Remote-access Guide

hubspot service hub remote access

by Jakayla Hills PhD Published 3 years ago Updated 2 years ago
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Who is HubSpot service hub for?

Who is HubSpot Service Hub For? What is the HubSpot Service Hub? The HubSpot Service Hub is a robust software package containing all the tools your service team needs to provide seamless, fast, delightful customer service. Connect all of your customer service data and channels on one CRM platform.

Why is HubSpot a hybrid remote office company?

Work that works for you. We’ve always believed that results matter more than when or where they’re produced. That’s why HubSpot is a hybrid remote-office company, with most teams distributed around the world in some capacity. We work remotely to avoid the commute, support our families, or maybe we just work better in the comfort of our homes.

What to expect as a remote hubspotter?

What to expect as a remote HubSpotter. Our goal is to make our remote teammates around the world feel included and empowered. Empowered to do great work, grow their careers, and enjoy all that HubSpot culture has to offer. RemoteSpot is our go-to resource for all things remote work at HubSpot.

How do I create a Super admin user in HubSpot?

Please note: if you are creating a Super Admin user, you will need to add access to paid Sales Hub and Service Hub features after creating the user by clicking Manage paid users. In your HubSpot account, click the settings settings icon in the main navigation bar. In the left sidebar menu, navigate to Users & Teams.

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What does HubSpot Service Hub do?

The HubSpot Service Hub is a robust software package containing all the tools your service team needs to provide seamless, fast, delightful customer service. Connect all of your customer service data and channels on one CRM platform.

How do I set up HubSpot service hub?

Here are a couple of things to get completed before our call so that we can be productive with our time.Setup Your Knowledge Base Domain. This will be the domain you use to host your knowledge base. ... Connect Personal Inbox. Connect your inbox to successfully track conversations. ... Install your JS Snippet.

What is service hub?

Service Hub is a cloud-based customer service platform designed for small to large businesses manage contacts, requests, deals, appointment schedules and more. Key features include reporting, lead generation, marketing automation and conversion analytics.

How many free contacts can I have on HubSpot?

one million contactsHubSpot CRM allows you to enjoy up to one million contacts with no expiration date for free. But as we mentioned earlier if you're also using HubSpot Marketing, you may be charged with $100 per month for each additional batch of 1,000 contacts you import to CRM.

Does HubSpot have client portal?

Connected to your shared inbox, your customer portal keeps ticket conversations going between customers and reps, offers access to your company's knowledge base, and can be customized to create an optimal customer experience.

Does HubSpot have an open API?

We are delighted to share that developers can now access HubSpot's Open API Specification. Starting from the source code that powers the HubSpot application we generate public API documentation that describes our APIs using the Open API specification.

How do I access my service hub?

If this is your first time signing in, click the "Register link" in your invitation email. This will launch a web browser and take you to the Services Hub website. If you have already registered, then browse to https://serviceshub.microsoft.com and click the "Sign In" link.

Is HubSpot better than Salesforce?

Salesforce has an edge when it comes to advanced features and customization. HubSpot has less of a learning curve and offers more well-rounded marketing and sales tools at an accessible price point (even free!).

Can HubSpot receive calls?

When configuring a phone number in HubSpot, users with assigned Sales Hub or Service Hub paid seats can set up a HubSpot provided phone number that allows them to place and receive calls, or register an outbound phone number to place outgoing calls. You can also integrate with a third-party calling provider.

What are the limitations of HubSpot?

8 Drawbacks of the HubSpot Marketing and Sales PlatformIt Gets Expensive — Quickly. ... Their Contracts Aren't Flexible. ... It's Difficult to Use Not as an All-in-One Tool. ... The Templates are Hard to Modify. ... There's No A/B Testing on Lower Packages. ... Reporting is Limited. ... You Have to Pay for Additional Technical Support.More items...•

What is better Zoho or HubSpot?

With flexible sales automation, varied customization options, and powerful analytics and intelligence, Zoho has everything you need to take your business to the next level. HubSpot CRM, by contrast, only offers core customer relationship related features, and cannot be considered a full-fledged CRM.

Is HubSpot CRM actually free?

So yes, HubSpot is really free - and the free version contains an impressive array of features. Obviously, when you start paying for the higher tiers, you get even more functionality, but for to start out, the free CRM is an amazing platform.

How do I use HubSpot service?

0:1512:59Getting started with Hubspot Service Hub - 2021 - YouTubeYouTubeStart of suggested clipEnd of suggested clipSo let's take a look at where you can find the service hub and what free tools it offers. So this isMoreSo let's take a look at where you can find the service hub and what free tools it offers. So this is a free version of hubspot that i'm using and here you will find service you'll find tickets.

What is service hub starter?

Service Hub Starter customers have access to chat and email support, and customers using our Professional or Enterprise editions also have access to 24/7 phone support. For especially complex configurations, businesses also leverage HubSpot's expansive ecosystem of over 6,000 partners for additional support.

How do I find my HubSpot ID?

