as Google and Yahoo (mostly)
\n
Google & Yahoo want to make sure that the best information gets in front of the people that want it. You should have this same goal. Some updates to the deliverability standards will only help to make your prospect and customers’ e-mail inboxes a place they won’t dread. With the increasing prevalence of spam and abuse, mailbox providers like Google and Yahoo are fortifying their systems to protect users from unauthorized and illegitimate mail.
\n
Now, let's get down to business:
\n\n
Crucial Requirements for HubSpot Users:
\n
For HubSpot Marketing and Connected Email users, there are three primary requirements to keep in mind:
- \n
- Email authentication \n
- Easy unsubscribe \n
- Send only wanted e-mails
Email Authentication Guide for HubSpot Users:
\n\n
Google and Yahoo now require senders to authenticate their emails using SPF, DKIM, and DMARC. Unauthenticated emails risk bouncing or being marked as spam. HubSpot provides resources to guide users in meeting these authentication requirements.
\n\n
To authenticate your emails properly, follow these steps:
\n- \n
- Set up DKIM by connecting an email sending domain. \n
- Add HubSpot to your SPF record. \n
- Use a DMARC policy with HubSpot.
For users employing other email platforms, contact your Network Administrator or IT team for assistance, as these settings are not managed within the HubSpot account. In your case? We’re the resources and happy to help you get situated.
\n\n
Unsubscribe Simplified
\n\n
Senders must make the unsubscribing process as seamless as possible. HubSpot is updating its marketing email headers to comply with this new standard. Users are advised to follow a guide to add unsubscribe links to 1:1 emails. You should be aware of the difference between general group bucket e-mails and 1:1 e-mails and how they vary from transactional e-mails. Important notifications about service outages, account issues or sales transactions are not something that you should offer unsubscribe on.
\n\n
Making the unsubscribe process easy is essential. HubSpot is updating its marketing email headers to meet this requirement. Users are advised to add unsubscribe links to 1:1 emails to ensure compliance.
\n\n
Send only wanted email
\n\n
Consent is key. Senders must ensure explicit consent before sending emails. Those with spam complaints exceeding 0.3% may face performance issues. Maintaining spam complaint levels at 0.1% or less is crucial for successful email delivery.
\n\n
Avoid being an unwelcome guest in someone's inbox. Aim for explicit consent before sending emails. Maintaining low spam complaint levels is crucial to ensure successful email delivery.
\n\n
\n
Worried about spam? Monitor it.
\n\n
Even if you’re already following best practices when it comes to authentication, content and permission, it’s wise to monitor your spam complaints. You can do these in different places depending on where you host your outbound e-mails.
\n\n
While Yahoo spam complaints are tracked within the HubSpot app, Gmail uses a unique feedback loop program. To monitor Gmail spam complaints externally, users are encouraged to enroll in Google Postmaster Tools (GPT), offering insights into sending performance, spam rates, domain reputation, and more.
\n\n
The technical stuff can get pretty boring, but it’s an important aspect of your strategy to ensure the deliverability of all that delicious content that your marketing team creates. Don’t sweat a few more hoops when it comes to e-mail authentication updates from Google & Yahoo. For the most part, HubSpot already has you covered. If you’re using an e-mail platform outside of HubSpot, or if you want to make sure you’re good to go with your configuration inside HubSpot, you may want to reach out for a little help. Know that we’re here for either or both.
\n\n
If you have any questions, we’re always around, feel free to reach out.
\n\n
Our e-mail inboxes are quickly becoming warzones for spam as businesses are trying harder and harder to capture our attention. As Yahoo and Google do their very best to continue to filter out spam messaging, there are some changes coming in February that will help keep our inboxes a place we actually want to venture into.
![\"37-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/37-1.png\")
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
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\n
Understanding what features you need or how HubSpot can integrate with your existing tech stack is a critical first step to determining if HubSpot is right for your organization… but some of the questions you need to ask before you HubSpot aren’t always the most comfortable to answer. In order to carve a path to your goals, you have to unpack the extent of the obstacles standing in your way. And a lot of the time? The answers might require you to come to terms with where people, structures and processes may be holding you back.
\n\n
In part 3 of our series of things to ask yourself before you buy HubSpot, we’re digging a bit deeper. (Be sure to check out Part 1 and Part 2)
What is holding you back from reaching your scaling goals?
\n\n
This is probably the most difficult question to answer, because the answer is multi-faceted and not even a little bit simple. If you knew the answer to this, wouldn’t you have gotten there by now? Sometimes, what it takes to scale is bringing in someone that provides a better Birdseye view of your organization as a whole, your data and analytics and your goals. The answer to this question can be something as simple as the lack of capital, lack of people, lack of resources, lack of strategy, or lack of processes. It can be as complex as many of those things and more. What helps you determine where the weaknesses are inside your organization that are keeping you from your goals is a deep dive into which information is available to you.
\n\n
Do you know which customers and clients have spent the most with you?
\n\n
Creating customer profiles and strategies that resonate with the types of people that fit your ideal buyer are valuable - but how do you know which tactics are most effective for really reaching them and optimizing the value of that customer throughout their lifetime? How can you see the analytics that indicate trends towards attrition and stagnant sales if you don’t have dashboards and reports that show you when these things are happening in real time?
\n\n
The map of the route to achieving your business goals is almost never linear. Getting a professional involved before you purchase HubSpot to make better sense of your data and organize it based on HubSpot’s capabilities is one of the best things you can do for unlocking your scalability as an organization.
\n\n
What can be optimized on our sales process and pipeline?
