What is the best way to execute the HubSpot Onboarding: Internal Team vs. Marketing Agency vs. RevOps Agency

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December 11, 2023
by Kiefer Hazaz

Introduction

Recent studies reveal that over 60% of companies find integrating a new CRM or marketing automation platform into their existing processes challenging. This statistic underscores the importance of effective onboarding, particularly when adopting comprehensive tools like HubSpot.

Known for its robust capabilities in enhancing marketing, sales, and service operations, HubSpot demands a strategic approach to onboarding to unlock its full potential. For a step-by-step guide to implementing an automation platform, explore how it complements the strategic approach needed for HubSpot onboarding here.

Businesses are often at a crossroads when deciding the best path for this process: should they rely on their internal team, engage a marketing agency, or partner with a specialized Revenue Operations (RevOps) agency?

Each option presents unique benefits and limitations. Onboarding with an internal team might offer familiarity and perceived control, but it often lacks the depth of specialized expertise. Marketing agencies bring targeted marketing skills but may not address the broader integration needs across all business functions. In contrast, RevOps agencies provide a more holistic solution, focusing not just on technical implementation but also on strategically aligning marketing, sales, and service departments.

This blog explores these three onboarding approaches, examining their strengths and weaknesses. Our goal is to navigate businesses through this pivotal decision, ultimately highlighting why a RevOps agency approach could be the most advantageous, particularly in addressing critical challenges like revenue leakage and the complexities of multi-channel, multi-attribution campaigns. The decision of how to onboard with HubSpot is not just procedural; it’s a strategic choice with far-reaching implications for a business’s operational efficiency and growth trajectory.

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Comparing Onboarding Approaches

Before discussing the strengths and weaknesses of internal team and marketing agency onboarding, it’s crucial to delve deeper into why RevOps agencies represent a new era in service agencies, transcending the traditional scope of marketing agencies.
The Evolution from Marketing Agencies to RevOps Agencies:
According to a recent study, companies that adopt a RevOps framework see an average increase of 19% in their sales productivity and a 15% increase in marketing ROI. This statistic highlights the effectiveness of a RevOps approach in not just driving marketing success but also boosting overall business performance.
Beyond Marketing: While traditional marketing agencies concentrate primarily on marketing strategies and campaigns, RevOps agencies adopt a more holistic approach. They focus on aligning marketing, sales, and customer service operations, creating a cohesive strategy that enhances the entire customer journey.
Data-Driven Decision Making: RevOps agencies leverage data analytics to inform decisions across all departments, ensuring that strategies are not just creative but also grounded in tangible metrics and outcomes.

Why RevOps is the Future?
→ Integrated Approach for Complex Challenges: In today’s interconnected business environment, challenges are rarely confined to a single department. RevOps agencies understand this interdependency and offer solutions that address the complex, cross-functional nature of modern business challenges.
→ Focus on Revenue Growth: Unlike traditional marketing agencies that may prioritize brand visibility or lead generation, RevOps agencies are laser-focused on driving revenue growth. This aligns perfectly with the primary goal of most businesses – increasing profitability.
→ Adaptability and Scalability: RevOps agencies are adept at adapting to changing market conditions and scaling their strategies to suit the evolving needs of their clients. This flexibility is crucial in a rapidly changing business landscape. Explore how RevOps agencies build and streamline operations to adapt to changing market conditions. Uncover the future of business strategies here.
While marketing agencies have played a critical role in the evolution of digital marketing, the emergence of RevOps agencies marks a significant shift towards a more integrated, revenue-focused approach. This shift is not just a trend but a response to the growing complexity of business operations and the need for a more holistic strategy that transcends traditional departmental boundaries. The next sections will explore how these approaches, particularly the RevOps model, help tackle the challenges of revenue leakage and the intricacies of managing multi-channel, multi-attribution campaigns.
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Strengths and Weaknesses

When it comes to HubSpot onboarding, businesses can choose between three primary pathways: internal team onboarding, marketing agency onboarding, and RevOps agency onboarding. Each approach has its unique set of strengths and weaknesses, which we will explore in detail.

Internal Team Onboarding:

Strengths:

Familiarity with Company Culture and Processes: Internal teams have an intrinsic understanding of the company's culture, values, and processes. This familiarity can facilitate smoother integration of HubSpot into existing workflows.

