How Does HubSpot CRM Implementation Work?

When it comes to growing your business, implementing a reliable Customer Relationship Management (CRM) system is essential. 

We’re here to guide you through the HubSpot CRM implementation process. This way, you’ll know what to expect, ensuring a smooth and efficient setup tailored to your business needs.

Do I Have To Implement My HubSpot CRM on My Own?

Nope! Partnering with a HubSpot Solutions Partner, like Evenbound, is key to making your HubSpot CRM implementation stress-free and efficient. 

Certified experts will guide you through every step of the process, from migrating crucial sales data to setting up your new system to best suit your team's workflow. With their expertise, your HubSpot platform will be set up in a way that’s easy to use and supports effective sales and marketing strategies for your business. 

Working with a trusted partner for HubSpot implementation services lets you focus on what matters most—growing your business—while they handle the technical details.

3 Steps to a Successful HubSpot Implementation Process

HubSpot CRM implementation involves setting up your new CRM in a way that best suits your team’s specific needs. The process ensures that all your vital data is transferred to one centralized platform. 

Think of implementation as the foundation for your CRM; it's the step where everything you use in your daily operations is moved into HubSpot to streamline your workflow.

Now, let’s walk through the three key steps of HubSpot implementation and how the process flows. 

Step 1. Discovery Call

At Evenbound, we start all our HubSpot implementation services with a discovery call. This call is designed to get your staff and our team on the same page so our HubSpot experts can discover how your business works and set up your new HubSpot CRM in the most useful way. 

For successful implementation, we must understand your process before we start building your CRM for you. During our call, we'll work to discover:

• What your team’s goals are for the CRM
• How does your team currently work new leads and contacts through to sales
• What efficiencies we can implement in that process
• What information is most important to your team about a lead
• What tools does your team need to communicate effectively with your leads, prospects, and customers
• Are there any sections of your sales process that could be automated?
• Is there any software that you need integrated into HubSpot?

This discovery call is designed to help us understand how your team does things on a daily and monthly basis. Then, we’ll mimic your existing process so that working a lead or a prospect is easy, intuitive, and fast when your team gets into HubSpot.

Step 2. Implementation 

Now it's time to get down to the nuts and bolts of implementation. During implementation, your HubSpot Solutions Partner can:

• Import all of your contacts, companies, and opportunities into the HubSpot CRM
• Move over any tasks from an existing CRM
• Map out your customer journey and what triggers a contact to move between lifecycle stages
• Mimic, or expand on, your existing sales process in the HubSpot CRM, including:
  • Setting up your sales pipelines and deal stages
  • Setting up automation to help sales reps
  • Setting up requirements for data in the CRM
• Building out reporting to track important KPIs
• Create any necessary marketing and sales email templates

One of the most significant benefits of working with a HubSpot Solutions Partner is that we have the technical knowledge and the capacity to do the heavy lifting for you. Your team just has to share information about how you prefer to work leads and contacts, and we’ll do the rest! 

Step 3. Onboarding

Once your HubSpot implementation is complete, your team will have everything they need to operate within the platform. However, having the tools and knowing how to use them effectively are two different things. 

If your team is already familiar with the platform, they may be able to jump right in. However, most businesses that maximize their HubSpot value opt for Onboarding sessions. 

Note: Onboarding is a separate service from implementation that must be added on. At Evenbound, most of our clients opt for onboarding and find it extremely valuable. We believe it's essential for teams to fully maximize their HubSpot investment.

Typically, Evenbound runs three separate onboarding sessions. These include but aren’t limited to:

• 1.) Introduction to HubSpot: Dive into the layout of HubSpot and how to access essential data
• 2.) Working your sales process in HubSpot: Walking reps through the process of working a lead from when they come into the website until they become a customer
• 3.) Deeper dive: A deep dive into specific tools that the company will be utilizing day-to-day in HubSpot

During onboarding sessions, your HubSpot Solutions Partner will provide step-by-step training, ensuring each team member knows how to convert a lead from a new site visitor to a satisfied customer. This will ensure your team is fully equipped to leverage the platform’s full potential.

How Long Does a HubSpot Implementation Take?

HubSpot implementation can take anywhere from 2-6 months, depending on the size and complexity of your move.

For example, a small company moving from spreadsheets and email might take less time than a large industrial service provider with hundreds of clients moving from Salesforce to HubSpot.

Timing will also depend on your team's availability. Having someone available to connect with your HubSpot Solutions Partner when needed can help move that implementation timeline along as efficiently as possible. 

Partner With Evenbound Experts To Make Hubspot Implementation Easier

Implementation can be one of the most overwhelming parts of moving to a new platform. From getting sales data and contact information into a new CRM to determining how best to set up your new sales pipeline, there's a lot to consider.

Having help from certified and accredited experts can help. The Evenbound team is a Diamond-level HubSpot Solutions Partner with multiple HubSpot Certified Trainers on staff and over 350 HubSpot Certifications. We've handled 5-star HubSpot implementations for countless clients in various industries including industrial, manufacturing, and more.

If you need help getting started with the HubSpot CRM, contact the Evenbound team!