\n\n
Funneling in new business from sales means meeting your revenue goals, which means you have more resources to funnel into equipment, employees or whatever else you need to scale. So many of HubSpot’s tools actively optimize your sales process and offer clarity in your pipeline. Through your work with your consultant, HubSpot Partner or implementation specialist, you’ll dig into how the features available to you can help you better organize your CRM, marketing processes and sales reporting and give you more detailed information that you ever knew you needed about how to optimize your sales process and get clarity on exactly where you’re at from a goals perspective when it comes to the numbers you’re seeing inside your pipeline.
\n\n
Taking time to dig in to where your sales numbers are at, what measurement, analytics and reporting capabilities you have and interviewing your sales and sales management staff to determine where deals are getting caught up or where they’re lacking clarity is critical prior to signing up for the HubSpot software. The more you understand about what’s holding you back and where you can improve, the more closely you can explore aspects of HubSpot tools and features that might get you there faster.
\n\n
A HubSpot architect is by far your best resource for really planning out how you can use HubSpot to further your sales goals - but you need to do your homework before you make a commitment to HubSpot to ensure you’re choosing the best subscriptions based on your needs and configuring reports that make sense for you so you can avoid a HubSpot reporting configuration that isn’t helping you scale.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
Sometimes business can seem like a bit of a puzzle. You have a box full of pieces that when put together properly provide a very clear picture of something you’re looking to create.
\n\n
What about your website?
\n\n
Paying for a custom website redesign or migrating to HubSpot CMS isn’t always in the cards from a budget perspective, but it needs to be at some point. Odds are good that your marketing team may be unhappy with your website relative to where it could be with your messaging and marketing and are finding your website limited when it comes to features and capabilities. If you want HubSpot to really supercharge how your marketing teams get leads, a website redesign is a sometimes critical component of that success.
\n\n
From mega menus to custom resource centers and smart content, your website is among the most critical elements of your success with HubSpot. While we 0/10 do NOT recommend that you purchase a HubSpot CMS theme from HubSpot’s marketplace (for real, don’t do it), we have recently developed some better and less expensive options for a customized HubSpot website that can executed inexpensively, so when you’re ready - just know that a HubSpot CMS website for under $10,000 is entirely possible and it won’t suck.
\n\n
While it doesn’t have to be a Day 1 priority, you’ll want to, at a minimum, do a run through of your website with your marketing and sales team and really determine how you see HubSpot integrating and make a plan for an eventual conversion to HubSpot CMS when budget allows. WordPress just isn’t cutting it when it comes to organizations that have really big sales and marketing goals. That’s why we recently broke up with WordPress.
\n\n
Related: It's time to leave WordPress for HubSpot CMS
\n\n
Who will be responsible for onboarding your organization?
\n\n
We’ve seen it far more frequently than we’d like. Organization’s with young and fresh talent that want to bring HubSpot on board only to sign up and leave the organization with chaos in their wake. HubSpot is a lifestyle and as a platform, it’s something that’s going to find itself deeply ingrained in your workflow and processes. You want to make sure that whoever is going through onboarding training is committed long term to your organization and learning the intricacies of all the software tools that will be available to you once you sign up.
\n\n
It’s worthwhile for larger organizations to consider hiring a role (with a contract) that will act as a HubSpot administrator. This person is responsible for managing your HubSpot instance, including keeping your data records clean. While this might be a part time or fractional position to start, this is a critical role that is growing in popularity and can help organizations make the most of their HubSpot portal. They might be knowledgeable enough to go beyond basic record cleanup and offer active strategy. A HubSpot architect can sometimes take on HubSpot administrator roles inside your organization.
\n\n
The important takeaway here is to assign someone that is committed to the long term success of the company to go through onboarding or implementation and really take ownership of the portal to keep it organized and help train (or work with a HubSpot Partner to train) other departments and contacts on how to properly use each feature.
\n\n
Related: HubSpot Onboarding - HubSpot Setup vs HubSpot Implementation - What's the difference?
\n\n
Hopefully with Part 1 and Part 2 you’ve gained some clarity on all the questions you need to ask before your purchase the HubSpot software. HubSpot is a platform that will empower your organization to really scale and get the intel that you’ve been seeking, *if* you configure and maintain it properly.
\n\n
As part of a comprehensive strategy, HubSpot provides you the framework and foundation that you need to make the best business decisions possible.
\n\n
By doing a little careful diligence to determine where you’re at and what your most important priorities are, you can better determine not just whether not HubSpot is a fit for your organization, but what aspects of HubSpot will be most beneficial for your organization. Take your time making this decision, get organized and consult a professional that has your best interest in mind and is willing to walk you through the process, explore all the pertinent details with you and make sure that you get started with everything you need in the right place.
\n
As you dig deeper into your organization's tech stack and data structure and do further analysis on whether or not HubSpot is right for your organization, there are some tough questions you need to ask and answer with your management and executive team.
![\"36-1\"](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/BLOG%20Images/36-1.png\")
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
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Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
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We already covered a few questions to ask before you buy HubSpot, but because we’ve been doing this for so long, we’re adding to the list. Part 2 in what is now a series of questions to ask before you commit to HubSpot has 4 more great questions and considerations to rabbit hole down into before you take the leap with the HubSpot software.
Do you understand how your applications integrate?
\n
When you start the process of vetting out a software like HubSpot that’s going to either replace or work in tandem with the rest of your tech stack, you need to not only take time to do a full analysis of that tech stack, but to really dig into how those applications integrate. By this point (if you’ve already taken a look at the first four questions to ask before you commit to HubSpot) you’ve probably already done a full tech stack analysis or at least completed our tech stack audit worksheet. Through this process you’ll have gained insight into where there’s overlap between your applications, paired them down and determined how they work and work together.
