Silverflow

Silverflow and Conversion Crew collaborated to implement and configure HubSpot for Sales and Service. By conducting the audits for the required migrations, a phased implementation and structured training sessions, we ensured a seamless transition. This allowed Silverflow to centralize their customer relationship management, streamline sales and support operations, and enhance overall efficiency.

Powerful Design

Far far away, behind the word mountains, far from the countries Vokalia and Consonantia, there live the blind texts.

Silverflow relied on Pipedrive as their CRM and Sales efforts and Jira as their Service ticketing system. Additionally, they were already using HubSpot for Marketing.

As they scaled, they encountered challenges with scattered data, leading to inefficiencies in sales and customer support operations. Hence, the main priority for this project was to get Silverflow a centralized CRM system to store their information, nurture their leads and follow-up on tickets, ensuring nothing fell through the cracks. 💪

Our guided onboarding for the Sales and Service Hubs ensured a balance between our consultancy and Silverflow’s internal development. By identifying roadblocks and optimizing workflows in HubSpot, we set up templates and examples to demonstrate key functionalities. This hands-on approach allowed the Silverflow team to gain practical experience, fostering autonomy and confidence in navigating the platform independently after onboarding.

This project focused on the following key areas:

✅ Auditing the old systems and creating an action plan to ensure a smooth phased migration of all data to HubSpot

✅ Getting their sales and service processes well defined and translate them into HubSpot

✅ Configuring Sales and Service Hub with automation workflows, integrations, and custom dashboards to streamline Silverflow’s sales, lead management, and customer service operations.

✅ Providing CRM, Sales, and Service Hub training, along with ongoing support, to ensure smooth adoption and optimize lead tracking, deal management, ticketing, and customer communication.

Who are Silverflow?

Silverflow is a new kind of payment processing platform designed for today's payment needs and fit for the future. A cloud-native solution with a single API to the card networks, focused on reducing cost and complexity, user friendliness and data enrichment.

In the payments industry, the current technology that processes billions of card payments is ancient, causing fragmented functionality, slow roll-outs, and missed opportunities for innovation.
Silverflow helps the payments industry evolving by building the next generation of payment processing technology providing more data, innovation, and simplicity in one cloud-based platform. Silverflow was created to bridge the gap between payments and technology to not only fit today's ever-changing needs but also prepare our customers for the future.

We are happy to see that Silverflow is fully operating in the whole HubSpot suite. Now that all data is stored in HubSpot, Silverflow has minimized scattered data and inefficiencies. With all information centralized, the team can now easily track leads, nurture them, and convert them into deals.

Automation workflows have streamlined both sales and support processes, optimizing lead nurturing, sales pipeline tracking, and ticket management. Custom dashboards provide real-time insights, enabling teams to make data-driven decisions and improve overall performance.

Through hands-on training and guided onboarding, Silverflow’s team quickly adapted to HubSpot, gaining the confidence and autonomy to navigate the platform independently. During these sessions, we made sure to focus on the key tools to be used by the team using real examples of how the process should run, step by step.