HubSpot Onboarding & Implementation With Muloo


HubSpot is an industry leading customer relationship management (CRM) platform that helps businesses manage their sales and marketing efforts to grow their business. For businesses looking to leverage the power of HubSpot, working with a Gold HubSpot partner like Muloo can be extremely beneficial.

Gold partners have exclusive access to training, support, and resources from HubSpot that make onboarding and implementation easier and more successful. A gold partner’s expertise in successfully implementing the HubSpot platform gives their clients a much higher chance of success compared to going it alone.

Muloo's team of experts will work with you to create an onboarding plan tailored specifically to your business needs that sets your team up for success. 

The onboarding plan typically includes implementation of the HubSpot CRM, setup of the Marketing Hub and Sales Hub, and training on how to use the platform. We will provide your team with the resources necessary to learn how to use each tool within the HubSpot platform. This includes tutorials, videos, webinars, and more. Additionally, we are available for any questions that may arise along the way.

We also provide advice and guidance on setting up your sales process with HubSpot. By understanding your goals and objectives, we can help you create an effective sales process that works for you and your team. Our team has a deep knowledge of all aspects of the HubSpot platform so you can be confident in our ability to set.

Once your team is up and running with HubSpot, we will be here to help you every step of the way. We are available for ongoing support and training, as well as help with troubleshooting any issues that may arise down the line. We can also provide insights on how to use data from the HubSpot platform to further optimize your business operations and increase success in the long run.

At Muloo, we understand that investing in a new CRM platform can be a big undertaking. That’s why our team is dedicated to making sure your onboarding experience is as smooth and successful as possible. With our expert knowledge and support, you can trust that your team will be fully equipped to take advantage of all that.

The two most common questions we are often asked when completing an onboarding:

How Long Does a HubSpot Implementation Take?

HubSpot implementation can take anywhere from 2-6 weeks, depending on the size and complexity of your move.

The time taken to complete a HubSpot implementation can vary significantly depending on a number of factors. For smaller companies, the move from spreadsheets and email systems to HubSpot might take only a few weeks; whereas larger industrial service providers with multiple customers may need additional time for their implementation due to the complexity of switching over from Salesforce or other CRMs. Ultimately, the timeline for implementation depends on how quickly your team can respond when presented with questions from your HubSpot Solutions Partner as they implement changes. It’s important that someone from your team be available for quick connect calls during this process in order for implementation to take place as efficiently as possible.

What Happens in a HubSpot Implementation?

A HubSpot implementation is a vital part of the process when adopting new business software such as HubSpot into an organization. This step allows businesses to properly set up their system so that they are able to get the most out of their new product. The implementation begins with a call between the organization and its HubSpot Solutions partner. During this discovery call, our onboarding experts assess how the organization works and determine how best to set up the CRM platform based on that information. This is designed to make sure that everyone involved is on the same page and all pertinent aspects of the company are taken into account when setting up HubSpot for optimal usefulness and benefit.

Once the initial conversation is completed, it's time to begin setting up every aspect of your business operations within HubSpot. This includes inputting contacts, integrating relevant channels such as email or social media platforms, mapping workflows and automations, creating forms and pages, adding tracking pixels, generating reports; the list goes on and on! Every detail within an enterprise level software may take days to properly implement depending upon how in-depth it needs to be but proper setup from each team member makes sure everything runs smoothly from Day 1 onwards with no hiccups along the way down the line.

If you would like to know more why not schedule a call with one of our onboarding specialists

Jarrud van der Merwe

Jarrud van der Merwe