HubSpot has been a new buzzword in the office technology industry for generating leads. But it’s not exactly plug and play. There’s an extensive amount of work that goes into setting HubSpot up and learning how to use it the right way. HubSpot actually requires new customers to go through training and onboarding. You can go through their program (at a cost of $3,000) or a program from a HubSpot Certified Partner. You can’t simply purchase the software… you have to know how to use it.

Why does HubSpot require a paid on-boarding process?

Success. Left to their own devices, it’s easy for new customers to let setup wait until they have time to figure it out. It’s easy to get pulled in so many directions that you never get around to the setup or learning the tool, which results in a large sum of money each month wasted….which leads to the HubSpot license eventually being cancelled. HubSpot requires this training to ensure that the customer is set up to succeed, so training is required. They want you to have the knowledge and training on their sales and marketing platform to get the biggest lead generation impact. And to keep you renewing the annual license year after year.

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We’ve been asked at Convergo (formerly Prospect Builder) what’s the difference between your on boarding program and HubSpot’s?

Industry experience.

We’re all from the office technology industry so we speak OEM, MFP, MPS, and so on. We understand how dealers use eAutomate, Sherpa etc. and how you’re capturing supply and service information from your website, which allows us to set up HubSpot to work WITH these systems. We know how to set up forms properly for toner orders, how to route them, and how to set up the experience of it all for dealership’s customers. We work closely with CEO Juice to be able to extract data from eAutomate and create customized email workflows for anything from requesting a Google review to boost SEO to automating an email notification for expiring leases.

What do you get with the HubSpot set up? (source: HubSpot)

• An assigned Implementation Specialist for the first 90 days from the start of your HubSpot Professional Subscription Service
• Your Implementation Specialist shall provide: Assistance with the technical setup associated with the Professional HubSpot Software and any other HubSpot products purchased at the same time
• Advice and guidance on integrating your existing CRM or other systems with HubSpot
• Guidance on developing, managing and executing one (1) inbound campaign
• You will also receive on-going access to resources including: The HubSpot Support Team
• Certification courses, documentation, and training programs from the HubSpot Academy Team
• The HubSpot Customer Success team

What do you get with Convergo’s HubSpot setup?

• An assigned Inbound Specialist for the first 60 days from the start of your HubSpot Professional Subscription Service (we work with you a little quicker to get you up and running)
• Your Inbound Specialist shall provide: Set up of HubSpot with office technology industry best practices implemented
• Advice and guidance on integrating your existing CRM, recommendations for integrating CEO Juice with your HuBSpot portal, other systems with HubSpot
• Set up for one Google Review Campaign (works in conjunction with Juice)
• Guidance on developing, managing and executing one (1) inbound campaign for one of the following: Copiers and Printers
• Document Management
• Managed IT
• Telephony
• You will also receive on-going access to resources including*: The HubSpot Support Team
• Certification courses, documentation, and training programs from the HubSpot Academy Team
• The HubSpot Customer Success team

All of these things are automatically included in the purchase of the HubSpot professional license.

The Convergo HubSpot set up goes beyond what HubSpot’s implementation specialists can do. We’re a little more expensive, but we can do it faster and we already know the industry and how to set up a dealer’s HubSpot portal for success.

If you’d like more information, please visit: http://www.convergomarketing.com/hubspot-onboarding-office-technology.