Did you know that approximately two-thirds of CRM projects fail? The main culprits to blame are a lack of a business strategy, insufficient coordination, and inadequate support. Nonetheless, even these reasons are not enough to justify a 30% failure rate.
When adopting a new CRM, dealing with new pressure and stress is the least of your expectations, considering that you’d be getting the CRM to improve your business, in the first place.
Luckily, an effective onboarding experience can guarantee success. Here are some tips to get you through:
1. Take the initial setup seriously
When you get a shiny new appliance, the first thing you want to do is set it figure out how to set it up right to meet your expectations, and then determine what it’s capable of. The same should happen when you get HubSpot.
Before anything, try to figure out what you want to achieve with this tool, and then make sure that you have the right materials to set it up correctly. Also, make sure that your team understands the crucial steps for a successful onboarding process.
It helps a lot to have experts who can guide you on how to do HubSpot onboarding successfully, such as the team from RevPartners. By leveraging the tricks, expertise, and experience offered by these experts, you will enjoy a smoother onboarding experience and continued support until you’re ready to stand on your own.
2. Work on lead management
Saying that leads are important to your business is an understatement – they are the lifeblood of your business. These are potential customers who can be a crucial piece of your marketing strategy, depending on how you handle them.
When onboarding, make sure to define your leads and categorize them based on straightforward criteria. HubSpot is the right tool for:
- Creating lead capture forms to use on your website
- Defining lead scouring measures
- Setting up lead routing and assignment
- Effecting lead-nurturing campaigns
- Converting leads into active customers
Therefore, always ensure that you think about lead management during the onboarding process to set the right ground for a continuously smooth lead conversion process.
3. Get your automation right
When set up correctly, HubSpot is a powerful automation tool that can free up lots of resources to facilitate the improvement of processes. While manual tasks still work, they are often reasons for inaccurate data, which is why it’s a good idea to create workflows and processes.
A good example is the optimization of customer service. Though a personal touch is preferable in most cases, there are times when customers may need help outside of business hours.
It’d be better to have chatbots taking care of that by providing instant answers to general questions. However, if a customer presents a non-generic question, the chatbot can be set to guide them through submitting their query, and guaranteeing that the issue will be solved in the least possible time.
4. Plan for success
While none of the tips mentioned in this article is more important than the other, this one carries a lot of weight. There’s no need to purchase a premium tool like HubSpot if your team can’t make the most of it. That’s why success planning should be part of the onboarding process.
Here, some of the most important things to do include:
- Determining your business objectives
- Setting smart goals (for example, increasing traffic to your website by 20% in the next 4 months)
- Noting the Key Performance Indicators (KPIs)
- Gathering and analyzing data
- Coming up with a plan of action
- Implementing the plan
- Reviewing the plan of action and adjusting it where necessary
Get it right from the start
HubSpot is a powerful tool worth investing in, but you have to set everything correctly from the beginning to assure yourself success. You’d rather take it slow and get it right the first time, than rush and then have to fiddle about with the entire system trying to make things work (wastes a lot of time).
If you feel like you’d want to effect a speedier onboarding process, your best bet is to engage experts like RevPartners. Not only does that save you time, but it also guarantees continued support as you try to make HubSpot work for your business.