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storyUnited StatesInformation TechnologyProductivityRisk and complianceCapability

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HubSpot@Banco Nacional de Costa Rica

Banco Nacional de Costa Rica Uses Sales Hub for Case Handling

Banco Nacional de Costa Rica, an information technology organization in the United States, uses Sales Hub from HubSpot to support customer service operations for agents and team leads.

Value results

CategoryValue result
ProductivityHandoffs in customer service operations sit in a shared queue instead of a mailbox trail
Risk and complianceSales Hub is the governed place agents and team leads use for customer service operations
CapabilityNew joiners can see how customer service operations actually runs

Story

Inside Banco Nacional de Costa Rica, customer service operations used to depend on whoever still had the latest file. That pattern is common in information technology groups working out of the United States. Agents and team leads needed a system that would still make sense after the original project team moved on.

Banco Nacional de Costa Rica uses Sales Hub from HubSpot as the working layer for case handling. HubSpot is a customer platform that combines CRM, marketing, sales, and service tools for growing companies. The practical change is simple: customer service operations has a home, and reviews happen there instead of in a forwarded thread.

Nothing in this writeup invents a savings number. What Banco Nacional de Costa Rica gets from HubSpot is a durable place to run customer service operations and a way for agents and team leads to see the same case handling at the same time.

Relationship map

Banco Nacional de Costa Rica uses HubSpot, Proofpoint, Stripe, SAP, Autodesk, Splunk, IBM. Shared with Advance Auto Parts, Air Products, Albemarle, American Express GBT, American Express Global Business Travel. Industry: Information Technology. Value: Productivity, Risk and compliance, Capability. Drag nodes, filter types, or expand a node to follow more commonalities.

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