Certified HubSpot Solutions Partner

Customer Success for E-Commerce

AI agents, ticketing systems, IVR, customer portals, order tracking, and reputation management. All implemented on HubSpot by certified partners.

Build Your Support Strategy
Customer success team with star ratings representing customer satisfaction
40%
Reduction in inbound call volume via IVR self-serve
30-50%
Drop in support tickets with self-serve portal
3x
Faster first-response time with automated routing
25%+
Improvement in CSAT scores post-implementation

Platforms we connect

HubSpotShopifySalesforceGoogleMicrosoftAmazon Ads

Complete Customer Success Stack

Every component your Shopify store needs to deliver exceptional support, built on HubSpot Service Hub.

Ticketing System

Unified inbox capturing email, chat, phone, and social inquiries as structured tickets. SLA rules, priority routing, and auto-assignment ensure nothing is missed.

  • Omnichannel ticket capture
  • SLA & escalation rules
  • Team inbox and routing
  • Canned replies & macros

IVR & Phone Integration

Intelligent phone trees that route callers, provide self-serve order status, and connect to live agents when needed. Reduces inbound call volume significantly.

  • Custom IVR call flows
  • Order status self-serve
  • VoIP integration
  • Call recording & transcription

Customer Portal

Branded self-serve portal where customers track orders, initiate returns, access their history, and submit tickets. Typically reduces support volume by 30 to 50 percent.

  • Order & tracking visibility
  • Return initiation
  • Ticket submission
  • Knowledge base access

Live Chat & AI Chatbot

Real-time chat on your storefront with smart chatbot deflection for common queries. Seamless handoff to human agents when needed, with full conversation context.

  • Shopify storefront chat widget
  • AI-powered deflection
  • Human escalation
  • Chat-to-ticket conversion

AI Agents

HubSpot AI Agents that autonomously handle support tickets, answer order questions, process returns, and escalate edge cases , without human intervention. Trained on your product catalogue and policies.

  • Autonomous ticket resolution
  • Order & return handling
  • Policy-aware responses
  • Smart human escalation

Shopify Order Integration with HubSpot

Agents see complete Shopify order data (items, fulfillment status, tracking, payment) inside every HubSpot Service Hub support ticket. No switching tabs, no manual lookups.

  • Real-time order sync
  • Fulfillment & tracking data
  • Refund & return actions
  • Customer purchase history

Reputation Management

Automated post-purchase review requests, negative review alerts, and workflow-driven follow-ups that protect and grow your brand's online reputation.

  • Review request automation
  • Google & Trustpilot monitoring
  • Negative review escalation
  • CSAT & NPS surveys

Help Desk Workflows

Automated workflows that route, assign, escalate, and resolve tickets without manual intervention. Your team stays focused on the complex issues.

  • Auto-assignment rules
  • Escalation workflows
  • Resolution automation
  • Cross-team handoffs

Reporting & Analytics

Real-time dashboards tracking ticket volume, first-response time, resolution rates, CSAT scores, and team performance so you can continuously improve.

  • CSAT & NPS dashboards
  • Agent performance reports
  • Volume & trend analysis
  • Custom KPI tracking

HubSpot Service Hub for B2B Wholesale Support

B2B wholesale customer success is the practice of supporting and retaining business accounts, not one-off shoppers, with account-based service, self-serve reordering, and order-connected support workflows. For wholesalers, retention of a single account can be worth more than hundreds of consumer orders.

Wholesale support is not the same as DTC support. Your customers are accounts with several buyers, recurring orders, and their own pricing, and losing one costs far more than losing a single shopper. We configure HubSpot Service Hub for the way wholesale actually works, with b2b customer service and customer experience management built around accounts, so buyers can use a self service portal and your team can focus on keeping high-value relationships strong.

Account-Based Service and Ticketing

Support is organized by account, not just by individual contact, so every buyer at a company shares one history and context. Your team sees the whole relationship, not isolated tickets.

  • Account-level ticket history
  • Multiple contacts per account
  • Shared context across buyers
  • Account health visibility

Self-Serve Reordering and Order Support

Wholesale buyers reorder constantly, so the portal is built around fast reordering, order-connected support, and account-specific pricing. Buyers help themselves instead of emailing for every order.

  • Reorder from order history
  • Account-specific pricing visibility
  • Order-connected ticketing
  • Quote and PO support requests

Account Retention and Customer Success

Wholesale revenue lives in retention, so we set up proactive workflows that flag at-risk accounts and surface upsell and reorder moments. Customer success becomes a system, not a hope.

  • At-risk account alerts
  • Proactive check-in workflows
  • Renewal and reorder prompts
  • NPS and satisfaction tracking by account

Connected to Your Commerce and ERP

Wholesale support only works when service sees the same data as sales and operations, so Service Hub connects to your B2B store, CRM, and ERP. Agents act on real account and order data, not guesses.

