Configuring HubSpot for Success Using Partner Consulting Services
Whether you’re new to HubSpot or looking to get the most from the software, HubSpot consulting services can help you build a plan around your inbound marketing, turn it into a sales engine, engage customers with improved customer service and more.
While HubSpot has built an outstanding platform that transformed marketing as we knew it, the company’s focus is on innovating new products to serve its customers and supporting customers’ day-to-day needs within the platform. That’s why the company relies on skilled partners to offer consulting services to its customers who need assistance getting started with or advancing their use of HubSpot.
These thoroughly vetted partners help HubSpot support customers in a variety of ways while guiding them toward the best use cases for the software. The tools within HubSpot are so robust, having professional support for provisioning and maximizing the tools is essential to hitting sales goals and engaging customers through marketing.
Here’s a look at what consulting services can offer your business and some reasons you might consider engaging a HubSpot partner for these services.
What Are HubSpot Consulting Services?
HubSpot consulting services offer far more than just account setup. Experts like the team at Diaz & Cooper assess your sales, marketing, customer service and website strategies fully.
Before doing anything in HubSpot, your consulting partner will provide a report on areas of opportunity so your business runs smoothly and is ready for the leads and new business your inbound marketing tools bring in.
These consultants aren’t order takers. They don’t just do what you’ve asked them to do. Instead, they help you realize your organization’s full potential in ways you might not have considered.
Some consultants are experts in just one area, while others employ a well-rounded team that can assess all aspects of your marketing and sales to ensure you maximize your success.
The process Diaz & Cooper – a Platinum HubSpot Partner – goes through includes:
- Getting to know your company and the audience you serve
- Listening to your goals
- Evaluating past success and opportunities
- Looking for gaps and opportunities in your current processes
Take some time to learn more about the various consulting services available and how they can impact your business.
Types of Consulting Services
There are five main HubSpot consulting categories.
- Technical consulting
- Inbound marketing consulting
- Sales consulting
- Customer training consulting
- Migration services
Here’s a deeper look at each of these consulting services and what you can typically expect with each.
Much like the name implies, technical consulting provides support for the HubSpot platform’s robust capabilities to provision it for best success.
But that doesn’t mean it’s just a service of writing code and connecting systems. These services still focus on helping you evaluate what’s working and where you have room to grow to build a robust sales engine for your business. Then, it looks at what connections, coding and design work you need to take advantage of those opportunities.
There are five main areas that technical consulting encompasses.
- Custom Website Design and Development
A customer-centric website is the first step in building an inbound marketing strategy and helps you connect with your target audience in a meaningful way.
Your technical team can take your brand guidelines and understanding of your target audience to create a sleek, modern website design built on HubSpot to take full advantage of the tools available to you.
- System Administrator Training
System administrators often oversee many aspects of their organization’s HubSpot account. This includes auditing accounts, ensuring clean data, creating workflows, reviewing email deliverability and much more.
While HubSpot offers introductory courses to help system administrators get started, there’s always more to learn about maximizing the Hubspot experience.
- API Implementation
Build custom apps and integrations between other software to sync your martech. Placing your data in one system can help you get the most from it, analyze it fully and maximize the systems you’re paying for.
- Migration to HubSpot from Other Tools
HubSpot is a powerful all-in-one software. But perhaps your business has taken a slower approach to implementing certain aspects of functionality into your business.
Migrating other marketing tools to HubSpot helps your team have one central login for information to simplify day-to-day tasks and maximize your use of marketing automation. A consultant can help you transition from other tools seamlessly and quickly.
- Technical Issue Troubleshooting
When something isn’t working the way it should be and you can’t figure out what’s wrong, working with a HubSpot partner consultant can help clear things up quickly.
While you have access to HubSpot technical support, sometimes it isn’t robust enough or doesn’t provide answers as quickly as you need to maintain a campaign effectively. Your consulting partner can evaluate and resolve the problem quickly to keep your marketing on track and ensure a quality experience for every customer.
Inbound Marketing Consulting
Becoming an inbound marketing expert takes time, trial and error, and a deep understanding of the underlying strategies. Because it is complex, working with a consultant can help you get your inbound marketing engine up and running quickly and ensure it is fully optimized for lead generation and nurturing. Here are some of the ways inbound marketing consulting can help grow your business.
