From Ticketing Tangle to Triumph: How Service Direct Streamlined Operations with HubSpot

Feb 22, 5:30 – 7:00 PM

Learn how to utilize reporting and dashboards to prioritize actions and track progress and navigate your clients through their journey.

BeginnerHUGInbound Marketing

About this event

Join us for a peek under the hood at Service Direct, a B2B lead generation powerhouse fueled by HubSpot. We'll dive into their evolving needs, how they transitioned from fragmented tools to an integrated solution, and the innovative ways they leverage various HubSpot features to deliver exceptional customer support.

Key Takeaways

  • Navigating the client journey from prospect to customer support.
  • Managing tickets effectively using workflows and prioritization features.
  • Utilizing reporting and dashboards to prioritize actions and track progress.


11:30 - 12:00 Arrival / Lunch

12:00-12:45 Session

12:45 - 1:00 Q & A


Bishops Woods Center
Stream Creative, Suite 120 ( conference room next door)
13555 Bishops Court
Brookfield WI 53005


  • Alycia Cameron

    Service Direct

    Quality Assurance Manager

  • Jana Audley

    Service Direct

    Customer Support Representative


  • Steve James

    Stream Creative

    HUG Leader

  • Mary Jo Preston

    Stream Creative

    Special Events & Media Director

  • Stephanie Rothe

    Stream Creative

    Marketing Specialist

  • Bridget Leech

    Stream Creative

    Project Manager