You’ll also want to dig into how they integrate. This usually involves reviewing the integration with the application’s development team or requesting that integration to be reviewed by a technical partner in HubSpot. Understanding exactly what your investment will be ahead of purchasing HubSpot is a very proactive way to ensure that the platform is sustainable and determine how and on what timeline you’ll be able to fully integrate it within your organization. I highly suggest this recent article - 5 questions to ask yourself before completing a HubSpot integration.
It might not hurt to pair up with a HubSpot Developer or architect to help determine the best ways to orchestrate your integration and what things can be accomplished at the same time. If you’re truly serious about HubSpot and data analytics, you’ll want your applications to speak to HubSpot in the most intimate way possible. This is best accomplished by seeking out professionals during the sales process as you’re vetting HubSpot as a solution inside your business.
Related: HubSpot Architects + HubSpot Developers = Perfect Custom Integrations
\n
Do you have the buy-in from all your departments?
\n
Even Neil in accounting? LoL. Sometimes it can be difficult to get full buy-in on a large scale technology platform investment from all departments. However, it’s one of the most important aspects of adopting HubSpot as a platform into your organization. So often we see instances where the decision to adopt HubSpot was made by a CMO or Marketing Director, only for that person to leave behind a sizable subscription and for the customer to fall off the platform. By making a proactive plan for how this will eventually integrate into all departments including sales, service, marketing and operations - and even parts of accounting - you’ll have a much better chance of getting the most from HubSpot regardless of how your staff or leadership makes changes.
You’ll want to discuss with your rep or your HubSpot technical partner where the opportunities exist for how to streamline the way your data moves through your organization. HubSpot can help make things easier from not just an analytics perspective, but a process perspective as well. The more you take the time to understand where the inefficiencies and processes are before you purchase HubSpot, the better you’ll be able to determine which HubSpot subscription is right for you and which tools you need to learn to get the most ROI from the software.
Related: Saving the most on HubSpot starts with a technical partner
\n
Is your executive team on board?
\n
Your departments are one thing, but perhaps the most critical aspect of determining if HubSpot is a sustainable solution for your company is getting the buy-in of your executive team. HubSpot is a huge investment, and there is sometimes a good amount of pushback (particularly from whoever is in charge of managing the financials) on the investment that goes along with this platform and how to rationalize it.
By including your executive team in the majority of the key meetings during the sales process, you’ll be able to make your best case for the value behind this platform and address major concerns during the process with the experts that can answer all the questions. Eliminating obstacles that stand in the way of your success with HubSpot is one of the most critical aspects of adopting this software. The last thing you need is to have brought in a software without the buy-in of your entire executive team and waste time during the implementation phase rationalizing an important integration expense or getting pushback on training.
Get their questions and concerns out of the way early and situate yourself for success while you get to the meat of exactly what this powerful platform can do for your organization’s data and processes.
Where are your biggest pain points from a data flow perspective?
\n
As you’re getting buy-in and understanding more deeply how your other applications need to work with HubSpot, you’ll definitely learn a lot of intricate details in how data moves through your organization. During this time, try to map out the way customer information and analytics move through your departments from marketing to sales to service to operations and accounting to determine how you may want to setup and organize your data in HubSpot.
While you may not have all the expertise needed to understand how the HubSpot tools can help you better organize and display your data in custom reports, gathering this information will help you approach a HubSpot architect so he or she can configure your data inside the tools using custom reports, properties and custom objects (if available to you) in the best possible way.
Mapping out your data flow and understanding where data may and may not be accessible to all parties is critical to better understand how you can reconfigure your data to change the way its displayed and unlock better data exchange and decision-making with reports and properties and objects in HubSpot.
Taking the time to understand where your pain points are can better help you calculate where inefficiencies lie, which will allow you to understand where you might be losing money and better help you rationalize the expense of the HubSpot software, solve for your employees and improve your working relationships in all departments across the board to better implement the software and make it the most sustainable long term.
Related: Optimize your HubSpot reporting with a HubSpot data architecture audit
\n
It’s no easy feat to really integrate the HubSpot Platform into your departments and use its tools to optimize the way you make decisions to scale your business. It takes a commitment - not just financially, but from a time and adoption perspective as well. Do your homework to understand exactly what it looks like to purchase and really adopt HubSpot *before* you commit.
By getting buy-in early on in the sales process from all departments and your executive team and understanding the full picture of what it will look like and cost to weave HubSpot into your business, you’ll situate yourself for the best chance for success.
Commitment is scary, isn’t it? In an era with more options than ever before when it comes to applications and tools - HubSpot as a platform is a huge commitment. Even with an open API and hundreds of application integrations, just thinking about how you’ll train your staff, get departments on board, integrate your tech stack and organize your data is a large load. It’s rare that any company just rushes into purchasing HubSpot without consideration, but very often we encounter clients that haven’t considered some of the most important things before they signed up with their HubSpot subscription.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
\n
It is no small decision to bring the HubSpot platform inside your organization. Even if you are opting for a lower tier or license - this is still a very robust software that requires a lot of forethought, organization and planning prior to purchasing and implementing. That's why we work so hard to educate people as to why they should really do their homework to avoid regrets when it comes to purchasing the HubSpot software. The more preemptive you are about planning and understanding the important questions you should ask yourself before you buy HubSpot, the better off your long term relationship with the platform will be.
\n\n
In this series of blog articles, we’re going to go over the questions that you should be asking yourself before you purchase your HubSpot license.
\n\n
What tools do you need?
