May 09, 2024 Paul Sullivan

Leveraging ARISE™ for Effective HubSpot CRM Onboarding

ARISE™ HubSpot CRM Onboarding


ARISE™, Digital BIAS's GTM methodology, is heavily designed and built to work on the HubSpot Customer Platform: Marketing, Sales, Service, and CMS hubs. One hundred fifty-one crucial KPIs, spread across the teams, finance, and people, give an immediate ROI for companies onboarding to HubSpot or optimising their go-to-market strategy.

Quick time to value

With cloud-based deployment into your CRM, there’s a minimal lag between signing your contract and getting your team up and running, so the ROI is almost immediate. Tell that to your CRO, RevOps leader and your GTM teams.

Here at Digital BIAS, we want the basics covered and the implementation fast. This allows us to spend more time customising to your particular use case. In fact, and I want to shout about this, we set your reporting up to build into the annual number; let me explain.

Robust revenue reporting

Companies have an annual revenue number that they work towards, and for startups, scaleups, and the mid-market, many C-Suite teams have to rely on multiple reports and updates from their respective GTM teams. We build a reporting system that visually communicates how close to that number you are weekly or month on month and instantly highlights underperforming areas.

That’s achieved by coupling your HubSpot with other marketing, sales, and finance tools like Xero. Then, visually tell the story so that the CFO, CRO, founders, or whoever is responsible knows where the business is. That’s powerful reporting right there.

As you can see, adopting a Customer Relationship Management (CRM) system like HubSpot for digital marketing and sales can be a game-changer for businesses aiming to streamline their go-to-market strategies and financial reporting. However, transitioning to a new CRM platform can be daunting without a structured onboarding process. This is where the ARISE™ methodology, developed by Digital BIAS, comes into play, offering a comprehensive framework to support businesses in their HubSpot CRM onboarding journey.

Understanding ARISE™

ARISE™ stands for Assess, Research, Ideate, Strategise, and Execute, a methodology designed to enhance customer acquisition, growth, and retention through marketing automation and channel optimisation. It focuses on maximising the ability of marketing teams to contribute to the pipeline and build a brand, ultimately increasing revenue opportunities and enhancing customer experience.

Here at BIAS, ARISE™ underpins how we deliver our services:

ARISE™ Go-to-market strategy

From positioning to customer onboarding, a bespoke end-to-end product marketing solution for GTM teams. Whether you’ve already launched a product/service or are looking to do so, we build a plan of action that works for you.

  • Understand your target audience.
  • Communicate your business value.
  • Enable your buyer to buy from you.
  • Plan how to retain, upsell and cross-sell your customers using a series of proven frameworks that help you move fast.

You decrease your sales cycle, increasing revenue opportunities and reducing churn.

ARISE™ Marketing

ARISE™ marketing helps you amplify your message and build targeted customer account acquisition strategies to boost conversion rates, increase retention, and expand revenue. If you want to drive greater engagement, brand recognition and conversion, you're in the right place.

  • Understand your target audience in greater depth
  • Activate the right accounts at the right time
  • Focus your marketing efforts on accounts more likely to convert
  • Generate better quality sales-qualified leads (SQLs)

You are increasing revenue opportunities, heightening customer experience, driving loyalty and reducing churn.

ARISE™ Sales

ARISE™ enables sales leaders to build predictable revenue engines underpinned by scalable MEDDPICC sales enablement programs on HubSpot, integrating the latest in AI.

  • It makes revenue more predictable
  • Increases team productivity and performance
  • Accelerates revenue cycles
  • Improves deal velocity and closure rates
  • 360-degree view of your customer via your CRM

With deeper alignment across marketing and customer success, customer acquisition and retention can be boosted, and sales cycles can be reduced.

ARISE™ Customer Success

It enables Customer Success teams to retain and expand more accounts through deeper alignment with sales, an optimised online/offline onboarding process, and improved customer experience.

  • Tackle Churn Head-On: With ARISE™ Customer Success, watch your churn rates plummet as we help transform your customer experience. Using data and health-scored onboarding, we turn potential exits into staunch advocates.
  • Fuel Your Brand: Enhance brand recognition, cut down customer acquisition costs, and contribute to reduced sales cycles and increased revenue.
  • Scale with Confidence: Standardise your CS services with our dedicated playbook and your customer knowledge, ensuring scalability while boosting your team’s motivation and retention.

ARISE™ Customer Success is for CS teams wanting to be customer champions. You can be part of a revenue operations team or strive independently for an ever-improved customer experience.

ARISE™ User Experience for websites and products

ARISE™ User Experience is our app, website and cloud-based software design and development product. ARISE™ UX helps product owners and website managers optimise results through onboarding and customer experience with their company’s growth strategy. You can rapidly optimise adoption and conversion by leveraging a growth-driven design approach and our UX, PLG, and onboarding frameworks.

ARISE™ HubSpot CRM onboarding: How it works

Realising the Potential of HubSpot CRM: The first step in the ARISE™ methodology involves awakening to the potential benefits of HubSpot CRM. This includes understanding how HubSpot's onboarding services, tailored to the size and complexity of your organisation, can help achieve your highest priority goals. By aligning the ARISE™ methodology with HubSpot's onboarding plan, businesses can set clear expectations and milestones for the onboarding process.

Relevance through Customised Training: HubSpot CRM offers a variety of features tailored to different aspects of marketing, sales, and service hubs. ARISE™ emphasises the importance of a cross-functional approach to CRM onboarding and sets up customised training for various departments, ensuring that each team understands how to use the features relevant to their roles effectively. This approach aligns with best practices for CRM onboarding, which advocate for tailored training programs based on specific employee roles.

Innovation through Automation: One of HubSpot CRM's key benefits is its ability to automate tedious tasks, allowing teams to focus on more strategic activities. ARISE™ encourages innovative solutions to automate the onboarding process, such as automating email sequences and integrating AI chatbots to resolve common customer queries. This improves efficiency and enhances the onboarding experience for new users.

Scalability with HubSpot's Flexible Framework: As businesses grow, their CRM needs evolve. ARISE™ and HubSpot CRM offer scalable solutions that adapt to changing business requirements. HubSpot's flexible strategy and the ability to leverage data for continuous improvement make it an ideal platform for businesses looking to scale their operations.

Equitable Access to Resources: Finally, ARISE™ ensures equitable access to onboarding resources and support. Digital BIAS’s HubSpot comprehensive onboarding services, including personalised onboarding plans and access to a wide range of training resources, ensure that all users, regardless of their technical expertise, can successfully adopt the CRM.

The ARISE™ methodology provides a structured framework that complements and integrates with HubSpot CRM onboarding services, ensuring a smooth and effective transition for businesses adopting the platform. By realising the potential of HubSpot CRM, relevance through customised training, innovation through automation, scalability, and equitable access to resources, ARISE™ supports businesses in maximising the benefits of their CRM investment. 

As a result, organisations can achieve quicker adoption, increased productivity, enhanced collaboration, and reduced errors, setting the stage for long-term success in their go-to-market strategies.

Now, you can focus on the individual team strategies to build into that revenue number. Need help with your HubSpot onboarding? Work with a team that thinks and behaves like one of your own. Contact us via the form in the footer or the link in the menu.

Published by Paul Sullivan May 9, 2024
Paul Sullivan