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Setting up your Service Hub and creating a strategy doesn’t have to be complicated

There is a lot to consider when setting up and developing a strategy for your service Hub - whether that be understanding your goals of what you want to achieve from it, understanding your customers current challenges to the hands on things like setting up a ticketing system, your conversations inbox, dashboards and much more.

Digital 22 has rolled out HubSpot to 73 companies and understand the challenges that you may be facing and so we’ve developed a comprehensive roll out plan for the service hub that takes everything into consideration.

Setting up your Service Hub and creating a strategy doesn’t have to be complicated

There is a lot to consider when setting up and developing a strategy for your service Hub - whether that be understanding your goals of what you want to achieve from it, understanding your customers current challenges to the hands on things like setting up a ticketing system, your conversations inbox, dashboards and much more.

Digital 22 has rolled out HubSpot to 73 companies and understand the challenges that you may be facing and so we’ve developed a comprehensive roll out plan for the service hub that takes everything into consideration.

What should you consider in the strategy?

  • The current challenges and barriers
  • How your team works
  • Team goals 
  • How the other areas of your business interact with the service team
  • The common FAQs, challenges and queries your customers ask

What should be included in the set up?

Lots of this depends on the strategy that is decided but here are some of these things that will be typically implemented:

  • Set up a ticketing system
  • Set up the conversation inbox
  • Knowledge base set up
  • Set up internal triggers - tickets routed to relevant teams/ individuals
  • Set up relevant workflows
  • Dashboards set up
  • Categorisations of tickets
  • Playbooks setup
  • Surveys set up
  • Team email set up
  • Live Chat set up
  • Setup social streams

Ready to really get to know your customers?

If you want to really get to know your customers and meet all their expectations, increase retention and help them find exactly what they are looking for, take a look at our pricing guide.

Alternatively, get in touch with Caroline, our Solutions Manager, to run through the Service Hub. She’ll help you identify where you currently are and find the best plan to help you move it forward.