Not Tech-Savvy? 5 Ways Centralise Makes HubSpot Easy for Every Team

Thinking about using HubSpot but feeling unsure about the tech side of things? You’re not alone. We hear this all the time:

“HubSpot looks great, but we only use spreadsheets right now. Will our team actually be able to use it?”

At Centralise, we help businesses like yours answer that with a confident yes.

Most of the teams we work with have never used a CRM or marketing platform before. But with the right setup and support, even non technical teams can get up and running in weeks (maybe create an internal link to the HubSpot ROI blog?)

In this blog, we’ll show you how we make HubSpot simple, supported, and stress free.

1. HubSpot Is Built to Be Easy

You don’t need to be a marketer, or CRM expert to start getting value from HubSpot. The platform is designed with ease of use in mind, so it feels more like using tools you already know like Google Docs or Calendly, rather than other complex enterprise systems that are in the market.

Instead of jumping between spreadsheets, inboxes, and disconnected tools, HubSpot brings everything together for you, from contact history and deal activity to email conversations and meeting notes. This means your team can better understand who your customers are, what they need, and how to serve them more effectively.

The platform’s clean design and smart automation features remove the clutter and let your team focus on what matters most: building better relationships through better insight

2. You Don’t Need a Tech Background to Succeed

One of the biggest myths we hear is that HubSpot is only for experienced marketers or CRM specialists. That’s just not the case. HubSpot is built for everyone, from business owners and salespeople to operations managers and administrators. If you can send an email, update a spreadsheet, or browse the internet, you can use HubSpot.

Everyday tasks like logging a call, creating a lead capture form, or updating deal stages in your pipeline can be done in just a few clicks, and if you ever feel unsure, HubSpot’s help centre is packed with easy-to-follow guides, videos, and live chat support to help out. 

3. Centralise Makes Onboarding Personal

This is where we come in. At Centralise, we’ve built our onboarding process to be entirely people focused. That means no out of the box training sessions or overwhelming checklists. Instead, we tailor everything to your team, your business goals, and your comfort level with technology.

For example, marketing teams will learn how to launch campaigns, build lists, and track performance. Sales teams get hands-on with pipelines, tasks, and lead follow-ups, and your operations team can focus on data structure, automation, and reporting. Everyone gets what they need, without being bogged down by what they don’t.

This personalised approach helps each member of your team build real confidence quickly because they’re learning in the context of their actual role, using real examples and tools that apply to their day to day work.

4. Training That Actually Sticks

We know that great training isn’t about slides or scripted demos it’s about helping your team get hands on with the tools they’ll actually use. At Centralise, our training is tailored to your HubSpot setup and your daily processes, making sure everything feels relevant from the start.

We deliver live training sessions either in person at your offices or remotely if that suits your team better. We walk your team through real tasks like logging calls, updating contacts, managing deals, setting up campaigns, and tracking performance. We tailor each session to your team’s roles and learning pace, using practical examples to make it easy to follow. 

Our onboarding doesn’t stop after the first session. We offer follow up coaching, recorded walkthroughs, and proactive support to keep momentum going. This approach ensures the training sticks and your team feels confident using HubSpot not just on day one, but long after.

Confident teams are the ones who actually adopt new systems and that’s what we want for you: a system everyone’s on board with and happy to use every day. 

5. Ongoing Support That Feels Human

Once you’re up and running, our support doesn’t stop there. We offer flexible, ongoing support packages designed to keep your team confident and your HubSpot setup evolving with your needs.

You’ll have direct access to the Centralise team so help is always just a message away. Whether you need a quick answer, a second opinion, or hands on help with a new workflow, we’re here to help you. 

Some clients like to move fast and explore new features right away, while others prefer a steady, phased approach. Either way, we adjust to your pace and priorities. With regular check ins and a team that knows your setup, you’ll always have a reliable partner to lean on as you grow with HubSpot.

You Don’t Need a Tech Team to Get Results

HubSpot is one of the most user friendly platforms out there for managing your marketing, sales, and customer success. But like any tool, how you get started makes all the difference.

With Centralise as your onboarding partner, you’ll get a hands on, plain English approach that removes the guesswork and gets your team using HubSpot confidently.

We’ve worked with businesses across different industries, sales models, and team structures, so we know what a good setup looks like. We’ll walk you through it with clear, practical guidance and help you build a system your team actually enjoys using. When people adopt the tools they’ve been given, you start seeing real value from your investment. 

Ready to see how it could work for your team? Book a HubSpot Onboarding Discovery Call today.