Logo - Full (Color) [Skip to content](https://www.hubspot.com#global-nav-main-content) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?authuser=0) - Close Search - [Log in](https://app.hubspot.com/login?authuser=0) - About About - [About Us](https://www.hubspot.com/our-story?authuser=0) - [Careers](https://www.hubspot.com/careers?authuser=0) - [Contact Us](https://www.hubspot.com/company/contact?authuser=0) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?authuser=0) Back [ ](https://www.hubspot.com/) Menu - Close Search - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. [Free HubSpot CRM](https://www.hubspot.com/products/crm?authuser=0) [Overview of all products](https://www.hubspot.com/products/get-started?authuser=0) - ### Marketing Hub Marketing automation software [Free and premium plans](https://www.hubspot.com/products/marketing?authuser=0) - ### Sales Hub Sales software [Free and premium plans](https://www.hubspot.com/products/sales?authuser=0) - ### Service Hub Customer service software [Free and premium plans](https://www.hubspot.com/products/service?authuser=0) - ### Content Hub Content marketing software [Free and premium plans](https://www.hubspot.com/products/content?authuser=0) - ### Data Hub Data management software [Free and premium plans](https://www.hubspot.com/products/data?authuser=0) - ### Revenue Hub CPQ, billing, and payments software [Free and premium plans](https://www.hubspot.com/products/revenue?authuser=0) - ### Smart CRM AI-powered, flexible CRM software [Learn more](https://www.hubspot.com/products/crm/ai-crm?authuser=0) - ### Agent Hub Your central home for building and managing AI agents across the platform [Learn more](https://www.hubspot.com/products/artificial-intelligence?authuser=0) - ### Small Business Bundle The Starter edition of each product, built for startups and small businesses [Learn more](https://www.hubspot.com/products/crm/starter?authuser=0) - ### AEO (Beta) Answer engine optimization tools that track and improve your brand's visibility in AI results [Learn more](https://www.hubspot.com/products/aeo?authuser=0) - ### HubSpot Marketplace Connect your favorite apps to HubSpot [See all integrations](https://ecosystem.hubspot.com/marketplace/apps?authuser=0) - Solutions Solutions - By Use Case - By Team Size - Why HubSpot? - ## Marketing - ### [Generate leads](https://www.hubspot.com/use-case/generate-leads?authuser=0) Convert visitors into contacts for your database. - ### [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?authuser=0) Create campaigns with automation and AI. - ## Sales - ### [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?authuser=0) Generate a pipeline of high-quality prospects. - ### [Close deals](https://www.hubspot.com/use-case/close-more-deals?authuser=0) Streamline your process and close more deals faster. - ## Customer Service - ### [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?authuser=0) Support customers at scale with AI and a help desk. - ### [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?authuser=0) Identify opportunities to improve customer health. - ## Content - ### [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?authuser=0) Easily craft content for your audience, with help from AI. - ### [Manage content](https://www.hubspot.com/use-case/manage-content?authuser=0) Organize, update, and distribute content in one place. - ## Startups & Small Businesses - ### [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?authuser=0) Generate leads through content, AI, and automation. - ### [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?authuser=0) Prospect smarter and automate payments. - ### [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?authuser=0) Unify your team and data on one platform. - ## Artificial Intelligence - ### [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?authuser=0) Scale customer service with an AI customer agent. - ### [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?authuser=0) Identify and engage high-value leads with an AI prospecting agent. - ### [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?authuser=0) Get instant answers about your customers with an AI data agent. ## By Team Size - ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?authuser=0) - ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?authuser=0) ## Why HubSpot? - ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?authuser=0) - ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?authuser=0) - ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?authuser=0) - [Pricing](https://www.hubspot.com/pricing/marketing?authuser=0) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?authuser=0) - [What's New in HubSpot](https://www.hubspot.com/new?authuser=0) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?authuser=0) - [Sustainability](https://www.hubspot.com/sustainability?authuser=0) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?authuser=0) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?authuser=0) - [Technology Partner Program](https://www.hubspot.com/partners/app?authuser=0) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?authuser=0) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?authuser=0) - [Startup