Table of Contents
Service Hub Overview
HubSpot's Service Hub serves as both a service automation tool and a Customer Relationship Management platform, crafted to enhance how your company delivers fulfilling service experiences to your clientele.
The Service Hub is a pivotal component within any company’s service team's arsenal of tools. When configured and maintained, its a driving force to elevating your customers' experience to VIP status.
However, gaps in its setup can lead to disappointing service encounters and overlooked customer interactions. This is why it’s essential to have a knowledgeable partner for implementation, who is thoroughly familiar with the platform and can tailor it to your unique requirements.
Outbounding vs. implementation
Onboarding encompasses a basic configuration of pre-built features along with guidance on the software
Whereas in implementation, you tailor HubSpot to your business's unique needs. This includes developing custom properties and objects, funnel automations, and other aspects specific to your business's workflow.
This highlights the contrast between dedicating months, or even years, to modifying a new system on your own, and swiftly becoming operational because a specialist has got you covered.
Our implementation process
01 Solutions Design
Your implementation begins with an in-depth discovery and design phase, during which we conduct interviews with key members of your team to gain insights into your business and to understand your requirements and desires for your HubSpot platform. We then confirm the feasibility of your needs and inform you of any constraints, along with strategies to navigate them.
02 Account Setup
Following the Solutions Design phase, you will be supported by a highly skilled project team, adept in a broad range of migrations and implementations. This team will assist you in the initial configuration of HubSpot, ensuring that no crucial settings or features are overlooked. The setup will include:
Setting up Users and Teams
Assigning appropriate access and permissions to the users.
Default account settings
Incorporating your brand's colors, logos, and corporate information
Organizing your domains
For web hosting and emails
Adhering to GDPR, CAN-SPAM, and data privacy laws
03 Data Migration
The standard data framework of contacts, companies, and deals in HubSpot isn't universally applicable. But, HubSpot provides extensive flexibility. We make sure any data you need to import will find its place in HubSpot. This may encompass:
For monitoring business information not covered by default properties.
For incorporating items such as memberships, products, subscriptions, events, among others.
For illustrating the interrelations between the objects.
For visualizing various stages your clients undergo in the buyer’s journey
When you have an extensive technology suite, it's vital that your data seamlessly transfers between platforms. We'll make certain that all your systems are interconnected, enabling you to utilize synchronized data in your marketing efforts.
Social & ad accounts
To monitor your organic and paid promotions.
In case you don’t use HubSpot CRM.
Google Analytics or a BI tool.
Build custom integrations for any platforms when required.
05 Asset Development/Migration
We will develop new assets to compliment your team and/or examine your current resources, rebuilding them with your updated toolkit. We assist in migrating:
Email templates for crafting new brand-aligned messages.
Landing pages & forms
Setting up redirections from previous pages to maintain visitor traffic.
Active & static list
For ease in segmenting your audience.
Filling the gaps with automated processes.
06 Custom Reporting
We build custom reports and dashboards that keep your team up-to-date and visualize your achievements, and enable you to monitor and refine your marketing efforts.
Linking marketing activities to earnings and conversions
Illustrating progress and conversion rates across various contact and deal stages.
Evaluating interactions throughout the customer’s experience
Developing detailed reports from the data sets"
07 Training & Enablement
It's essential that your team is fully aware of how the new system operates for achieving success. Our experts will consistently guide you through the configurations we've made, the outcomes you should expect, and demonstrate precisely how it all functions.
Who are in tune with your objectives and accessible throughout the project.
Tailored for different user groups, ensuring the instruction is relevant to their specific roles.
Crafted to allow your team to practice their tasks within the system.
Available for your team's reference and useful for training new members.