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11 Common Challenges Companies Face with HubSpot

Common challenges and misconceptions companies often have with HubSpot implementation when seeking to optimize business growth.


If you’re looking for ways to grow your organization, you’ve likely come across a few different all-in-one marketing platforms. As a HubSpot Partner Agency, we’re going to focus on HubSpot specifically.

Before jumping into the decision stage of your buyer’s journey, let’s start at the top – at your awareness stage – when you are just starting to realize you have a challenge. You might be wondering, what other challenges do companies face as they begin to implement an all-in-one platform?

That’s where we come in.  We’ve put together a list of the most common challenges that many of our clients face as they consider implementing HubSpot into their organization.


1. Assessing Need and Implications of Going All-in with an All-in-One Platform

We get it. Change can be scary. No matter how big or small your business is, the implications involved with completely overhauling your current processes to align with a new technology platform can determine your company’s future success. Therefore, we highly suggest you assess your company’s specific needs, how your needs relate to HubSpot, and determine what implications will arise as a result of moving over to HubSpot.

2. Adapting HubSpot to YOUR Processes

There’s a common misconception about HubSpot. people believe that by paying for HubSpot, they’re buying a Ronco Rotisserie BBQ for marketing – all they have to do is, “Set it, and forget it!” The truth is that if you’re new to HubSpot, its tools, and all of its features, getting HubSpot to the “Set It and Forget It” point is far from easy.  

Having a Partner Agency do all of the heavy liftings in relation to CRM import, Marketing and Sales Hub implementation, and Sales Pipeline creation will be the secret to getting HubSpot implemented—so that running full marketing campaigns can happen with the click of a button.


3. Developing Automation

One of HubSpot’s most useful tools can be found in Workflows. Workflows allow you to automate processes to create efficiencies, ultimately saving your employees time on redundant tasks and data-entry. Furthermore, automation can be used to help manage your contacts, companies, deals, and deal pipeline.

Automation can vary drastically in complexity, so depending on your automation needs, we recommend reaching out to a HubSpot Partner Agency to help identify whether fulfilling your needs will be possible.


4. Contacts/CRM Import

HubSpot has a robust import feature that allows you to import contacts, lists, companies, deals, and tickets over from other platforms. However, depending on how much data you have in your existing database, migrating all of it over to HubSpot can be tricky. . Many of our clients come to the realization that they need to switch CRMs because their current solution lacks features, is messy or mismanaged, or is difficult to navigate. When we help clients migrate from another CRM or import their contacts, we make sure to take the steps necessary to clean up the database and start on their new path towards growth with a clean, healthy HubSpot CRM.


5. Integrating 3rd Party Tools

Many companies employ the use of 3rd party tools in their daily processes. HubSpot has a large library of integrations, so if there are certain tools your company simply can’t function without, it’s a good idea to research whether you’ll be able to integrate those tools with HubSpot.

If a native integration does not exist, we’ve developed numerous solutions to accommodate our clients’ needs. Worried you won’t be able to integrate your tools with HubSpot? We are here to help.


6. Generating Net New Leads, Increasing Lead Acquisition and Conversion

Generating traffic and net new leads has consistently been the number one challenge for marketers in the digital marketing age. Drawing potential customers into the top of your funnel is necessary in order to nurture them into leads, opportunities, and eventually customers.

If you’ve been looking to adapt your marketing and sales strategies to the modern consumer, it’s highly likely you’ve heard about Inbound Marketing, and if you’ve heard of Inbound, you’ve heard of HubSpot.

Unfortunately, while HubSpot will help facilitate the generation of net new leads and increase conversions, most organizations fail to realize that in order to properly utilize HubSpot in its entirety, you’ll need great content. Creating quality content that your buyer personas find valuable will be the foundation of your inbound strategy. You can’t generate leads if you don’t have content!


7. Proving ROI of Specific Marketing & Sales efforts

It’s no secret that marketers have historically had trouble proving the ROI of their efforts. As a result, HubSpot’s reporting and dashboard features have been consistently updated over the years to provide marketers and salespeople with more relevant and useful information.. However, the reporting itself is only half the battle. Creating the necessary processes to attribute lead generation, customer acquisition, and conversions to specific marketing campaigns and efforts is an entirely different challenge.

We understand the importance of proving the ROI of your efforts.  How? We wouldn’t be where we are today if we couldn’t prove the value we provide to our clients.


8. Using HubSpot vs. WordPress as your Content Management System (CMS)

The question of whether to build your company’s website on HubSpot or WordPress comes up quite often. In most cases, companies that have already built their website on WordPress turn to HubSpot because WordPress helps with only a small portion of the Inbound Methodology and lacks many features required to run an effective inbound campaign.

If you have the option to rebuild your website on HubSpot—and understand the value that inbound marketing and HubSpot can provide— we highly recommend doing it sooner than later.

While WordPress itself allows you to build a website for free, integrating that website with the rest of your technology and tools needed to launch an inbound campaign can get pricey and be difficult to get up and running. If you want to keep your WordPress site as your CMS, you’ll be able to integrate HubSpot to use forms and some marketing automation, but you’ll lose a lot of HubSpot’s most valuable assets, including in-depth lead tracking and closed-loop analytics.


9. Choosing and setting up the Tools You’ll Use

HubSpot features a variety of tools to help you overcome your marketing and sales challenges.  These tools will vary in utility based on your marketing and sales strategies.

Whenever we set a client up on HubSpot, Tobe Agency configures the tools and provides training on their best practices and best uses.


10. Running Targeted Nurture, Re-engagement, Retargeting, or Reconversion Campaigns

As you begin to run campaigns, you’ll come to see that a large portion of your database expressed some sort of interest (which is how they probably got into your CRM in the first place), but haven’t taken any further action. The challenge then becomes what to do to keep these contacts moving through your funnel.

Developing the appropriate segments and creating targeted, specific content for each segment can be of unparalleled value for nurturing leads to keep your brand top-of-mind, fostering relationships, and keeping potential customers engaged with your content.


11. Adapting and Defining Your Sales Process

The Sales Hub provides salespeople with a number of different tools for automated outreach, setting up meetings, managing deals and opportunities, and honing in on relevant sales analytics. However, before it can be used effectively, Tobe Agency recommends defining custom deal stages unique to your sales process to build your sales pipeline. Doing so will help adapt HubSpot to your company’s processes, which will ultimately make the transition to HubSpot more seamless.


Sound Familiar?

While there are quite a few initial challenges when getting started with HubSpot, once it’s set up so that its tools and features can be utilized to their full potential, HubSpot’s benefits far outweigh its challenges.

Working with a HubSpot Partner Agency like Tobe Agency will effectively remove ALL of these challenges, saving you time and allowing you to increase your bottom line.

Over the years, Tobe Agency has become quite proficient at getting HubSpot set up quickly so that our clients can start running highly-effective and targeted campaigns as soon as possible.


Ready to chat? Contact us today!

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