Partner Program](https://www.hubspot.com/startups/partners?authuser=0) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?authuser=0) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?authuser=0) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?authuser=0) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?authuser=0) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?authuser=0) - [Migration](https://www.hubspot.com/services/professional/migrations?authuser=0) - [Premium Support](https://www.hubspot.com/services/premium-support?authuser=0) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?authuser=0) - Products Products - ## The HubSpot Customer Platform All of HubSpot's marketing, sales, and customer service software on one agentic platform. - [__Free HubSpot CRM__](https://www.hubspot.com/products/crm?authuser=0) - [__Overview of all products__](https://www.hubspot.com/products/get-started?authuser=0) - [ \ __Marketing Hub__ \ Marketing automation software](https://www.hubspot.com/products/marketing?authuser=0) - [ \ __Sales Hub__ \ Sales software](https://www.hubspot.com/products/sales?authuser=0) - [ \ __Service Hub__ \ Customer service software](https://www.hubspot.com/products/service?authuser=0) - [ \ __Content Hub__ \ Content marketing software](https://www.hubspot.com/products/content?authuser=0) - [ \ __Data Hub__ \ Data management software](https://www.hubspot.com/products/data?authuser=0) - [ \ __Revenue Hub__ \ CPQ, billing, and payments software](https://www.hubspot.com/products/revenue?authuser=0) - [ \ __Smart CRM__ \ AI-powered, flexible CRM software](https://www.hubspot.com/products/crm/ai-crm?authuser=0) - [ \ __Agent Hub__ \ Your central home for building and managing AI agents across the platform](https://www.hubspot.com/products/artificial-intelligence?authuser=0) - [ \ __Small Business Bundle__ \ The Starter edition of each product, built for startups and small businesses](https://www.hubspot.com/products/crm/starter?authuser=0) - [ \ __AEO (Beta)__ \ Answer engine optimization tools that track and improve your brand's visibility in AI results](https://www.hubspot.com/products/aeo?authuser=0) - [ \ __HubSpot Marketplace__ \ Connect your favorite apps to HubSpot](https://ecosystem.hubspot.com/marketplace/apps?authuser=0) - Solutions Solutions - By Use Case - ## Marketing - [Generate leads](https://www.hubspot.com/use-case/generate-leads?authuser=0) - [Automate marketing](https://www.hubspot.com/use-case/automate-marketing?authuser=0) - ## Sales - [Build pipeline](https://www.hubspot.com/use-case/build-sales-pipeline?authuser=0) - [Close deals](https://www.hubspot.com/use-case/close-more-deals?authuser=0) - ## Customer Service - [Scale support](https://www.hubspot.com/use-case/scale-customer-service-support?authuser=0) - [Drive retention](https://www.hubspot.com/use-case/drive-customer-satisfaction?authuser=0) - ## Content - [Create content](https://www.hubspot.com/use-case/create-content-for-customer-journey?authuser=0) - [Manage content](https://www.hubspot.com/use-case/manage-content?authuser=0) - ## Startups & Small Businesses - [Find and reach customers](https://www.hubspot.com/use-case/find-and-reach-customers?authuser=0) - [Grow sales and get paid](https://www.hubspot.com/use-case/grow-sales-and-get-paid-faster?authuser=0) - [Organize customer data](https://www.hubspot.com/use-case/understand-and-organize-customer-data?authuser=0) - ## Artificial Intelligence - [Resolve customer queries 24/7](https://www.hubspot.com/products/artificial-intelligence/ai-customer-service-agent?authuser=0) - [Automate sales prospecting](https://www.hubspot.com/products/sales/ai-prospecting-agent?authuser=0) - [Research customers faster](https://www.hubspot.com/products/artificial-intelligence/ai-data-agent?authuser=0) - By Team Size - ## By Team Size -  ### For Small Businesses & Startups HubSpot’s all-in-one Starter Customer Platform helps your growing startup or small business find and win customers from day one. [Learn more about HubSpot’s Starter Customer Platform](https://www.hubspot.com/products/crm/starter?authuser=0) -  ### For Enterprises With HubSpot’s integrated Enterprise Customer Platform, you don’t have to sacrifice power for ease of use. [Learn more about HubSpot’s Enterprise Customer Platform](https://www.hubspot.com/products/crm/enterprise?authuser=0) - Why HubSpot? - ## Why HubSpot? -  ### Why Choose HubSpot? After just one year, HubSpot customers acquire 129% more leads, close 36% more deals, and see a 37% improvement in ticket closure rates. [Learn more about why how HubSpot’s solution is different](https://www.hubspot.com/why-choose-hubspot?authuser=0) -  ### Case Studies Explore examples of companies like yours from all over the globe that use HubSpot to unite their teams, empower their businesses, and grow better. [See all case studies](https://www.hubspot.com/case-studies?authuser=0) -  ### Spotlight: Product Updates Learn about HubSpot’s featured product releases and announcements in this semi-annual product showcase. [Explore product