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Experts at HubSpot
CMS Hub Implementation

Open two way communication with your website

CMS Hub does more than just build marketing sites, and offer capabilities to create native applications that deliver outstanding experiences to your clientele or any external group beyond your CRM. We at Growtomation, are a highly competent and seasoned partner within the HubSpot network.

For assistance with setting up or transitioning to HubSpot, reach out for a complimentary consultation.

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Table of Contents

CMS Hub Overview

HubSpot's CMS Hub provides an intuitive, modular way to craft your website. In its starter and professional levels, it parallels platforms like WordPress or Webflow. Yet, at the Enterprise level, CMS Hub evolves from a mere site constructor to a comprehensive platform for creating customer and partner gateways and enhancing the HubSpot CRM with tailored front-end solutions.

Your website and associated front-end applications shape the interactions for anyone outside your organization. When configured right and managed regularly, it minimizes in-house manual tasks and offers hassle free buying experiences to your clients.

However, gaps in its configuration, might leads to issues requiring constant attention from either your own team or external developers, draining resources and funds. This is why it’s essential to have a knowledgeable partner for implementation, who is thoroughly familiar with the platform and can tailor it to your unique requirements.

What is a CRM-Driven CMS?

The contemporary business environment gets influenced by various elements such as:

Elevated expectations from customers

Time constraints to operate

The need to optimize efficiency

The shortcomings of available CMSs in fulfilling these requirements

This cultural shift has led to an increased demand for better data management, personalization, automation, and improved functionality.

It's become apparent that a company's website is more than just an online showcase; it's an integral component of its global outreach. Therefore, integrating this website with the company's customer relationship management system (CRM) can’t be overlooked.

Bring in HubSpot’s CMS Hub

The bes thing about HubSpot’s CMS Hub is its integration with the core HubSpot CRM Platform. This allows the CRM to serve as a database to fuel distinctive web experiences. For instance, you can automatically generate web pages featuring your partners when you designate a Company in HubSpot as a partner, or create directories that update dynamically as CRM data is modified.

The convergence of the web platform with the CRM enables businesses to synchronize their internal practices with their online presence.

This is particularly relevant for businesses aiming to have their online presence mirror the evolution of their internal operations, especially for those offering services augmented by technology.

Membership Access

Within CMS Enterprise, you can access the Memberships feature. This enables you to create ‘limited access’ areas on your website, accessible only to designated groups. HubSpot simplifies the process by handling user logins, passwords, and page permissions, allowing you to concentrate on crafting an outstanding web experience without the hassle of managing user accounts and access controls.

Within CMS Enterprise, you can access the Memberships feature. This enables you to create ‘limited access’ areas on your website, accessible only to designated groups. HubSpot simplifies the process by handling user logins, passwords, and page permissions, allowing you to concentrate on crafting an outstanding web experience without the hassle of managing user accounts and access controls.

Partner Portals

Partner Portals

  • Record and monitor new deals
  • Gain access to confidential documents
  • Handle and oversee service tickets
  • Coordinate with your team
Customer Portals

Customer Portals

  • Review billing records or past purchases
  • Find support documentation
  • Raise and track support requests
  • Spotlight new products or promotional materials
Employee Portals

Employee Portals

  • View projected earnings and calculators
  • Access company guidelines or resources
  • Manage new recruits and employee profiles

These are just a few of the many possibilities. We have developed portals for resellers, distributors, students, mentors, and numerous other unique user groups for our clients.

Our implementation process

01 Solutions Design

Your implementation begins with an in-depth discovery and design phase, during which we conduct interviews with key members of your team to gain insights into your business and to understand your requirements and desires for your HubSpot platform. We then confirm the feasibility of your needs and inform you of any constraints, along with strategies to navigate them.

02 Building Prototypes

Following the Solutions Design phase, we will provide you with a CRM specialist and a UX/UI expert from our team.

Together, we will collaborate with you to create advanced resolution prototypes in Figma for your CMS project, utilizing data-informed designs. These designs will showcase your CMS site with customized pages and user journeys , drawing on the CRM data it's based on.