- Enhancing ROI and Lead Generation
Your social media, SEO, email and content marketing strategies do not work independently of one another. Instead, they integrate to help you engage customers how they want to be engaged and encourage them to take the next step with your organization to go from a visitor to a lead.
Understand what’s working best for your business so you can invest in it more heavily and stop doing the things that are not resulting in new business to boost your ROI and demonstrate the value your marketing team provides your organization.
- Tailoring Strategies to Target Audience and Customer Journey
You might be doing everything by the book when it comes to your various marketing tactics. But your target audience is unique and no book can tell you exactly how to engage your prospects and customers to maximize engagement.
Understanding your customer buying journey will help you use various marketing tactics more effectively. You’ll gain a clearer understanding of what customers are looking for when they follow you on social media or some common ways they search for answers to their pain points on search engines. With some mild tweaks to tailor your strategies to your target audience and their unique buying journey, you’ll start seeing the results you’ve always anticipated.
- Industry-specific Expertise
As you seek a HubSpot partner to guide you in your journey to getting the most from your martech, consider the industries where they have experience.
Each industry presents unique challenges to reaching customers and will have a distinct customer buying journey. Working with a partner that already understands your industry’s nuances will be invaluable. Industry-specific experience helps kickstart your project and ensures its success.
The sales team has a big job when it comes to managing leads and relationships with existing customers. They need to support prospects through every stage of the pipeline, yet the process moves fast in many industries and missing one touchpoint could be the difference between a customer choosing you versus your competitor.
Here’s a look at how consulting can help your sales team get the most out of HubSpot and better communicate with your marketing team to align goals and customer communication.
- Streamlining Lead Management and Automation
Lead management should not feel like an out-of-control process. Instead, it should look coordinated, and marketing should know when a lead has been handed over to sales to close the deal.
Managing leads is far simpler with automation. The more you know about the customer buying journey, the more you can automate those interactions with your prospects to take some weight off the sales team and free up their time to focus on closing sales and delighting customers.
Even companies with extremely complicated sales pipelines can automate those interactions once they understand the process and what customers are looking for.
A HubSpot partner can help you evaluate your sales process and recommend automation workflows.
- Aligning Sales Funnel and HubSpot Provisions
Some organizations know that there is immense power in automating the customer buying journey to assist sales. But the problem is, they aren’t seeing results because their automations aren’t aligned well with the sales funnel or the HubSpot workflow has a flaw in it that ends up sending the wrong interaction to customers at the wrong time.
Consulting services can help ensure customers get the right touchpoints at the right time based on your organization's unique customer buying journey.
Customer Training Consulting
Ultimately, you likely have a goal to manage HubSpot yourself long term no matter how much you enjoy your working relationship with a HubSpot partner.
Your HubSpot consultant can ensure you know how the system works and how to replicate the work that you’ve done together throughout the consulting contract.
In case something goes wrong or a workflow needs a minor tweak, your team will be empowered to make the change directly without waiting on support.
Generally, customer training consultants focus solely on the training aspect and not on strategy. So if you want to know that you’ll be learning best practices and ensuring your system is set up for best practices, you should ensure you hire a partner with skills in more than just training.
HubSpot Migration Services
Data transfer sounds easy enough on the surface. You export information from one system and import it into HubSpot. But it isn't that simple. You need to make sure you put the data in all the right places and then make connections to use that data accordingly.
Migration is a critical aspect of any successful HubSpot implementation. You’ll be handling crucial information like CRM data and pipeline workflows, which simply have to be perfect when entered into HubSpot.
Not to mention, migration can be a lengthy process, which delays the timeline for getting the most out of your investment in HubSpot.
By partnering with a certified partner like Diaz & Cooper, you can rest assured that you’ll have quality data alongside a strategy for using HubSpot that maximizes your investment.
See Your HubSpot ROI Potential
Unsure whether HubSpot is right for you or if you want to invest more in the system through HubSpot Consulting Services? Use the HubSpot ROI Calculator to see your full potential and the value of optimizing your account.