updates](https://www.hubspot.com/spotlight?authuser=0) - [Pricing](https://www.hubspot.com/pricing/marketing?authuser=0) - Resources Resources - ## Featured Links - [Spotlight: Product Updates](https://www.hubspot.com/spotlight?authuser=0) - [What's New in HubSpot](https://www.hubspot.com/new?authuser=0) - [Why Choose HubSpot?](https://www.hubspot.com/why-choose-hubspot?authuser=0) - [Sustainability](https://www.hubspot.com/sustainability?authuser=0) - ## Community & Events - [UNBOUND Event](https://unbound.hubspot.com/) - [Webinars](https://www.hubspot.com/resources/webinar#resource-library-page-headers) - [HubSpot Community](https://community.hubspot.com/) - [HubSpot User Groups](https://www.hubspot.com/hubspot-user-groups?authuser=0) - ## Partners - [Solutions Partner Program](https://www.hubspot.com/partners/solutions?authuser=0) - [Technology Partner Program](https://www.hubspot.com/partners/app?authuser=0) - [Affiliate Partner Program](https://www.hubspot.com/partners/affiliates?authuser=0) - [Education Partner Program](https://academy.hubspot.com/education-partner-program?authuser=0) - [Startup Partner Program](https://www.hubspot.com/startups/partners?authuser=0) - ## Education - [The Loop Marketing Playbook](https://www.hubspot.com/loop-marketing?authuser=0) - [What Is Inbound Marketing?](https://www.hubspot.com/inbound-marketing?authuser=0) - [HubSpot Blogs](https://blog.hubspot.com/) - [Free Courses & Certifications](https://academy.hubspot.com/) - [Ebooks, Guides & More](https://www.hubspot.com/resources?authuser=0) - [HubSpot Knowledge Base](https://knowledge.hubspot.com/) - ## Tools - [Website Templates](https://ecosystem.hubspot.com/marketplace/templates?authuser=0) - [Developer Tools](https://developers.hubspot.com/) - ## Services - [Onboarding](https://www.hubspot.com/services/onboarding?authuser=0) - [Migration](https://www.hubspot.com/services/professional/migrations?authuser=0) - [Premium Support](https://www.hubspot.com/services/premium-support?authuser=0) - [Hire a Solutions Partner](https://ecosystem.hubspot.com/marketplace/solutions?authuser=0) - About About - [About Us](https://www.hubspot.com/our-story?authuser=0) - [Careers](https://www.hubspot.com/careers?authuser=0) - [Contact Us](https://www.hubspot.com/company/contact?authuser=0) - [Investor Relations](https://ir.hubspot.com/) - [Management Team](https://www.hubspot.com/company/management?authuser=0) [Start free or get a demo](https://www.hubspot.com/products/get-started?authuser=0) [Log in](https://app.hubspot.com/login?authuser=0) - English Select a language - [日本語](#) - [Deutsch](#) - [English](#) - [Español](#) - [Português](#) - [Français](#) - High Contrast - [Customer Support](https://help.hubspot.com/) - [Contact Sales](https://offers.hubspot.com/contact-sales?authuser=0) - [Case Studies Overview](https://www.hubspot.com/case-studies?authuser=0) - [Directory](https://www.hubspot.com/case-studies/directory?authuser=0) - Katapult  # Katapult Earns Consistent 4.4-Star Customer Reviews With the Help of the HubSpot CRM Platform Banking & Financial Services 200-1,000 employees  - 4.4 star customer reviews - 100% more work complete in the same amount of time Use Cases - Improve Service - Full CRM Products - [Marketing Hub](https://www.hubspot.com/products/marketing?authuser=0) - [Service Hub](https://www.hubspot.com/products/service?authuser=0) - [Sales Hub](https://www.hubspot.com/products/sales?authuser=0) - [Data Hub](https://www.hubspot.com/products/operations?authuser=0) ### Story Overview Katapult had to move quickly to migrate its customer service team to Service Hub on the HubSpot CRM platform in time for the busy holiday season. The implementation team trained all 200 service agents and made the transition in just six weeks. Since then, Katapult has increased repeat customers and consistently received high customer ratings, including 4.4-star customer reviews. ### About Company Katapult is a leading point-of-sale payment platform that provides alternative purchase solutions for retailers and consumers. Its cutting-edge technology integrates seamlessly with online platforms, enabling its retail partners to expand their customer base, increase sales, and grow revenue. Its consumer-centric focus ensures a quick application and approval process, transparent terms, and tailored payment plans. ### A Looming Deadline to Change Platforms If [Katapult](https://katapult.com/?authuser=0) was going to move customer service onto the HubSpot CRM platform, Mark McCarthy, Director of Marketing at Katapult, would have to move fast. When its existing customer service software contract came up for renewal, the timing was right. However, Black Friday was coming up soon, giving the team only a few weeks to make the change. The winter holiday period is the busiest time of year for Katapult’s customer service team as people look for alternative purchase plans for their holiday shopping. Mark and his team would need to have Service Hub in place and all 200 service agents trained before the volume of customer inquiries skyrocketed. It would be an enormous challenge, especially for a business that supports eCommerce. “Suddenly