Direct Control and Oversight: Onboarding with an internal team allows for direct control over the process, enabling quick decision-making and adjustments based on immediate feedback and observations.

Cost-Effectiveness: Utilizing an internal team can be more cost-effective than hiring external agencies, especially if the team already possesses the necessary skills.

Weaknesses:

Limited Expertise: Internal teams may lack specialized knowledge in HubSpot's extensive features, leading to underutilization of the platform.

Resource Constraints: Smaller or overburdened teams might struggle with the added responsibility of onboarding, potentially leading to delays or suboptimal implementation.

Lack of External Perspective: Internal teams might miss out on innovative practices and industry benchmarks that external experts can provide. Discover how centralizing data can enhance operational efficiency, bridging the gap between internal teams and industry benchmarks. Learn more here.

Marketing Agency Onboarding:

Strengths:

Specialized Marketing Expertise: Marketing agencies often have a deep understanding of digital marketing strategies and can leverage HubSpot to enhance these efforts.

Experience with Diverse Clients: Agencies bring insights from working with a variety of clients, offering a broader perspective on best practices and innovative solutions.

Dedicated Resources: Agencies can dedicate a team specifically for onboarding, ensuring focused attention and expertise.

Weaknesses:

Limited Scope: Some marketing agencies may focus predominantly on marketing aspects, overlooking the integration of HubSpot with sales and service operations.

Higher Costs: Engaging a marketing agency can be more expensive than using an internal team, especially for comprehensive onboarding projects.

Potential Misalignment with Company Culture: Agencies might not fully grasp the unique aspects of a company's culture and internal processes, leading to solutions that are not entirely aligned. Learn how a business consultant firm can help align your goals with effective solutions here.

RevOps Agency Onboarding:

Strengths:

Holistic Approach: RevOps agencies adopt a comprehensive view, aligning marketing, sales, and service operations. This approach ensures that HubSpot is integrated seamlessly across all departments, enhancing overall efficiency.

Strategic Revenue Focus: These agencies specialize in optimizing revenue operations, using HubSpot to identify and address areas of revenue leakage and inefficiency.

Advanced Technical Expertise: RevOps agencies typically possess deep technical knowledge of HubSpot, enabling them to unlock its full potential for their clients.

Weaknesses:

Potential Higher Initial Investment: While offering a comprehensive service, RevOps agencies might require a higher initial investment compared to internal teams or some marketing agencies.

Need for Internal Buy-In: Successful implementation of a RevOps agency's strategies may require significant buy-in from various departments within the company, which can be challenging to achieve.

While internal teams offer familiarity and control, they may lack the comprehensive expertise required for an effective HubSpot onboarding.
Marketing agencies bring specialized marketing knowledge but might not provide a holistic integration across all business functions.
RevOps agencies, with their strategic focus on aligning all departments and optimizing revenue operations, present a more all-encompassing solution.
In the next sections, we will dive into how these approaches help address the challenges of revenue leakage and the complexities of managing multi-channel, multi-attribution campaigns.

Why RevOps Agency Onboarding Stands Out

In the landscape of HubSpot onboarding options, RevOps agency onboarding distinguishes itself by offering a comprehensive, integrated approach that aligns with the evolving needs of modern businesses. This section delves into the reasons why partnering with a RevOps agency can be a game-changer for companies looking to maximize their HubSpot investment.

1. Comprehensive Integration Across Departments

RevOps agencies excel in breaking down silos between marketing, sales, and service departments. They understand that in today’s interconnected business environment, a strategy that integrates these functions is essential for achieving sustainable growth. A study by Forrester found that organizations with aligned revenue operations enjoy 19% faster growth and 15% higher profitability compared to their counterparts. This statistic underscores the effectiveness of the RevOps approach in fostering collaboration and efficiency across various business functions.

2. Data-Driven Strategies for Enhanced Decision Making

RevOps agencies leverage data analytics to inform and optimize every aspect of the customer journey. By analyzing data from various touchpoints, they provide insights that drive smarter, more effective decision-making. According to Gartner, data-driven organizations are three times more likely to report significant improvements in decision-making. This reliance on data not only enhances marketing strategies but also improves sales forecasting, customer service, and overall operational efficiency.

