New User Overwhelmed – Help Needed to Assess HubSpot Fit
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1 Accepted solution
New User Overwhelmed – Help Needed to Assess HubSpot Fit
SOLVEHi @CUFriday and welcome to the HubSpot Community! I often tell new training/onboarding clients that yes, HubSpot is A LOT. While I find it more intuitive and user-friendly than other systems, it's a robust platform that can feel overwhelming. And I've been using it since 2010 when it was much smaller, seeing the growth from the front row.
Here's a rundown of some thoughts from your post. The TL;DR is this: I believe HubSpot can solve for most of what you're looking for. No system is perfect, but I think it's a good fit. What you might need is either a HubSpot Admin to help, or a Solutions Partner to work with you and your team. I'll share more on that at the end.
Based on your requirements and current setup, I agree that HubSpot may be the CRM solution for your startup's needs. If I look at what you listed as your needs, here's how:
Team Collaboration: HubSpot some useful team collaboration features that can accommodate your 10-member team.
Unified Communication Tracking: Track and log emails, calls, and meetings across your team with the CRM when it's connected to your email and phone system. The native WhatsApp integration is a bit limited, but you can use third-party integrations or workflows to help.
LinkedIn Integration: HubSpot offers a native LinkedIn Sales Navigator integration, allowing you to view LinkedIn data directly in HubSpot and track LinkedIn interactions.
Lead Management & Analytics: Lots of advanced lead management and analytics capabilities in HubSpot.
B2B Search: HubSpot's contact and company search functionality allows for complex queries and filters.
Lead List Generation: You can create dynamic lists based on various criteria and behaviors.
Contact Enrichment: While HubSpot offers some basic enrichment with Breeze (it's growing), you may need to integrate with other tools for more advanced enrichment.
Campaign Tracking: HubSpot's campaign tool allows you to associate various assets and track ROI across multiple channels.
A/B Testing: One of my favorites as a marketer, it's available in Marketing & Content Hubs for emails, landing pages, and CTAs.
Multi-Channel Communication: HubSpot can definitely help manage your multi-channel outreach.
Email Tracking: Native functionality for tracking opens, clicks, and replies.
LinkedIn Integration: As I mentioned earlier, HubSpot integrates with LinkedIn Sales Navigator.
WhatsApp and Instagram: While not natively supported, you can use integrations or workflows to incorporate these channels. The social media tool can help some, FYI.
Automation Integration: HubSpot's workflow tool can be used for automation, and you can integrate with tools like Zapier to connect with other platforms.
Sales Pipeline Management: You can customize HubSpot's deal pipelines and setup for both of your business models.
Small Business Subscriptions: You can set up a pipeline specifically for your annual subscription model.
Enterprise Sales: Create a separate pipeline for your enterprise sales, with stages reflecting your core entry products and upsell pathway.
Client Services Enhancement: While HubSpot may not offer all the B2B data enrichment capabilities you're looking for, you can enhance its functionality.
Data Enrichment: HubSpot bought Clearbit last year and now with the Breeze tools, there's a lot there. But you can also integrate with ZoomInfo or others if you find you need more advanced B2B data enrichment.
LinkedIn Insights: Use the LinkedIn Sales Navigator integration to pull in relevant insights.
Testing Environment: HubSpot's sandbox feature (available in Enterprise tier) allows you to test new configurations and integrations safely.
Getting Started with HubSpot: Like I said, I agree that HubSpot is a LOT to take in. Here's a few suggestions I found (in addition to what @kennedyp offered) to hopefully make it less so.
- Start with Core Features: Begin by setting up your contact database, companies, and basic deal pipelines.
- Gradually Implement Advanced Features: Once comfortable with the basics, explore more advanced features like workflows and reporting.
- Utilize HubSpot Academy: Take advantage of HubSpot's free online courses to learn best practices and advanced features.
- Consider Professional Help: HubSpot has a network of certified partners who can help with setup and strategy.
- Evaluate Pricing Tiers: Assess which HubSpot tier (Starter, Professional, or Enterprise) best fits your needs and budget.
For HubSpot Admins, I'd look into this HubSpot User Group (HUG) community. There are a lot of folks in it doing great work, and you might even find one to hire.
For a solutions partner, I work for a great one and always love to throw our name in the hat. But there are quite a few good ones out there in the Solutions Partner directory, which you can filter lots of ways.
I hope this helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
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New User Overwhelmed – Help Needed to Assess HubSpot Fit
SOLVEHi @CUFriday and welcome to the HubSpot Community! I often tell new training/onboarding clients that yes, HubSpot is A LOT. While I find it more intuitive and user-friendly than other systems, it's a robust platform that can feel overwhelming. And I've been using it since 2010 when it was much smaller, seeing the growth from the front row.
