Kendall | March 22, 2022 | Hubspot
But first — what’s holding your team back from using HubSpot? Switching to a new CRM is a big deal. There’s much to learn, and many new tools to try out — all of which can make the transition a bit overwhelming and intimidating.
In our experience, we’ve found that the best way to start shifting that mindset is to identify any underlying causes that contribute to it, which often include one or more of the following:
After you’ve identified those underlying causes that may be holding your team back from using the HubSpot CRM, it’s time to get strategic on how to fix them — it’s possible, I promise!
If you want to get your whole team on board, excited, and engaged in the platform, try the five HubSpot tips and tricks listed below. And then, of course, bask in the amazing feeling of full-team alignment, enhanced sales productivity, and ever-increasing revenue.
Without further ado…
Not to go all Aristotle on you, but in this case, well begun really is half done. If you give your team a good start with HubSpot, your chances of success are much higher in the long run. That’s where a HubSpot onboarding session comes in.
An onboarding session shows your team how they can use HubSpot and why they should get excited about it. Often, companies will pull in HubSpot Certified Trainers to guide them through the onboarding process and make sure no stone is left unturned. They’ll show you the basics of getting started, demonstrate a few key tools, and answer any technical questions that pop up.
During your HubSpot onboarding session, be sure to cover these important steps:
Once your team is more familiar with HubSpot’s CRM, they’ll start to see for themselves how it works to close more deals. The hard part is getting everyone started and forming that habit of consistent use.
One way to facilitate forming that habit is by encouraging your team to invest just 5 minutes of their day in the software. We call this a walk/run approach. First, your team gets familiar with the CRM by doing simple, but meaningful and productive tasks (walking). Then, they start to become more comfortable working in it and incorporating new tools to make them even more effective users (running).
Or, if your team members are looking for more training and support to supplement their learning, those 5 minutes could also be spent watching training videos from HubSpot Academy, the platform’s abundant knowledge market.
No matter what they decide to do, dedicating just 5 minutes every day for a while can make a huge difference.
HubSpot check-in meetings create an open, collaborative space for your team members to learn from each other on how they can better use the HubSpot CRM to improve their daily operations.
Schedule weekly, biweekly, monthly (whatever works for you!) training/support sessions to make sure your team has time reserved to work through their questions and concerns. We usually recommend starting with weekly sessions, then scaling back to monthly sessions as your team gets more comfortable with HubSpot.
Make sure to cover each of these topics in your session agendas:
Encouraging some friendly competition is a great way to keep your team excited about and engaged in the HubSpot CRM. Brainstorm a fun, but educational competition geared toward meeting certain milestones and accomplishments within the platform.
For example, if your sales team is new to HubSpot, make a challenge for them to see who can log into and use their account most consistently. Or, you could up the stakes and see who can log the most contacts or deals within it.
Whatever milestones you choose, make sure to ensure it’s a competition that’s not only fun, but will also help your team further their knowledge in using the CRM. As the challenge goes on, they can share any tips and tricks they’ve learned amongst themselves.
Then, of course, award some sort of prize to the winner. Most of your team members wouldn’t say no to a free coffee or lunch.
If you’re just getting started with HubSpot, you don’t have to go it alone. A HubSpot Partner Agency can help you get the most out of your investment. Hiring one might be a good option for your team if:
If you choose to work with a HubSpot Partner Agency, you’ll always have access to the help and answers you need, whenever you need them. From your initial onboarding session to ongoing HubSpot check-ins and training, your partner agency will offer the support that best suits your needs.
There are always new HubSpot tools, tips, and tricks to be learned! If you’re looking for some help navigating the robust platform, don’t hesitate to reach out to us at Evenbound. We’re a HubSpot Platinum Solutions Partner with multiple HubSpot Certified Trainers and 320+ HubSpot certifications. No matter if you’re just starting out with HubSpot or you’ve been a long-time user, we’re excited to see how we can help you use the platform to grow better. And if you want more tips like this, be sure to check out our post on the HubSpot blog!