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Change Management for HubSpot Admins

by Madelyn Donovan on
Change Management

 

As the designated HubSpot Administrator for your company, you're at the forefront of implementing new processes and technologies to optimize your revenue operations. Whether it's introducing a new feature in HubSpot or overhauling entire workflows, change management is a critical skill in your toolkit. 

The term "change management" may sound pretty jargon-y, but whatever you call it, it's an essential skill when it comes to communicating between multiple teams and maintaining their trust. Here are a few things to keep in mind when navigating big transitions in order ensure your team's success over time.

1. Be Clear: Simplify the Complex

When introducing changes to your revenue operations processes, clarity is paramount. Your team members are likely juggling multiple responsibilities, and learning new systems or procedures can feel overwhelming.

To make the transition as smooth as possible:

  • Break down complex changes into digestible steps

  • Create visual aids, such as flowcharts or screenshots, to illustrate new processes

  • Develop a comprehensive FAQ document to address common concerns

Remember, your goal is to make the change as easy to understand and implement as possible. This starts with you having a thorough understanding of what's actually changing. Take the time to map out the differences between the old and new processes, so you can effectively communicate these changes to your team.

2. Care: Authenticity Matters

Change can be unsettling, and it's natural for team members to feel apprehensive. As a leader in this process, it's crucial to approach the situation with genuine care and empathy. Here's how you can demonstrate authenticity:

  • Listen to your team's concerns and address them honestly

  • Share the reasoning behind the changes and how they align with company goals

  • Be open about potential challenges and how you plan to address them

By showing that you genuinely care about your team's experience during this transition, you'll foster trust and increase buy-in for the changes you're implementing.

3. Commit: Consistency is Key

Once you've introduced a change, it's crucial to stick with it. Frequent changes can lead to confusion, frustration, and ultimately, resistance to future improvements. To demonstrate your commitment:

  • Develop a long-term plan for implementing and maintaining the new processes

  • Regularly reinforce the importance of the new procedures in team meetings

  • Lead by example, consistently using the new systems or processes yourself

It's also important to ensure that leadership is on board with the changes. Work closely with decision-makers to prevent sudden reversals or conflicting directives. Remember, if you expect your team to learn and adopt new processes, you need to show unwavering commitment yourself.

4. Set Realistic Expectations

As a HubSpot Administrator passionate about optimizing revenue operations, it's easy to get excited about the potential improvements. However, it's important to temper your enthusiasm with realism when it comes to your team's engagement. Keep in mind:

  • Not everyone will share your level of enthusiasm for the changes

  • Team members have other responsibilities and may not be able to dedicate as much time to learning new processes as you'd like

  • Set clear, minimum expectations for adoption and performance

By establishing realistic benchmarks, you can ensure that essential tasks are completed while avoiding frustration from unrealistic expectations. This approach allows for a more sustainable and successful implementation of your changes.

Conclusion

Change management in the context of revenue operations is a delicate balance of technical knowledge and people skills. By focusing on clarity, authenticity, commitment, and realistic expectations, you can guide your team through transitions more effectively. Remember, successful change isn't just about implementing new tools or processes—it's about bringing your team along on the journey and ensuring they have the support they need to thrive in the evolving landscape of your B2B operations.

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