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Tune the engine while it’s running, without slowing down.
The extent to what your CRM can do for your business hinges on its setup. We at RevShore, are a highly competent and seasoned partner within the HubSpot network.
For assistance with setting up or transitioning to HubSpot, reach out for a complimentary consultation.
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.
Check out our guides on migration.
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.
Eight out of ten marketers who had seamless implementation processes often attribute their technology in accomplishing their objectives.
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.
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:
Assigning appropriate access and permissions to the users.
Incorporating your brand's colors, logos, and corporate information
For web hosting and emails
Adhering to GDPR, CAN-SPAM, and data privacy laws
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
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.
Email templates for crafting new brand-aligned messages.
Setting up redirections from previous pages to maintain visitor traffic.
For ease in segmenting your audience.
Filling the gaps with automated processes.
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"
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.