HubSpot Guide: Understanding Professional HubSpot Onboarding Solutions
HubSpot Guide: Understanding Professional HubSpot Onboarding Solutions One of the biggest challenges of purchasing a new software is getting started...
11 min read
Revvy
Nov 16, 2021 6:00:00 AM
HubSpot at its core is a cloud-based CRM for growing businesses.
Maybe you roll your eyes at the “for growing businesses.” I mean after all, aren’t all businesses looking to grow? Of course, but to HubSpot this is central to how the platform is built.
The company was founded in 2006 to develop an inbound marketing platform. Over the years, HubSpot evolved into a multi-faceted software suite that includes five hubs: marketing, sales, service, CMS, and operations.
Unlike competitors, with HubSpot you don’t need to purchase a handful of other software tools or build integrations to connect your tech stack and teams. It’s an all-in-one platform capable of upgrading or downgrading as needed.
HubSpot is designed to seamlessly scale with your business. The result is reduced technical debt, less scaling issues, improved usability, and a more connected and simplified tech stack.
HubSpot has grown mighty strong over the years by every trusted indicator. The hype is real and with good reason, but figuring out which solution and how to bundle HubSpot for your business is a big decision that requires careful consideration.
This guide is designed to help identify which HubSpot solution is best for your business - the key features within each hub, which tier makes the most sense, and how the pricing works.
In addition, our guide will touch on how to successfully get your business started with HubSpot. After all, if you’re going to invest thousands of dollars into the platform, you might as well get started right and maximize the investment.
Before deciding which hubs and tiers make the most sense for your business, it’s important to understand how HubSpot is built.
As we mentioned, HubSpot at its core is a CRM. No matter which hubs or tiers you purchase with HubSpot, the CRM is included for free. It’s even available for free on its own if you want to try it out before purchasing anything.
Built on top of the CRM are five hubs you may add depending upon what your business needs. Those hubs are Marketing Hub, Sales Hub, Service Hub, Operations Hub, and CMS Hub.
Additionally, each of the hubs have three different tiers of functionality - Starter, Professional (Pro), and Enterprise.
Each hub and each tier unlocks more and more powerful tools.
For example, let’s say you’re running a young startup and beginning your marketing department. You could choose to purchase the Marketing and CMS Starter Hubs, which would include the CRM.
As your business grows you may need to upgrade to Marketing Hub Pro, remain on CMS Hub Starter, and add the Sales Hub Starter. Perhaps your business goes through a rough patch and needs to downgrade the platform. That’s available to you as well.
Now that you understand how the platform is built and scales, let’s jump into the hubs, the tiers, and the differentiating features of each.
Our goal with this guide is to help you understand the key differences between the hubs and tiers to help you figure out which key tools you need and which ones you’re sacrificing by not tiering up or adding that extra hub.
Throughout this section we will highlight the unique features within each hub and tier. Keep in mind that higher tiers include all of the features from the tiers below.
For a complete list of all the tools and features of every HubSpot product, please visit HubSpot’s product and services catalog.
Quick recap in case you skipped the intro (nobody reads those anyway): The core CRM is free with limited features, and all the other hubs are built upon it in an all-in-one, fully integrated solution. This enables HubSpot to empower the CRM based upon which Hubs are purchased and added to it. Essentially, the CRM is the foundation of the entire HubSpot platform.
The core tools included in the CRM include:
It also comes with the following free tools, which are limited but upgrade as hubs are added to the platform:
HubSpot’s Marketing Hub is designed to help businesses attract the right audiences, convert more visitors into customers, and run complete inbound marketing campaigns at scale, all in one powerful, easy-to-use platform.
Here’s a breakdown of the key features included with Marketing Hub at each tier:
Sales Hub is HubSpot’s powerful platform that enables sales teams to track and manage deals and pipelines more effectively, execute sales campaigns through automated sequences, and report on performance all in one centralized platform.
Here’s a breakdown of the key features included with Sales Hub at each tier:
Service Hub helps customer success (CS) teams execute seamless onboarding, receive and track customer issues, monitor and improve customer relationships through surveys, and so much more.
Here’s a breakdown of the key features included with Service Hub at each tier:
Operations Hub makes it easy for growth and data-driven companies to track and monitor their performance. Through Operations Hub, companies can sync, cleanse, and organize customer data and automate business processes.
While Operations Hub is the newest platform within HubSpot, it’s helpful for businesses to stay aligned with a connected, single source of truth for customer data. It also better enables businesses to track and adapt to the ever-changing needs of its customers.
Here’s a breakdown of the key features included with Operations Hub at each tier:
HubSpot’s content management system (CMS) enables teams to build flexible websites and blogs, easily edit pages, create landing pages, manage multiple domains and brands, and so much more.
Here’s a breakdown of the key features included with CMS Hub at each tier:
HubSpot is available for purchase through two vendors:
Which of these vendors is best for you? One is not better or more affordable than the other. HubSpot controls and approves all purchases no matter which route you choose.
It really comes down to trust. It’s important you go through whichever option listens to your challenges, understands your goals, and provides you with the most value and insight.
With that being said, it’s incredibly important you understand how your business is going to get started and onboarded into HubSpot.
Too many businesses do not do their due diligence on the post-sale onboarding process, which can result in massive frustration and lost money if you don’t understand your options.
HubSpot requires new customers to purchase and complete a certified onboarding experience with either HubSpot or a Solutions Partner. While it may seem like an opportunity for HubSpot to make more money, the fact of the matter is getting HubSpot up and running correctly is imperative to success. And it’s not easy to do.
Investing large amounts of money into a platform that’s not equipped or personalized for your business can be extremely costly to ROI.
We may be biased as a Solutions Partner, but we strongly believe it's best to go through a professional onboarding service to maximize your platform and hit the ground running.
For additional information about the difference between HubSpot-provided onboarding and Solutions Partner onboarding, check out our onboarding solutions guide that digs into the pros and cons of each.
Should you decide a Solution Partner onboarding is best, we also wrote a guide to help you determine which professional service partner is best for you.
At Revvy, we help businesses identify the best HubSpot platform based upon your unique business model and growth goals, and we specialize in HubSpot onboarding and adoption. To learn more about our HubSpot services, please visit our website here or fill out the form below.
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