Check your current account In the upper right, click your account name. In the dropdown menu, under your account name, you can find the account name and unique Hub ID.

How do I create a ticket in HubSpot?

In your HubSpot account, navigate to Service > Tickets. In the upper right, click Create ticket. In the right panel, enter your ticket details. If you want to customize which properties appear here, click customize the properties at the bottom.

What is Hubspot's goal?

Our goal is to make our remote teammates around the world feel included and empowered. Empowered to do great work, grow their careers, and enjoy all that HubSpot culture has to offer.

Is Hubspot a remote office?

We’ve always believed that results matter more than when or where they’re produced. That’s why HubSpot is a hybrid remote-office company, with most teams distributed around the world in some capacity. We work remotely to avoid the commute, support our families, or maybe we just work better in the comfort of our homes. Whatever shape your remote work takes, we’re passionate about creating a remarkable experience for remote employees.

How long does it take to get access to Hubspot?

We will review your request, and if everything checks out, access will be granted in about 3 business days, or sooner. Multiple client HUB IDs can be added via a file upload. If submitting a bulk request via an excel form, please ensure all fields shown on the form below are clearly labeled in order to prevent a delay in the processing of the request.

Can a Hubspot partner access a service hub?

A HubSpot Partner working with a paying Sales Hub or Service Hub customer can request “Partner Access” to their clients’ portals at no additional charge to the Partner or client.

1. Understand Solutions Rather Than Relaying Answers

Yealu starts the interview by talking about the impact team culture has on remote support teams.

2. Empathize With the Customer's Perspective

Sometimes it can be hard to empathize with a customer when you're not working face-to-face with them. As a remote rep, you can't physically see a customer's emotions and they may not be expressing them openly if you're communicating through a text-based channel like live chat or email.

3. Train Reps in Tertiary Support

As a HubSpot customer support manager, Ed's team works with a lot of different tools that extend beyond the HubSpot platform. Since HubSpot's customers have access to an ecosystem of integrations, HubSpot support reps need to be ready to provide answers when customers want to know how to use HubSpot with other software.

4. Create an Office Ecosystem

At one point in the interview, Yealu talks about the lack of "osmosis and proximity" on remote support teams. He says, "learning technology (or a product) is like learning a new language; the only thing that's going to make you fluid is being fully immersed in it."

5. Introduce Reps to Live Cases Immediately

Some customer support teams delay giving new hires real cases to work with until they've completed training. Yealu believes that it's better to expose team members to what their daily workflow will look like early on in the onboarding process.

6. Utilize Documentation and Management Tools

Yealu continuously emphasized the importance of utilizing management tools like documentation to "expand your bandwidth as a manager and the bandwidth of your team."

7. Focus on Group-Based Communication

Yealu wrapped up the interview by talking about group-based communication and how it can build a strong team culture specifically with remote teams. He gave the example of group training and pointed out how this environment is generally more effective for training remote reps.

How to see how many seats are available on Hubspot?

In your HubSpot account, click the settings icon settings in the main navigation bar. In the left sidebar menu, navigate to Users & Teams. In the upper right, click Manage paid users. In the bottom right corner, view your number of assigned seats out of available seats.

Where is the settings icon on Hubspot?

In your HubSpot account, click the settings icon settings in the main navigation bar.

How to remove paid users from Hubspot?

To remove additional unassigned paid users: In your HubSpot account, click your account name in the top right corner, then click Account & Billing. In the Overview tab, view your Sales Hub or Service Hub subscription. Under the subscription, view the count of included and additional paid users. Next to your additional paid users, click Remove.

How to assign a sales hub?

To assign one of your Sales Hub Starter, Professional, or Enterprise seats: Click the Sales tab. Click to toggle the Sales Access switch on, then click to toggle the Sales Starter, Professional, or Enterprise switch on.

Can you remove a paid user from a syslog account?

Users with Modify billing permission can remove additional paid users at any time from the Account & Billing page. Once removed, your billing will be adjusted at the start of your next subscription term. Additional paid users must be unassigned before they can be removed. Learn how to unassign paid users.

Can you remove a paid Hubspot seat?

Removing a user's paid Sales Hub or Service Hub seat does not delete the seat. Instead, the seat will remain in your HubSpot account as an unassigned seat. You will continue to pay for the seat until your next contract renewal date, even if it remains unassigned.

Can you add more seats to Hubspot?

You can add more seats to your account on a per-user basis. Learn more about the billing and payment implications when you add or remove seats. For further information, you can contact the HubSpot sales team.

What Can You Do With HubSpot’s Service Hub?

With HubSpot, we can implement our inbound strategy and help our leads and customers in the best way possible.

Can you integrate Hubspot with MODX?

We can integrate anything with HubSpot, but our integration with MODX is unique. With our HubSpot API, we can fully integrate HubSpot in the MODX content management system, so you can get started with features such as chat (bot), forms, CTAs, and personalization. Directly within the MODX CMS, you can personalize elements or complete pages based on one or more data sources, such as persona, lifecycle stage, and also the weather and the location of the website visitor.

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