\n\n
Odds are good that if you’re looking into an investment like HubSpot, that you probably have a few different tools that you’re using already. You may pay for a form manager, a CRM or sales software, an analytics reporting tool and an e-mail marketing application. While these tools may have served you well up until now, purchasing the HubSpot platform will help to integrate the data between these applications and open you up to a bigger toolset that can really empower your marketing, operations, sales and service.
\n\n
Purchasing HubSpot isn’t just about replacing the existing tools you have with better ones, it’s about exploring which tools can help you become more efficient and scale more easily. Exploring how you currently provide customer service and which features inside HubSpot can replace or supplement those tools is important to understanding which HubSpot license works best for your needs.
\n\n
While HubSpot’s pricing page can give you a general idea of what features are available, we highly recommend a demo with one of HubSpot’s sales reps to help you really dig into the differences between the different licenses.
\n\n
What's your budget?
\n
HubSpot isn’t cheap.
\n
Okay, now that that’s out of the way. There’s really no secret to saving on HubSpot or hacking into some deep discount. The value of HubSpot has only grown over the years and really the only way to save is by purchasing subscriptions to multiple Hubs in a bundle or consulting with a HubSpot architect before you buy. You can do things like clean out your existing contact database and unpack your data architecture to figure out which tier you need and make sure you’re not overbuying for your needs.
\n\n
If you’ve taken the time to understand which tools you need, and received demos on all 4 Hubs, you probably have some idea of what you’re looking for - and the value you’re getting for what you’re purchasing. HubSpot, as you may know, isn’t just a replacement for Constant Contact or Mailchimp.
\nDon’t forget add-ons! There are a ton of add on features and tools in HubSpot for e-commerce, sales, ads, reporting and more that you may or may not need. It can get a little overwhelming and, if we’re honest, you’re probably going to spend a lot more than you have been historically (don’t worry, it’s worth it).
\n\n
The best way to save budget? Onboard with a partner that is savvy and going to get you set up quickly so you can hit the ground running. The biggest waste of budget we see is when HubSpot customers sign up for HubSpot, take a very long time to implement and end up paying for a software they’re not using.
\n\n
You shouldn’t just be budgeting for the HubSpot subscription, but also the onboarding and implementation, along with ongoing contracts with a technical partner or administrator that’s going to help you maintain your portal.
\n\n
Related: Saving the most on HubSpot starts with a Technical Partner
\n\n
What does your tech stack look like?
\n\n
You probably did a little bit of digging into the different applications that you’re using currently to better understand which tools you’d be needing - but for some businesses, their tech stack is pretty heavy. According to ChiefMarTec.com, the average small business with 500 employees or less has 172 applications.
\n\n
A lot of these applications may have overlapping or redundant features. They may have varying importance inside your organization. You’ll want to explore how every application is being used in each department. This can help you determine where potential integrations may need to happen or if there’s an opportunity to cut applications that have redundant features available inside HubSpot to regain budget.
\n\n
Our tech stack worksheet is a great place to start for anyone looking to reduce their technology spend in preparation for purchasing HubSpot.
\n\n
Related: The tech stack diet - cutting back while reducing collateral damage
\n\n
How is your data currently organized?
\n\n
This is an extremely important question that you need to answer before purchasing HubSpot. So many organizations have outdated customer lists and prospect records that are no longer valid. Rather than just uploading these into HubSpot, it’s a good idea to do a clean out and really audit your data and analytics so you can shape them around how properties, companies and contacts work inside HubSpot. Based on your goals, your onboarding or implementation specialist (there’s a difference, you know) can help you re-configure your data, clean it up and set up your reporting and analytics inside HubSpot to help you meet these goals.
\n\n
You’ll want to do a little preliminary cleanup to keep your costs down, but hiring an implementation specialist or HubSpot architect will allow you to make the most out of your experience with HubSpot, take the best advantage of the tools and really dig in as quickly as possible to meet your goals.
\n\n
HubSpot is a huge investment - and you want to make sure you’re maximizing it. That all starts with getting your data in order both before and after you purchase HubSpot.
\n\n
Related: HubSpot Onboarding vs Implementation - what's the difference?
\n\n
This goes without saying, but we’ll say it again to reiterate our point - buying HubSpot is no small decision. This isn’t just an application that you start using and then toss out if your marketing person doesn’t really like it. This is an entire platform. It’s a way of life. It’s how all of your data across your organization will be centralized and when configured properly can help you make the best decisions for scaling.
\n\n
The goal is to make it so that you live by the data that HubSpot provides you and use it to gain better insight into the marketing actions that are working, how to boost your customer satisfaction, optimize sales and get more insight into your pipeline and just overall have a more full grasp of your data and analytics in a central location. It takes time and you really need to commit and invest, but once you’re configured properly, you’ll never look back.
\n\n
Make sure you answer these important questions before you purchase HubSpot and look out for a Part 2 with even more questions to answer before you make your final decision on the HubSpot platform.
\n
\n
We’re a little obsessed with HubSpot. Okay, that’s an understatement. We geek out in HubSpot. We geek out over data, over development, and over training people in the ways they can maximize the tools. But even as all-in as we are now, it has taken us many years to master the intricacies of all the tools and features inside the HubSpot platform.
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\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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\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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“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
![\"saving](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/saving%20money.jpeg\")
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
Because HubSpot isn’t a cheap product, many companies go directly to the source, thinking that will yield them the best price. While it can be good to go directly to HubSpot to get your HubSpot subscription or receive bundle pricing for multiple Hubs, it’s not the way to get the best value. HubSpot’s direct reps don’t have any more information than a certified HubSpot Partner. In fact, few of them are qualified to make deep consulting decisions like how your data should be configured in HubSpot and which Hubs are ideal for you based on your organization's infrastructure. And? You can’t always guarantee the best price when going direct. All HubSpot Partners have channel account managers (CAMs) whose job it is to play the middleman and make sure that we can get our clients the best deal for our customers on that monthly or annual subscription price that they pay.
