What security considerations and criteria should I look for in a HubSpot partner?
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What security considerations and criteria should I look for in a HubSpot partner?

Consulting a HubSpot partner to carry out your CRM implementation brings a breadth of experience, as well as the technical expertise to customise the platform to your specific needs. 

If properly implemented, a CRM can deliver a 245% return on investment (ROI). The first step towards achieving CRM success is adopting a secure and strategised implementation approach, which a trusted HubSpot partner can support with. 

When selecting the right HubSpot partner, it’s crucial to verify they meet certain criteria, including a demonstrated commitment to protecting your data and security. 

We’ve outlined key areas to consider when choosing a HubSpot partner to consult. 

What are HubSpot partner tiers?

HubSpot’s partner tier system lets prospective clients see the level of experience and expertise an agency has at a glance. HubSpot solutions partners earn points depending on the success they help their clients achieve. Based on metrics such as retained clients, monthly recurring revenue and portal engagement, HubSpot partners can be awarded a tier:

  1. Elite (highest honor)
  2. Diamond
  3. Platinum
  4. Gold

Fuelius is proud to be an Elite HubSpot partner agency ranked in the top 1%. Having delivered specialist HubSpot solutions across various industries, we’ve supported hundreds of businesses in maximising their success with HubSpot. 

 

A trusted data security strategy

Secure CRM migration is about protecting your data and minimising any potential risks. Structured measures need to be implemented to prevent unauthorised access, data theft, or data loss. 

The HubSpot partner you choose needs to have a commitment to security, with globally recognised accreditations in place to demonstrate it. 

  • ISO 27001 is recognised around the world as the standard for information security management systems (ISMS). Providing best practice standards that cover how people, policies and technology are vetted, ISO 27001 promotes operational and security excellence.
  • Being awarded ISO 2009 shows a commitment to quality management. It demonstrates that an organisation has implemented processes to facilitate the delivery of flawless services or products time and again.
  • Cyber Essentials is a government-backed accreditation that sets out the guidelines businesses must follow to mitigate the risks of cyberattacks.
  • GDPR (General Data Protection Regulation) is the world’s toughest privacy and data security law. It requires data processors to implement security measures that show they handle data securely and appropriately. Similarly, the Data Protection Act controls how personal data is used, making sure it remains fair, lawful and transparent. 

Meeting data and cyber security requirements is key to the partner agency selection process. Working with an ISO-accredited and Cyber Essentials-certified HubSpot partner like Fuelius offers peace of mind that your data is protected, with robust security measures in place. It can support securing stakeholder buy-in and compliance approval too. 

In-house web development capabilities

Choosing a HubSpot partner with an in-house web development function can bring many benefits. With the technical expertise to build custom HubSpot integrations, they deliver CRM solutions tailored to your specific requirements and goals. Leveraging CRM expertise and web development capabilities within one dedicated partner agency ensures the project is fully centered around your goals.

A collaborative approach to solving your unique business challenges 

The right HubSpot partner agency will not only support your CRM set-up but also advise on the best strategic approach to boosting your return on investment (ROI). 

At Fuelius, we take a collaborative approach to thoroughly understanding your specific needs, goals, industry, and existing processes. Starting with an initial discovery call, we aim to become an extension of your team as we advise, consult, and make recommendations throughout the entire onboarding process, working with you to create solutions to the business challenges you’re facing. 

Dedicated expert support

Another important aspect of choosing a HubSpot partner is considering what support you’ll receive throughout the onboarding process and beyond. Who will you be able to contact? How do you get in touch with them? Can you receive assistance after implementation? 

When you choose Fuelius for HubSpot onboarding, you’ll always have a trusted point of contact. You’ll be allocated a dedicated Tech Strategist or Account Manager who will be on hand to answer queries and keep the project on track. 

Once you’re all set up with HubSpot, you’ll be able to access HubFuel, our flexible technical support service. Choose a set number of hours each month for expert support on how to maximise the power of HubSpot in your organisation, whether it’s…

  • Creating workflows to automate business processes and free up resources for more specialised tasks
  • Building custom dashboards
  • Advising on features and tools that can help you see operational efficiencies

Book a consultation today

Consulting a HubSpot Elite partner like Fuelius opens up a world of possibilities when it comes to CRM implementation. The ability to customise the software to strengthen your marketing, sales, and customer service processes, means we can support you in leveraging HubSpot for success. Book a consultation with our team to discuss your specific CRM requirements, goals, and vision. 

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