the timing was right,” says Mark. “But Black Friday is huge for us, so we would have to move fast.” To complicate matters further, Katapult’s service agents are distributed in multiple locations around the world, making training even more challenging. ### Marketing Hub and Sales Hub In spite of these challenges, Mark and his team were unwavering in their decision to move forward with Service Hub. Mark had already implemented Marketing Hub at [Katapult](https://katapult.com/?authuser=0) and witnessed how it empowered the marketing team to make better decisions with data insights and save time with automation. Further, once Katapult’s sales team saw Marketing Hub in action—and calculated how much they could save by utilizing the same CRM—they too were sold. Sales moved from its existing platform to Sales Hub just a few months later. Now, Mark wanted Service Hub to eliminate the remaining divide between customer service and the other teams. “We had a lot of sales and marketing data that would be useful for our customer service agents, but we couldn’t give them immediate real-time access to it,” says Mark. “Once everyone saw the full power of the HubSpot CRM platform, we knew we needed to get the service team on it too.” Convinced by the power of uniting all teams, Mark was given the green light to proceed, even with the short runway. ### Migrating 200+ Agents to Service Hub in 6 Weeks Mark and his team started by analyzing how the customer service team was using its current platform and then began building out [Service Hub](https://www.hubspot.com/products/service/get-started?authuser=0) to support the same processes—but better and more efficiently. “I talked to the service team to understand their requirements and then kept building and rebuilding,” says Mark. “We not only wanted to give them what they were used to but also find opportunities to improve and make their lives easier.” ### Phased training approach Mark and his team took a phased approach to get their new Help Desk up and running. They started by training the chat agents, showing them how to log customer interactions in the CRM and build tickets using HubSpot’s playbooks as a guide. Next, they rolled out the same training to phone agents. By the time Black Friday arrived, Mark and his team had all service agents trained on Service Hub and ready to go. “When we made the shift, our agents had everything they needed,” says Mark. “They could service everything that came out of Black Friday and through Christmas. Honestly, we didn’t have any issues.” ### Ease of use and excellent support Mark credits Service Hub’s ease of use—and the support he received from the HubSpot team—with his ability to get everyone up to speed so quickly. “HubSpot was amazing in helping us navigate this project,” says Mark. “Our account manager, Amy, helped us brainstorm and develop quick solutions to problems that kept us on track. Without her, we couldn’t have done what we did.” Mark also applauds the outstanding support he received from HubSpot’s implementation team. “Without Deanna, we wouldn’t have had the same buy-in from reps,” says Mark. “It was a true partnership.” ### __High agent adoption__ Given the short timelines, Mark expected some pushback from agents. But to his surprise and relief, the agents were eager to adopt Service Hub, especially when they saw how easy and efficient it is to use. “Nobody complained,” says Mark. “Every single person was thrilled with the new platform because they knew they would be able to service their customers better.” Agent adoption was also facilitated by transparency and open communication among the teams. “We supported our reps every step of the way,” says Mark. “We took their feedback, made changes, and stayed connected throughout.” ### __Automation saves time and reduces call volume__ Since implementing Service Hub, customer service call volume has declined because issues are resolved more efficiently and customers are kept informed, which frees up the customer service team for other tasks. Mark explains how ticket-based automated emails give customers peace of mind: “When you combine customer service and marketing on the same platform, you can be more proactive. When a service ticket is created, we email the customer automatically. When the ticket is resolved, we email the customer again. We keep the customer informed about the status of their ticket automatically throughout the process, which means they don’t have to keep calling customer service for an update.” ### __Empowering agents to have contextualized conversations__ With sales, marketing, and customer service on the same platform, agents are able to have more productive conversations with customers. They can see the marketing efforts that are occurring and have all the necessary data points at their fingertips to provide more personalized customer service. Mark explains: “At the end of the day, it’s about creating good customer experiences from beginning to end. When marketing and service are working hand-in-hand, you’re not having separate conversations with the customer. You can have one conversation that takes them end-to-end through