Customer Success & Service
Insights for customer success and service teams using HubSpot. Covers ticketing, knowledge bases, feedback and NPS, SLAs, and playbooks so you can scale support and improve retention with Service Hub.
Streamlining HubSpot Message Templates: Why Folder Permissions Are a Game-Changer for E-commerce & RevOps
Discover why HubSpot users and e-commerce businesses need folder-level permissions for message templates. Boost efficiency, consistency, and customer service for your store built with HubSpot CMS.
HubSpot Email Bounces? Why Your Support Emails Aren't Reaching Customers (and How to Fix It)
Frustrated by HubSpot email bounces for support tickets? Learn common reasons like spam flags, opt-outs, and Yahoo issues, with actionable solutions for reliable customer communication.
HubSpot Login Hiccups? Deciphering 'Access Keys' for Smooth E-commerce Operations
Stuck outside your HubSpot portal? Learn what 'access keys' mean, how to troubleshoot login issues, and why secure, uninterrupted access is crucial for your ESHOPMAN storefront and RevOps.
HubSpot Object De-association: Unpacking Workflow Limitations and Smart Solutions
Struggling to de-associate objects in HubSpot workflows? Learn why default actions fall short and explore powerful solutions using custom code, the Associations API, and third-party tools.
Mastering SLA Reporting in HubSpot: Unpacking Community Insights for Service Excellence
Learn how to calculate your Service Level Agreement (SLA) ticket closure percentage in HubSpot, drawing insights from the HubSpot Community. Discover custom report builder tricks and advanced options to optimize your customer service for your e-commerce store.
HubSpot Notetaker & Customer Privacy: Why Granular Control Matters
Explore a HubSpot Community discussion on Notetaker's limitations for specific customer privacy. Learn current workarounds, future possibilities, and why this matters for your RevOps and e-commerce strategy.
HubSpot Digital Marketing Cert Validity: Is Your Expiration Date Off? Here's the Fix!
Completed your HubSpot Digital Marketing Certification but seeing a 1-year expiry instead of 2? We dive into a recent HubSpot Community discussion to explain this common issue and what HubSpot is doing about it.
Beyond the Ticket Queue: Proactive Customer Service with HubSpot for Your Online Store
Discover how to prevent customer service tickets before they even start by leveraging HubSpot Service Hub. Learn to identify root causes and improve your online store's customer experience, transforming your approach from reactive to proactive.
Beyond Speed: How to Slash Repeated Support Tickets in HubSpot Service Hub
Learn how to analyze and reduce recurring support tickets in HubSpot Service Hub by focusing on root causes, not just resolution speed. Expert insights for HubSpot users and e-commerce stores.
HubSpot Help Desk Not Creating Tickets? The CC'd Sales Rep Mystery Solved!
Discover why your HubSpot Help Desk might not be creating tickets when a sales rep is CC'd, and get expert troubleshooting steps to ensure no customer inquiry gets missed.
HubSpot's Uneditable Cards: Why Customization Matters for Your E-commerce Success
Frustrated by HubSpot's fixed summary cards? Discover why they're uneditable, the impact on your e-commerce and RevOps workflows, and how to advocate for the customization you need.
HubSpot Pipeline Stages: Why Less is More for Service & Sales Clarity
Discover expert insights from the HubSpot Community on optimizing your pipeline stages. Learn why separating workflow status from resolution reasons leads to cleaner data and better reporting in HubSpot.