HubSpot Implementation Checklist: Best HubSpot Implementation Services

Got HubSpot? Great! So, how should you go about your transformative HubSpot journey? For some businesses, it’s been a total game-changer, with revenue jumps as high as 438%. Turns out, it all comes down to how thoughtfully you put HubSpot to work. That’s where a strategic HubSpot implementation comes into play, along with the HubSpot Implementation Checklist (which requires you to tick all the boxes).  

And that’s why we’re here! To help you weave your own story of business triumph by adopting the ever-evolving HubSpot CRM. Moreover, by the time you’re done reading this, you’ll have a better idea of how to ensure the successful completion of the HubSpot CRM. 

Sounds promising, right? So, let’s begin!   

HubSpot ‘Hubs’ for Business Growth

HubSpot began as a marketing tool in 2006. But today, it is an all-encompassing platform that brings together the marketing, sales, and service efforts of a business. Furthermore, the platform today has a total of 6 ‘Hubs’ that cater to different aspects of a business. 

So, before we hop onto the HubSpot Implementation checklist, how about we take a look at the ‘Hubs’ that make HubSpot such a comprehensive CRM (and a platform that goes beyond being a CRM).  

HubSpot Sales Hub

This hub helps your sales teams work more efficiently and close deals faster. More importantly, it helps your sales reps identify and connect with leads who are the most likely to convert. Furthermore, it features tools for forecasting, lead scoring, sales pipeline management, and analytics and reporting. 

HubSpot Marketing Hub

Want to have a bunch of tools that will help you run marketing campaigns that connect and convert? HubSpot Marketing Hub is where you can get them. Moreover, be it email campaigns, lead-capturing efforts, automation, SEO, or Social Media Campaigns, this hub helps you find and nurture the right audience. 

HubSpot Service Hub

Today’s consumers do not appreciate waiting in line for long. What they’re seeking are instant responses and assistance. And HubSpot Service Hub helps you do just that with features such as live chat, HubSpot AI chatbots, ticketing portal, knowledge base, feedback collection, and more. 

HubSpot Operations Hub

This hub ensures that the backend of your company runs smoothly on cruise control. It assists in data syncing, automating repetitive tasks, integrations, and cleaning up unorganized data. The goal? To keep your team aligned and have them working with the highest level of efficiency.  

HubSpot Content Hub

When it comes to creating content that engages your audience, HubSpot Content Hub has it all. Whether you want to create a website and write all its webpages, draft a blog, social media content, and everything in between. In addition to that, its unique personalization benefits ensure that you connect with your audience deeply. 

HubSpot Commerce Hub

Commerce Hub lets you sell directly from HubSpot with built-in features like payment links, quotes, invoices, and recurring subscriptions. It simplifies the buying process for your customers and makes it easier for you to get paid, all from one central place.

Consequences of Missing Out on the HubSpot Implementation Checklist

HubSpot is so comprehensive, isn’t it? 

But wait! You can’t tap into its limitless capabilities unless you find a way to make the most of them. And if you don’t tick all the boxes on the HubSpot implementation checklist, here are some consequences you’ll have to face: 

Unorganized and Chaotic Data

Data is no less than gold for businesses today. If organized and put to use, important data can do wonders for companies. Moreover, the HubSpot CRM offers the opportunity for companies to store and organize  all their relevant business data on one unified platform. 

Poor HubSpot implementation, on the other hand, can lead to isolated and chaotic data. In the long run, it means the company runs inefficiently and has no clear vision to follow.    

Poor Adoption Within the Team

HubSpot won’t work at its highest potential if your entire team isn’t ‘on board’ with it. And a lack of smooth HubSpot CRM implementation can result in your team losing trust in the new CRM. When this happens, they stick to using disjointed tools for tasks rather than doing it all over one unified HubSpot CRM. 

Missed Automation Opportunities

Automation in marketing and sales saves time and takes care of repetitive tasks. This time can be used by your marketing, sales, and service teams for more urgent and productive tasks. However, bad HubSpot implementation robs companies of this opportunity.  

Compliance Issues

With data privacy concerns rising by the day, compliance with GDPR, CAN-SPAM, etc., is paramount. Poorly implementing a CRM software like HubSpot can result in improper consent management, data access protocols, or things like email subscription settings. As a result, this can pose a threat to your company’s reputation and can result in legal complications, as well. 

Now that we know about what you stand a chance of missing out on, let’s move right into the HubSpot Implementation Checklist. 

Check Every Box: HubSpot Implementation Checklist

It’s a given that successfully completing the entire HubSpot CRM implementation in one go isn’t easy. However, once your entire implementation process has concluded, ensure that all of these aspects of this HubSpot implementation checklist have been taken care of: 

Pre-Implementation Planning

Knowing your company’s unique needs and goals before you set out on the voyage for HubSpot implementation is key. This will include: 

• Identify your business requirements and figure out the core reason why you want to adopt a complete CRM like HubSpot.
• Craft an implementation plan with numerous stages and set clear goals for each of them.
• Learn about any pitfalls that might occur while implementing HubSpot for the business model and the industry you’re operating in.

Account Setup and Configuration

Next comes the first big step, which is your HubSpot CRM setup. Now, HubSpot is fairly easy to set up, right from creating your account to assigning roles and permissions. Focus on getting the details right, such as your account name (which is how the CRM platform will recognize you).   

