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HubSpot onboarding

Get your HubSpot journey off to a successful start

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A tool is only as good as the people who use it. And the same applies to HubSpot. If you need help with the HubSpot onboarding, you have come to the right place. Bright Digital is a HubSpot Diamond Partner which means, among other things, that we have extensive experience with onboarding of companies on the platform. We’d love to let you benefit from that experience.

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HubSpot onboarding: Get HubSpot to work for you

A software platform can only be effective if an organisation uses it in the most practical way. — and that applies to HubSpot just as much as it does to anything else. In other words, your HubSpot onboarding journey needs to be exactly as ambitious and specific as the objectives you've set for yourself. If you choose HubSpot onboarding, you are assured of an effective platform for CRM, Marketing, Sales and Customer Service. The onboarding includes everything from identifying your processes, the setup of the CRM platform, data import to user training. 

 

Maximise your returns

The opportunities HubSpot offers are more or less unlimited. — and that's exactly where the danger lies. How do you find your way through the endless number of functions? How do you learn to use this software as quickly as possible in ways that are relevant to you? And will you be able to resist the temptation to fall back on your old, inefficient ways of working?

 

An onboarding journey to suit you

Your HubSpot onboarding journey needs to be specific, not generic. That's why exploring what you want to achieve in and with your new platform is the first thing we do. What matters in the end is that we enable you to transition to HubSpot as smoothly as possible, and that you start seeing instant growth results exactly where you want them.

Maximise your returns
Tailored to your needs
Effective deployment
Lambert van Asselt, Marketing Director bij Bright. Over HubSpot onboarding

Successful HubSpot onboarding in five steps

1
Requirements and objectives

There's no way to plot a route if you don't have a destination in mind. That's why the first thing we do is explore your current situation and what you want to achieve. Who are your target audience, and what does the buyer journey look like? What does successful HubSpot implementation look like for your business? How are we going to translate your working methods to HubSpot in the best possible way — and how can we improve them? Together, we'll decide on the features that matter to you, and those that are not a priority for the time being.

There's no way to plot a route if you don't have a destination in mind. That's why the first thing we do is explore your current situation and what you want to achieve. Who are your target audience, and what does the buyer journey look like? What does successful HubSpot implementation look like for your business? How are we going to translate your working methods to HubSpot in the best possible way — and how can we improve them? Together, we'll decide on the features that matter to you, and those that are not a priority for the time being.

2
Your business come first, always

In doing so, we don't just look at the software, but at your business needs, too. How do you follow up on leads? Is there a better way to do this? We make sure that you're always directly involved in how we set up HubSpot for you, and that you always understand what we're doing.

3
Start using HubSpot from day one

The first thing to do is to set up your HubSpot account so that it can immediately be used as a CRM, Marketing, Sales and Customer Service platform. This is followed by several steps: the general configuration, linking your domains for blog, email, landing pages, installing the HubSpot tracking code and linking your social media channels. Developing the HubSpot templates in your corporate identity is a logical next step. Is that all? No, there are still several steps to follow, from setting up call-to-actions to linking website forms to HubSpot and creating dashboards.

4
Interactive HubSpot user training session

You won't find a better platform than HubSpot, but its real strength resides in the people who use it. To help you get the most out of it, we draw up work instructions together, and we keep fine-tuning them between your multidisciplinary team and ours. Finally, we’ll organize an interactive HubSpot user training session.

You won't find a better platform than HubSpot, but its real strength resides in the people who use it. To help you get the most out of it, we draw up work instructions together, and we keep fine-tuning them between your multidisciplinary team and ours. Finally, we’ll organize an interactive HubSpot user training session.

5
Continuous optimisation

It’s up to you how far you want to stretch the design of the platform, the possibilities are endless. Once the foundations are in place, we start working on the details — all while you keep reaping the benefits, day after day. Our consultants will keep you informed on all the latest HubSpot developments that might be relevant to you. That way, we can keep fine-tuning the platform to meet your needs, objectives and ambitions.

It’s up to you how far you want to stretch the design of the platform, the possibilities are endless. Once the foundations are in place, we start working on the details — all while you keep reaping the benefits, day after day. Our consultants will keep you informed on all the latest HubSpot developments that might be relevant to you. That way, we can keep fine-tuning the platform to meet your needs, objectives and ambitions.

Good agency. Very happy with them. Bright did the implementation of HubSpot and guided us well. Short lines, clear explanations and always very helpful. They come up with smart solutions. Because of Bright my knowledge of HubSpot has developed quickly. A lot of knowledge is shared and well documented.
Christian Gramkow - Lead CRM
Drukwerkdeal.nl
Bright Digital supported Sensorfact on our transition from Pipedrive to HubSpot. Overall transition process worked out smooth, and the team managed to migrate >100 users pretty much overnight. Of course, the first 2 months on HubSpot took a little bit of getting to know the new ways of working, but overall we are more than happy with the support Bright provided, before, during, and after the migration.
Karel Nanninga - Head of Growth & Strategic Projects
Sensorfact
Birght Digital helped us getting set up and get started with the CRM and marketing part of HubSpot. Some had never worked with a CRM before, some more used to it. The full process was very proffesionally handled, and they worked with a lot of patience and customized the trainings to our needs. I can really recommend BB for everyone who needs training or want to get started with HubSpot!
Lise Evensen - Country Manager Scandinavia
Nextmune
We joined Bright Digital for the implementation of HubSpot to properly organize our marketing & sales process. Together we first mapped out the entire process and then implemented it in HubSpot. Very nice collaboration with Elles and the rest of team Bright! :)
Manon van de Molengraft - Marketingmanager
WELDER
After an extensive and company-specific implementation, we continued to work with Bright. Particularly thanks to the collaboration with Ruben, we come up with top solutions for improving and optimizing the use and applications within HubSpot. He now knows our company inside and out. Together we tackle the new challenges and developments in our company and continue to apply new betas with great success! This is how we grow as a company, automate the workload, which limits the number of staff.
Daniëlle Buunk - Account & Relationship Management Executive
Basecone
What customers think of our HubSpot onboardings
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