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Service Hub Implementation

Serve and Delight your customers at scale.  

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01 Map out the structure of existing Service Solution

Whether you're coming from Salesforce, Zendesk, or still working out of a shared inbox, we like to have a plan before we start building. Before beginning any work it’s best to start with an understanding of the current setup of your data and process. A simple map of the objects being used, the relationships between them, and the automations affecting them will help make the transition to a new system flawless. 


02 Translate your process to HubSpot

In order to deliver an omnichannel experience ot your customers, we will help you map your business process to the right tool in Service Hub. Whether its conversations, tickets, or live chat we will help ensure your customers can always get ahold of you and you can track your customer experience. 



03 Migrate your fields

We will configure HubSpot and bring over your existing fields, as well as recommend where to consolidate or automate data capture. We often find that we can reduce total field count during this process by leveraging HubSpot's powerful reporting. 


04 Create operational workflows in HubSpot

We’ll help you configure your business processes using HubSpot workflows to automate routine tasks, notifications, and field/record updates. We will also set up the “service console” at this phase so you can see how your team will use the tool on a daily basis and start testing different operational flows. 


05 Import your data

Whether we can import data using HubSpot's importing wizard, a 3rd party tool, or need to do an API injection we can ensure everything comes across and all of the associations remain intact so your data is prepped to empower your team and in a data model you can trust. 

06 User Acceptance Testing

This step ensures that the end users understand how HubSpot is set up and also provides an opportunity to get additional feedback from people actually using it. Some tweaks are often necessary at this point, as often user opinion doesn’t match how they actually work. We can take this phase and apply hotfixes or changes to ensure your users are ready to go on launch. 


07  Beta goes live

Starting with a small set of users is best when making a large transition such as the migration from Salesforce or Zendesk into HubSpot. It provides the perfect balance between getting started and product in hand while leaving room to make adjustments on the fly with a small and adaptive team.

08 Full team goes live and training

Once our beta users have signed off on the deployment we will get training for your team, your managers, and any operational resources that will maintain the system post launch set up. We will be available during the launch phase for support, and can either transition the system to your team or provide ongoing support. 


09  Ongoing Iteration/Refinement

No Service desk should be static. We believe that continual refinement is necessary as your business grows and changes. We are happy to partner with you to continue to improve your system or help you onboard or train your internal staff to take on the lift long term. We will never hold you hostage or leave you high and dry. 


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