An Introduction To HubSpot Consulting

May 07, 2022

CRM platforms often carry a reputation of being complicated and highly technical to understand. This makes many organizations hesitate before implementing CRM solutions to handle their customer databases. However, HubSpot does not fall under this category and offers users a simple and straightforward user interface.

HubSpot and all its offerings are designed to provide maximum benefits to users without any unnecessary complications. Right from building websites and landing pages to create automated marketing campaigns, both technical and non-technical users can work on HubSpot without facing any hassles. 

However, just because a CRM platform is simple and easy to understand, it does not mean that you cannot leverage its functionality by taking help from professionals. Just like any other software solution, there are experienced, skilled, and dedicated consulting professionals in the domain of HubSpot that provide personalized services to the users. These service providers are called HubSpot consultants. 
The consultants provide extensive HubSpot consulting services related to different aspects of the CRM platforms and their offerings. These services are dedicated to helping HubSpot users troubleshoot issues and use the platform to enhance their business processes the right way. 

Let us start understanding the concept of HubSpot consulting by defining it.

What Is HubSpot Consulting?

HubSpot consulting is a set of services provided by HubSpot experts that revolve around the implementation, operation, and integration of HubSpot. An organization can work with a single trusted HubSpot consultant or an agency comprising a group of consultants based on its specific needs and preferences. 

HubSpot consulting allows HubSpot users to seek professional assistance in choosing the right tools, optimizing the right features, and getting their issues resolved while working on the CRM platform. 

Based on the services offered by the consultants, HubSpot consulting can be divided into two major categories – inbound HubSpot consulting and technical HubSpot consulting.

Inbound HubSpot Consulting

Inbound HubSpot consulting is a set of consulting services offered by experts that revolve around implementing robust business strategies. Here, skilled HubSpot consultants help you chart out targeted and holistic strategies that can be fulfilled with the help of HubSpot and its offerings. Having complete knowledge of the CRM platform, a trusted HubSpot consultant would guide you every step of the way while providing you with inbound consulting services. 

The inbound HubSpot consulting services offered by experts depend according to the HubSpot offering used by your business.

Inbound Consulting For Marketing Hub

These consulting services are provided to businesses having implemented HubSpot Marketing Hub. Here, the consultants help you create powerful marketing campaigns and persuade your prospects/customers to engage with your brand.

Here are some of the major HubSpot consulting services offered by Marketing Hub experts:

  • Developing Buyer Persona – A buyer persona refers to an accurate representation of your target audience. Based on the customers you are willing to cater to, HubSpot consultants help you develop a buyer persona by undertaking thorough research on your existing audience. This makes your marketing campaigns more specific and powerful. 

  • Developing Personalized Campaigns – These HubSpot consulting services include Marketing Hub experts helping you develop and optimize targeted marketing campaigns. From choosing the channels for propagating your messages to defining the KPIs to focus on, the HubSpot experts would assist you at every stage. 

  • Auditing Marketing Assets – To ensure that your marketing campaign turns out to be successful, HubSpot consultants help you audit your marketing assets like website, landing pages, emails, and blogs. They would provide you with suggestions and recommendations to optimize these assets and get the traction you are looking for.

  • Email Marketing Support – You can specifically ask for personalized support from HubSpot consultants regarding your email marketing campaign. The experts would help you build and manage your marketing campaign in a way that fulfill all your business objectives. 
Inbound Consulting For Sales Hub

These consulting services are provided to businesses having implemented HubSpot Sales Hub. Here, the consultants help you streamline your sales processes and assist your sales reps in driving more revenue home.

Here are some of the major HubSpot consulting services offered by Sales Hub experts:

  • Mapping And Implementing Sales Processes – Based on the KPIs you are targeting and the objectives you have in mind, HubSpot consultants help you map and implement your sales processes to get the best results. 

  • Automating Lead Management – HubSpot consultants help you drive automation in managing your leads. This prevents your sales reps from spending their time and effort in acquiring, recording, and nurturing leads. 

