5 Things We Love About HubSpot CMS Hub
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It’s no secret that around the MPWRSource lair, we love all things HubSpot. The same holds true for HubSpot’s Service Hub, which helps us, and our clients bring our service and relationship management to the next level.
From its chatbots to service tickets to how it coordinates seamlessly with HubSpot’s FREE CRM, HubSpot once again delivers a top-notch experience for its user.
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Service Hub provides easy to use, easy to manage tools all in one platform which can be utilized by your business for every part of the customer’s/buyer’s journey. By giving the user access to everything from email templates, calls, meeting tools, and chat bots to documents, ticketing & reporting services - Service Hub empowers the user to have better over-all management of their clients and their needs. Since MPWRSource loves to empower its clients, working with HubSpot and utilizing the tools within Service Hub is a no-brainer.
Having a single point of reference for all information, correspondence--both coming & going-- and documentation applying to the specific contact record, makes it simple to research & stay up to date with everything going on with that specific client. If another team member has a question about a deal or needs help with their client, that information is logged and easily located & researchable to get you up to speed. We love that everything within the CRM is so interconnected. Beyond the contact information, all sales/deals, marketing emails, contracts, quotes, notes about that customer/client are all right there in the contact record, literally right at your fingertips.
In the past, we have worked with clients who had this kind of important information spread out over multiple platforms. This caused records, contacts, and important information to become disorganized and out of date. Service Hub’s options make it super easy to create a repository for ALL those things in one place, which in turn saves the client (and myself!) time & money.
Who doesn’t love that?
The email tracking integration with Outlook is also super helpful. From a customer service standpoint, we can see & confirm, in real time, that correspondence is being received, opened, and read. We can also see information on what kinds of emails garnered the best responses, thus helping us better communicate in the future.
We have seen through experience that moving clients from other CRMs to HubSpot has helped them become better engaged. This helped retain their audience as well as helped to remove the headache of disorganization which often afflict smalls & B2B businesses as they seek the best ways to store, share, and manage pertinent client information. Having a single platform which does so much all in one place can really help to ease the stress of overflowing file cabinets, desk-top paper piles, and abundant post-it notes.
If you are working within an organization, with multiple folks working with the same clients or on the same projects, Service Hub simplifies collaboration by allowing team members to stay up to date with what one another is working on. Service Hub helps your team actually work as a team, no matter if you are in Customer Service, Marketing, or Sales. Each prospective hub speaks to each other hub.
Service Hub also has a survey feature which businesses can utilize to poll their audience and receive analytics to help them pinpoint those problem areas and what they need to work on to serve their clients.
Customer service is an aspect of business that is always changing and evolving much like the people it serves, so it’s good to know HubSpot has the same philosophy and is always working to add new helpful features to meet the demands of the workplace.
In HubSpot’s Online Academy, there is literally a certification course for how to use the Service Hub. This is helpful if you are struggling with how to best utilize Service Hub for your business or customer base. The service is very user friendly and intuitive, making it easy for busy folks who want to make the switch.
We are big fans of checklists in our everyday & professional lives, which makes us practically evangelists for the Projects tools in Service Hub. When you have collaborative projects with other team members within your organization, you need to manage and stay within a deadline. The Projects feature allows you to break down that project into pieces and assign them as needed to team members on a timeline. These projects can also be set up to send reminder emails to keep everyone up to date on what needs to be completed by when. Getting to check a box at the end of completing each stage of the project is a nice little congratulatory serotonin boost to the individual.
We also like to use the Tasks function to set reminders and follow-ups regarding clients specifically for ourselves. Say a client made a request for a quote on a piece of hardware but has decided to hold off on the expense until later in the year. We can set a reminder for ourselves to contact that client back about this and attach that reminder to their company record to easily access the information previously provided when we circle back about that hardware.
HubSpot Service Hub, with its foundation of the ALWAYS FREE CRM, provides so much more value and personalization than other CRMs and service software out there. It comes with some free tools (We’ve mentioned that free is our favorite price, right?), but the Service Hub also comes with more advanced tools with its paid plans. You can choose between the Service Hub Starter, Professional, and Enterprise plans, each with its own pricing and features.
HubSpot Service Hub has been recognized by SoftwareReviews as a leader and gold medalist in its 2021 Customer Service Management Report. HubSpot Service Hub can help you grow your business by providing better service, resulting in happier customers.