Onboarding vs. Implementation

What's the Difference?

Although these might seem like similar processes, there are actually quite a few differences between the two.

Onboarding usually only entails training your team on one specific Hub at a time. It doesn't follow the bigger picture or show you how HubSpot will work for your business in the long run.

That's where implementation comes in. Implementation involves setting up each Hub to make sure you get the most out of your business. Implementation lets you see the bigger picture of how your business can adapt and grow. It starts with a data and reporting process, and it ends with using that data to see where your business strategies need to improve.

 

Learn more about each process below.

Our Onboarding Process

HS - Import tab number 1

HubSpot can seamlessly transfer all your data from your current CRM into HubSpot's database. We'll not only move your business over, but we will also ensure the integrity of your data.

HS - Automation tab number 2
In HubSpot, we can set up just about any automations that you need for your business. Whether it's email triggers, assigning leads to your sales team, automatically creating records, or even adding data to a Google Sheet, HubSpot can do just about anything.
HS - Attracting Clients tab number 3
We'll get your business ready to attract new leads. We'll walk you through the Hubs, and we'll explore HubSpot's many different integrations to see which ones you need to start driving business to your site.
HS - Conversions tab number 4
Our goal is to help you convert more leads into conversions. We'll set your goals, buyer personas, and set up marketing ads in HubSpot to start turning your prospective customers into buyers.
HS - Stay Connected tab number 5
HubSpot has several ways you can stay connected with your clients. We can set up your social media to keep you active on all your favorite platforms, get your email marketing ready, and set up your site's instant chat features.
EM - Upsell Emails tab number 6
We will take you through the Sales Hub so you can see how you can start selling right away. We'll create a marketing strategy with you, define your goals, and show you how to use HubSpot's tools to grow your profits.
HS Sales Enablement (1) tab number 7
HubSpot features powerful reporting tools. We can create custom reports for you, or see which of HubSpot's premade reports work best for your business so you can track and report your growth.

Why You Need Us for Implementation

Migration
Adapting from
Legacy Systems
We know that switching from one beloved system to a new one isn't everyone's favorite thing to do. But we make learning HubSpot easy by training your team on all the features HubSpot has to offer.
Legacy
Website Migration
Fluidity
Migrating your website to HubSpot is a fairly complex process. We help make that process a bit smoother for you, and we make sure that none of your current content is lost in the process.
Tools (1)
Proper
Tool Integration
HubSpot has tons of powerful tools that you can use for your business. But without integrating them properly, it may lead to detrimental problems. We ensure that the tools you need to grow your business are set up properly.
Data
Easy
Data Imports
We help you easily move all of your data into HubSpot's CRM. That way you don't lose any contacts in the process, and you can be sure that all of your clients are exactly where they need to be.
Reports
Stress-Free
Reporting
Every business has different reporting strategies that are unique to their industry. We set up the reports you need, and get rid of the ones you don't so all the stress of reporting is off of your shoulders.
Automation
Correct
Automations
Automations are a great tool to keep our business active online and with customers. When we set up your automations, we check to see if you are getting the most out of how your business interacts online.

HubSpot FAQs

What is HubSpot?

Simply put, HubSpot is a company that provides CRM (customer relationship management) software and technology that helps businesses grow.

That sounds simple, but HubSpot delivers a solution that has a powerful impact on its customers. With HubSpot, businesses can focus on providing a customer experience that is a true competitive advantage … one that drives sustainable business growth.

HubSpot, the CRM platform, consists of software that provides five different business functions. The five hubs within the full platform are:

  • Marketing Hub — software that specifically supports inbound marketing strategies to grow traffic, generate and convert leads, and show a return on investment
  • Sales Hub — software that supports your sales team with increased productivity, shortened sales cycles, and tools to make your sales process more human
  • Service Hub — software that supports your customer service efforts to connect with and support your customers so that they turn around and promote your business on your behalf
  • CMS (Content Management System) Hub — software to manage your online, digital content in a way that’s both flexible and powerful for you as well as personalized and secure for your customers and website visitors
  • Operations Hub — software that gives you the ability to efficiently manage customer data and automate your business processes

HubSpot packs a lot of power in the platform. So much so that, more often than not, even the smartest business people need help harnessing all that power.

And that’s where HubSpot Solutions Partners like WorldLight Media come in.

We can give you honest advice to help you decide if HubSpot is right for you, and if it is, help you choose a package that fits your specific needs. We can then help with the onboarding, set-up, and implementation of the software … including training your team on how to use it.

HubSpot integrates with nearly 2,000 other software apps and tools that you may already be using

Is HubSpot Worth It?

Find out for yourself whether HubSpot is the fit for your business with our new HubSpot ROI Calculator.

What features are offered in HubSpot Sales Hub?

Includes a fully featured sales CRM, sales engagement tools, quote and CPQ functionality, reporting and analytics, and more — plus the ability to seamlessly integrate with more than 1,160 tools in HubSpot’s App Marketplace.

What are the features in HubSpot Marketing Hub?

Attract visitors through blogging, social media, ads, and more. Convert visitors into customers with landing pages, email, marketing automation, ABM, and more. Track ROI with revenue attribution reporting. All powered by the customer data in your CRM to enable personalization at scale.

What are the features in HubSpot CMS?

Includes hosting, flexible themes, dynamic content, drag-and-drop page editing, memberships, and more — all powered by a CRM platform that allows you to build seamless digital experiences for your customers.

What are the features in HubSpot Operations Hub?

Includes programmable automation, data sync, data curation, and data quality tools — all powered by HubSpot’s CRM platform. Your business will have one unified view of every customer interaction, and be empowered to deliver friction-free customer experiences.

Why should I go through a HubSpot partner?

Since HubSpot Certified Solutions partners like us are fully trained on HubSpot Implementation, the HubSpot onboarding process and fees associated with it can be waived and your Solutions Partner will set up the software for you. Note: there is still a cost to implement the software, but they are included in any consulting costs that you pay to us. 

While we're HubSpot software implementation experts, our ultimate goal is to help your business succeed by reaching milestones and solving bottleneck issues with your marketing, sales, and customer service systems. We provide customized and personal service based on your unique needs, challenges, and goals for growth. While we use HubSpot as a tool to help you reach your goal, when you work with us, you also get our coaching and training to improve your overall strategies, approach, and operating procedures. 

WorldLight Media wants to be your long-term partner for success in Inbound Marketing, lead generation, and ultimately business growth! 

Did you Know? 

You can waive HubSpot Onboarding Fees by working with a Certified Solutions Partner.

Since HubSpot Certified Solutions partners like us are fully trained on HubSpot Implementation, the HubSpot onboarding process and fees associated with it can be waived and your Solutions Partner will set up the software for you. Note: there is still a cost to implement the software, but they are included in any consulting costs that you pay to us. 

 

WorldLightMedia

Why Work with us?  

We provide more than just Software Implementation

While we're HubSpot software implementation experts, our ultimate goal is to help your business succeed by reaching milestones and solving bottleneck issues with your marketing, sales, and customer service systems.  We provide customized and personal service based on your unique needs, challenges, and goals for growth. While we use HubSpot as a tool to help you reach your goal, when you work with us, you also get our coaching and training to improve your overall strategies, approach, and operating procedures. 

WorldLight Media wants to be your long-term partner for success in Inbound Marketing, Lead Generation, and ultimately business growth! 

 

HubSpot Resources

How HubSpot Sales Pro can help Improve Your Bottom Line
What is HubSpot Service Hub?
Is HubSpot Marketing Pro Worth the Price?

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