  • Training Sales Reps – A skilled and trusted HubSpot consultant thorough with the Sales Hub can train your sales reps to use the platform better and enhance their overall productivity. They also provide hands-on training to your sales reps to help them understand the CRM platform in a practical way. 

  • Assistance With Reporting – HubSpot consultants adept with the Sales Hub assist users with creating customizable reports and understanding what to monitor once the reports are created. 
Inbound Consulting For Service Hub

These consulting services are provided to businesses having implemented HubSpot Service Hub. Here, the consultants help you use the CRM platform to provide quick, automated, and personalized support to your customers.

Here are some of the major HubSpot consulting services offered by Service Hub experts:

  • Defining Ticketing Processes – HubSpot experts trained in the Service Hub help users in defining the automated ticketing processes to streamline the support offered to their customers. 

  • Setting Up A Knowledge Base – Skilled consultants help you set up an automated knowledge base with all necessary information about your organization, products, and services. This information can be used to provide quick and personalized support to your customers. 

  • Creating A Chatbot Strategy – Based on the platform where you want to deploy your chatbots and the kind of support you want them to offer, HubSpot consulting services help you create an idea chatbot strategy.
When it comes to providing inbound HubSpot consulting services, experts often resort to the following major consulting options:

Business Consulting Project

Here, a trusted HubSpot consultant works with you for your business project and helps you leverage the CRM platform to attain the desired business objectives. The consultant ensures that you get the outcome you are looking for by using the right HubSpot tools and features. 

On-site HubSpot Consulting

As the name suggests, on-site HubSpot consulting involves a HubSpot consulting meeting with you and your team physically to help you with implementing the right strategies in person. 

Ongoing HubSpot Consulting

Here, a HubSpot consultant works with you on a weekly or monthly basis by offering ongoing support to you and your team members. This is an ideal consulting option if you are seeking long-term strategic help from a trusted HubSpot consultant. 

Technical HubSpot Consulting

It is possible for a HubSpot user to encounter technical difficulties at any point in time while working on an important project. To prevent their business processes from coming to a standstill, they can seek personalized technical HubSpot consulting services for getting their issues resolved. 

Here, you are assisted by technical HubSpot experts who are well-versed with the nitty-gritty details of the CRM platform. On approaching these consultants, they would learn about your business needs, understand your issues, and design technical solutions that ensure the smooth, secure, and consistent performance of your teams. Along with resolving technical issues, a technical HubSpot consulting expert ensures that you utilize the complete potential of the CRM platform and its products. 

Here are some of the major services offered by technical HubSpot consultants:

Encouraging Advanced HubSpot Usage

It is possible for an average HubSpot user to be unaware of the more advanced ways of using the CRM platform. Technical HubSpot consulting allows them to explore new avenues and discover advanced ways of using the platform.

Undertaking HubSpot Integrations

Technical HubSpot consultants assist users in integrating the platform with suitable third-party applications and services. They also help users choose the right platforms to integrate with. This allows them to maximize the potential of HubSpot and avoid switching between different platforms. 

Customizing Designs For HubSpot CMS

Based on the audience you are targeting, the products/services you are selling, and the goals you are aiming for, the technical HubSpot consultants help you with the designing of the HubSpot content management system (CMS). Right from creating a lucrative website design to choosing the content to be posted on the same, the HubSpot experts guide you at every stage to ensure maximum productivity.

Training System Administrators

Using their technical acumen and skills gathered over years of experience, HubSpot experts help you train your system administrators to use the CRM platform the right way. From assigning roles and permissions to create users and profiles, they cover all aspects a system administrator should be well-versed with while working with HubSpot CRM. 

The Final Word

This was a brief introduction to HubSpot consulting. Having a trusted HubSpot consultant by your side allows you to optimize your business processes, remediate technical hiccups, and attain your business objectives in an effective and sustainable manner.

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