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Last updated: 12/12/2025
HubSpot
5 min

What goes wrong when you set up HubSpot CRM without involving users

Levi Meulensteen
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Why technology only works when people change with it

Choosing HubSpot marks the beginning of a new era for many organizations. An era in which data becomes connected, teams collaborate smarter and processes finally scale. But before you cash in on that promise, every company first enters a less attractive phase: change. New systems bring with them new ways of working, and that doesn't just evoke enthusiasm. Sometimes even the opposite.

So anyone implementing HubSpot is never just implementing software. You start a change process that impacts multiple layers in your organization. From management to sales to marketing to customer service. How do you deal with those dynamics? How do you ensure that the people who work with HubSpot on a daily basis don't drop out but rather join in? And how do you prevent a well-designed environment from still being poorly used?

In this article you will read what that process looks like, what pitfalls often arise and how Bright helps organizations not only to set up HubSpot properly, but also to really make it work.


Change doesn't start with technology but with people

A new tool often raises the expectation that problems will disappear on their own. But tools don't solve problems; people do. HubSpot can streamline processes, connect data and make teams work better together, but only if everyone understands why something is changing and what it means for their daily work.

In many organizations, you see that different layers look at the same change very differently.

Management mainly sees the strategic benefits. A central CRM, better management information, a uniform way of working. The commercial teams rather think: what does this mean for me? Do I have to report differently? Am I losing control over my pipeline? Am I going to have to capture more?

That tension is normal and even healthy. It helps you better understand how HubSpot should be set up. Change is not a push activity but a co-creation. It's not about "rolling out," but about taking, explaining, listening, adapting and building step by step.

Why resistance is often not resistance at all

One of the biggest misunderstandings in CRM implementations is that resistance is a sign of opposition. In practice, resistance is usually a signal that people are unsure about what is specifically being asked of them.

They want to know:

  • What will change?
  • Why are we doing this?
  • What will be easier for me?
  • What will I have to do differently?
  • How will this help my customers and my bottom line?

If those questions are not answered, there is a risk that employees will slip into a kind of passive mode. Not because they don't want to, but because they don't see why they should change. And then it happens: someone sets up HubSpot based on assumptions, the users don't recognize themselves in that setup, and then no one really starts using it.

Then you get the familiar scenario where teams "throw their asses in the manger": they keep working as they always did, in parallel with the system. And then HubSpot becomes a kind of digital paper basket instead of a strategic foundation.

The art of setting up together

A good HubSpot implementation never happens from an ivory tower. You can technically lay out everything perfectly, but if it doesn't connect with the reality of your teams, it's still not going to work.

That's why collaborative design is so important. Not just workshops where you draw process flows, but sessions where you understand at a detailed level what people need. What helps a sales manager maintain pipeline control? What helps a marketer incorporate data into campaigns faster? What helps a service team serve customers more personally?

By including users from the beginning, you avoid two things:

  • First, that you build something that doesn't connect.
  • Second, that people feel something is "imposed on them."

When employees are actively involved in choices, they feel ownership. And that's exactly the fuel you need to make HubSpot not just implement, but live.

Adoption is not a closing phase but an ongoing movement

Many organizations view implementation as a project: we put it in place and then we're done. In reality, the real work only begins after going live.

Adoption is not a dessert. It is a structural part of success. Teams must not only know how to use the system, but understand why certain processes are set up the way they are. If the two don't align, friction is created.

That's why training is crucial, but training alone is not enough. You also need coaching, feedback rounds, optimizations and sometimes even redesigns. HubSpot grows with your business. As your teams grow, workflows, datasets and dashboards grow with them.

A well-used system is always dynamic. It breathes with the organization.

How Bright guides companies through this change process

At Bright, we deliberately don't just look at the technical side of HubSpot. Of course we build robust architectures, smart workflows and scalable CRM structures. Of course we make sure data is in sync and teams are working with one central truth. But we also know that a perfect setup is worthless if no one embraces the system.

That's why we help companies on three levels: strategic, operational and people-oriented.

We start with the why. What does HubSpot need to solve? What goals do you want to achieve? Which teams will this affect the most and what will change in their daily work?

Then we design the setup with these teams. We involve sales, marketing, service and management so everyone can contribute their perspective. This strengthens the quality of the design as well as the adoption.

Then we guide in the transition. We train teams not only how HubSpot works, but how it makes their jobs easier. We help managers use insights and build routine. We regularly evaluate usage and optimize where needed.

The result is that HubSpot doesn't feel like "something that comes on top of work," but rather the way you work. The foundation of commercial growth.

Implementing well and using well: two sides of the same coin

A successful HubSpot implementation is about both technology and behavior. About set-up and adoption. About building and guiding.

If the set-up is not right, the system will never be used properly. But if usage is not supervised, even the best setup will not do its job. The two reinforce each other and can sabotage each other.

That's why bringing people along is not an afterthought but a necessary condition for success. You never build HubSpot just for today, but for the way your organization wants to work in the future. And you always build that future together.

Ready to not only implement HubSpot properly, but to really make it happen?

Schedule a no-obligation meeting with our HubSpot specialists and find out how Bright engages your teams in change, accelerates adoption, and ensures HubSpot delivers value every day.