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Services

Outstanding customer service adds real value to clients, and empowers them to reach their goals. We can help your customer success and support teams learn to listen and react to real-time, qualitative and quantitative feedback to ensure that your paying customers always feel like they have an ally.

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SERVICES

Service Hub Onboarding

Designed for those using the HubSpot for the first time, we provide a comprehensive onboarding service that includes data migration and configuration to ensure the platform meets the needs of your business.

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User Training

User Training

Our custom training programs help your team make the most out of your HubSpot investment. Whether you need help with your current tools, or intensive training on new tools, and customized pipeline, templates and company goals.

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Help Desk

Help Desk

As the key to your retention efforts, your help desk is the center of your customer service team. We can help with design, setup and training around: your support processes and protocols, communication channels, and live chat and chatbots.

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Knowledgebase

Knowledgebase

Anticipating and documenting solutions to your customer’s pain points is an effective method for reducing the burden on service professionals and speeding up resolution cycles. Contact us for assistance with design and setup of your knowledgebase, creating self-service content, and continually improving your processes.

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Client Testimonials

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RevOps
Unite your sales, marketing, and customer success functions.

Financial services companies need to embrace the potential of RevOps (revenue operations) for streamlining their business and boosting profits. From “single source of truth” databases to personalization and AI, RevOps gives your revenue teams the tools and training they need to get the most from the entire customer lifecycle

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Sales Enablement
Make your sales team dramatically more efficient and effective.

“One size fits all” sales messaging simply isn’t good enough anymore. Financial services companies need to reevaluate the people, processes, and technologies of their sales team from top to bottom. Today’s financial services sales teams need a modern, streamlined approach to sales enablement.

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Data Driven Marketing
Get the most from your enterprise data with cutting-edge insights.

Eighty-three percent of financial services executives say that data is their firm’s most strategic asset. So how do you process and refine your raw data for smarter data-driven decision-making? To overcome challenges such as data silos and long sales cycles, marketing teams in financial services need the right people, processes, and technologies in place.

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Reimagining Customer Service
Find out how AI and machine learning can transform your business.

AI and machine learning applications like automated fraud detection, chatbots, and robo-advisors promise to shake up the financial services industry. To stay ahead of the curve, businesses need to embrace the radical possibilities of these new technologies.

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Operations Hub
Learn how to deploy HubSpot’s CRM for your RevOps needs.

Despite the supposed benefits of digital transformation projects, many financial services companies are falling behind. Your business needs help to beat the odds from HubSpot’s Operations Hub CRM software. Operations Hub can help with everything from enriching your customer data to building automated data workflows.

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Operations Hub Enterprise
Learn about HubSpot’s CRM platform for reimagining your customer data.

HubSpot’s Operations Hub software helps streamline and centralize your customer-facing data and processes. With the Operations Hub CRM, you can delight your clientele and turn them into happy customers for life.

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