We will conduct reviews of the pages and features with your team, ensuring these design elements are confirmed before any practical pages are built. Your account setup will encompass:

Individual pages

Individual pages
Selection of typefaces, color schemes, icons, and the other design elements

User Journeys & Interactions

User Journeys & Interactions
The way users will move through your site and the interconnection of pages

External CRM

CRM-Integrated CMS pages
Align the online experience with your essential CRM data

Dynamic web pages

Dynamic web pages
Dynamic site content depending on the visitor

03 Design Tweaks

Our goal is to best reflect your user journey and design needs during the solutions design stage. However, before progressing to development, we make sure all aspects are covered.

>We often find that clients realize additional features they wish to include or notice some aspects of the vision don't align once the designs materialize.

>Throughout this process, we aim to minimize changes in scope address the issues before development begins.

Initial revisions

Initial revisions
Evaluate deliverables at high level and make necessary adjustments

Figma feedbacks

Figma feedbacks
Specific feedback and edits directly on our Figma designs

Approval

Approval
Google Analytics or a BI tool.

04 Development Phase

After our design gets approved, we're set to start the development process. CMS Projects usually involve more than page-level development.

Our team will develop modules to enhance the experience for content editors, create data structures, and integrate both internal CRM and external data sources directly on the site, ensuring that the pages are adaptive and align with the initially specified designs.

Modules

Modules
We focus on creating modules so that your editors can reuse pages in the future.

Data Syncing

Data Syncing
Incorporating data across CRM directly at the page level.

Pages

Pages
Aligning the pages with the designs outlined earlier.

05 Internal QA & Testing

Our team thoroughly tests each page we construct, the modules we've developed, and ensure all elements function as planned.

This will involve both team members who are familiar with your project and those who are new to it, ensuring our solutions meet the expected standards without any preconceived notions.

In-House Quality Check

In-House Quality Check
Our project-specific team will validate the functionality.

Independent Quality Check

Independent Quality Check
Other members from our team, not involved in your project, will conduct unbiased testing.

06 End-User Validation

After completing our in-house quality checks, we invite your team to participate in the final stage. We provide a structured testing and quality assurance guide to streamline the process, ensuring thorough testing of user paths and their approval.

It’s crucial for the actual users within your team to be involved, confirming that no initial assumptions hinder their ability to utilize the final product.

Module usability check

Module usability check
Confirm that end users can edit and update content.

CRM linked content tests

CRM linked content tests
Verify that your CRM data is accurately displayed both on the page and within your CRM system.

User journey tests

User journey tests
Ensure the user experience aligns with both the design and expectations.

07 Training & Enablement

It's essential that your team is fully aware of how the new system operates for achieving success. Our experts will consistently guide you through the configurations we've made, the outcomes you should expect, and demonstrate precisely how it all functions.

For organizations with internal developers we offer guidance on any custom elements. Ultimately, our goal is for your team to independently manage everything we create, without the need to depend on us or other external assistance.

Skilled Instructors

Skilled Instructors
Who are in tune with your objectives and accessible throughout the project.

Specialized sessions

Specialized sessions
Tailored for different user groups, ensuring the instruction is relevant to their specific roles.

Hands-on exercises

Hands-on exercises
Crafted to allow your team to practice their tasks within the system.

Documentation

Documentation
Available for your team's reference and useful for training new members.

08 Taking live

When your team is confident with the new CMS solution, it’s time to launch. We’ll manage all necessary redirects, collaborate with your team on any user access setups, and provide support during the transition period.

We often view CMS projects as an initial phase, leading to continuous support arrangements to further refine the platform as your business evolves. Post-launch, we’re eager to discuss ongoing support options.

Setting up redirects

Setting up redirects
To avoid lost pages and error messages.

Restricted content access

Restricted content access
Facilitate user access to restricted content.

Support during launch

Support during launch
Our team is on standby to assist if any issues arise.

Quick Links to Blogs

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

What are your top priorities when evaluating a CRM?

In this blog, we'll take a look at what are or what would be common priorities for users when evaluating a potential new CRM solution.

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