What problems is HubSpot Service Hub solving and how is that benefiting you?
1. Knowledge Base: We created Knowledge base articles for Sales and Production teams (with restricted access) and clients, as well.
2. Tickets:
a. We created an automated Ticketing system for every email we receive from clients. Each email is automatically assigned to a production representative who is the 'Contact owner' for that client.
The designated production representative can use the Service Ticket dashboard to move tickets through different stages of a ticket resolution pipeline made using Workflows, until the ticket is 'Closed', which removes the ticket from the Tickets dashboard.
b. Onboarding: We have created a different pipeline for Onboarding clients, which generates a ticket for the production manager every time the sales team signs up a client. The production manager can assign the onboarding ticket to a team member, who then moves the ticket along the pipeline's stages until it's marked as 'Closed' using the tickets dashboard.
3. Reports: A production manager can create and access the production Ticket dashboard in Reports to see how each team member or the entire team is performing in terms of ticket management. Review collected by and hosted on G2.com.