Your Partner for Implementing HubSpot Marketing Hub
Rebuild the ship while it's sailing,
and never get wet.
How your marketing automation platform is implemented is directly correlated to how effective it will be in helping you achieve your goals. Aptitude 8 is one of the most experienced implementation partners in the HubSpot ecosystem.
Need help with an implementation or migration to HubSpot? Contact us for a free consultation.
Introduction to Marketing Hub
HubSpot's Marketing Hub is both a marketing automation platform (MAP) and customer relationship management platform (CRM) designed to help your business grow.
HubSpot’s Marketing Hub is the single most important piece of technology in your marketing team’s stack. When it’s set up correctly and properly maintained, it becomes the wind in your sails, propelling your marketing team and allowing them to achieve their goals efficiently.
But, if Marketing Hub is set up poorly, it acts more like an anchor that can drag your business down. That is why it is critical that you have an implementation partner, like Aptitude 8, who understands the platform, inside and out, and can help you customize it to fit your specific needs.
Onboarding vs. Implementation
Onboarding is a stock setup of out-of-the-box features and some training for how to use the software.
Implementation involves customizing HubSpot to fit your business. That means creating custom properties, custom objects, funnel automation, and more that are specific to how your business operates.
It is the difference between spending months, if not years, customizing a new, unfamiliar system on your own vs. hitting the ground running because an expert already did it for you.
Effective technology starts with implementation.
80% of marketing and sales professionals that had smooth implementations report that their technology is extremely effective at helping them achieve their goals.
Our Implementation Process
01 Solutions Design
We start your implementation with a deep discovery and design phase, where we interview key stakeholders within your organization to understand your business and the wants and needs you have for your HubSpot instance. We validate that what you need is possible and let you know what limitations exist and how we can work around them. Then we build a gantt chart showing your project timeline and deliverables.
02 Account Setup
After Solutions Design, you’ll be equipped with an expert project team who are experienced in a wide variety of migrations and implementations. They will help you with the initial set up of HubSpot, ensuring that you don’t miss any important settings or features along the way. Your account setup includes:
Creating users & teams
Giving everyone the right access and permissions
Adding account defaults
Including brand colors, logos, and company info
Setting up your domains
For web hosting and email sending
With GDPR, CAN-SPAM, and data privacy regulations
03 Custom Data Setup/Migration
HubSpot’s default data structure of contacts, companies, and deals is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot. Your data migration could include:
To keep track of business critical information that doesn’t fit in default properties
Like memberships, products, subscriptions, events, and more.
To show relationships between objects, and label those relationships
To reflect the different stages your customers flow through during the buying process
45% of HubSpot users report that data migration was their top challenge during implementation.
When you have a large tech stack, it is critical that your data flows from one platform to another. We will ensure that all of your systems are connected and that you can use synced data in your marketing.
Social & ad accounts
To track your organic and paid promotional activity
Like Salesforce, if you don’t use HubSpot’s CRM
Like Google Analytics or a BI tool
We can develop an integration for any platform, including your products
05 Asset Building/Migration
Our team will create new assets that empower your team and/or review your existing assets and re-create them using your new set of tools. We will help you migrate:
Landing pages & forms
With re-directs from the old pages so you don't lose traffic
06 Custom Reporting
If you can’t measure something, you can’t improve it. We will build custom reports and dashboards that will keep your team informed and show progress toward your goals.
07 Training & Enablement
Ensuring your team knows exactly how your new platform works is crucial for your success. Our team will always make sure to walk you through what we've set up, what you can expect & show you exactly how everything is meant to function.
Who are aligned with your goals and available to you throughout the project
For your user-groups, so they get relevant training based on their roles
Designed to let your team practice what they will be doing in the system
Provided for your team to reference and for onboarding new employees
Let's make things happen together.
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