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Tasks and sequences Discover how to create tasks in HubSpot to better organize your team and automate sequences so that emails and tasks are always followed up on. Playbooks We will get your team on the same page with playbooks, standardized notes for agents to use that can be referenced within HubSpot records. Documents, quotes, meetings It's useful to create a team document library to share documents with contacts, link reps' emails to HubSpot, and share product service quotes directly from the HubSpot platform. Sales dashboards and reports Customize Sales reports including deals by stage and revenue, revenue forecast, document views and shares, sequence enrollment, meetings booked, sales team activity, and more. Service Hub Training Ticket pipeline Building an efficient ticketing system is key to improving your customer service. Learn to design a ticketing strategy and implement pipeline automation.
Plus make sure service reps know how to label and close tickets. Surveys photo editing servies Send feedback surveys on ticket management and NPS. Your team will discover which type of template to use and how to measure responses. Knowledge base Let your visitors solve their own problems and alleviate your customer service workload by cultivating a wide array of education articles. Conversations inbox, chatflows Learn how to organize your chaotic customer service inbox and build chatbots to send contacts where they want to go. Services dashboards and reports Customize Service reports like chat and conversation volume, time to close, survey scores over time, knowledge base views, and more. Did you know that mbudo is a specialized HubSpot Partner Agency? With a training done by mbudo, you will acquire expert knowledge on the HubSpot platform and put your business on a path to success. Your team will thank you for making their jobs so much easier.
If you're wondering how to move forward with a HubSpot training, get in touch with us today and we will resolve all your doubts. Mary Swick Mary Swick Mary is a professional copywriter with over years of experience in Marketing and Advertising. As an American expat in Madrid, she enjoys the relaxed Spanish culture, hiking, and the latest shows from Netflix and HBO. Mary also loves cats and music she's the office DJ! How to get started with Email Marketing in HubSpot Arrow scroll Look for.
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