How do you leverage Sales Hub to guarantee sales success? It all begins with ensuring that you get the onboarding process right. As you can expect, onboarding from your current sales and marketing platform (if you have one already) or starting from scratch can be a daunting process.
However, since Sales Hub is such an incredibly valuable sales process supercharging tool, it’s crucial to put in the right effort to make it work. While the initial shift may take some time, here are some tips to streamline the process for you:
1. Pick the Right Onboarding Experience
After purchasing the software you will want to decide how to complete the crucial onboarding process. There are only two viable options here – you can either choose to go directly through the onboarding experience by yourself or opt for a guided, more customized onboarding process by a leading onboarding partner like RevPartners. Keep in mind that Sales hub onboarding done well increases adoption rates, thus guaranteeing a higher likelihood of success.
While HubSpot has an onboarding guide for those who want to set up and optimize the software on their own, onboarding partners bring experience and proficiency to the table. Not only will this place you in the right position to save more time and money, but you will also access tailored services, thus you are more likely to meet your business objectives.
2. Create the Right Goals
Having your business objectives in clear sight is the first step to take when you want to use Sales Hub’s personalization features. Since the software is highly customizable, highlighting your unique business goals will play a major role in the optimization process.
Besides, you will find it easier to track your goals if you understand what you are working towards.
3. Make Sure to Move All Your Contacts
If you’re upgrading to Sales Hub from a different CRM and sales process optimization tool, it’s crucial to ensure that you bring all your contacts to your new platform. You may need some assistance along the way, which is why we always insist on leveraging the services of an onboarding partner, especially if this is your first time.
Once you have all the contacts on your Sales Hub, make sure to verify that you have the correct tracking codes on your site, and don’t forget to link your inbox. After ascertaining that you’ve set up everything correctly, you can now perform any necessary integrations to further optimize the customer relationship management processes.
4. Enable and Automate the Sales Process
You can get the best tool on the planet to drive sales success, but that isn’t going to be enough if you don’t have an effective sales process. Therefore, start with mapping out what a typical day should be like for a salesperson in your company. That way, you can easily identify what you’d need to automate.
With an automated sales process, your sales team can focus more on selling, as opposed to finding ways to make their work less mundane. Take advantage of tools like live chats, workflows, sequences, and deal stages. You can also connect your team calendars to your new sales tool to make it easier to accept meeting bookings and schedule as required.
5. Invest in Inbound Training
The training and certifications that HubSpot offers serve a central purpose during the early phases of setup and campaign execution. Besides, they are a great resource for continued learning.
The Inbound Sales Certification is a must-have for salespeople who want to polish their selling methods and match the needs of the modern buyer.
Encourage your sales team members to take on the training to ensure that you have a greatly skilled task force handling your sales processes.
6. Place the Tool in the Users’ Hands
Your Sales Hub platform only becomes a success when its users embrace it and learn how to use it effectively. Make sure you have a complete buy-in for inbound marketing for long-term success.
Have your team members set up and master the tool at their own pace, and allow everyone to do it their way. Your main focus should be on achieving the desired result.
To sum it all up,
There is no right and wrong way to get started with Sales Hub. However, there are some steps you can take to expedite the onboarding process and make it comfortable for everyone who’s involved.
The above tips should come in handy if you’ve been wondering what those steps are. Of course, nothing beats onboarding with support from an experienced partner because they will guide you throughout the whole onboarding process and after.