HubSpot's "Guided Onboarding" will give you the checklist you need to get your portal set up, but it won't include the 1:1 training and hands-on support that many businesses need to customize their portals to reflect their business operations.
If your team doesn't know how to use HubSpot, they won't use it at all and will go back to their old platforms or create new ways to work around HubSpot. Or worse, they misuse HubSpot and create a CRM that has inaccurate data. This results in a CRM that's messy and leaves your sales and marketing processes disjointed and can hurt your sales and marketing initiatives instead of helping them.
With our trainings you will:
Get your marketing team set for success with HubSpot Marketing onboarding & training. Includes workflows, email marketing, contact segmentation, social media tools, ads and more.
Sales teams align! HubSpot Sales onboarding includes deal customization, pipeline creation and automation, forecasting, sales activity reports and more.
Increase customer retention. HubSpot Service Hub onboarding includes ticket pipeline customization & automation, NPS and feedback tools, knowledgebase configuration and more.
Moving from another CRM, sales or marketing tool suite to HubSpot requires process management, goal alignment, and training to ensure your team actually uses the new platform and that they're using it how you want them to. When you work with a HubSpot Onboarding specialist you will have a better likelihood of platform adoption across your entire organization.
Our team lives and breathes HubSpot. We are Certified HubSpot Trainers, HubSpot Approved Onboarding Specialists, and our team has numerous certifications and accreditations between us. We've even won a HubSpot Impact Award for a website we built on HubSpot CMS.
Our onboarding team can pass these skills over to you and your team. Working with our team can ensure your team knows how to use HubSpot, confidently and independently.
My experience has been amazing. I've received one on one training and have not only managed my current book of business but have also found new account generation far easier than our previous CRM. Great support and Great tool for companies looking to expand business and generate ultimate growth objectives.
Tanya is a truly strategic, all-around digital marketer and marketing operations pro. She understands her customer needs and priorities and comes with a big picture strategic digital marketing plan while not neglecting the tactics and details. On top of that, her analytical skills are like no other. We had her analyze a very complex data set, after a short time, she came back with operational recommendations on how to clean the data and how to market to the different groups.
It was a pleasure working with CRO:NYX Digital during our HubSpot on-boarding. The folks there are very knowledgeable and great to work with. Thanks for all the help and knowledge sharing!
Tanya went above and beyond in developing an understanding of our business and how to apply HubSpot for maximum effectiveness. Never impatient with us, she assisted our staff with no understanding of the system on how to use it effectively. Highly recommended!
We offer HubSpot Onboarding, Implementation Support and Training on: