They are very familiar with the technology (usually not necessarily from HubSpot). They have enough time in their daily schedules to get involved , investigate and carry out the actions that the project requires. Their dedication to the project will not affect other essential areas or activities for your company. Need to better understand HubSpot’s configurations and technicalities. They have a good understanding of inbound methodology , lead nurturing, automation, lead scoring, etc.
Will benefit from having an overview of HubSpot’s features without delving into them. They feel comfortable learning (and it is easy for them) to learn while doing. Time is not a pressing factor to have Mongolia Email List running optimally. But, if they don’t quite fit into them and if your company has the following particularities, then HubSpot onboarding through external help is better for you: They seek more than advice and guidance ,
Products And Plans That You Have Contracted
Require an external person to carry out the configuration, implementation and all the actions that are necessary to leave the project working optimally. Therefore, They have a certain urgency to be able to use the tool or perform certain actions in the short term and waiting for the internal team to do it would complicate things. They do not have someone in the company who can do it. Therefore, Are seeking to complement the project with new sales , marketing and/or customer service strategies to improve the company’s performance in all areas. Therefore, They are not very familiar with the inbound methodology and the tactics involved.
Internally, there are not people who have enough time to develop the project. You already had other software or tools and the migration can be complex or difficult to perform. They want to benefit from the experience of third parties to streamline your process and make the actions profitable. They want strategic and planning advice beyond the use of the tool. Seek a more dynamic relationship focused on achieving the company’s objectives and solving the challenges and problems
Technology You Already Have And Want To Integrate
That they have or may arise. What should you take into account before starting Onboarding? Therefore, When integrating a platform for your company you must know your objectives and processes well . But, above all, you must be aware of the size of your company and what are. Therefore, The points you want to improve with said platform. Now, the implementation process and the learning curve will always be complex and, in the particular case of HubSpot, you must know your company well to adapt the platform to the process and needs you want to cover.