Experts at HubSpot Service Hub Implementation

Elevate your customer journey without interrupting your current customers experience 

The extent to what your service automation tool 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.

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.

Think of switching over from another platform?

Check out our guides on migration.

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.

Any tech is only as good as its implementation

Eight out of ten marketers who had seamless implementation processes often attribute their technology in accomplishing their objectives.

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

Regulatory Compliance

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:

Custom properties

For monitoring business information not covered by default properties.

Custom objects

For incorporating items such as memberships, products, subscriptions, events, among others.

Associations

For illustrating the interrelations between the objects.

Funnel stages

For visualizing various stages your clients undergo in the buyer’s journey

04. Integration

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.

External CRM

In case you don’t use HubSpot CRM.

Analytics

Google Analytics or a BI tool.

Custom Integrations

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:

Emails

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.

Workflows

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.

 

Attribution

Linking marketing activities to earnings and conversions

Funnels

Illustrating progress and conversion rates across various contact and deal stages.

Customer Journey

Evaluating interactions throughout the customer’s experience

Cross-object

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.

 

Skilled Instructors

Who are in tune with your objectives and accessible throughout the project.

Specialized sessions

Tailored for different user groups, ensuring the instruction is relevant to their specific roles.

Hands-on exercises

Crafted to allow your team to practice their tasks within the system.

Documentation

Available for your team's reference and useful for training new members.

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