HubSpot, a CRM platform that’s trusted by over 205,000 customers in countries all over the world, is among the most popular.
With tools for marketing, sales, analytics, and beyond, HubSpot comes with everything your team needs to create and execute a strong inbound marketing strategy. Whether you’ve just signed up for HubSpot or are thinking of making the switch, we’ll walk you through what you need to know about HubSpot CRM implementation.
Understanding HubSpot CRM Implementation
Let’s start by breaking down exactly what we mean by HubSpot implementation. Implementation is the process of getting your CRM up and running and typically involves several stages:
- HubSpot onboarding, which focuses on customizing your new CRM in a way that’s most useful for your teams.
- HubSpot migration is the metaphorical equivalent of “move-in day" and involves moving all your information to its new centralized home. This could include anything from contacts and forms to records and other important data.
- HubSpot integration is where you can connect your CRM to your choice of over 1,000 other pieces of software. One of the major perks of HubSpot is that it’s easy to connect with everything from email and calendar providers to software like Zoom, WordPress, Slack, and many more.