You can then move on to settings such as the currency, CRM language setup, and time zone your business will be operating in. After that, you can proceed with connecting your domain to HubSpot. 

Remember, the setup and configuration process will have a lot of little things that do not seem too relevant. However, each step is key to ticking all the boxes right in the HubSpot implementation checklist. 

Data Migration to HubSpot

When the basic setup is done, it is time to bring all your data to the HubSpot CRM. Here are some steps that are essential to a successful data migration to HubSpot: 

• Auditing existing data and cleaning out unnecessary or inaccurate data. Identifying duplicate entries and standardizing the data format.
• Mapping all your existing data fields to HubSpot properties.
• Import crucial data such as contacts, companies, products, deals, tickets, etc.
• Double-check all the imported data and ensure that your HubSpot has all your existing data in store.

Moreover, once your HubSpot implementation process is complete, you can also go for a real-time data integration tool like MWB Connect to ensure smooth data flow into your CRM.   

Integrate All Your Tools

Next comes your tech stack. Once you have given the ‘green light’ to use the HubSpot CRM, it is important to integrate all your tools with the CRM. These will include email marketing platforms, social media tools, customer service, and operations software.  

Although HubSpot offers integration to unify your tech stack, you can also go for a no-code HubSpot integration app like MWB Connect. This low-code, no-code integration software can seamlessly connect your HubSpot CRM with tools like Mailchimp, QuickBooks, Slack, Google Sheets, Gmail, and over 200 other apps.     

HubSpot CRM Customization

One of HubSpot’s biggest strengths is the level of customization it provides. It allows you to tailor the CRM according to your business needs. Here are some vital aspects of this customization, which play a key role in successful HubSpot CRM implementation: 

• You can begin by customizing properties for default properties like contacts, companies, and deals. Remember, HubSpot does provide default properties while also giving users the option to create custom properties to suit their unique business needs.
• Set up a sales pipeline that is in line with your sales journey and deal stages. From first contact to closing the deal, you can map your deals accordingly.
• Similarly, you can also configure your lead scoring within HubSpot CRM, as well. This will help your sales team prioritize leads that are the most likely to convert.

Furthermore, if your business has unique needs to fulfill, these steps become a crucial part of the HubSpot implementation checklist. 

Workflow Creation and Automation

Next up will be setting up sales, marketing, and service automation. HubSpot shines through in terms of automation, allowing businesses to save time and scale operations without the need for human intervention. 

All you need to do is identify repetitive and routine tasks and set up workflows to oversee them, saving time and resources. This will include marketing workflows to engage leads, sales automation to better manage your sales pipeline, and service automation to ensure quick and helpful responses for your customers. 

Here’s a side note. 

Especially in service workflows, don’t overdo the automation and ensure that your customers don’t get fed up with automated responses and are left yearning for human interaction to solve their queries. After all, balancing automation is key to a successful HubSpot onboarding plan and implementation.  

Ace HubSpot Workflows with MWB

Compliance and Security

Cybercrime numbers are skyrocketing every year. In such an atmosphere, it is important to protect your data and that of your customers. That’s why it is important to ensure that data and encryption, and security settings within the HubSpot CRM are up to the mark.   

Moreover, getting all the compliance right is equally important. In terms of data security, ensuring GDPR and CCPA compliance is non-negotiable. It is necessary to protect your brand’s reputation and to meet the industry standards. 

In a nutshell, your HubSpot implementation checklist is incomplete without ensuring that all compliance-related issues are taken care of. 

Reporting and Analytics Setup

Once all the above-mentioned aspects of your HubSpot CRM implementation are taken care of, it’s time to set up a robust reporting and analysis setup. After all, HubSpot’s limitless capabilities mean that there will be a lot on your plate to set up.  

That’s why it is important to get a complete reporting and analytics set up in place. Moreover, it will ensure that you’ll know what’s working for you and what’s not. For this, HubSpot reporting tools come in handy and provide actionable insights.  

Notably, HubSpot provides pre-built dashboards for marketing, sales, and service. In addition to that, you can customize these to show important metrics for each of these aspects of your business. 

Apart from this, HubSpot boasts a range of features for reporting and analytics with robust capabilities. 

Factors to Consider When Choosing Your HubSpot Implementation Partner

In order to make sure that you have it all covered on the HubSpot Implementation checklist, get a partner that scores well on all these fronts, before you begin with the HubSpot onboarding process: 

• HubSpot Partner Tier to ensure that your implementation partner has ample experience working with the best global businesses.
• Industry-Specific Expertise to avail HubSpot implementation services that are tailored to ensure success in your industry.
• Communication and Transparency to stay updated throughout the HubSpot Implementation process and get all your queries resolved.
• Flexibility and Scalability to ensure that your HubSpot Implementation partner offers solutions as you continue to grow your business.
• Support and Training to ensure that your team gets to know the HubSpot CRM inside out and can use it to its full potential.

Make the Most of HubSpot with MakeWebBetter

There’s no such thing as perfection, right? But finding the right partner to implement HubSpot for you can be the closest thing to perfection you can find in the CRM world! And MakeWebBetter, with our team of HubSpot experts, can be just that choice for you!  

As a HubSpot Elite Solutions Partner, we have helped businesses across industries with HubSpot onboarding and HubSpot CRM implementation to tap into the platform’s full potential. And guess what? Your business can be NEXT.  

Choose MakeWebBetter today to tick all the boxes on the HubSpot Implementation Checklist.