HubSpot is a very powerful tool but its gets easy to get lost into extensive offering offered by the company.
I have personally seen many companies paying hefty sum to subscribe to enterprise-level solution, but they fail to utilize the tool to its full potential.
Not utilizing the tool properly will make your team frustrated and lose focus, directly impacting revenue of the company.
This is where HubSpot partner comes into picture.
A well-experienced and trusted HubSpot agency can help your team onboard HubSpot smoothly and also present you with a solution that enables your team to work efficiently.
But among thousands of HubSpot Service providers available in the market, which one is suitable for your business?
Following the below checklist, can help you shortlist right partner for your bussiness;
(a) Expertise and Experience
How experienced is the team in using HubSpot?
Do they live and breathe HubSpot?
Do they know the best system and processes for deploying the CRM?
Does the team stay up to date with the latest certifications?
(b) Systematic Business Process
The company should follow a systematic methodology for discovery, strategy, development, Project Management, and Support.
This is important to ensure that the project is successful in the stipulated period.
(c) Culture Alignment
Can you trust the team members?
Do your values align with the new team?
It’s important that you reach a certain comfort level with the agency partner to get the desired results.
(d) Capability to understand your industry
The HubSpot partner should have capability to understand your business process in order to provide you customized solution.
Has the partner worked with similar company before?
If not, are they taking effort to understand your industry?
You don’t want to get stuck with a partner who has no idea what’s going to work for you.
(e) Proof of experience
Before you zero in on any HubSpot agency, ask for;
- any case study of past clients
- client reference
- testimonials
(f) Web resources / Social Media Presence
Try to check their website / blog.
See if you get any details of their teams or work culture.
Download any case studies / white paper – This will give you an understanding of their business knowledge.
Also, check their social media presence (LinkedIn / Twitter etc) for better company insights
(g) Reliability and Integrity
As per Warren Buffett ” Honest and Integrity” is the number 1 thing one has to look before committing with any person.
Read their negative reviews or may be try to have a chat with their existing or past clients.
Check if they have delivered on their promises.
These are the many things one has to look at before committing to any HubSpot agency.
Make sure to breakdown the project into small parts and set the deadlines.
if you feel that the work is not going as planned, make the problem known to the solution provider and get it sorted as soon as possible.
if you lose confidence in the agency, do not take long to terminate the contract – it will save time and effort on both sides.
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