What does "doing a HubSpot onboarding" mean?

You would be surprised by the number of current HubSpot clients who come to us without knowing what it means to have undergone onboarding. The reason or justification doesn't matter as much as the fact that onboarding is an internal process within companies where work processes are reviewed or defined, leading to certain configurations of their HubSpot portal being one way or another.

Because it means much more than just an initial technical setup.

Today, at Andimol, we like to define the Onboarding process as much more than a technical configuration of the HubSpot portal. It involves deep strategic work and a vision of the company's business.

Skipping the onboarding process or performing it intuitively with internal team/resources can lead to a failed implementation of the new CRM in the company after a few months. The lack of vision and planning in the implemented processes can cause the failure, not because HubSpot's CRM lacks necessary tools or fails to meet expectations.

Difference between onboarding and implementation

This is where we can start to differentiate between the technical configuration (onboarding) of the tool as it "comes out of the box" and the implementation as a process of adapting and configuring the HubSpot CRM to the company's needs.

It's clear that Implementation is a completely customized job, including the creation of custom properties, custom objects, funnel automations, custom processes, among other things. This is because each company is different in its way of working, and thus, the suggested technical configuration of HubSpot may be different.

Each implementation must be analyzed individually; there are no copy-and-paste recipes from what "other companies" do, not even from the same industry. Don't let them sell you "mirrors with colors." What works for others may not work for your company.

Difference between HubSpot onboarding and Andimol onboarding or implementation.

If you've recently purchased a HubSpot license, you may have been offered their Onboarding service, which includes weekly sessions with a consultant who provides guidance on various topics to help you configure the CRM yourself. However, it's important to note that this service does not include work hours on your portal. 

On the other hand, an onboarding or implementation process with Andimol consists of a customized work plan based on what your company needs. You will always have an expert to advise you on your processes and the best way to implement them in your portal. Additionally, you have included work hours, meaning that the defined work plan will be configured by our team.

Is it possible to undergo onboarding even if you have been using your HubSpot portal for some time now?

Yes. Many of our clients have started on their own, or even had unsatisfactory onboarding with other partners, and then they work with us to correct it. These cases require a bit more effort since old lingering errors need to be fixed and the CRM needs to be cleaned, unlike starting "from scratch." Nevertheless, we always achieve success.

Can you do more than one onboarding process?

Yes. Some clients ask us, "I did my first configuration or onboarding a few years ago, but I feel that it no longer represents us and is not functional." It's logical because companies and businesses evolve, so it's logical that your CRM needs to evolve too. Nothing is set in stone, and your HubSpot CRM can be reconfigured based on the processes that currently drive your business forward.

Now it's crucial to review your work processes and analyze metrics to identify what's working and what needs optimizing. Some clients opt to start working on RevOps processes with HubSpot instead of redoing their onboarding. At Andimol, we'll always advise and guide you towards the best approach for your specific case.

Why should you believe what we're telling you here?

With over a decade of experience as HubSpot Partners, Andimol has worked with numerous clients to optimize their processes and align their efforts towards revenue. Our expertise helps clients learn to work better with HubSpot, and you can find their testimonials here to see the results for yourself.

Furthermore, Andimol was one of the few partners worldwide to earn the HubSpot Onboarding Accreditation Badge in 2023.

This recognition from HubSpot, the leading CRM platform, confirms Andimol's ability to increase user adoption rates by implementing and customizing HubSpot, and providing comprehensive training to teams on its usage.

If your company is unsure how to start using HubSpot successfully, you can talk to us, and we'll show you the way.