How to Choose a Complex HubSpot Partner Agency

Implementing the HubSpot platform can become complex when a company’s existing marketing, sales, service systems and processes require significant customization, data migration, and software integration. Existing workflows may be complicated, requiring the design of intricate automation sequences to duplicate them. If companies are large, have diverse business units, and demand specialized requirements, implementing HubSpot may become too complicated for them to handle alone.  

That’s why choosing the right HubSpot partner is crucial for achieving success when carrying out a complex platform implementation. To make the right choice, your company needs to understand your implementation challenges and look for specific criteria in a potential HubSpot partner, including expertise and experience.

Understanding Your HubSpot Implementation Needs

Before choosing a HubSpot Partner, your company should conduct an internal assessment of your implementation requirements that considers the factors that contribute to the level of complexity.  

Your HubSpot implementation should align with business goals and objectives, including lead generation, revenue growth, and customer retention. You should define sales, marketing, and service team structure and roles, taking stock of internal resources, skills gaps, and project ownership.  

Assessing your tech stack is essential for ensuring that the implementation will integrate your technology and place the HubSpot platform at its center. Evaluating your current marketing and sales data will help you uncover areas for improvement. 

Areas that increase the complexity of your implementation include the number of users and teams, workflow complexity caused by multi-touch attribution and scoring models, the number of integrations required, and customization requirements. 

Ideally, your HubSpot partner should provide platform and tech stack assessments to help them understand how to customize your implementation best. 

Evaluating Potential HubSpot Partners 

First and foremost, when choosing a HubSpot partner, your company should look for HubSpot expertise. The partner should have expertise in data migration and cleansing, as well as a deep understanding of HubSpot’s API and development tools. 

The right partner will have enough certifications to achieve a high-level partnership status, such as an Elite or Platinum Partner. Case studies that tell the story of successful projects and testimonials from clients demonstrate trustworthiness and experience with implementations that require complex integrations and customizations. 

You should also evaluate how a HubSpot partner handles an implementation project from start to finish. Along with technical proficiency, the partner should demonstrate project management and communication skills. The partner should present clear project plans and timelines. Regular communication and reporting on the project’s progress is essential, as is providing a dedicated project manager. The engagement should continue beyond project completion to include ongoing support and enablement. 

Ensuring a Successful Complex HubSpot Implementation 

Conducting a successful complex HubSpot implementation is a collaborative effort between your company and your HubSpot partner. Getting off to the right start means conducting a project kickoff meeting with your partner to align expectations and establish communication channels. You must work with your partner to develop a detailed project plan that outlines milestones, timelines, and resource allocation. 

Your partner should guide you through an accurate and timely data migration to ensure data quality and integrity, as well as thorough data cleansing to improve data accuracy and enhance reporting. 

Your partner should conduct rigorous testing throughout the implementation process to identify and resolve issues early on. User acceptance testing (UAT) will ensure that the system meets business requirements. 

The Expertise You Need for a Complex HubSpot Implementation 

As a Platinum HubSpot Partner, TSL Marketing has the certified expertise required to carry out a successful HubSpot implementation for your B2B tech company, no matter how complex your requirements. We offer HubSpot Onboarding and Implementation Services so you can make the most of your platform by setting it up to align with your sales, marketing, and service goals. Our engagement with your company will begin with Portal and Tech Stack Assessments to set the stage for a customized implementation. 

Get started on your HubSpot implementation by setting up a consultation with one of our experts.