Service Hub Professional and Enterprise onboarding
Here is a summary of what the Service Hub Quick Start process includes. In addition to the QuickStart service, we recommend 15 hours of technical work. That way, you get the most out of your HubSpot onboarding.
1. Opening a HubSpot account
Setting up users and user permissions
Creating and editing teams
Language and location settings
Merging customer service email
Installing a tracking code
2. Importing data to HubSpot CRM
Importing contacts, business information, deals, tickets or products - training and consultancy
Assigning ownerships
3. Customer service tools training
Customer service reporting
Creating tickets
Snippets
Email templates
Calls
Customer service calendar
Conversations tool
Creating a chatbot (1 bot)
Making a live chat (1 chat)
Automation and sequences
Customer satisfaction surveys
Customer loyalty, likelihood to recommend (NPS)
Customer service
Customer experience
Surveys tool
Creating Knowledge base articles
Making a customer service process and tickets
Playbooks (Service Hub Enterprise)
Setting customer service goals (Service Hub Enterprise)
4. Customer service reports
Creating a customer service dashboard (1 dashboard)