your process. Without a tool like HubSpot, you’re piecemealing it—and the left-hand doesn’t know what the right is doing.” ### __Leveraging data to enhance the customer experience__ Mark and his team are learning more and more about customer behavior, which helps them identify issues and opportunities to improve the customer experience. “We track why people are calling, which allows us to identify and resolve issues,” says Mark. “Sometimes a simple change to our marketing message is all that’s needed to answer questions and prevent confusion.” Having marketing and service on the same platform is also keeping everyone aligned and eliminating duplication of effort. “Before, marketing had certain data points that service didn’t have, and service wanted those data points because customers always asked for them,” says Mark. “That put the onus on our tech team to push the data to multiple places, which was overwhelming. HubSpot has eliminated these information silos.” Mark foresees Katapult going even deeper in its quest to understand and serve its customers better. “There’s still a ton of opportunities to learn more about our customers,” says Mark. “We’ve only scratched the surface.” ### __Automating surveys to get customer feedback__ With the HubSpot CRM, [Katapult](https://katapult.com/?authuser=0) has the tools to automatically send surveys to its customers to measure their feedback, something that Mark used to do manually before. “It would take me hours to do some of these surveys, and I couldn’t do as many as I wanted with our small marketing team,” says Mark. The automated surveys are returning impressive results, showing improved customer experience, greater customer loyalty, and more repeat business. “When you provide a great customer experience, you create customers that are loyal to you and your brand,” says Mark. “When it’s a choppy experience because there’s a disconnect between marketing and customer service—you risk losing them.” ### Snowflake integration surfaces data Katapult is also using [Operations Hub](https://www.hubspot.com/products/operations?authuser=0) to surface data in Snowflake that resides in HubSpot. For example, if a customer has arranged for special payment terms, that information is securely and seamlessly passed from HubSpot to Snowflake to ensure that both parties adhere to the terms. Before implementing the [HubSpot-Snowflake integration](https://ecosystem.hubspot.com/marketplace/apps/productivity/connector/snowflake?authuser=0), Katapult manually exported special payment terms from HubSpot and cross-checked them with Snowflake. Today, this integration has made the process faster and less error-prone, which contributes to a better customer experience. “It’s another example of how we’re using HubSpot to serve our customers in the best way possible,” says Mark. ### HubDB for affiliate marketing Mark and his team are also using HubDB tables and custom coded actions to automatically pull affiliate links and populate call to actions (CTAs) in affiliate emails. Now, when customers click a CTA in an affiliate email, they’re automatically directed to that affiliate. This allows the affiliate to track performance and compensate Katapult with a percentage of every lease sold. “Even if we’re only earning a small percentage on each deal, it’s still an important revenue driver,” says Mark. ### Consistent 4.4-Star Customer Reviews Since aligning sales, marketing, and customer service on the HubSpot CRM platform, [Katapult](https://katapult.com/?authuser=0) has consistently received 4.4 stars out of five from its customers on Trustpilot. Mark is delighted with these consistently high customer ratings because he predicts that customer service will only grow in importance. “Customer expectations increase every day, and they choose to interact with companies that do it really well, especially in B2C,” says Mark. “The bar is high—and you have to be able to meet and exceed it.” ### 2X the work in the same amount of time Even more impressive, Katapult is able to get these high ratings without dramatically expanding the size of its teams. In fact, thanks to automation, Mark estimates he and his team complete twice the amount of work in the same amount of time. Given the great results that [Katapult](https://katapult.com/?authuser=0) is achieving with the HubSpot CRM platform, Mark doesn’t hesitate to recommend it to others: “HubSpot isn’t just a marketing tool. It’s a platform that can change your business by putting your customer at the center of sales, marketing, and customer service. That’s what they do—and why I love HubSpot.” Table of Contents Table of Contents - [A Looming Deadline to Change Platforms](https://www.hubspot.com#a-looming-deadline-to-change-platforms) - [Marketing Hub and Sales Hub](https://www.hubspot.com#marketing-hub-and-sales-hub) - [Migrating 200+ Agents to Service Hub in 6 Weeks](https://www.hubspot.com#migrating-200-agents-to-service-hub-in-6-weeks) - [Phased training approach](https://www.hubspot.com#phased-training-approach) - [Ease of use and excellent support](https://www.hubspot.com#ease-of-use-and-excellent-support) - [High agent