One of the things we enjoy the most at Bluleadz is helping companies grow. We thoroughly understand the excitement of scaling a business and meeting goals time after time.
We were excited to support a recent client that was looking to streamline their marketing, sales, and customer support processes to grow their tech company.
This involved HubSpot onboarding and implementation services for both Sales Hub Professional and Service Hub Professional. The result — an informed team ready to scale their business on the HubSpot platform.
The client is a tech company that develops custom virtual and augmented reality products used within the medical, aircraft, and space systems. When they first reached out to us, they were growing fast, but wanted to expand to additional industries.
Primary Client Pain Points
They were using multiple applications for their contact management, email marketing, and sales needs, and were looking for an all-in-one solution to streamline these processes. They also wanted to prioritize support as they scaled to ensure a great user experience.
HubSpot Services Provided
We met with the client to discuss their growth goals. We then proceeded to align them with the adequate HubSpot tools:
HubSpot Service #1: HubSpot CRM Setup
We conducted the process of connecting their website to HubSpot: installing a tracking code, so they could gather website visitors data.
We then connected their emails and calendars to their HubSpot CRM, and created custom properties, deals, and ticket properties.
This helps businesses run more efficiently — saving time, money, and resources that would otherwise be spent entering information manually and double checking that everything was done so accurately.
It also helps keep employees engaged and happy within their job roles, since in effect, it eliminates tedious tasks that can simply be eliminated with the right technologies.
HubSpot Service #2: Sales Hub Pro Onboarding and Implementation
We integrated HubSpot to their tech stack and set up custom CRM views to ensure targeted and efficient prospecting. We then set up workflows based on lead behavior, as well as their pipeline stages.
In addition, we installed HubSpot’s calling tools to also track and record phone calls. We then set up customized reporting dashboards so that they could track their progress.
All of these tools ensure that not a single prospect or client would ever fall through the cracks, thanks to automation and alerts. They also gather and display the most relevant metrics in order to move forward exclusively with data-driven decisions.
HubSpot Service #3: HubSpot Service Hub Pro Onboarding and Implementation
The backbone of any company is the customer support they offer. The client was well aware of this, so we moved forward with Service Hub implementation, including setting up their ticketing pipelines and automations.
We created email templates and text snippets, as well as a knowledge base for prospects who prefer a quick self-help option.
And to make things as easy as possible for customers, we created online forms they could fill out to start a service ticket — and routing them to the appropriate team member for prompt resolution.
Finally, we set up a customer portal, where their customers can log in to check on the status of their support tickets, as well as a history of all their communications with the company. We customized it to match the client’s brand and connected it to the CRM so they could continue to organize complete client records.
We also provided training on every single one of the HubSpot services listed above. This way, team members were provided with the tools they need to perform their job roles successfully, and customers get more control when it comes to staying informed about their accounts and projects.
Bonus: This frees up time from customer service reps who no longer will have to attend to repetitive client inquiries that they can now look up on their own.
How HubSpot Sales Hub & Service Hub Services Set Them Up for Growth
The HubSpot Sales Hub Pro and Service Hub Pro services we provided equip their team with the tools and insights they need to scale at the pace they want. Not only does their HubSpot account support their current operations, but it also prepares them to expand into new industries.
Alejandra Zilak is a content writer, ghostwriter, blogger, and editor. She has a bachelor's degree in journalism and a Juris Doctor. She's licensed to practice law in four jurisdictions and worked as an attorney for almost a decade before switching careers to write full time. She loves being part of the Bluleadz team and implementing SEO best practices with her content. When not working, she loves to read, write fiction, and long distance running.