Here's a rundown of some thoughts from your post. The TL;DR is this: I believe HubSpot can solve for most of what you're looking for. No system is perfect, but I think it's a good fit. What you might need is either a HubSpot Admin to help, or a Solutions Partner to work with you and your team. I'll share more on that at the end.
Based on your requirements and current setup, I agree that HubSpot may be the CRM solution for your startup's needs. If I look at what you listed as your needs, here's how:
Team Collaboration: HubSpot some useful team collaboration features that can accommodate your 10-member team.
Unified Communication Tracking: Track and log emails, calls, and meetings across your team with the CRM when it's connected to your email and phone system. The native WhatsApp integration is a bit limited, but you can use third-party integrations or workflows to help.
LinkedIn Integration: HubSpot offers a native LinkedIn Sales Navigator integration, allowing you to view LinkedIn data directly in HubSpot and track LinkedIn interactions.
Lead Management & Analytics: Lots of advanced lead management and analytics capabilities in HubSpot.
B2B Search: HubSpot's contact and company search functionality allows for complex queries and filters.
Lead List Generation: You can create dynamic lists based on various criteria and behaviors.
Contact Enrichment: While HubSpot offers some basic enrichment with Breeze (it's growing), you may need to integrate with other tools for more advanced enrichment.
Campaign Tracking: HubSpot's campaign tool allows you to associate various assets and track ROI across multiple channels.
A/B Testing: One of my favorites as a marketer, it's available in Marketing & Content Hubs for emails, landing pages, and CTAs.
Multi-Channel Communication: HubSpot can definitely help manage your multi-channel outreach.
Email Tracking: Native functionality for tracking opens, clicks, and replies.
LinkedIn Integration: As I mentioned earlier, HubSpot integrates with LinkedIn Sales Navigator.
WhatsApp and Instagram: While not natively supported, you can use integrations or workflows to incorporate these channels. The social media tool can help some, FYI.
Automation Integration: HubSpot's workflow tool can be used for automation, and you can integrate with tools like Zapier to connect with other platforms.
Sales Pipeline Management: You can customize HubSpot's deal pipelines and setup for both of your business models.
Small Business Subscriptions: You can set up a pipeline specifically for your annual subscription model.
Enterprise Sales: Create a separate pipeline for your enterprise sales, with stages reflecting your core entry products and upsell pathway.
Client Services Enhancement: While HubSpot may not offer all the B2B data enrichment capabilities you're looking for, you can enhance its functionality.
Data Enrichment: HubSpot bought Clearbit last year and now with the Breeze tools, there's a lot there. But you can also integrate with ZoomInfo or others if you find you need more advanced B2B data enrichment.
LinkedIn Insights: Use the LinkedIn Sales Navigator integration to pull in relevant insights.
Testing Environment: HubSpot's sandbox feature (available in Enterprise tier) allows you to test new configurations and integrations safely.
Getting Started with HubSpot: Like I said, I agree that HubSpot is a LOT to take in. Here's a few suggestions I found (in addition to what @kennedyp offered) to hopefully make it less so.
- Start with Core Features: Begin by setting up your contact database, companies, and basic deal pipelines.
- Gradually Implement Advanced Features: Once comfortable with the basics, explore more advanced features like workflows and reporting.
- Utilize HubSpot Academy: Take advantage of HubSpot's free online courses to learn best practices and advanced features.
- Consider Professional Help: HubSpot has a network of certified partners who can help with setup and strategy.
- Evaluate Pricing Tiers: Assess which HubSpot tier (Starter, Professional, or Enterprise) best fits your needs and budget.
For HubSpot Admins, I'd look into this HubSpot User Group (HUG) community. There are a lot of folks in it doing great work, and you might even find one to hire.
For a solutions partner, I work for a great one and always love to throw our name in the hat. But there are quite a few good ones out there in the Solutions Partner directory, which you can filter lots of ways.
I hope this helps!
Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!
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New User Overwhelmed – Help Needed to Assess HubSpot Fit
SOLVEHi @CUFriday! Welcome to the Community-- happy to have you here 😊
I am glad to hear you are exploring HubSpot for your business. It might initially feel overwhelming, but focusing on essential features can simplify the process. HubSpot provides excellent resources and support (including this Community!), and working with a consultant could be beneficial for more tailored customization.
I would love to share a few related HubSpot Academy courses that might help get you started:
- Introduction to Sales Hub Professional tools for Sales Reps
- Building Your Business With Marketing Hub Starter
- Integrating With HubSpot I: Foundations
I want to invite some subject matter experts to see if they have any suggestions.
Hey @danmoyle, @franksteiner79, @GRajput do you have any thoughts on getting started?
Best,
Kennedy
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