3. Focus on Revenue Growth and Efficiency

The primary goal of RevOps agencies is to drive revenue growth and operational efficiency. They achieve this by identifying and addressing areas of revenue leakage, optimizing sales processes, and enhancing customer engagement strategies. By focusing on the end-to-end customer lifecycle, RevOps agencies ensure that every interaction contributes to the bottom line. This approach is particularly effective in today’s competitive market, where businesses need to capitalize on every opportunity to increase revenue and reduce inefficiencies.

RevOps agency onboarding stands out due to its holistic, data-driven approach that aligns all business functions towards a common goal of revenue growth and operational efficiency. The integration of departments, coupled with a focus on data analytics and revenue optimization, makes RevOps agencies an ideal partner for businesses looking to fully leverage the capabilities of HubSpot. This comprehensive approach not only addresses the immediate needs of onboarding but also sets the foundation for long-term business success, making it a superior choice compared to traditional marketing agencies or internal team onboarding. Discover why businesses choose HubSpot and how RevOps agency onboarding sets the foundation for sustained success.
Explore the benefits here.

Solving Key Challenges with RevOps Agency Onboarding

In the current business landscape, companies face a myriad of challenges that can impede growth and efficiency. RevOps agency onboarding uniquely positions itself to address these challenges, particularly in the areas of revenue leakage and optimizing multi-channel, multi-attribution campaigns. Explore how Leidos elevated their digital assets with Cincopa: Revops Agency and the success story of strategic implementation. Read more here.
This section explores how a RevOps agency’s approach to HubSpot onboarding can be instrumental in overcoming these obstacles.
Addressing Revenue Leakage:
Revenue leakage, the loss of potential income due to inefficiencies and misalignments in business processes, is a critical concern for many organizations. A RevOps agency’s holistic approach is particularly effective in identifying and sealing these leaks. By integrating and aligning marketing, sales, and service operations, RevOps agencies ensure that potential revenue opportunities are not lost due to departmental silos or disjointed strategies.
For instance, a RevOps agency can use HubSpot’s analytics tools to track the customer journey across different touchpoints, identifying stages where prospects drop off or fail to convert. This insight allows for targeted interventions to improve conversion rates and customer retention. Additionally, RevOps agencies streamline internal communication and processes, ensuring that leads are nurtured efficiently and effectively, reducing the chances of lost sales opportunities.
Explore how a streamlined RevOps platform can effectively address revenue leakage and optimize customer journeys. Read more here.

Optimizing Funnels and Multi-Channel Campaigns
In today’s multi-channel marketing environment, managing and attributing success to various campaigns can be complex. RevOps agencies excel in creating and managing optimized funnels that work across different channels, ensuring a consistent and effective customer journey. By leveraging HubSpot’s comprehensive suite of tools, they can track and analyze customer interactions across various platforms, providing a clear picture of what strategies are working and where adjustments are needed.
Moreover, RevOps agencies are adept at multi-attribution modeling, which is crucial in understanding the impact of various marketing efforts on the final conversion. This approach allows businesses to allocate resources more effectively, focusing on channels and strategies that yield the best ROI. By doing so, companies can avoid the common pitfall of spreading their marketing efforts too thinly across multiple channels without understanding the true impact of each.
In conclusion: RevOps agency onboarding addresses two of the most pressing challenges faced by businesses today: revenue leakage and the complexities of multi-channel, multi-attribution campaigns.
By offering a data-driven, integrated approach to HubSpot onboarding, RevOps agencies not only streamline the initial setup but also lay the groundwork for ongoing operational efficiency and revenue growth. This makes them an invaluable partner for businesses looking to fully capitalize on their HubSpot investment.

Criteria Internal Team Onboarding Marketing Agency Onboarding RevOps Agency Onboarding

Focus Limited to internal capabilities, often focused on basic implementation Primarily on marketing strategies and campaigns Holistic, aligning marketing, sales, and service operations

Expertise Varied, depending on the team's experience with HubSpot Specialized in marketing, but may lack cross-functional integration Deep technical knowledge of HubSpot, with a strategic focus on revenue operations

Cost Potentially more cost-effective but may require additional training Generally higher due to specialized services Higher initial investment but offers comprehensive, long-term value

Integration May struggle with comprehensive integration across departments Focuses on marketing integration, potentially overlooking other areas Ensures seamless integration across all business functions

