Align Your Sales and Marketing Teams with Customized HubSpot Onboarding and Training

Before we make recommendations, we get to know your company inside and out. We’ll go over topics like your experience with HubSpot, your highest marketing priorities, who will be using the software, and how it fits into your current marketing tech stack. Understanding your business processes will ensure successful configuration and user adoption.

Once we understand your marketing initiatives, our team will dive into your portal and set it up using best practices. Depending on your familiarity with HubSpot, we’ll be sure to define everything we’re doing clearly. That can be anything from explaining HubSpot’s lifecycle stages (where your contact is in the buying process or their relationship to your company) or workflows (marketing automation to make sending emails and other functionality easier) -- whatever is needed!

We’ll make sure everything is in place in your portal so you can take the reins. We’ll pop the hood and provide on-hands training on elements like templates (email, landing pages, and webpage), posting content, creating automated marketing campaigns that make sense for your company, or whatever you need to reach your organizational goals. During this stage, don’t be afraid to ask questions on what terms mean and how they apply to your overarching inbound marketing strategy.

After you’re successfully onboarded, we can provide additional consulting to further optimize your marketing platform. Likewise, we can work together to build a customized inbound marketing strategy through advice on tactics like SMS marketing, blogging, email nurturing campaign ideas, and more.

Implementing a new CRM is never a simple initiative, and meeting your sales goals means working with a partner who’ll take the time to learn your strategy and revenue goals. That’s us. Before we make any suggestions, our team will meet with yours to learn everything we need to know to customize your Sales Hub.

Our sales onboarding services are a consultative approach to properly training your team on the HubSpot sales enablement platform -- especially if you’re new or relatively new to the software. We’ll provide technical advice on configuring your portal (spending time to ensure you understand what everything means in HubSpot) and give actionable advice to scale your process using automation and tried and true tactics.

When we’re ready, we’ll work directly with you to fully explain the functionality of Sales Hub. We’ll make sure everything is working to your satisfaction and optimize tools and processes throughout our partnership’s duration by digging into data. That includes anything from coming up with sales documents and naming methods, detailing how a typical prospect should move through HubSpot’s stages, to how automated messaging through email sequences can save you time.

If you feel like you need additional support on how to excel at your sales strategy -- whether that’s crafting sales enablement pieces, lead scoring, or working on personalization efforts - the team at Lynton will work with you, long after your portal is set up.

Like our other onboarding approaches, our Service Hub training starts with us understanding what you hope to achieve in your customer service or support programs. By recognizing your support goals, and ways to achieve them, you’ll promote better learning and user adoption of the platform.

In the grand scheme of sales and marketing, customer support is relatively new - and it’s continuously evolving. During this stage, we’ll take the time to teach what a help desk is, how support tickets work to resolve customer issues, and how to nurture a customer to turn them into brand advocates. We’ll also set up functionality within your portal that backs these objectives.

Our goal with all of our training and onboarding services is to help you adopt the tools and strategies that go along with them quickly, so you start using HubSpot like a pro. During our Service Hub onboarding, we’ll go 1:1 with your team to show them exactly how everything works -- and how to optimize it so your customer success and nurturing program is unmatched.

Once you’re up and running with Service Hub, we can provide ongoing support to make the most of your purchase. Whether it’s implementing new ticket strategies or helping you write Knowledge Base articles to enhance your help center or chatbot, we’ll be there for you!