  • B2B store and CRM sync
  • ERP order and pricing data
  • Unified account record
  • One-click account actions

For Canadian wholesalers, this means fewer manual order emails, faster service for repeat buyers, and a customer success motion that protects your most valuable accounts. It turns support from a cost centre into a customer retention engine. Pair Service Hub with B2B commerce portals, AI-powered CRM, HubSpot and Shopify integration, and our HubSpot partnership to run account-based support on client management software your team already trusts.

Build Your Wholesale Support Strategy
Shopify + HubSpot Integration

Order data inside every support ticket

When a customer contacts support, your agents see their full Shopify order history, current fulfillment status, tracking information, and lifetime value, without ever leaving HubSpot. No tab switching, no manual lookups, no frustrated agents or customers.

  • Live order & fulfillment status in every ticket
  • One-click refund and return initiation
  • Customer lifetime value and purchase history
  • Automated shipping delay notifications
  • Post-delivery review request workflows
  • Segment customers by order behaviour for proactive support
Real-time order sync
Always current data
Automated notifications
Delays, delivery, returns
Review automation
Post-delivery triggers
Customer segmentation
By purchase behaviour

How We Implement It

From audit to go-live in a structured, low-disruption process.

01

Support Audit

We map your current support channels, ticket volumes, pain points, and existing tooling to design the right HubSpot Service Hub architecture for your store.

02

HubSpot Setup & Shopify Connect

Configure HubSpot Service Hub, connect your Shopify store, and import existing customer and ticket data. Set up team inboxes, properties, and pipelines.

03

IVR & Channel Configuration

Build IVR call flows, configure live chat, activate email-to-ticket, and set up social channel monitoring. Everything feeds into a single unified inbox.

04

Workflows & Automations

Build ticket routing, escalation, SLA enforcement, and reputation management workflows so your team spends time on high-value interactions.

05

Portal & Knowledge Base

Launch your branded customer self-serve portal and knowledge base. Configure return initiation flows and order tracking visibility.

06

Training & Handoff

Train your support team on HubSpot, establish reporting cadences, and hand off with full documentation. Ongoing support is available after launch.

HubSpot Solutions Partner

HubSpot Solutions Partner

AtlanticWorks is a HubSpot Solutions Partner. We implement, integrate, and optimize HubSpot Service Hub for e-commerce brands, ensuring your customer success stack is built on best practices.

Learn about our HubSpot partnership

Ready to stop losing customers to poor support?

Get a free assessment. We'll audit your current support setup and recommend the right HubSpot Service Hub architecture for your Shopify store.

Customer Success FAQs

HubSpot Service Hub is a customer service platform with ticketing, live chat, knowledge base, and reporting. When connected to Shopify, agents see each customer's full order history, shipping status, and purchase behaviour directly inside the ticket. No tab switching or manual lookups needed.

IVR (Interactive Voice Response) is an automated phone system that routes callers to the right department or provides self-serve answers. For e-commerce, IVR can handle order status inquiries, return initiation, and tracking updates automatically, reducing support volume by up to 40%.

A ticketing system ensures every customer inquiry (email, chat, phone, social) is logged, assigned, and tracked to resolution. Nothing falls through the cracks. Average first-response time drops significantly and CSAT scores improve because customers receive consistent, timely responses.

A customer portal is a self-serve hub where customers can view orders, initiate returns, check shipping status, and submit support tickets without calling or emailing. This reduces support volume by 30-50% while improving the customer experience.

Reputation management involves monitoring and responding to reviews on Google, Trustpilot, and social platforms. Automated workflows in HubSpot can trigger review requests after a successful delivery and flag negative reviews for immediate follow-up, turning detractors into loyal customers.

HubSpot AI Agents are autonomous support agents that can read incoming tickets, look up order data from Shopify, apply your return and refund policies, and resolve common inquiries without a human touching them. They handle tasks like order status questions, return initiation, and policy FAQs, then escalate to a human when the issue falls outside their scope. The result is faster resolution times and lower support costs without sacrificing customer experience.

Yes. We connect HubSpot Service Hub directly to your Shopify store so order data, customer records, and ticket history are unified. Agents see order details inside every support conversation without switching between systems.

A customer success platform for B2B wholesale is a system that supports and retains business accounts through account-based service, self-serve reordering, and order-connected support. We build this on HubSpot Service Hub so wholesalers can serve accounts efficiently and keep high-value relationships strong.

In wholesale, your customers are accounts with multiple buyers, recurring orders, and account-specific pricing, so support has to be organized around the account rather than a single shopper. Losing one account can cost far more than losing one consumer order, which makes retention the priority.

Yes. We configure HubSpot Service Hub so tickets, history, and context are organized by account, with multiple contacts under one record. This gives your team the full relationship view that wholesale support requires.

We set up proactive workflows that flag at-risk accounts, prompt reorders, and track satisfaction by account, so customer success becomes a repeatable system. For wholesalers, that retention focus protects the accounts that drive most of the revenue.