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PaySteady migrated from Zendesk to HubSpot Service Hub with Empty Cup Digital’s help. Custom solutions for call management and ticketing pipelines streamlined operations and improved efficiency.

CHALLENGE

Managing Complex Service Requirements During Zendesk to HubSpot Migration

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As a growing professional payroll solutions company, PaySteady needed to transition from Zendesk to HubSpot’s Service Hub to improve their customer service operations. However, this migration wasn’t simple. Daniel, the Founder & CEO, had specific requirements that involved more than just basic CRM functions. PaySteady required custom solutions to keep track of client payroll schedules, manage inbound calls and streamline their service desk operations, which were essential for their payroll services.

As a growing professional payroll solutions company, PaySteady needed to transition from Zendesk to HubSpot’s Service Hub to improve their customer service operations. However, this migration wasn’t simple. Daniel, the Founder & CEO, had specific requirements that involved more than just basic CRM functions. PaySteady required custom solutions to keep track of client payroll schedules, manage inbound calls and streamline their service desk operations, which were essential for their payroll services.

KEY PAIN POINTS

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Zendesk limited their ability to handle complex workflows, slowing productivity and operations.

Needed custom service desk solutions for inbound call management.

Lacked hands-on support to meet the company’s detailed and unique service needs.

SOLUTION

Customized HubSpot Service Hub and Operations Hub Implementation

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Daniel selected Empty Cup Digital due to their deep expertise in HubSpot’s Service Hub, particularly in solving complex service scenarios. After evaluating several HubSpot partners, it was Logan’s (CEO of Empty Cup Digital) hands-on approach and his ability to provide custom solutions using HubSpot’s capabilities that made him the best fit for PaySteady.

Team Delivered

Seamless Data Migration: Migrating PaySteady’s operations from Zendesk to HubSpot while ensuring no data loss and smooth transition of service desk functionalities.

Custom Solutions: Designed and implemented tailored solutions for inbound call management and ticketing pipelines, ensuring PaySteady’s service operations ran efficiently.

Hands-On Support: Empty Cup Digital provided continuous guidance and problem-solving, setting up the HubSpot Service Hub and Ops Hub to meet PaySteady’s unique service requirements.

RESULT

Enhanced Service Operations with HubSpot

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With Logan and his team’s expertise, PaySteady successfully transitioned to HubSpot, setting up fully operational ticketing systems and workflows that improved the company’s service delivery.

Key Results

Improved inbound call management with custom configurations tailored to PaySteady’s unique needs.

Efficient service desk operations through customized ticketing pipelines and automations.

Custom objects in HubSpot to solve unique business cases, enabling PaySteady to optimize their customer interactions.

Future-Ready Service Operations with HubSpot

By migrating to HubSpot Service Hub, PaySteady has enhanced its service operations, with customized solutions that allow the company to focus on providing exceptional payroll services to its clients. With Empty Cup Digital’s support, PaySteady is now positioned to scale efficiently, with a system that meets their unique service demands.

Considering switching from Zendesk? Let us help you customize HubSpot to fit your needs.

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