HubSpot Customer Platform Onboarding Service

Typical scope of onboarding for HubSpot Customer Platform Starter Tier

For small businesses needing basic contact and data management.

CRM Configuration:
Import contacts and configure basic properties (e.g., name, email, phone).
Set up segmentation through simple lists and tags for customer grouping.
Create static and dynamic customer lists for targeting.
Platform Tools Setup:
Build contact timelines to track interactions across platforms (emails, forms).
Enable shared inboxes for unified communication.
Connect essential apps (email tools, forms, website tracking).
Analytics & Reporting:
Set up reports to monitor customer activity trends.
Track customer interactions across multiple touchpoints.

Typical scope of onboarding for HubSpot Customer Platform Professional Tier

For scaling businesses needing advanced data management and automation.

CRM & Data Management:

• Customize lifecycle stages to align with your customer journey.
• Implement lead scoring models for more effective prioritization.
• Manage customer data with dynamic properties updated in real-time.

Customer Engagement Tools:

• Automate personalized communications through email and SMS campaigns.
• Enable workflow-based customer journeys (e.g., onboarding sequences).
• Integrate chatbots and live chat tools for real-time support.

Integrations:

• Sync with other HubSpot hubs (Marketing, Sales, Service).
• Integrate with external CRMs, eCommerce systems, and payment tools.

Analytics & Insights:

• Create dashboards to track customer lifecycle metrics.
• Automate reports on customer retention and churn predictions.

Typical scope of onboarding for HubSpot Customer Platform Enterprise Tier

For large enterprises needing extensive customization, automation, and data intelligence.

• CRM & Custom Data Management:
• Implement custom objects to manage unique datasets (e.g., subscriptions, product usage).
• Create hierarchical customer views for multi-region or multi-team operations.
• Define role-based permissions for secure data access across teams.
• Customer Journey Orchestration:
• Build multi-step workflows with branching logic based on customer behavior.
• Automate complex touchpoint sequences (e.g., upsell campaigns or loyalty programs).
• Use predictive analytics to identify high-value customers and trigger targeted actions.
• Integrations & Advanced Reporting:
• Connect with ERP, analytics tools, and third-party platforms through APIs.
• Monitor cross-channel customer interactions using multi-touch attribution models.
• Use AI-driven tools for forecasting churn and optimizing customer engagement.

With Sunrays Digital’s expertise, your onboarding process will be smooth and tailored, ensuring you leverage the HubSpot Customer Platform’s full potential at every stage of your business growth.