HubSpot Implementation vs. HubSpot Onboarding Services by a Global Partner

HubSpot implementation vs. HubSpot onboarding services by a global partner

Learn all about HubSpot implementation vs. HubSpot onboarding Services by a Global Partner.

When it comes to getting your business set up on the HubSpot platform, you will use two different processes: Implementation or Onboarding.

While both of these processes will help you get started with HubSpot, they are quite different from each other. In this article, we’ll explore the differences between HubSpot Implementation and HubSpot Onboarding in more detail!

Are you looking to get your business set up on the HubSpot platform?

There are two different processes you can use – Implementation or Onboarding. These processes will help you start with HubSpot, but they are quite different. In this article, we’ll explore the differences between HubSpot Implementation and HubSpot Onboarding in more detail!

Which process is best for me?

Find out more about the differences between HubSpot Implementation and HubSpot Onboarding!

Problems for CMO in Higher Education regarding recruiting

There are a few major problems that CMOs in Higher Education face when recruiting new students.

Many students look online for school information and can easily compare schools side-by-side. Many schools compete for the same students, and it cannot be easy to stand out. CMOs need to ensure their online presence is strong and that they are marketing their school correctly.

Another problem CMOs face when it comes to recruiting is that there is often a disconnect between the recruitment team and other teams within the school. This can lead to poor coordination and miscommunication, hurting the recruitment process. Additionally, different teams may have different goals regarding recruiting, which can lead to conflict.

CMOs sometimes have trouble measuring the success of their recruitment efforts. It can be difficult to determine whether a particular campaign was successful or not, and it can be hard to determine whether a particular student was recruited as a result of a particular campaign. This can make it difficult to determine where to focus future efforts. It’s an omnichannel environment.

HubSpot Implementation vs. Onboarding: Which One Is Right For Me?

If you’re looking to start with HubSpot, you may wonder whether you should use the implementation or onboarding process.

Let’s explore the differences between these two processes so you can decide which is right for your business!

What is HubSpot Implementation?

HubSpot implementation is getting your business’ data into HubSpot and setting up your account.

This includes importing your contact lists, configuring your settings, and creating necessary customizations. The implementation goal is to get your account set up and ready to use, so you can start seeing results from HubSpot.

What is HubSpot Onboarding?

HubSpot onboarding is getting your team trained on how to use HubSpot. This includes providing training on the platform, helping your team create their user profiles, and setting up their workflows.

The goal of onboarding is to help your team become familiar with HubSpot so they can use it effectively.

So, which process should you use?

The answer to this question depends on your needs. If you’re looking to start with HubSpot quickly and don’t need any customization, then the onboarding process may be right for you. However, if you need help importing your data or creating customizations, you may consider using the implementation process.

Are you looking for help with HubSpot Implementation or Onboarding?

If you need help getting started with HubSpot, our team of certified experts can help! We offer implementation and onboarding services, and we’ll work with you to determine which process is right for your business. Contact us today to get started!

The President of the higher institution should care about better return recruiting efforts.

The President of a higher institution should care about better return recruiting efforts because it can majorly impact the school’s enrollment numbers.

If the President doesn’t care about recruiting, the school may be unable to attract new students, leading to lower enrollment numbers and decreased revenue. Additionally, a lack of interest in recruiting can send a message to current and prospective students that the school isn’t interested in growing and improving. This could lead to students choosing other schools instead.

Therefore, the President of a higher institution needs to care about better return recruiting efforts. The school can improve its financial stability and reputation by focusing on recruiting and increasing enrollment numbers.

Matrix’s Onboarding Methodology

1. Onboarding Goals
2. Define Your Objectives
3. Work Towards Your Goals
4. Onboarding Completion

Marketing onboarding

Import and Organize Your Data

Set up the HubSpot platform to capture and view data critical to your business. This involves migrating data from existing systems and integrating external tools.

Increase Conversion Rates

For businesses that want to convert more website traffic into leads we will focus on optimizing efforts around conversion path opportunities for businesses that want to convert more website traffic into leads. 

Generate More Website Traffic

We will work on your SEO and content strategy to increase visits to your website. 

Capture, Convert & Engage Your Leads

We will work to create a campaign around an area of your choice that takes a visitor and nurtures that visitor into a marketing-qualified lead.

Measure Traffic & Understand Your Results

Set up the reports needed to view your website traffic and marketing efforts. Then we will work to interpret the reports to influence future strategies.

Automate and Personalize Your Marketing

Drive efficiencies in your marketing efforts using Matrix as a guide to set up automation and make sure you keep a high level of personalization in your efforts.

Sales onboarding

Import & Organize Your Data

Set up the HubSpot platform to capture and view data critical to your business. This involves migrating data from existing systems and integrating external tools.

