How to execute a successful HubSpot implementation by Chelsey Lambert
LTMG2 min read

How to execute a successful HubSpot implementation

After years of implementing HubSpot in-both in-house and for clients, my Co-Founder, Cathy Kenton, and we knew it would be the best and only choice for our agency and our clients. Earlier this year, LTMG achieved Platinum Agency Partner status. We reached this tier only nine months after joining the HubSpot Agency Partner program – a practically unheard-of feat.

She and I firmly believe that is our passion for the technology and the ability to drive real results for our clients that helped us achieve Platinum Status.

Now, how does that help you?

Because we have executed countless HubSpot implementations... and turn arounds for our clients. We have seen it all -- from the team that had HubSpot for years without knowing what to do with it, to the team that has never even heard of HubSpot.

Over the past decade, we have identified three critical factors needed to execute a successful, measurable, and smart HubSpot use case. 

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Work with an expert.

Not just a HubSpot expert, but someone that understands your business and knows your customer intimately. Your HubSpot partner needs to be so familiar with your customer’s buying behavior and effective ways to reach them that they can engineer your account to provide the smoothest customer journey possible. We have seen HubSpot implementations fail because there is a disconnect between the account and the customer – make sure that you are reaching them effectively. But engaging the right partner is only the first step. Regular partner contact throughout the entire implementation process will directly result in a more successful program.

Clean your data, please.

Take the extra step to scrub and notate contact records accurately. This process does not just happen – you need to do import data in a specific way and explicitly tie names to companies. (See item one above for appropriate partners that can do this step for you.) But even before importing, make sure to audit your sources and map out all resources, take it from me, you do not want to get halfway through the process, then remember a new referral process.

Know your goal and manage expectations.

HubSpot is incredibly powerful, but it is only a tool. For successful implementation, you and your team need to understand how the software will work for each user and business unit. Recognize that HubSpot works differently for marketing than it does for sales and again for leadership. Outline organizational and group expectations before you go through implementation because after workflows and sequences are built, it can be time-consuming to reengineer completely.

Now is the Best Time to Get Started

Getting started with professional grade sales and marketing tools doesn’t have to be a time-intensive project. Schedule a free consultation with LTMG to learn how to quickly implement the essentials to build and maintain your organization’s communications now.

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