"Generally, people follow the same steps [from company to company]," said Karen Ng, SVP of product and partnerships. This uniformity indicates a commonly recognized process for CRM implementation, albeit tailored to individual needs.
"If you're onboarding with us, we see people choose two kinds of paths," said Ng. "In spirit, one is 'you do it for me.' And the other is 'do it with me.'" This shows HubSpot's flexible approach to assisting companies during implementation.
"Usually right after purchase is a kickoff," said Ng. "That could be hosted by the customer and HubSpot together... This collaboration helps set clear expectations and objectives up front to streamline the process."
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