Streamline marketing and sales processes

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When companies encounter limitations or inefficiencies in their current CRM, they often make the difficult but necessary decision to change CRM. Is this your case?

Switching to a CRM will allow your business to leverage the power of advanced tools and technologies to:

Remove useless third-party tools.
Increase overall productivity .
If you’re considering HubSpot CRM , you’re making the right choice. We won’t go into details in this article, but here’s the answer to “Why HubSpot?” . Plus, here’s a practical guide to convince your sales team .



Once you have opted for HubSpot CRM, the next question is, how do we start switching CRM? Onboarding is a crucial step your company must undertake when implementing a new CRM system. An malta telegram number database nboarding project involves the initial steps, setting up, and integrating the CRM in line with your company’s business needs and processes.

At mbudo , we take things a step further by performing an advanced HubSpot onboarding that includes a strategic definition of assets and processes, complete data migration/integration, and personalized training so that your team learns to get the most out of the tool from the very first moment.

Opting for a guided onboarding with a HubSpot partner agency can significantly contribute to the success of your CRM implementation. We offer expert guidance, support, and implementation of best practices. In addition, at mbudo we will help you take advantage of advanced features and strategies to optimize your processes and achieve your marketing and sales goals. We guarantee that we will get the most out of your investment and ensure a smooth transition to the new system.

Let's dive into the 6 steps a HubSpot Partner agency will take during a guided HubSpot onboarding .



6 Key Steps for Advanced HubSpot CRM Onboarding

Step 1: Project organization
Understanding the business – At the start of any project, a meeting will be held with all the parties involved. At mbudo, the first thing we do is set up a meeting to understand the client’s business goals and processes . Any agency you work with should do this. Only then can a customized implementation and optimization strategy be developed.
Develop a timeline : It’s essential not to let time and tasks slip away as the days go by. The account manager will have a checklist of first steps , including regular meetings, a deadline calendar, and giving shared access to tools and platforms like your existing CRM, the new HubSpot CRM, social and paid media channels , your company’s brand manual, etc. This collaborative approach ensures that all participants have the resources and information they need to get started.
Setting up your team in HubSpot : Your partner agency will take care of setting up users, teams, and roles in the HubSpot platform. This process can be as simple as assigning default roles and standard permissions. However, in cases where more customization is required, the agency will tailor access based on the client's needs .

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Step 2: Technical configuration
Define account details : The agency partner members working on the project will set up default account information for your company, including programming details like company name, contact information, and branding elements. Additionally, they'll ensure legal and GDPR compliance by configuring privacy settings, consent forms, and cookie usage. They'll also work with you to set up domains for your website, landing pages, blog, and email within HubSpot.
Integrate Analytics : Your partner agency will give you all the information you need to incorporate HubSpot’s tracking code into your organization’s web settings so you can capture all of your data with HubSpot . This will track relevant domains and views. The team will also set up advanced analytics using tools like Google Analytics 4 and Google Tag Manager. All of these analyses will allow your company to gain valuable insights into website traffic, user behavior, and marketing performance—all within HubSpot!
Integrate : Your partner agency should help you integrate with other tools your company is currently using. But the goal here will be to minimize the use of third-party tools and switch to HubSpot tools that offer the same functionality, whenever possible.


Step 3: Database Configuration
Data Assessment : Your database is the lifeblood of your CRM, containing all the information collected about your contacts, companies, and deals. Only clean, quality, and up-to-date data should be transferred to HubSpot. Your integration team will work alongside you to understand the properties and data in your current system. Together, you’ll identify redundant and unnecessary information that can be excluded and identify ways to standardize fields and data. This will speed up data transfer and prevent migration errors. Having quality data in your new HubSpot CRM will make a huge difference in efficiency going forward.