HubSpot Customer Success ChecklistScaleOps Diamond Icon

Customer retention starts with giving your customers a seamless experience. While you want to grow as a business and gain new customers, it is incredibly important that you maintain your existing relationships as well. 

If you use HubSpot, you should definitely consider doing Customer Success there as well. There are many different CS processes you need to implement, including onboarding to renewals. This can be daunting, but don’t worry -- we have valuable insights to share.

Perfect your CRM by downloading our checklist filled with tips and steps to customer retention.
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Need guidelines for a successful CS implementation? 🤔

Our checklist has the answers.

After onboarding many clients to a HubSpot CS process, we know just how important a successful implementation is. Here’s a preview to what it takes to give your customers a seamless experience: 

  • Know your purposes and components of the desired CS process
  • Stick to the principles for a seamless process
  • Make decisions regarding the right HubSpot data model for your business needs

Download our checklist to learn more.

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About ScaleOps: Experts on industry-leading revenue tools across the full funnel

Having the right technology is just the first step. Knowing how to use it right is where the magic happens. Our experts are trained on leading tools and armed with best practices gained from our work with over a hundred clients, so we can deliver the strategy and implementation you need to scale.

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Deborah Margalit

I recently completed the implementation of HubSpot and its integration with Salesforce with the help of ScaleOps, and they exceeded my expectations in every way. From the very beginning, I was impressed by their professionalism, knowledge, and dedication. 

Deborah Margalit, VP Marketing at Wint.ai

Tal Oren

I have had the privilege of working with the fantastic ScaleOps team for over 9 months now. Sometimes I forget they are not internal :) We highly appreciate the devotion and dedication and looking forward to doing great things together!!

Tal Oren, VP of Growth at Medcase

Amir Erlich

Great Company... really assisted in implementing the CRM functionality, which resulted in expanding to Marketing Implementation as well. great team, Highly recommended!

Amir Erlich, Director of RevOps at Eko

Roger Ordman

As we grew our company and specifically our sales team we needed a partner to not only implement HS for us to to also help us define the processes, the pipeline and the reports. ScalesOps delivered.

Roger Ordman, EVP Marketing & Biz Dev at Aurora Labs

Noa Schuman

ScaleOps assists with everything from strategy to implementation - data cleanup, segmenting lists... automating nurturing workflows, and building custom processes for us to keep track of our top-performing content. I highly recommend this awesome team :)

Noa Schuman, Head of Demand Generation at CloudShare

Udi Shore Yossef

Such a great team! We received valuable assistance from ScaleOps during our HubSpot onboarding process. They provided us with detailed checklists for each process we worked on ... We appreciate their efforts and encourage them to continue their excellent work!

Udi Shore Yossef, Growth Team Leader at Green Invoice

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We migrated a very patchy SF database to HubSpot. ScaleOps were phenomenal in getting us up to speed fast, implementing and polishing our process with best practices, training and onboarding sales and marketing staff in a short time. Highly recommend!

Eran Eshed, CEO at Fairtility