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New to HubSpot? Here's How to Set Up Your Portal for Success

PR 20/20

If you have multiple parties in a single portal (think: your marketing agency, website development team, and your own internal users), consider assigning them a team to keep track of who’s who. Build Out Knowledge Base. You can provide Super Admin access, meaning that a user has access to everything. We’ve all been there.

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5 Biggest HubSpot Onboarding Challenges and How to Overcome Them

PR 20/20

Service Hub : Designed to deliver unmatched customer experiences, Service Hub includes various helpful tools, such as a shared inbox, help desk automation, knowledge base functionality, customer feedback, custom surveys, reporting, ticketing, and more. As HubSpot’s first partner agency, we can help onboard your team to the HubSpot CRM.

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HubSpot Training: How to Uplevel Your Team’s HubSpot Platform Savvy

PR 20/20

From certifications, to professional association memberships, to events, and to using our strengths to give back to the community — pouring time and resources into our team comes back to the agency tenfold. It included: Weekly HubSpot product updates posted to our internal wiki. Agency Practicum. Team members are more confident.

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Brand Identity: Definition and How-to Guide

Prowly

The best way to get started is to do some market research, either by paying an agency or running your own customer surveys, interviews, and competitor brand analysis. This makes it easy for internal and external collaborators to work on collateral and create consistent campaigns. #4

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