If your car breaks down, you wouldn’t waste hours under the hood trying to fix it if you didn’t know how. Yet many businesses buy HubSpot—a powerful CRM—and assume their teams will just "figure it out." Predictably, it rarely goes well.
A CRM isn’t just another tool—it’s the backbone of your customer-centric business. In a world driven by data and AI, getting HubSpot right means your business stays competitive, efficient, and ready for growth. Your CRM touches every stage of the customer journey: marketing, sales, onboarding, support. Get it right, and HubSpot helps your business thrive. Get it wrong, and it wastes everyone's time, money, and energy.
Most businesses follow a predictable pattern when they first buy HubSpot:
They assume it's "plug and play".
They hand it off exclusively to marketing, forgetting sales, operations, and customer service teams.
They hire inexperienced HubSpot partners or general marketing agencies lacking deep CRM expertise.
Many businesses discover too late they've hired marketers who simply don’t understand CRM architecture, automation, reporting, integrations, or migrations. Fixing a butchered CRM setup is painful, costly, and time-consuming.
Other HubSpot experts might know the software, but lack real-world business experience. They know how features and customisation works, but lack exposure to a range of business process methods such as sales processes (like MEDDIC or SPICED), or don't understand the key metrics your customer service team relies on. You end up with missed opportunities, slow implementations, and frustrated teams.
You can quickly recognise a bad HubSpot setup when:
Basic integrations are missing: Your teams can't automatically track emails, calls or meetings.
There's no clear customer journey: You can't easily see how leads become customers—when contacts were added, how they engaged, what they bought, or whether they'll renew.
Reporting is poor or nonexistent: You lack clear dashboards that answer critical questions:
Which marketing activities actually generate leads?
Where is the sales process getting stuck?
Which products or services sell best?
How efficient is onboarding?
How satisfied are customers with your support?
If this sounds familiar, you're not alone.
Every minute spent fixing a poorly configured HubSpot CRM costs your business time, money, and productivity. Your team becomes frustrated, unable to perform their jobs effectively, impacting growth, morale, and even their earning potential.
While you’re fighting CRM fires, your competitors—with even just a decent HubSpot setup—are busy growing. They're not smarter; they just have systems that support growth rather than hold it back. The longer you leave it, the harder it is to catch up.
Here’s what separates genuine HubSpot experts from the crowd. They:
Understand CRM architecture, automation, integrations, and reporting deeply.
Proactively identify improvements rather than simply ticking tasks off.
Understand business processes, not just tech.
Challenge your processes to ensure they're effective, necessary, and not based on outdated assumptions.
Clearly communicate exactly what they're doing and why.
Keep you updated about impactful HubSpot updates relevant to your business.
Explain the route to a desired outcome, and provide updates along the way.
If you're getting a new kitchen fitted, you don't learn carpentry, plumbing, electrics, and flooring—you hire an expert. The same logic applies to your CRM. You need someone who understands your business deeply, makes HubSpot fit your processes perfectly, and doesn't leave you buried in technical detail.
A real HubSpot partner will:
Conduct hands-on workshops and thoroughly learn your business to tailor HubSpot precisely.
Let you choose your involvement level—some clients want minimal involvement with regular check-ins, while others want detailed training. Your partner should accommodate what suits your business.
Keep you updated with significant HubSpot updates and features that genuinely make a difference to your business.
Your CRM should drive growth—not cause frustration. If your team struggles with HubSpot, the problem likely isn't the platform—it's how it's been set up.
Stop losing leads, frustrating your team, and missing sales. Whether you’re considering HubSpot or dealing with a painful implementation, let’s quickly talk about how to make your CRM genuinely valuable.
Ready to finally make HubSpot work?
Book a quick call, no pressure, we're happy to talk through how you to take the reigns back of your CRM.
A poorly set-up CRM doesn’t just waste your money—it costs your business opportunities, growth, and precious time you’ll never recover. Invest in expert HubSpot implementation now to remove frustration, boost efficiency, and position your business for lasting success.