HubSpot Service Hub Implementation

To increase customer retention, you need to focus on delivering customer value. Service Hub turns your customer experience from a cost center to a revenue driver. Our services empower your business with additional tools and strategies to make sure your current customers are priority.

hubspot service hub logo

Service Hub customers experience:

13x faster resolution time

faster resolution time

42% more tickets closed per agent

more tickets closed per agent

84% experience increased CSAT

experience increased CSAT

HUBSPOT'S SERVICE HUB

Popular Features

HubSpot's Service Hub empowers businesses to deliver exceptional customer support with tools like ticketing, live chat, and a shared inbox. It streamlines customer interactions, enhances team collaboration, and provides valuable insights through reporting, helping turn satisfied customers into loyal promoters.

Help Desk & Ticketing

Empower your reps to mange and resolve tickets in an AI-first workspace. 360-degree intelligence is built right into every interaction.

Knowledge Base

Help customers help themselves, and reduce your number of support requests.

Call Tracking

Receive inbound calls from your customers and track them in HubSpot.

SLA Management

Manage your support team at scale with advanced SLAs that increase rep efficiency and customer transparency.

Feedback Management

Create NPS, CSAT, CES, and custom surveys to gather critical customer feedback.

Conversation Intelligence

Capture details from calls and unlock coaching opportunities with AI-powered insights.

Service Analytics

Uncover key insights with out-of-the-box reports that help you deliver efficient, authentic service.

Team Management

Keep your team organized and nimble by ensuring every rep can access the right tools.

Fully Integrated Smart CRM

Automatically track customer details and interactions with your business in one source of truth that's accessible to your whole team.

Mobile Inbox

Stay productive on the go with the tools you need to collaborate and deliver agile support.

Automated Customer Service

Eliminate unnecessary manual processes so your team can focus on solving customer problems.

Omni-Channel Messaging

Meet your customers wherever they are by accessing multiple channels in the inbox and seamlessly switching between them.

 

OUR SERVICES

Solutions Aligned with the Service Hub


Service Hub Foundation & Implementation

These service offerings are the first steps in implementing the core of your HubSpot CRM regardless of which Hubs you choose. Typically seen as a one-time implementation and start-up project. From here, additional services are elective or provided through pre-set packages.

Current System Audit & Assessment

This happens before you even commit to anything. We'll discuss your needs, challenges, goals, assess your current tech stack, evaluate ROI, and run our website grader on your current site. If you're currently using HubSpot, we'll do a comprehensive audit and health check to determine opportunities for improvement.

Inbound Strategy

The inbound strategy is an inbound version of a traditional marketing strategy. It combines an analysis of the current state and opportunities, and provides a plan for closing the gap. We'll build you a proposal utilizing HubSpot tools so we have clear attribution reporting to measure your ROI for service initatives.

Setup HubSpot CRM

Time to sign up! We'll install HubSpot and the respective Hubs you've chosen, add initial users, teams, permissions, notification preferences, setup email, calendar and phone integrations, enable and train the team on some cool efficiency tools and basic functionality to get started.

Data Import & Cleansing

Export all your data records from your current systems, and import them into HubSpot. We'll help with exporting and making sure your data is clean and formatted properly for import. Start logging your communications to see data come in naturally going forward.

Custom Fields & View Creation

In HubSpot, properties store information about a contact, company, deal, or ticket. Your HubSpot account includes a number of contact, company, deal, and ticket properties by default. However, we'll discuss adding additional properties specific to your business's marketing, sales, and service processes.

Setup Meeting Scheduler

Schedule your meetings and appointments faster without annoying back-and-forth emails. Skyrocket your email productivity and book more meetings efficiently with this scheduler tool that syncs with your calendar and shows your availability.

Setup Calling

HubSpot's calling feature allows you to make and receive calls directly from the platform or its mobile app, automatically logging interactions with contacts into your CRM. It supports call recording, note-taking, and tracking outcomes to streamline communication and maintain accurate records for sales and service teams

Setup Reporting Dashboards

Measure the effectiveness of your efforts with ROI results and performance reporting. We'll build out all the reports important to you, as far as your HubSpot subscription allows.

Team Training

Team and individual training may happen throughout each of these steps or through our client knowledge base. At the end, we'll set aside some final training time to make sure your team is ready to go with their new HubSpot setup.


Help Desk, Live Chat & Ticketing Software

Keep track of customer requests in one unified help desk that connects to your CRM database. We'll help you build it out and utilize effectively.

Setup Support Inbox & Help Desk

The Help Desk provides tools to streamline customer support by centralizing ticket management, enabling teams to track, prioritize, and resolve issues efficiently. It integrates with the CRM for context-rich interactions, allowing for automated workflows, knowledge base integration, and reporting to improve the overall support experience.

Setup Ticket System & Training

Ticketing pipelines streamline customer support by organizing, prioritizing, and tracking inquiries, ensuring efficient resolution and a better customer experience. We'll build out your ticket pipelines to your typical support process and add automations throughout.

Setup Live Chat & Chatbot

We'll design a pathway in your live chat and chatbots for customers coming to your website looking for help. This can provide automated help, personalized assistance, capture ticket information and/or route to your service team when necessary.


Empower your customer to find the help they need.

Every customer is important. But if your support team has to spend too much time answering small, simple queries, they can quickly get underwater - and have less time for bigger issues. Enable your customers to help theemselves with HubSpot's knowledgebase software.

Knowledge-base Design & Setup

We'll build out the structure of a knowledge-base center of readily available articles, helpful information and resources.

Self-Service Content Creation

We'll create the individual knowledge-base posts, articles and content on various topics to live within your knowledge-base center.

Setup Workflows & Automations

Prompt service and support automation relies on triggering relevant and timely actions based on context. From internal tasks and notifications to automated emails and data transfers. Workflows can be built and utilized to automate those manual tasks, keep you CRM clean and make your operations more efficient.


Empower your customer to find the help they need.

Every customer is important. But if your support team has to spend too much time answering small, simple queries, they can quickly get underwater - and have less time for bigger issues. Enable your customers to help theemselves with HubSpot's knowledgebase software.

Setup Net Promoter Score Survey (NPS)

Gauge customer satisfaction, loyalty, and the likelihood of recommending your business to others. Identify brand advocates and areas for improvement. We'll configure a plan for NPS rollouts and follow ups to capture valuable testimonies.

Setup Customer Effort Score Survey (SEC)

This survey can gauge how well you handled your customer support ticket/issue. Understand how much effort customers need to exert to get help or complete a task. Improve processes to make customer interactions smoother and more efficient.

Retainers (Support & Maintenance)

"Short-term" retainers may be necessary for on-going campaigns or projects. At the bare minimum, we suggest one of our low level retainers providing several hours a month for your CRM support and maintenance.

 

Data gets dirty, processes can be improved through workflows and automations, optimization based off new data is possible, more training may be needed, and there's always the occasional "fire" that needs to be put out. Don't stress about not having a go-to-person to help you out with anything HubSpot.