It’s worthwhile to note, the most important way to save money on HubSpot isn’t on your software subscription itself - the way to save money is by purchasing the right products, leveraging all their features and optimizing what you have so that you can make the most of what you’re paying for. Maybe we’re talking value over purchase price, but ultimately - it all matters for the bottom line.
Here’s why we think you can save the most on your HubSpot subscription by working with a technical partner:
Your interests are most considered with a Technical HubSpot Partner.
\n
For any agency, but particularly a specialized technical HubSpot Partner, we want to make the most of your budget. Every dollar you save on your HubSpot subscription is another dollar you can invest in your marketing, reporting and technology strategy. For that reason, an agency has much more vested interest in making sure that you get the best deal than a HubSpot representative does - particularly because the higher the contract value, the more the HubSpot sales representative gets paid. But using a Technical Partner with an on-staff HubSpot architect stands to ensure you save the most money. How?
When HubSpot reps sell HubSpot, their biggest focus is on the number of deals and value of those deals that they can get by the end of the month or quarter. I don’t think this is anything that we need to hide at this point, as HubSpot has made it clear in how they’ve restructured partner tiers and shifted the availability to certain perks so that new account sales are HubSpot’s focus when it comes to their reps and even agency partners.
The culture that this focus on sales fosters is competitive and garners results, but isn’t always what every customer needs. There have been many times when a customer wasn’t ready to close the deal with HubSpot, but we’ve seen pressure come from direct reps to make sure that the deal is closed. Last month, for example, we received an e-mail on June 30th at 5:03pm from a HubSpot rep, asking if they should kill a deal because a prospective customer was sitting on the contract for a few days. Needless to say, it was both frustrating and shocking, and while we were able to insulate the client from the pressure of that experience, it created an awareness that the best interest of the customer isn’t the biggest priority for everyone.
Additionally, bundling Hubs that sometimes won’t be leveraged properly, or are simply not needed is another way that customers can get the perception of savings without the actual benefit. For an organization getting started on HubSpot, it can be valuable to purchase multiple hubs to fully integrate your business processes into HubSpot and get the most detailed reporting, but properly integrating those departments can take time, training, custom integration builds and a lot of patience and company wide adoption, which is not something that is easy to garner. Purchasing these bundles without first consulting a Technical HubSpot Partner and HubSpot Architect can set you up for failure, frustration and a ton of wasted money because of the perceived deal that was marketed to you without taking a deep dive into your data, processes and business structure.
You’ll get set up properly from the start and avoid costly delays.
\n
One of the biggest complaints that we get from HubSpot customers that are engaging our assistance is that they’ve been paying for HubSpot for months, but they haven’t fully completed onboarding or been set up in a way that really makes sense for their goals. This is usually a symptom of being sold too quickly before your organization has the time to break down their timelines, goals, data structure and other elements of how your business will best integrate with HubSpot. It can also be a symptom of investing in the wrong company and not paying for a comprehensive implementation versus a basic HubSpot Onboarding. (You can learn about the difference here.)
You may want to get setup on HubSpot quickly, but how quickly your onboarding is completed is less important than what is included in that onboarding. A basic HubSpot setup is nothing like a comprehensive implementation and it pays companies back tenfold to invest in a HubSpot architect. Going beyond the basics and understanding not only how HubSpot’s robust features can help your workflow, but how they can help you learn (through more customized reporting configuration) what elements of your marketing and business processes are most successful is invaluable from a cost savings perspective.
According to Userlane.com, organizations worldwide waste $1.4 Trillion annually on digital transformation projects that have no actual impact on business operations and the bottom line. The article goes on to say that, “Low digital adoption derives from lack of continuous training and performance support.”
Don’t get caught up in a quick setup and onboarding to get started quickly, take the time to hire a HubSpot Architect and Technical Partner before you even purchase HubSpot so that you can implement training across departments, get your reporting and custom objects configured properly and make sure you have the data you need to make the decisions that will help you scale in the long term. It’s part of why you’re paying for HubSpot in the first place, right?
Related: Signs your HubSpot configuration isn’t helping you scale
\n
You have a full on consultant at your disposal to help you hone in your budget.
\n
Over time in your journey with HubSpot, you’ll start to realize that where you started is not where you’ll need to end up. Purchasing HubSpot (even if you purchase multiple Hubs from the outset) and starting your journey into the analytics of marketing automation isn’t even close to the final iteration of what your marketing, sales, operations and services processes will look like over time.
Ideally, you’ll be successful in optimizing all your departments and need to scale over time. You might need to complete integrations with your accounting software or find that an external line of business project management software is no longer suited for your team as it grows. You might need ongoing technical consulting and find that you want to do more with HubSpot, but aren’t sure how to configure it.
By partnering with a technical partner that has your best interests in mind from the start, you make sure that you’re setup properly so that when it comes time to work together on scaling, integrations, and big picture business decisions, your foundation is solid and your HubSpot Architect and Technical Partner can act in a more informed way.
Think of partnering with a Technical Partner from the start like an extension of your company. We’re a full on technology department that isn’t just there for fire drills and one-time projects, but the long haul. The fact that we’ll already have a deep understanding of your data management and processes only means that we can make faster, more informed decisions on your behalf when it comes time for your organization to scale.
