7 mistakes new HubSpot users make without Onboarding
Posted: Thu Dec 26, 2024 7:23 am
Achieving your business goals requires the right technology, and for many organizations, that means onboarding HubSpot. But implementing the platform isn’t easy. HubSpot’s software is advanced, and if you’re not experienced with it, you can feel overwhelmed, leading to mistakes. Without a certified agency or expert by your side, those mistakes can quickly multiply and derail your implementation.
Here are the most common mistakes we see happen when companies onboard without onboarding .
01. Lack of established expectations
Suddenly introducing a new system to your team can be met with pushback. As with any software, onboarding HubSpot means you need to communicate why you’re adopting the platform and how it will impact everyone within your company.
Rather than assuming everyone is on board, create a communication plan that explains how you expect them to use HubSpot, over how long, and how often. Provide detailed descriptions of the business outcomes you hope to achieve, and make them reasonable. Create SMART goals and expectations to drive implementation.
02. Insufficient training time
Without a partner, you may not have enough time to implement HubSpot properly. Depending on the number of employees you need to onboard and the Hubs you plan to use, we canada telegram mobile phone number list can spend anywhere from 1-3 months building your team’s skills with HubSpot—sometimes longer!
You’ll need to learn the terminology, tools, processes, and everything in between. Plus, many people don’t feel comfortable using HubSpot once they get going because they’re not practiced, which makes progress difficult.
03. Bypassing custom settings
HubSpot's different features can be overwhelming at first, and settings can be easily overlooked or misunderstood. Without the right settings in place — anything from tracking codes, logos, or IP filtering — it can make launching your first campaign impossible.
For example, you won't be able to send your first newsletter without an email sending domain. An onboarding partner could alert you to this and other associated settings that will set you up for success.
banner-audit-hubspot-smartbound-Sep-06-2022-08-25-33-83-AM
04. Dirty data
Forgetting to examine the health of your data before entering it into your portal is a common problem, and it's understandable that you don't want to lose historical data. However, inconsistent data can immediately kill your chances of success, so it's crucial to examine it.
Errors like formatting issues, capitalization, duplicate email addresses, multiple fields, or unwanted characters can lead to a number of problems. You could experience delivery issues or a fragmented import leading to a cluttered portal. Disorganized HubSpot portals make it difficult for your teams to get the information they need.
Here are the most common mistakes we see happen when companies onboard without onboarding .
01. Lack of established expectations
Suddenly introducing a new system to your team can be met with pushback. As with any software, onboarding HubSpot means you need to communicate why you’re adopting the platform and how it will impact everyone within your company.
Rather than assuming everyone is on board, create a communication plan that explains how you expect them to use HubSpot, over how long, and how often. Provide detailed descriptions of the business outcomes you hope to achieve, and make them reasonable. Create SMART goals and expectations to drive implementation.
02. Insufficient training time
Without a partner, you may not have enough time to implement HubSpot properly. Depending on the number of employees you need to onboard and the Hubs you plan to use, we canada telegram mobile phone number list can spend anywhere from 1-3 months building your team’s skills with HubSpot—sometimes longer!
You’ll need to learn the terminology, tools, processes, and everything in between. Plus, many people don’t feel comfortable using HubSpot once they get going because they’re not practiced, which makes progress difficult.
03. Bypassing custom settings
HubSpot's different features can be overwhelming at first, and settings can be easily overlooked or misunderstood. Without the right settings in place — anything from tracking codes, logos, or IP filtering — it can make launching your first campaign impossible.
For example, you won't be able to send your first newsletter without an email sending domain. An onboarding partner could alert you to this and other associated settings that will set you up for success.
banner-audit-hubspot-smartbound-Sep-06-2022-08-25-33-83-AM
04. Dirty data
Forgetting to examine the health of your data before entering it into your portal is a common problem, and it's understandable that you don't want to lose historical data. However, inconsistent data can immediately kill your chances of success, so it's crucial to examine it.
Errors like formatting issues, capitalization, duplicate email addresses, multiple fields, or unwanted characters can lead to a number of problems. You could experience delivery issues or a fragmented import leading to a cluttered portal. Disorganized HubSpot portals make it difficult for your teams to get the information they need.