10 HubSpot CRM Implementation Strategies They DON'T Tell You

Were you told that CRM implementation is as simple as clicking a button to migrate your data to your new platform? Have you scoured Google and dozens of blogs and come up with half-baked articles with no strategic guidance? This video reviews the top 10 strategic considerations you have to follow for setting up your HubSpot portal for long-term success-regardless of the hubs or tiers you use!
What does this mean? HubSpot CRM implementation takes careful preparation before you even begin utilizing the platform. It requires thinking through your plans for assigning teams and permissions, creating deal pipelines and stages that match your sales process, updating email subscription types for your unique content marketing efforts and so much more. If you plan your CRM set up well, you won't run into common reporting, security and utilization pitfalls later.
Need inspiration? If you create your permission considerations for team members ahead of time, you can easily copy another user's permissions for any new user to avoid manual set up! So if your marketing team gets certain permissions, use one marketing team member as the source of truth and customize from there on a user-by-user basis.
In this video, your HubSpot Helper will review:
• strategic considerations for a myriad of properties, pipelines, tools, settings and more
• risks associated with not setting up certain items in advance
• questions to use with your team to brainstorm your CRM set up
• HubSpot items you need to customize for optimal marketing, sales and service processes
Need help strategizing your CRM set up before you start pressing buttons? We’ve got a massive workbook with considerations, editable charts and support documents all in one place!
Download it here 👉 resources.kiwi...
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🎦 About "Your HubSpot Helper"
Your HubSpot Helper is a KZbin series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot!
Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities.
Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future.
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🥝 About Kiwi Creative
Kiwi Creative is digital marketing agency for B2B software and technology companies. We are:
• A long-time HubSpot Platinum Solutions Partner
• Leaders of the HubSpot User Group for B2B Technology USA
• Certified in HubSpot's Partner Scaled Onboarding program
• Hosts of the "Your HubSpot Helper" KZbin Series
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🚀 Ready to transform your HubSpot experience? 🚀
Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week.
Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com

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Need help strategizing your CRM set up before you start pressing buttons? We’ve got a massive workbook with considerations, editable charts and support documents all in one place! Download "Rock Your HubSpot CRM Implementation" here 👉 resources.kiwicreative.net/rock-your-hubspot-crm-implementation