Service Hub Onboarding
Our Service Hub onboarding services provide technical direction on implementation, along with strategic
consulting on how you can use HubSpot to serve your customers better using HubSpot. With an onboarding
plan customized to your company, goals, software, and tech stack, we’re here to help you—every step of the way.
We create conversations inbox to streamline and centralize communication with your contacts. You can connect different channels to the inbox, then view, reply, and manage all ongoing conversations in one place.
We help set up custom ticket pipelines and statuses to define and automate business processes for responding to your customers.
Monitor your service team’s performance and customer experience across tickets to identify issues before they occur and uncover trends to ensure you are always ahead of the curve when servicing your customers.
For a custom pricing plan that’s right for your business, contact our team.
Frequently Asked Question
What is HubSpot onboarding, and why is it necessary?
The process of setting up all the options that come with your HubSpot subscription and making them functionally available to your team is called HubSpot onboarding. It also involves guiding and training your team on each stage of running Service Hub and getting the most value from its various features. It will help you:
• Understand the software and all the options in detail
• Avoid delays using our best practices
• Get a strong foundation and training for your team
• Hit the ground running to achieve your goals
Why is onboarding with a HubSpot partner better than working with HubSpot?
When you have plugged your business into a massive platform like HubSpot, you need proper onboarding, and there are two ways to achieve it. Work with the HubSpot onboarding team or hire a HubSpot partner agency. Working with Learners has several advantages such as:
• We provide more services compared to HubSpot and their price
• Our onboarding services includes training your team on critical features
• Our agency has practical financial services industry domain knowledge and experience
• We offer ongoing and on-demand support throughout the journey
• You will work with an experienced team that has successfully onboarded numerous times
• Have a practical understanding of the problems and solutions
How long does Service Hub Onboarding take?
Service Hub Onboarding can take up to 1-2 months, depending on the complexity of your setup and your overall organizational needs.
Owner and Relationship Specialist
I chose Learners for our CRM implementation because of their experience, CRM expertise, RevOps expertise, competitive pricing, and their focus on customer service. They provided a full audit of our CRM and then a complete overhaul of our CRM, from custom objects & properties, to completely new sales pipelines, workflow automation, lead scoring, reports & dashboards. I would absolutely recommend Learners - they are outstanding and are true experts. They take a true team approach to the project and are very flexible.
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Our team is using Learners.ai for a fairly complicated reimplementation of our HubSpot CRM and Marketing Hub. That said, working with them has been wonderful. They're basically a part of the team now! I never have any issues reaching out to them and receiving a reply, and a solution to whatever issue I've discovered. We've been working together for approximately three months and it's been nothing but wonderful. Projects like this are tough and time-consuming, but Learners.ai has continuously been up to the task and handled any and all of our requests. Shout out to Learners team! They've been terrific.
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Learners did a fantastic job of understanding our perspective and at customizing an approach that met our needs, while still bringing much needed experience, structure and vision to our process. They clearly know their stuff when it comes to leveraging automation capabilities for financial services practices. It’s eye opening what automation can accomplish for our practices already, and I firmly believe that any RIA that hopes to stay relevant in the next decade ought to be investing in this critical area of technology NOW!
Main Street Financial Solutions
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Forum Financial Management, LP
Learners.ai has been an incredible partner for our HubSpot CRM rebuild and integration project. This has been a complex project completely rebuilding our CRM processes and workflows from the ground up while integrating numerous internal and external data sources. They have been incredibly responsive and provided great advice and best practices along the way. I'd definitely recommended working with the Learners team. Thank you!!
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
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.
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.