«It is a credential that validates the skills and strategic experience needed to onboard large enterprise clients to HubSpot.”
This certification grants datasocial a recognition from HubSpot in:
Specific product knowledge.
Possess the skills and experience in project management, change management and expertise in sales and discovery processes.
Ser partner Platinum, Diamond o Elite.
Have completed client onboarding projects in the last 12 months for HubSpot Marketing Hub and Sales Hub Professional and Enterprise licenses.
Have experience with the goal-based onboarding methodology.
Have a team certified in different HubSpot Academy courses (10 different certifications are required, most of them related to the implementation, integration and management of the platform).
Having presented several success stories to HubSpot from clients who have trusted datasocial as implementers and whose feedback and results have been positive.
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As we have already mentioned, Pro and Enterprise licenses require an costa rica consumer email list onboarding process to start using the platform. This can be done with the HubSpot team itself or with a certified partner.
What is onboarding for?
It is a process that lasts on average 8 weeks and ensures the success of the (technical) implementation of the platform. It provides new users/teams with the necessary knowledge to get the most out of it.
Our methodology involves a prior analysis and the preparation of a roadmap for incorporation :
Needs analysis: objectives, size and stage of the company, teams that will use the tool, processes to be optimized in each team...
Set up and configure the tool.
Integrations and migrations (data and other tools, if necessary).
Initial implementation of processes in HubSpot.
Live training sessions.
Access to more than 30 self-developed resources to facilitate the development of your processes.
Repository of HubSpot resources focused by task, functionality, and phase.
Creation of results analysis panels.
The goal of this methodology is to personalize the startup process with HubSpot and provide the client with maximum autonomy, eliminating any type of future dependencies on a partner.
What types of onboardings exist in HubSpot?
After completing an onboarding (according to the Hub) you will acquire the following knowledge:
Marketing Hub: how to host and retrieve data in HubSpot, how to manage the CRM, your lists or contacts... How to segment, how to run acquisition and advertising campaigns, create automation and nurturing processes, and you'll learn all the best practices for lead qualification. You'll also learn how to make reports and do analysis.
Sales Hub: create and improve sales processes, customize CRM to the team's needs, create sales reports, create lead acquisition and nurturing processes, automations for qualifying and passing leads between teams or people on the sales team. You will also learn best practices to close deals faster.
Service Hub: How to set up a help center for the first time, as well as how to put customer resources online, configure live chat, chat bot, emails and automated tickets for customer service, create a ticket pipeline, schedule meetings or configure customer service channels. You will also learn how to measure and report on customer satisfaction, as well as measure productivity and incidents in teams.
CMS Hub: Although it depends on the project (migration, new site or integration), CMS onboarding will help you optimize SEO and create conversations that capture the interest of leads. You will also learn best practices for creating and editing the content of your website hosted on HubSpot.