Working with a technical partner long term means that you save money on the front end with HubSpot, ensure that you have the right Hubs to get started with and configure everything properly the first time. It means that you have the ability to regularly consult with and grow with a partner that has laid your foundation and really understands your everyday challenges and goals. It means that you’ll be set up on HubSpot properly and not pay for months of your subscription license totally unused because you’re not configured properly. It means that you’ll have better adoption across all departments because you’ve paid someone to give you the expertise, training and support that you need.
Saving money on your HubSpot subscription matters, but you’ll save exponentially more when you engage a HubSpot Architect and Technical Partner to work in tandem towards your goals.
“How can I save money on my HubSpot subscription?”
This is something that many businesses considering HubSpot for the first time or customers that have been with HubSpot for a while find themselves asking. HubSpot is one of the most robust marketing automation and process management tools on the market. There are very few pieces of software that do what HubSpot does or integrate as deeply into your business processes. All that functionality comes with a price tag.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/undefined-1.png\")
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n","rss_body":"It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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\n\n
We’re seeing marketing agencies everywhere encounter the SAME song and dance from all their clients: “We’ve just gotta cut the budget. There's a recession happening.\" Agencies are scrambling to write content about why cutting the marketing budget of all things during a recession is counter intuitive (we agree, for the record). They’re trying to explain to clients how it churns salespeople, how it annihilates your pipeline, how you can lean out your efforts without slashing your budget like a freakin’ WalMart rollback… but what some of them AREN’T doing? They’re not seeing how they’re failing to prove their own ROI.
It’s an unfortunate conundrum as an agency, sometimes, isn’t it? We’ve painted ourselves into a corner putting against a print ad, “We’ll take your marketing dollars FURTHER! Don’t toss away thousands on that print ad or billboard with no measurable impact! DO INBOUND MARKETING! You can SEE EVERYTHING…”
And then they did. They saw all the analytics. All the data points. And once they stopped being impressed by organic traffic growth and that one viral reel and some sales here and there, they really started to see… we can waste money in inbound marketing too, and we’ll demand more than we ever did from that silly little magazine ad we totally forgot about while our marketing teams stress more than they ever have to figure out a way to measure the results of their efforts.
Have we shot ourselves in the foot demanding clients shell out hundreds or thousands a month on a marketing automation tool that actually (gasp) holds us accountable?
For us, around here, as HubSpot technical architects, the answer is a resounding HELL NO. We engage with HubSpot customers and agencies alike to learn - WHERE IS THE ROI and help them show the client that with a little adjustment, investment and reallocation, you can truly optimize your marketing spend and PROVE ROI.
We found the beef!!!!
We’re here to answer the question all the agencies are asking…
Why are my clients cutting marketing budget during a recession and HOW DO I STOP IT?
We have a few answers for you:
They’re paying too much for marketing when they really need to be paying for data architecture first.
\nElephant. In the room. Here it is. Hi. We said it. As the agency model continues to die (this is a whole other blog post) and Elite agencies charge hundreds of dollars more per hour while continuing to farm out the work for pennies on the dollar with little to no oversight on delivery, we’re here to tell you that the agency model is dying. And if we don’t evolve and become true business process consultants - we die with it.
Hear me out:
Your people are slowly seeing they can make more money going directly to the client on their own. The pandemic changed a lot. We started using Zoom. People started realizing they don’t need offices to do amazing work. They bailed on business casual in favor of hoodies and jeans. They started to understand that the people behind the scenes doing the work were capable of having the same conversations that large agencies were having and they could work directly with the client. And the savvier clients? They’re catching on, too.
As an agency, you should see this. Because your job is not to prevent it from happening but to evolve beyond it. We have seen how deep we, as HubSpot Partners, have to go into business processes with clients to make sure that deals can close. It’s why HubSpot introduced all the different Hubs to begin with. Our value is evolving to optimizing business processes, and we need to see that now so we can not only keep customers in HubSpot, but retain our clients, help our employees get paid more and stop inflating the true cost of marketing by holding onto our Mad Men way of doing things. We don’t need to charge less, we just need to let go of a portion of our business model and pivot into the direction of architecting and optimizing processes and data to really service their bottom line. I hate to break it to you, but in some instances, that’s gonna be reallocating the budget in a way that works for them.
Related: Ethical Outsourcing - Tips for Whitelabeling HubSpot CMS Developers
\nThey’re not seeing the results, because their reporting isn’t customized.
\nWe discussed in our blog on Marketo to HubSpot Migrations, that one of HubSpot’s weak points is reporting. Data architecture needs to be configured in a HubSpot portal from the outset, not reactively. Not only will a HubSpot customer pay more to store contacts and data they don’t need, but they’re not going to see the items they want to see that support their bottom line.
Just a few questions that sales managers, executives and other might have that aren’t getting answered:
- \n
- What deals are coming in? \n
- Where are they coming from? \n
- How are Sales & Marketing Hubs feeding one another to move prospects closer to a buying decision? \n
- Is the data clean and organized inside their portals? \n
- Are they losing deals and money because the right processes aren’t in place? \n
You know this to be true - you can get a company all the leads they want. But if you can’t keep them warm, nurture them and seamlessly play between sales and marketing, deliver service and operations and bring everything back full circle - you’re not going to retain that customer, and a lifetime customer is even more valuable than a new customer. How can we see this data if we don’t set our clients up right from the start? We have a prospect that we had a lot of conversations with recently about how their shopping cart wasn’t configured properly when they migrated to HubSpot. They’ve been paying for HubSpot for over a year with lackluster functionality and almost zero ability to see which customers are their most valuable customers and which efforts are driving the most repeat purchases.
