I’m the VP of Marketing at a small ($5M revenue) software firm. I’m the entire Marketing department today. I’m setting up our sales team (6 members) on HubSpot and trying to oversee our system setup and onboarding process. Any Best Practices or tips welcomed. Yes, I’m going through the HubSpot Projects List and HubSpot Academy.
Hi @BIssberner
Thank you for reaching out!
I want to tag some of our experts here - @Mike_Eastwood @Josh @Jnix284 would you have any advice for @BIssberner on this?
Thank you!
Best
Tiphaine
Hi @BIssberner , welcome to the world of HubSpot Super Admins!
Be mindful of processes and look for opportunities to make it easier for sales. Getting sales to adopt a new CRM/system can become an uphill battle if they feel like their role has become data entry, start with highlighting ways it will provide efficiencies.
Identify who might be a power user and get them exposure to HubSpot Academy before you train them on your processes. They will have more buy-in, have a better foundation to understand, and can help others who might struggle. Find your most tech-savvy, your cheerleader, or the person with the biggest pain points with their current process, and turn them into an advocate.
Listen to their feedback and find ways to evolve and adapt. Reducing friction (finding efficiencies) and continuously improving will show the true power of HubSpot. This won’t be a “set and forget” type of implementation.
My go-to tip is to think really hard about what the required properties will be for deals, what is essential to know for each stage and take the time to think through setting up defaults for contact records, deals, etc. so everything is at their fingertips. This article from the HubSpot Knowledge base will get you started, you’ll find others to drill down into each object type (contact, company, deal, etc.)
Best of luck!
Exactly the path I’m on now!
We’re a small sales team, and I have an enthusiastic Super User who’s leading the implementation charge from Sales here.
We’re working together to sell the value of actively leveraging HubSpot in their daily sales efforts - not as a reporting CHORE from HQ.