A Complete Guide for HubSpot CRM Implementation

The HubSpot Implementation Process

The goal of HubSpot implementation is to ensure that you get the most out of your new CRM. The right approach can help ensure that HubSpot not only aligns with team goals but offers streamlined solutions that can help them be achieved more efficiently.

Much like any great venture, the key to successful implementation begins with creating a plan. It’s important to realize that there isn’t necessarily a single HubSpot implementation plan that will work for everyone.

HubSpot is designed to work for a wide range of different organizations, from small and medium-sized businesses to large corporations. That’s why nailing down the right implementation plan for you will largely come down to asking the right questions.

• Do you plan to tackle implementation on your own or work with a HubSpot Partner Agency that can walk you through the process?
• Which hubs do you plan to use, and what teams will be using them?
• Who will be assigned key HubSpot permissions?
• Are there pages you’ll need to install tracking codes on to monitor HubSpot analytics?
• How can you approach your HubSpot sales set up to best support your pipeline and buyer’s journey?
• What’s the most efficient way to import your contacts and any other data from your old CRM?
• What’s the best way to train your staff to maximize the benefits HubSpot has to offer?
• Which other tools do you want to connect to your HubSpot CRM to maximize productivity?

As mentioned, each company’s roadmap to HubSpot implementation will look a little different. These are just some key questions to get you thinking in the right direction.

Testing and Quality Assurance

Never underestimate the power of thorough testing along the road to HubSpot CRM implementation, especially during the migration phase. Make sure you always keep a backup of vital company assets and that any information you intend to transfer is in a compatible format.

Before going all in on your migration, it’s never a bad idea to do small test runs to make sure new datasets transfer accurately. Additionally, take the time to conduct checks after each transfer - this can help you spot potential errors before they turn into major issues.

How Long Does a HubSpot Implementation Take?

While it’s not the most convenient answer, the truth is that it depends on several different factors. For example, a small or new business without a large amount of data to transfer might be able to get up and running in a few weeks. A corporation with 20 years' worth of records to transfer, however, should likely give themselves a little more time.

The other major factor that will largely affect your timeline is expertise. Unless you have an experienced professional on staff, then working with a HubSpot Solutions Partner is definitely an investment worth considering.

Not only will your partner handle much of the heavy lifting, but they’ll also save you the hours of research needed to thoroughly understand the implementation process and provide you with one-on-one training. If you decide to go this route, then your HubSpot partner should be able to give you a much better idea of how long to expect your implementation to take after assessing your situation.