Hubspot Partner Onboarding
Eliminate time-consuming, frustrating guesswork with tailored HubSpot agency onboarding - direct from the experts.
HubSpot Direct vs. HubSpot Partner
Anyone who has been through HubSpot onboarding via the HubSpot direct team will have experienced its hands-off nature. While this may suit those who are already familiar with the platform, many crucial elements are left out of this essential first process.
This leaves many teams feeling overwhelmed and confused, with no dedicated training or support to rely on. With the HubSpot direct team alone, you’re left implementing many of these processes via tutorial videos, which simply don’t deliver the level of detail needed to ensure success every time.
Enter HubSpot Partner onboarding.
Cognition guided onboarding
At Cognition CRM, we approach your HubSpot onboarding process a little differently. We believe you deserve to start your journey with confidence, able to navigate the platform’s technical capabilities without frustrating guesswork.
This is why we deliver comprehensive HubSpot guided client onboarding, fully tailored to your specific business goals. As one of the UK’s leading HubSpot Diamond Partners, we are uniquely positioned to offer extensive onboarding, integration and migration expertise - helping you maximise your investment in the platform.
Personalised HubSpot Agency Onboarding Support
To help you get the most from your HubSpot experience, we offer further support in areas such as:
- Streamlining and simplifying processes and how this can be achieved through technical know-how
- Separating CRM data for different purposes and communications
- Creating workflows, emails, marketing/sales automation and templates personalised to your business needs
- Full reporting and dashboard management for all areas of your business
HubSpot set-up and implementation
At first, understanding the HubSpot platform may seem daunting. Our team’s onboarding approach is all about making sure you’re confident using HubSpot from the start.
Like any new software, there’s always a bedding-in period, but we work to make sure your entire team is comfortable with HubSpot from day one. Training individuals, partners and teams to use it effectively means you're geared-up for HubSpot growth.
Set-up and implementation support
When it comes to setting up and implementing HubSpot across your business units, we offer:
- Comprehensive portal setup, technical support and troubleshooting
- Alignment of your CRM and data with existing business operations
- Custom configuration that aligns with your sales process
- Onboarding across one hub, alone or as a multiple suite
- Ongoing tiered support, from set-up through to ongoing optimisation
- General troubleshooting
HubSpot integrations
As a new HubSpot user, we understand you might wonder how your existing systems and operations can be integrated into one platform. But wonder no more.
We have wide ranging experience - and success - in integrating businesses with HubSpot, across sales, marketing, service, operations and CMS hubs.
We will always suggest using the platform in the ways we feel will best benefit your organisation – whether this is integrating your current tech stack or recommending operational improvements to increase productivity and performance, company-wide.
Integrations support
Integrations we can support you with include:
- API and HubSpot app development
- Workflow extensions, unique to your business
- Optimising and connecting external platforms, e.g. Salesforce
- External databases
- Custom integrations
Seamless HubSpot Migrations
Our team will work with you throughout the onboarding process, ensuring specific areas of your business are migrated to the HubSpot platform successfully.
From entire websites to your core CRM, Cognition has a streamlined approach that will mean your entire business is consolidated on HubSpot.
Migrations support
Migration elements we can support you with include:
- CRM contact/company database
- Blogs
- Landing pages
- Automated workflows
- Email templates
- Marketing and sales assets
- Social media management
HubSpot training
Our support continues long after you start using HubSpot. To help you make the most of the platform, we run a broad range of additional training workshops, tailored to your company, your needs, specific roles, teams and departments.
What does our HubSpot onboarding include?
This provides you with a more in-depth understanding of the HubSpot platform and how it can help you accomplish your business goals.
Cognition offers onboarding services across all hubs, either as a single project or across a suite, including HubSpot strategy, Marketing Hub, Sales Hub, Service Hub, Operations Hub, HubSpot CRM and HubSpot CMS, as well as bespoke packages.
