Your Partner for Implementing HubSpot Service Hub
Build a more delightful customer experience, without disrupting your current ones along the way.
How your Service Automation Platform is implemented is directly correlated to how effective it will be in helping you achieve your goals. Aptitude 8 is one of the most experienced implementation partners in the HubSpot ecosystem.
Need help with a new implementation or migration to HubSpot? Contact us for a free consultation.
CRM Implementation Accreditation
Aptitude 8 doesn't do out-of-the-box onboarding. We do customized implementations of HubSpot to meet your business needs. See how we implemented HubSpot for Marq in 90 days:
Table of Contents
Introduction to Service Hub
HubSpot's Service Hub is both a service automation platform and customer relationship management platform (CRM) designed to help your business provide wonderful service experiences to your customers.
HubSpot’s Service Hub is the single most important piece of technology in your service team’s stack. When it’s set up correctly and properly maintained, it becomes the underpinnings of making your customers feel like VIPs.
But, if Service Hub is set up poorly, it ends up causing poor customer experiences and missed responses. That is why it is critical that you have an implementation partner, like Aptitude 8, who understands the platform, inside and out, and can help you customize it to fit your specific needs.
Onboarding vs. Implementation
Onboarding is a stock setup of out-of-the-box features and some training for how to use the software.
Implementation involves customizing HubSpot to fit your business. That means creating custom properties, custom objects, service automation, and more that are specific to how your business operates.
It is the difference between spending months, if not years, customizing a new, unfamiliar system on your own vs. hitting the ground running because an expert already did it for you.
Effective technology starts with implementation.
80% of marketing and sales professionals that had smooth implementations report that their technology is extremely effective at helping them achieve their goals.
Our Implementation Process
01 Solutions Design
We start your implementation with a deep discovery and design phase, where we interview key stakeholders within your organization to understand your business and the wants and needs you have for your HubSpot instance. We validate that what you need is possible and let you know what limitations exist and how we can work around them. Then we build a gantt chart showing your project timeline and deliverables.
02 Account Setup
After Solutions Design, you’ll be equipped with an expert project team who are experienced in a wide variety of migrations and implementations, bringing both knowledge of what you’re trying to build and the technology you’re coming from. They will help you with the initial set up of HubSpot, ensuring that you don’t miss any important settings or features along the way.
Your account setup includes:
Giving everyone the right access and permissions
Including stages and required fields
For snippets, guides, and knowledge base
For automated activity capture and two-click meeting scheduling
03 Custom Data Setup/Migration
HubSpot’s default data structure of contacts, companies, and tickets is not one-size fits all. Luckily, HubSpot allows us to do so much more. We will ensure that any data that you need to bring over, has a home in HubSpot.
Your data migration could include:
Ticket stages & pipelines
46% of HubSpot users report that data migration was a top challenge during implementation!
Email templates & snippets
Knowledge base articles
Product guides and one-pagers
Let's make things happen together.
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