9 Signs You Need Help From A HubSpot Consultant
May 5, 2022
As opposed to most CRM platforms in the market, HubSpot is relatively simpler to use and easier to understand. It can be used by technical as well as non-technical professionals for streamlining a number of business processes.
For several years, HubSpot has been helping organizations operating in all major
industries manage their customer databases and automate their marketing,
sales, and customer service practices.
However, this does not mean that one doesn’t need any help in implementing
and operating on HubSpot. Although it is a simple platform, seeking
professional help provides users with a sense of direction and allows them to
enhance their processes.
If you are planning to implement HubSpot within your organization or need
help running it post implementation, it is advisable to seek help from a
dedicated HubSpot Consultant.
Who Is A HubSpot Consultant?
A HubSpot consultant is a professional who is well-versed with the nitty-gritty
details about HubSpot and its different offerings. As a HubSpot expert, they
help businesses across all stages of implementation, operation, and integration
of the platform.
A HubSpot Consultant can be an individual or an agency dedicated to providing
personalized HubSpot consultancy to businesses. When you approach a
HubSpot Consultant, they would as you for the issues you are facing, the
customers you cater to, the services/products you offer, and the objectives
you are willing to achieve using the CRM platform. Based on your specific
needs and preferences, a reliable consultant would tailor their services to suit
your requirements and help you meet your business objectives.
According to the HubSpot offering you are working with, you can work with a
HubSpot Consultant who is an expert in the concerned domain. For example, if
you are willing to boost your sales and drive home more revenue with the help
of HubSpot, you can work with a HubSpot Consultant who is a Sales Hub
expert. If you are looking to streamline your marketing processes, you can
work with a Marketing Hub expert.
So, how do you know if you need help from a HubSpot Consultant?
HubSpot users often get confused when it comes to realizing that they need
help from professionals. To understand this better, let us have a look at the
most important signs for major HubSpot offerings that indicate the need to
seek help from a HubSpot Consultant.
Signs You Need Help With HubSpot CRM
1. The Need To Migrate To HubSpot
If you are willing to migrate from an existing CRM platform to HubSpot, it is not
advisable to make the switch all by yourself. Migrating data from one platform
to another without affecting data quality and business logic has its own
challenges. If you are planning to take this step, you may need help from a
skilled and competent HubSpot Consultant.
A HubSpot Consultant will help you make a smooth, secure, and sustainable
shift from your current CRM platform to HubSpot. Right from cleaning your
datasets to facilitating quick migration, a HubSpot expert would guide you
every step of the way.
2. Integrating HubSpot With Suitable Applications
HubSpot integration is another activity where you need to be very precise in
your approach. Businesses often choose to integrate HubSpot with suitable
third-party platforms to enhance the functionality of the CRM platform. If your
team is already working on a specific application, integrating the same with
HubSpot prevents users from switching between multiple applications while
performing specific business processes.
If you want to integrate HubSpot with one or more suitable applications, you
may need help from a HubSpot Consultant. These professionals would help
you synchronize your business data between different platforms in a way that
changes made at one end are automatically reflected on the other.
3. Building Custom Reports And Dashboards
Whether you are focusing on your sales, marketing, or customer service
processes, reporting always plays an important role for the management. The
creation of extensive reports gives you a snapshot of your teams’ performance
and helps you make the right business decisions.
If you are finding difficulties in building customized reports and dashboards for
your team on HubSpot, you need to consult a HubSpot Consultant for help.
According to the parameters you want to focus on and the aspects you want to
analyze, the consultants would help you create customizable reports and
dashboards to help your teams keep track of their progress in real-time.
Signs You Need Help With HubSpot Marketing Hub
4. The Need To Automate Marketing Processes
If you are willing to automate your marketing processes and face roadblocks
while doing so, you can always approach a HubSpot Consultant for
personalized assistance. Based on your core business objectives, they would
help you select the right tools for driving marketing automation across multiple
platforms, including email, web, and social media.
Right from creating lead workflows to setting the right triggers, a HubSpot
Consultant would do their best to help your marketing professionals save their
time and effort. This would allow them to focus on the core business
processes.
5. Creating A Content Strategy
When it comes to marketing, quality content is the key to getting the traction
you are looking for. The content you create to target specific audiences with
your marketing campaigns allows you to persuade them to engage with your
business.
If you are struggling with creating an ideal content strategy for your campaign
with HubSpot, a HubSpot Consultant would help you out with the same. With
complete knowledge about the different content management tools offered by
the Marketing Hub, they would assist you in creating engaging promotional
content to be published across multiple platforms.
Moreover, a HubSpot Consultant would help you in creating content through
the Marketing Hub that is SEO-friendly. This helps you make the most of digital
marketing to improve your brand’s presence across the internet.
6. The Need For Analytics And Reporting
Marketing analytics provide users with data-driven insights into their
marketing campaigns and helps them make decisions that matter. The
Marketing Hub allows you to create customized reports to measure the
performance of your marketing team.
If you need help in building the right marketing reports and setting up data
analytics, a HubSpot Consultant would help you do so with the help of the right
tools. They would also guide you in making sense of your database and utilizing
real-time dashboards to keep track of your team’s performance.
Signs You Need Help With HubSpot Sales Hub
7. The Need To Manage Sales Pipeline
The importance of the sales pipeline in modern-day digitized sales processes is
immense. They allow you to add the acquired leads to the flow and nurture
them until they are converted into loyal customers.
Creating and managing a sales pipeline is an important task and may require
help from an expert. If you are facing difficulties in building and managing your
pipeline, a HubSpot Consultant would help you with their technical acumen.
Based on your criteria for qualifying leads and your approach to nurturing
them, the HubSpot expert would help you make the most of these pipelines to
drive more sales.
8. Scoring Sales Leads
When it comes to streamlining sales processes, you cannot afford to mess up
the lead scoring process. HubSpot Sales Hub allows you to score your sales
leads based on their behavior and the manner in which they respond to your
promotional messages.
If you hit roadblocks while scoring your leads, you can always reach out to a
HubSpot Consultant who would help you tackle the issue the right way. From
setting rules to prioritize your sales leads to assigning the right leads to the
right sales reps, your consultant would help you with the technical as well as
the business aspects of lead management.
9. The Need For Custom Reporting
HubSpot Sales Hub allows users to create customized sales reports to analyze
their team’s performance. If you have been facing difficulties in building
custom sales reports, a HubSpot Sales Hub expert would help you choose the
right tools, set the right parameters, and analyze your sales data the right way.
Other Important Signs You Need Help From A HubSpot Consultant.
Here are a few other signs that may imply that you need help from a skilled
HubSpot Consultant:
- Difficulty in routing customer cases
- The need to set up conversational chatbots
- Assistance in email marketing automation
- The need to create Playbooks
- Assistance in creating landing pages
- The need for seamless list management
- Defining and setting up the contact life cycle
- Difficulty in managing social media campaigns across multiple platforms
- Help in onboarding and training users
- Setting up users and roles as per your requirements
- Building sales team views and creating custom properties
- Setting up an automated knowledge base
The Final Word
A HubSpot Consultant is a go-to expert for HubSpot users to optimize the
platform and implement the right tools. These experts often possess years of
industry experience and market acumen to help you implement, integrate, and
work with HubSpot in the best way possible. Whenever you are in need, never
hesitate to approach a HubSpot Consultant for help.
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