Data Utilization Limited by the team's data analytics capabilities Strong in marketing analytics but may not extend to other areas Extensive use of data analytics for decision-making across all departments

Revenue Focus Not typically the primary focus Marketing ROI driven, but not always aligned with overall revenue growth Central focus on driving revenue growth and operational efficiency

Flexibility and Scalability Depends on internal resources and bandwidth Generally adaptable to different marketing needs Highly adaptable and scalable, aligning with business growth and changes

Conclusion

As we have explored the various onboarding options for HubSpot, it’s clear that each approach has its unique advantages and challenges. The choice between internal team onboarding, marketing agency onboarding, and RevOps agency onboarding depends on a company’s specific needs, resources, and strategic goals. To encapsulate the key points discussed, here’s a summary table highlighting the differences between these three options:

In conclusion, while internal teams and marketing agencies offer valuable services, RevOps agencies stand out for their comprehensive, integrated approach that aligns with the broader business objectives of revenue growth and operational efficiency. By choosing a RevOps agency for HubSpot onboarding, companies can ensure not only a smooth initial setup but also a strategic foundation for sustained success and scalability. This approach is particularly beneficial for businesses looking to maximize their investment in HubSpot and leverage it as a powerful tool for business transformation.

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Criteria	Internal Team Onboarding	Marketing Agency Onboarding	RevOps Agency Onboarding
Focus	Limited to internal capabilities, often focused on basic implementation	Primarily on marketing strategies and campaigns	Holistic, aligning marketing, sales, and service operations
Expertise	Varied, depending on the team's experience with HubSpot	Specialized in marketing, but may lack cross-functional integration	Deep technical knowledge of HubSpot, with a strategic focus on revenue operations
Cost	Potentially more cost-effective but may require additional training	Generally higher due to specialized services	Higher initial investment but offers comprehensive, long-term value
Integration	May struggle with comprehensive integration across departments	Focuses on marketing integration, potentially overlooking other areas	Ensures seamless integration across all business functions
Data Utilization	Limited by the team's data analytics capabilities	Strong in marketing analytics but may not extend to other areas	Extensive use of data analytics for decision-making across all departments
Revenue Focus	Not typically the primary focus	Marketing ROI driven, but not always aligned with overall revenue growth	Central focus on driving revenue growth and operational efficiency
Flexibility and Scalability	Depends on internal resources and bandwidth	Generally adaptable to different marketing needs	Highly adaptable and scalable, aligning with business growth and changes

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What is the best way to execute the HubSpot Onboarding: Internal Team vs. Marketing Agency vs. RevOps Agency

Table of content:

Introduction

Share:

More Posts

Unlocking HubSpot’s Full Potential: A Deep Dive into Onboarding and Beyond

Subscribe To Learn More!

Comparing Onboarding Approaches

The Evolution from Marketing Agencies to RevOps Agencies:

Why RevOps is the Future?

Strengths and Weaknesses

Internal Team Onboarding:

Strengths:

Weaknesses:

Marketing Agency Onboarding:

Strengths:

Weaknesses:

RevOps Agency Onboarding:

Strengths:

Weaknesses:

Why RevOps Agency Onboarding Stands Out

Solving Key Challenges with RevOps Agency Onboarding

Addressing Revenue Leakage:

Optimizing Funnels and Multi-Channel Campaigns

Conclusion

Leave a Reply Cancel reply

** Schedule to have you High level plan for free.

Partner with us to streamline your growth through our Four Core Components

Latest Blogs

Use Cases

Events & VideoTube

Collateral to Download

What is the best way to execute the HubSpot Onboarding: Internal Team vs. Marketing Agency vs. RevOps Agency

Table of content:

Introduction

Share:

More Posts

Subscribe To Learn More! ​

Comparing Onboarding Approaches

The Evolution from Marketing Agencies to RevOps Agencies:

Why RevOps is the Future?

Strengths and Weaknesses

Internal Team Onboarding:

Strengths:

Weaknesses:

Marketing Agency Onboarding:

Strengths:

Weaknesses:

RevOps Agency Onboarding:

Strengths:

Weaknesses:

Why RevOps Agency Onboarding Stands Out

Solving Key Challenges with RevOps Agency Onboarding

Addressing Revenue Leakage:

Optimizing Funnels and Multi-Channel Campaigns

Conclusion

Leave a Reply Cancel reply

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