Written by Johnathan Jena

HubSpot is a growth marketing platform that compliments the inbound approach to doing business. Once you have signed up for HubSpot, the onboarding process includes:

  • Personalizing the look and feel of HubSpot to match your brand
  • Connecting your website domain along with any external applications you may want to use in conjunction with HubSpot (such as Google Analytics)
  • Connecting your teams to HubSpot (email and phones) as well as assigning roles and permissions
  • Setting Deal Stages and Sales Quotas
  • Integrating Marketing (Social Media, Blogging, SEO, Email Newsletters, & Automation)
  • Signing up for the mobile app to take HubSpot with you wherever you go

 

HubSpot is a powerful full stack solution that your marketing, sales, and service teams can use to attract, engage, and delight customers.

Keep reading below to learn more about how to set your company—as well as your current and future customers—up for success with HubSpot.

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Today, we are going to look into the process of onboarding your team with HubSpot with the aim of clarifying what the process will look like.

 

Is HubSpot Right for Us?

We understand that finding the right marketing platform for your business is an incredibly important choice to make. With so many options, it can be hard to find the right fit, but HubSpot is different in that it not only exists as a full stack marketing hub, but has a robust free CRM at its core.

In addition, HubSpot regularly produces many free educational resources that are both informative and valuable to any growing business, whether or not you decide to use HubSpot.

Read more about HubSpot to discover if it is right for you on their page here.

 

I’ve signed up. Now where do I begin?

Getting started with HubSpot is easy!

A great first step to take will be changing the default look and feel of HubSpot to match your business and better represent your brand.

You can do this by navigating to “General Info & Branding”. Here, you will be able to set your time zone and other basic information as well as add your company logo, brand colors, and more so HubSpot looks and feels like it does elsewhere, such as on your company website.

Speaking of which, you can add your company website under the “Domain & URLs” section to seamlessly integrate HubSpot with your website and existing resources and content. You may also connect your HubSpot account with other external software, such as your company email, Google Analytics account, and much more.

More info on the available integrations can be found here on the Hubspot integrations page.

 

How do I connect my team members in HubSpot?

Under “Users & Teams”, you can easily add team members to HubSpot as well as delegate access to different members of your team based on what permissions and amount of control you want them to have.

Looking to stay even more connected?

You can additionally have your team add their phones to HubSpot, allowing you to track and record their calls, which can be effective for nurturing the growth of your sales team.

You can also add deal stages and quotas for your team to meet in the “Sales” section of HubSpot. You can additionally add tracking codes under “Report & Analytics Tracking” to get the measurable and meaningful data so your teams can track the progress of their efforts in real time.

 

Can I only use HubSpot on my desktop device?

Not at all!

With HubSpot’s mobile apps, available on both the Apple and Google Play store, you can take HubSpot with you wherever you go. This means you can access your contacts, monitor the performance of your inbound campaigns, and stay connected with your customers and contacts even when you’re away from the desk.

 

Where do I go to learn more or if I need help setting it up?

Looking for a more detailed guide on how to set up your company with HubSpot?

Check out our onboarding guide below, which has step-by-step instructions with guided screenshots to help make set up with HubSpot as efficient and enjoyable as possible.Click Here To Access My Free Onboarding Guide!