adoption](https://www.hubspot.com#high-agent-adoption) - [Automation saves time and reduces call volume](https://www.hubspot.com#automation-saves-time-and-reduces-call-volume) - [Empowering agents to have contextualized conversations](https://www.hubspot.com#empowering-agents-to-have-contextualized-conversations) - [Leveraging data to enhance the customer experience](https://www.hubspot.com#leveraging-data-to-enhance-the-customer-experience) - [Automating surveys to get customer feedback](https://www.hubspot.com#automating-surveys-to-get-customer-feedback) - [Snowflake integration surfaces data](https://www.hubspot.com#snowflake-integration-surfaces-data) - [HubDB for affiliate marketing](https://www.hubspot.com#hubdb-for-affiliate-marketing) - [Consistent 4.4-Star Customer Reviews](https://www.hubspot.com#consistent-44-star-customer-reviews) - [2X the work in the same amount of time](https://www.hubspot.com#2x-the-work-in-the-same-amount-of-time)  ### Start Growing With HubSpot Today With tools to make every part of your process more human and a support team excited to help you, growing your business with HubSpot has never been easier. [Get a demo](https://offers.hubspot.com/crm-platform-demo?authuser=0) ##### Related Case Studies -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group?authuser=0) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?authuser=0) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?authuser=0) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?authuser=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio?authuser=0) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?authuser=0) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union?authuser=0) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - 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United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?authuser=0) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?authuser=0) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?authuser=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio?authuser=0) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?authuser=0) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union?authuser=0) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo?authuser=0) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - United States - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?authuser=0) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?authuser=0) -  ### The IEX Group Increases Marketing ROI by Aligning Sales and Marketing With HubSpot - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/iex-group?authuser=0) -  ### How a Two-Person Wealth Firm Saves $70K+ a Year and Makes Every Client Feel Seen with HubSpot Agent Builder - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/concierge-wealth-management-agent-builder?authuser=0) -  ### How Stax Payments Earned a 65% Action Rate by Using HubSpot's Prospecting Agent to Address Prospect Challenges - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/stax-payments-prospecting-agent?authuser=0) -  ### How Riverside Insights Empowers Educators to Act in Time for Students — While Slashing Tech Costs by $600K with HubSpot - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/riverside-insights-unified-crm?authuser=0) -  ### Lendio Closes 58% More Deals with Marketing Hub Automation - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/lendio?authuser=0) -  ### How Octagos Built a Precision Marketing Engine That Keeps Pace With It's Life-Saving Platform - 200-1,000 employees - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/octagos-breeze-assistant?authuser=0) -  ### First Alliance Credit Union Cuts Campaign Launch Time by 75% — Getting Financial Guidance to Members Faster Than Ever with Content Remix - Banking & Financial Services - United States - Marketing Hub * * * [Read more](https://www.hubspot.com/case-studies/first-alliance-credit-union?authuser=0) -  ### When Michigan Residents Ask AI Which Bank to Trust, Mercantile Bank Is Now the Answer with HubSpot's AEO - Banking & Financial Services - 200-1,000 employees - United States * * * [Read more](https://www.hubspot.com/case-studies/mercantile-bank-aeo?authuser=0) -  ### How Panoramic Doors Gives Every Homeowner Expert Answers at the First Click with HubSpot's Customer Agent - United States - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/panoramic-doors-customer-agent?authuser=0) -  ### How HubSpot and Cloudfresh Brought Scale and Efficiency to Teams at Ekol Logistics - 200-1,000 employees - Marketing Hub - Service Hub * * * [Read more](https://www.hubspot.com/case-studies/ekol-logistics?authuser=0) [See all case studies](https://www.hubspot.com/case-studies/directory?authuser=0) [Back to top](#) Back Close ## Popular Features - [All Products and Features](https://www.hubspot.com/products?authuser=0) All Products and Features - [HubSpot AEO](https://www.hubspot.com/products/aeo?authuser=0) HubSpot AEO - [Free Meeting Scheduler App](https://www.hubspot.com/products/sales/schedule-meeting?authuser=0) Free Meeting Scheduler App - 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