You wouldn’t drive a car blindfolded. Why did you sell and build this marketing machine only to toss your clients in with a wave? “Godspeed, guys.” Meanwhile, they have no map, they don’t know where they’re going, they haven’t laid out their journey along the way and they don’t even know what the mile markers look like.
But somehow we can’t figure out why they’re cutting budget and bailing on HubSpot?
Is it too harsh of a conclusion to come to that poorly guided customers could be close to the root of the reason that 500 HubSpot employees were laid off earlier this year?
We have a responsibility to HubSpot, to the customer, and the world of Inbound Marketing at large to make sure that our portals perform. It’s why we get paid the way we get paid, but time and time again we’re seeing customers let down and left without any direction and we’re sick of cleaning up the mess, guys.
Related: Your Mom Doesn’t Work here - An Open Letter to HubSpot CMS Developers
\nYou don’t have a HubSpot architect on your team.
\nYou don’t build a house without an architect, so why are you selling HubSpot portals without an expert that can take a deep dive into business processes and data architecture BEFORE you sell a HubSpot Portal? We’re not trying to make you feel bad, we’re trying to make the case for change.
We see your pain. We feel your pain. But we can’t help you unless you take a good hard look at the processes that you’ve put into place to understand - HOW CAN WE DIFFERENTIATE OURSELVES IN A POOL OF PARTNERS THAT LARGELY ALL DO THE SAME THING?
You can offer ROI. You can offer the right implementation from the start. You can bring on and partner with technical experts that can completely change the game from the get go and situate your team to find the results that they’re working hard to deliver on behalf of the client.
Without the infrastructure to truly show your impact, when budget cutting time comes, you’re gonna be the last thing they want to cut. But you have to make the decision to pivot the model that has always worked in honor of the model that will serve you (and your clients) moving forward.
It’s time for a change.
It’s time to assess your processes, and it’s time to add in a HubSpot architect into the lineup.
Do it now. Before they reach out. Save the client. Optimize the revenue. Optimize the spend. Be the hero.
It’s the ultimate question that every executive, every CMO, every owner needs answered, and while some of us older Millennials and Gen X are laughing about the reference to the acclaimed Wendy’s commercial with the little old lady peering into the bun - it really is time to get into the meat of it.
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The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/I%20SHOULD%20PACK%20LIGHT-jpg.jpeg\")
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
![](\"https://6534445.fs1.hubspotusercontent-na1.net/hubfs/6534445/The%20limit%20does%20not%20exist-jpg.jpeg\")
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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\n
A similar comparison can be made when you’re looking to migrate from one marketing automation platform to another. HubSpot customers sometimes feel this way when they’ve rushed through onboarding or been made to hastily sign an agreement before quarter / month or year end to “close a deal” without really “packing up” their assets or taking time to analyze how their business will scale with HubSpot. Just like packing for a trip or a big move, when you migrate from Marketo to HubSpot, the migration requires more than a little planning to make sure you’re not caught in a blizzard in shorts. Hiring a HubSpot technical architect for your Marketo-HubSpot migration is the best way to make sure that you’re adequately prepared for the journey ahead.
They can dig into your business processes.
\nWhile many businesses and their marketing teams are eager to integrate HubSpot and begin marketing right away on the platform, it’s a good idea before signing your contact to engage a HubSpot technical architect long before you sign the deal. Why? Not only could it save you money, but it could save you many headaches and make scaling much simpler. By hiring a technical partner before you sign up for HubSpot, you can dig into your website framework, the other software programs you use and your business processes to determine how the different Hubs can work with your business over time and determine your true cost of adoption. By establishing a relationship with a HubSpot technical architecture consultant, you can get the full picture of the expected investment, plan for it and understand exactly how your existing tools will work with HubSpot to prevent any unforeseen obstacles down the road.
One of the biggest regrets we hear from clients coming from marketing agencies is that they didn’t take the time to explore how HubSpot would scale with their business.
- \n
- Maybe they signed up for Marketing Hub Professional only to discover that their website really needed to be migrated over to HubSpot CMS because the configuration, coding and page speed was handicapping their rankings *and* their user experience. \n
- Maybe they went ahead and migrated their website over to HubSpot CMS, but didn’t account for their industry line of business application that they use every day and how they’d eventually factor that into the website and marketing efforts to seamlessly pass data and avoid double entry. \n
- Maybe they signed on with a marketing agency, but the agency used Wordpress developers and the Wordpress developer oversold their skills and failed them during the HubSpot CMS migration, so they’re months into paying for a HubSpot Hub that they’re not leveraging. \n
- Maybe they had tons of data that wasn’t valuable moving forward, but in a rush just moved everything over and got stuck paying for way more data or contact storage than they needed, resulting in faulty or unclear reporting \n
- Maybe they never configured their reporting dashboard to seriously prove which campaigns are really netting the most ROI. \n
A technical partner has seen all the SNAFUs when it comes to HubSpot CMS, Marketing Hub Pro and the obstacles that have come along with integrating Operations Hub, Service Hub or Sales Hub with business applications at every level. By engaging a HubSpot Architect from the start, they’ll ask you the right questions about your business processes to plan your HubSpot portal configuration properly from the beginning, audit your business applications, potential integrations and complete an entire discovery process so you can ask the right questions BEFORE you sign your contract with HubSpot. We’re like a realtor for your big move, but a little more useful. (JK who doesn’t love realtors.) Believe me, you’re gonna want someone like us to dig in, because they’re important to the experience you’ll have with HubSpot moving forward and as your business scales.
Why?
They can help you look to the future.
