How to Successfully Implement HubSpot

Nov 24, 2023 | Listen

How to Successfully Implement HubSpot

If your business is growing, a CRM system is a valuable asset. And from the many CRMs available in the market today, HubSpot is a popular go-to option, known for its versatility and ease of use.

What is a CRM and Why Is It Important?

A CRM or Customer relationship management system is a tool that helps businesses organize and manage all their interactions with customers. With a CRM in place, you can track your sales, streamline marketing efforts, and build customer relationships. And when these three pieces are in place, they will drive the growth of your business.

What sets Hubspot apart in the CRM landscape? 

So, why should you consider HubSpot for your company? Because it is powerful and very flexible. Beyond marketing and sales automation, it has customer service, human resources and operations functionalities. It is also relatively easy to use, which can streamline your team’s workflows and boost overall efficiency.

So how do you migrate your current systems and processes to Hubspot? How do you train your staff? What do you need to prepare? And how do you know if Hubspot is the right fit for your business? 

Hubspot Implementation Insights from Jennelle McGrath

In this episode, my guest Jennelle McGrath and I take a closer look at Hubspot. We discuss its benefits and advantages and how you can maximize its capabilities in your company. She also shares practical tips on seamlessly integrating HubSpot into your growing operations.

Timestamps for this week’s episode

03:22 Who are the ideal customers for HubSpot’s marketing automation platform?

04:12 What Factors Determine the Ideal Fit for HubSpot?

10:56 What Are Common Challenges When Implementing HubSpot?

36:48 What are common mistakes made by sales and marketing teams after migrating to HubSpot?

38:31 Actionable steps that can someone take to prepare to get closer to Hubspot migration

Who are the ideal customers for HubSpot’s marketing automation platform?

HubSpot’s marketing automation platform is a great fit for people or businesses who want to simplify their marketing efforts. It’s ideal for those who currently use different tools for tasks like email marketing and social media management and would prefer to have everything in one place.

It’s perfect for those who run marketing campaigns across multiple channels, as it helps coordinate these efforts effectively. In short, if you want a convenient and efficient way to manage your marketing tasks and reach your audience across various channels, HubSpot’s platform could be just what you need.

The best customer for HubSpot is somebody who is looking to aggregate lots of different tools into one.

What Factors Determine the Ideal Fit for HubSpot?

Determining the ideal fit for HubSpot boils down to your specific needs and the stage of your business. Whether you’re a solopreneur or a large enterprise, it’s essential to consider the level of HubSpot that suits you best. Think of it as a crawl, walk, run scenario. If you’re a solopreneur or a smaller organization, starting with the basic plan can save you time in the long run by preventing data cleanup, reorganization, and migration headaches.

In terms of company size, the smaller plan should work if you’re under a million in revenue. However, if your revenue exceeds a million, the Pro plan is where HubSpot truly shines. It offers powerful automation capabilities, described by Jenelle as “having three virtual assistants” streamlining your processes. You don’t have to use every feature immediately; it’s about finding the right moment or stage in your growth when you need more efficiency to execute your strategies effectively.

“Hubspot is essentially cloning your best people and processes, giving you, like, 3 assistants in the background, when you need more arms and legs to be able to execute things.” – Jennelle McGrath

What Are Common Challenges When Implementing HubSpot?

There are two major challenges when switching over to Hubspot.

Not Understanding Existing Systems

One big issue that can come up when implementing HubSpot is not really knowing how your current systems work.

Sometimes, people want to replace or connect tools like Salesforce but don’t realize how those tools are linked to other tools or platforms. It’s like taking apart a machine without knowing how all the parts fit together.

You need a full picture of your data systems to ensure nothing breaks when you connect or move things around.

Lack of Organization

Another major challenge is getting all your data and everything else organized.

When switching to HubSpot or any new system, the idea is to get things more structured.

But often, people have data all over the place. They might have information in Excel sheets, saved in the cloud, or bought lists from different places, all of which have different formats.

It’s like having a messy room with things scattered everywhere.

To tackle this, you need to figure out exactly what data you want to collect and make sure it’s in a consistent format when you upload it. It might take some time, but it’s vital for a smooth HubSpot implementation.

Over the last few years, people really want transparency across their entire pipeline, and there's a lot more openness around what is working, what is not working, and less finger pointing.

What Are Common Mistakes Made By Sales And Marketing Teams After Migrating To Hubspot?

Common mistakes that sales and marketing teams often make after migrating to HubSpot include:

Sending to the Wrong Lists 

One of the most common mistakes is sending emails to the wrong people. And this usually happens when your sales team hasn’t properly updated all the contact details of their leads or customers. For example, if there are incorrect first names or other data errors, marketing might use those details in their emails, resulting in messages like “Hello, Chris” when the person’s name is Joe. 

Data Hygiene and Cleanup 

If your data is messy, it can lead to problems in your email campaigns and workflow automation. So maintaining correct and updated data is important, but going back to check, correct, and clean up your data is a crucial step to prevent issues down the road.

Incorrect Company Targeting

Finally, another major but sadly common sales and marketing “booboo” is sending wrong or irrelevant content to companies because the wrong industry was tagged. For example, sending marketing materials to a manufacturing company when it’s actually a healthcare company and so on.  These errors can be easily avoided by correcting your data.

Actionable Steps To Take To Prepare For Hubspot Migration

List all the tools and systems you currently use for your sales and marketing processes to clarify your existing setup.

Visit, and take advantage of their free process assessment to evaluate how your current systems are functioning. Note down the areas where you’re experiencing the most challenges. This information is valuable because HubSpot’s automation capabilities may offer solutions tailored to your specific pain points.

By following these steps, you can effectively get closer to a successful HubSpot migration.


  • HubSpot is a CRM that streamlines marketing tools for convenience and efficiency.

  • Companies of all sizes should consider what they need to benefit from Hubspot’s many features and capabilities. 

  • Key challenges when transitioning to HubSpot are not understanding your existing systems and no data organization.

  • Common mistakes made after migrating to HubSpot include not maintaining accurate data or incorrect industry tagging.


Read More

About guest – Jennelle McGrath

CEO, Inbound Sales and Marketing Growth Agency Partner

Market Veep

Jennelle McGrath started her first company at the age of 18 when she was still studying business and marketing at Merrimack College. By the time she graduated, she was running an established business with a full client list and several employees. Jennelle spent the next 15 years becoming a serial entrepreneur, but her love of working with and helping people inevitably led her back to her roots: marketing.

Jennelle started Market Veep out of a passion for helping businesses reach a broader market, get more leads, and improve their sales and marketing alignment. Jennelle believes that people are the most important part of any business. The human factor is what influences her marketing method, her business philosophy, and her focus on company culture.



Free Resources:

About host – Kathy Svetina

Kathy Svetina is a Fractional CFO for growing small businesses with $10M+ in annual revenue.

Clients hire her when they’re unsure about what’s going on in their finances, are stressed out by making financial decisions, or need to structure their finances to keep up with their growth.

She solves their nagging money mysteries and builds a financial structure with a tailored financial strategy. That way they can grow in a financially healthy and sustainable way.

Kathy is based in Chicago, IL and works with clients all over the US.

Explore More

Table of Contents