Automate Your Sales Process

We will work together to identify areas of automation opportunity and teach you how to use the system to capitalize on those opportunities.

Configure, Price & Quote

For businesses that would like to be able to report on revenue, we teach you to set up your products in HubSpot so you can send quotes to your prospects. 

HubSpot implementation cost

Report On Your Team’s Performance

Together we will work to set up a reporting strategy that will allow you to track your KPIs and understand how to pull insights.

Accelerate Your Sales Efforts

We will focus on your team’s productivity and efficiency for businesses looking to enable their sales teams to do their work faster and more efficiently.

Managing Large Scale Teams

For those with multiple, distinct teams, we will work with you to implement a partitioning and permissions strategy that meets your needs.

Services

Set Up Your Helpdesk in HubSpot

Get the HubSpot customer service software set up to meet your needs. We’ll advise you on setting up your ticket intake channels, ticket pipelines, properties, and importing data.

Help Customers Help Themselves

For businesses looking for areas to create self-service paths, we will advise on automation, live chat, and/or a knowledge base.

Quantify & Visualize Results

We will work to understand your reporting needs and help you define goals, use out-of-the-box reporting, and set up custom reporting to gather insights into your KPIs.

Measure & Improve Customer Experience

For those looking to improve their customer’s experience continually, we will partner to create and implement a survey strategy.

Website (CMS)

Migrate Your Website

We will help support the general set-up and migration strategy and teach you the website editing tools for those who plan to migrate their existing site. We will also guide you through the steps needed in the go-live process.

Build your Website from Scratch

For businesses that want to create a new website, we will cover picking a Theme in HubSpot, discussing website strategy, and guiding you through the website editing tools you will utilize to bring your website live.

Establish an Online Presence and Capture Leads

Work on your SEO and content strategy to increase visits to your website. We will also work with your team to develop a lead management flow to manage lead conversions from your site.

Measure Website Activity

For those who want to measure the effectiveness of your website in driving business, we will cover standard and custom reporting to meet your needs.

Manage Multiple Brand Domains

For teams with multiple brand domains or business units, we will guide you through how to manage both brands within the website tools of HubSpot CMS and discuss strategies to do this effectively.***

3 case studies about successful results from HubSpot onboarding

1. HubSpot Onboarding helped a business increase leads by 30% with support from Matrix Marketing Group.

When a business works with a global partner for HubSpot onboarding services, it can see an increase of around 30% in leads. This is because the partner will help set up all of the necessary tools and systems your business needs to generate leads and drive conversions.

With a global partner, you’ll also have access to their team of certified HubSpot professionals who can help with anything from data migration to setting up marketing programs.

2. Matrix and HubSpot Onboarding helped a business increase website traffic by 400%

The Matrix Marketing Group onboarding process isn’t just about getting your team trained on how to use the platform – it’s also about setting up your business for success with HubSpot’s powerful tools.

One business saw a 400% increase in website traffic after working with a HubSpot global partner for onboarding services. This is likely because their partner was able to help them set up their website and content for maximum visibility in search engines, as well as create custom marketing programs that generated results.

3. HubSpot Onboarding helped a business increase sales by 15%

HubSpot onboarding can also help businesses increase sales. One company saw a 15% increase in sales after working with a HubSpot global partner for onboarding services. This is likely because their partner was able to help them set up effective sales and marketing workflows, as well as create custom programs that generated results.

If your business is looking for ways to increase leads, website traffic, or sales, then HubSpot’s onboarding process can help. Working with a global partner, Matrix for HubSpot onboarding services, will give you access to the tools, resources, and expertise you need to get the most out of the platform. Contact us today to learn more about how we can help you succeed with HubSpot!

3 case studies about successful results from a Matrix HubSpot implementation with results

1. ARA implements HubSpot and sees a 20% increase in website traffic and a 25% increase in leads within the first three months.
2. TrackVia implements HubSpot and achieves a 50% cost-per-lead reduction within the first six months.
3. Matrix Marketing Group implements HubSpot and doubles its website traffic and leads within the first three months.

You’ve decided to implement HubSpot, but you’re unsure what the next steps should be.

There are many different options for implementing HubSpot, and it can be hard to know which route is best for your business.

Let us help you reach your goals with HubSpot! Matrix has helped businesses achieve success with HubSpot implementations for over 16 years.

We offer various services that will help get your data into HubSpot, set up your personas and reporting, create sales and marketing workflows, customize your settings, and train your teams on how to use the platform.

Conclusion about HubSpot Implementation vs. HubSpot Onboarding Services

If you’re looking for help implementing HubSpot, Matrix is a HubSpot global partner, and the top HubSpot implementation agency has the experience and services to make your transition a success.

We’ve helped businesses achieve increased website traffic and leads, reduced costs per lead, and doubled website traffic and leads. Let us help you reach your goals with HubSpot!

Updated 2023.

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