\nFor our next trick? Time travel. You don’t need a Delorean to jump to the future of where your business will go and how it can leverage HubSpot, you just need a really gifted HubSpot Technical Architect. The kind that can recall the 6 trillion things they’ve done at any given point in their career and regularly brainstorms with other HubSpot veteran co-horts to come up with solutions for unique businesses using all of HubSpot’s specialized tools (and then some). They can plan integrations, help you budget for the items that you’ll want to grow with you and help you configure your reporting dashboard so that you can get the insight you need to make the most powerful decisions for the road ahead.
Are our metaphors too much? Because we’re talking GPS style navigation, guys.
Data overwhelm is a huge HubSpot problem that not many businesses proactively plan for. HubSpot is POWERFUL and the capabilities (particularly with the right technical partner ::big grin::) are endless because it all. works. together. And when you plan proactively for how it’ll work for you? There are no limits.
Trust me when I tell you that you can’t build a mansion on a foundation built for a cottage. Scaling requires planning. One of the top complaints that we’ve seen in other consultants, CMOs and agencies that discuss Marketo’s advantage over HubSpot is the lack of reporting functionality and customization to business processes. In fact, we stumbled across this HubSpot vs Marketo YouTube Video from Shift Paradigm (a Marketo partner) where she basically tells YouTube that Marketo is superior to HubSpot by stating,
“Of course it’s a good idea to have everyone in the same system working with the same data, but maybe when one company tries to create and maintain a product to service the use cases to half a dozen departments and their dozens of employees it only facilitates half of what anyone actually wants.”
THIS IS ONE OF THE MOST IMPORTANT TAKEAWAYS OF THIS VIDEO (beside the dig at HubSpot reporting, but we’ll come back to that in a second).
Listen to me carefully:
If you don’t configure your HubSpot properly in advance with a technical architect based on your unique business processes - you’re going to have a harder time. I’m not telling you that you won’t enjoy your HubSpot move or that you’ll fail. It’s just that when you fail to plan for YOUR business and settle on what HubSpot has setup to work for EVERY business, you might not get everything you need as you scale. In fact, you probably won’t get everything you need. And if you start too soon and with the wrong HubSpot Partner? You may even get downright pissed when you try to scale up or really integrate the rest of your business processes.
We love HubSpot Partners. But there are a lot of us now, and not all of us specialize in technical architecture. In fact, you don’t even have the ability to sift through the solutions directory until you at least start a HubSpot trial to see how many partners are marketing focused and don’t specialize in technical consulting. But as an aside - this should be one of the first things that you do when you sign up for a HubSpot trial. And Partners, if you don’t specialize? We suggest partnering with a HubSpot technical architect that does, but it’ll keep customers in your MRR for longer and happier in the long term when you’ve integrated all of their technology and started them off the right way, with thought given to the unique processes inside their business and how their big dreams for scaling in the long term.
Related: Your mom doesn’t work here - an open letter to HubSpot developer
\nThey can supercharge your reporting.
\nThe second biggest HubSpot complaint that she brings up in that video (I hope you watched the whole thing, because it’s valuable) is HubSpot’s reporting. She mentions that Marketo’s reporting is much better and that you can’t report ROI as well with HubSpot reports. This is NOT true. The fact is, you have endless capabilities in HubSpot to configure custom reports and dashboards, but sometimes it’s better to understand your data management and processes from the start in order to best determine how your reporting needs to be set up and tweaked over time. You’re trying to build an empire. Don’t limp through the cheapest onboarding you can find to get started as quickly as possible only to find later you’re struggling to produce effective reporting that really gives you intelligent business data to make growth decisions.
The RIGHT HubSpot technical expert is a whiz at reporting and can not only help you clean up your database before your migration, but configure your HubSpot reports and dashboards (and teach you how to tweak them) so that you’re setup the right way from the start. We can even integrate other pieces of data that live externally in a line of business application.
Once you’re configured, you can deliver all the data to your executive team or view data as the executive team in real time from anywhere without the need for long drawn out meetings. If you’re wondering if I’m telling you that hiring a HubSpot technical architect will improve your quality of life - let me just say: I’m not not telling you that hiring a HubSpot technical architect will improve your quality of life.
It’s not just about more convenient access to your statistics, it’s about sitting down with your team and determining, “Okay, now what?”
It’s about molding HubSpot around your business processes and not the other way around.
Being able to execute really amazing campaigns, create workflows that automate your marketing and execute social media and have it all intertwine with sales, service and operations is a DREAM. That’s a lot of information all funneling through one application. But when you take it all and process it through reporting and integrations in a way that really determines your ROI and helps you work smarter, you can make those important growth decisions more quickly.
There’s no question that you’re eager to get started, but let’s pause before you make a huge business decision that’s going to impact your organization for at least the next year (hopefully much longer if you really invest the right amount of time into onboarding and planning). This is a business decision for an application that is going to interlace itself into the very essence of your business. All departments, all data, and eventually all applications (ideally, we hope you’ll invest into all your integrations) will push data through your HubSpot portal. Take the time to engage a technical expert before you switch from Marketo to HubSpot and long before you determine which HubSpot Hubs are right for you.
You don’t pack light for the biggest move of your life.
Do you know how there are two types of people when packing for a trip? The kind that make lists, itineraries, pack in advance and plan for every contingency and then people that wing it? The people that wing it might get stuck with the wrong sorts of clothes because they forgot to check the weather, or forget important items like their toothbrush or hair brush. They’re so excited about the destination, they forget that their trip will go much more smoothly if they stop and take some time to prepare in advance for what they’ll face when they arrive.
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