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Maximize Service Hub ROI with Help Desk Automation Tools

"Work it harder, make it better, do it faster, makes us stronger" —Daft Punk, Harder, Better, Faster, Stronger. So, what does this song quote have to do with customer service? In the fast-paced world of customer support, completing work with speed, efficiency, and effectiveness is not just a goal—it's a necessity for scaling and sustaining business growth. 

In other words, being able to complete customer service work faster, providing better quality of work, and working harder to make customers satisfied helps make your business stronger.

The evolution of automation tools, particularly within platforms like HubSpot's Service Hub, is revolutionizing the way businesses manage customer interactions, reduce labor costs, and ultimately enhance their return on investment (ROI) for their customer service/support teams.

Here's a quick guide to navigating this transformative landscape:


Maximize Service Hub ROI with Help Desk Automation Tools


Exploring the Evolution of Help Desk Automation

HubSpot is constantly reworking its tools to make them more useful and convenient for marketing, sales, and service teams. The latest evolution of Service Hub to include automated Help Desk tools reflects this. 

Help Desk automation has come a long way from its rudimentary beginnings. Initially designed to ticket and track customer issues, HubSpot's revamped Help Desk automation tools are powered by artificial intelligence (AI), capable of handling complex customer interactions across multiple channels seamlessly.

The integration of AI in HubSpot's Service Hub represents a significant leap forward, allowing businesses to connect tickets and conversations in a unified platform, thereby enhancing the scalability and efficiency of customer service operations.

Key Benefits of Integrating Help Desk Automation in Your Business

The integration of Help Desk automation tools offers a plethora of advantages that can significantly impact your business's bottom line. By automating routine tasks and leveraging AI for customer interactions, businesses can:

  • Increase Scalability: Handle more customer queries without a proportional increase in resources or costs.
  • Improve Efficiency: Streamline operations by automating responses to common questions, thereby freeing up your team to focus on more complex issues.
  • Enhance Customer Satisfaction: Provide timely, consistent, and accurate responses to customer inquiries, improving their overall experience with your brand.

Streamlining Customer Support with AI-Powered Tools

AI-powered tools within the Service Hub, such as AI chatbots and unified customer conversations, offer a more cohesive and efficient customer support experience.

By leveraging these tools, businesses can ensure 24/7 support availability, offering immediate responses to common queries and a seamless flow of conversations across multiple channels.

This not only improves response times—it also significantly enhances customer satisfaction by providing a consistent and reliable support experience. Happy customers mean more sales as they reconvert on new products or deals and promote your business to others.

Customizing Your Support Ticket System for Maximum Efficiency

The customizable Support Ticket System in HubSpot's Service Hub allows for a tailored approach to managing customer issues.

By customizing fields, statuses, and workflows, businesses can prioritize tickets based on urgency, streamline their resolution process, and track progress more effectively.

This customization capability ensures that the support process aligns with specific business needs and customer expectations, thereby improving the overall efficiency and effectiveness of customer service operations.

Here's a breakdown of how to customize a support ticket pipeline in HubSpot's Service Hub Professional or Enterprise:

  • Go to "Settings" (Click the gear icon in your main HubSpot nav menu)
  • In the left nav menu under the "Data Management" header, expand the "Objects" dropdown
  • Click on "Tickets"
  • Click the "Pipelines" tab
  • Click on the dropdown menu for "Select a pipeline" and choose a pipeline
  • Click the "Actions" dropdown and select an option to edit general information and settings for the pipeline:
    • Rename the pipeline—alter the pipeline's name
    • Reorder pipelines—reorganize where pipelines appear in the list
    • Manage access—change which users can view and edit the pipeline
    • Delete this pipeline—delete the pipeline (not available if there is a ticket in the pipeline)
  • Click "Customize ticket cards" to select the properties that are shown in the board cards for the ticket pipeline
  • Click the "Automate" tab to customize the pipeline's automation settings
  • To add a new ticket status, click on the "+ Add status" option
    • enter a status name and in the "Open or closed" column, choose whether the status sets the ticket as being open or closed (pipelines must contain at least one status that sets the ticket to open and one that sets it to closed)
  • To edit a ticket status name, click the status name and enter a new one
  • To reorder a ticket status in the pipeline, click and drag the status in the editor
  • To delete a status, hover over the status and click the "Delete" button (cannot be done on a status with tickets in it)
  • To edit displayed properties for tickets in a certain status, hover over the status and click the "Edit properties" button
  • Click "Save" to finish—navigating away from the page without saving will discard the changes

Empowering Self-Service with an Intelligent Knowledge Base

An informed customer is an empowered customer. HubSpot's Service Hub includes a comprehensive Knowledge Base Development feature that enables businesses to build searchable libraries of information.

This self-service option reduces the strain on customer service teams by deflecting common questions and allows customers to find solutions independently.

A well-maintained knowledge base not only enhances customer satisfaction but also contributes to SEO efforts by increasing the indexed pages on your website.

Leveraging Customer Feedback for Continuous Improvement

Continuous improvement is key to maintaining high standards of customer service. Service Hub's Customer Feedback Tools facilitate the collection and analysis of customer feedback, enabling businesses to refine their service offerings and customer experience strategies based on actionable insights.

By systematically gathering customer feedback through surveys, polls, and feedback forms, businesses can drive customer loyalty, reduce acquisition costs, and even generate valuable content for future marketing materials.

In conclusion, Help Desk automation tools in HubSpot's Service Hub present a game-changing opportunity for businesses to save time, reduce labor costs, and improve ROI.

By embracing these tools, businesses can enhance the efficiency and effectiveness of their customer support operations, ultimately leading to increased customer satisfaction and loyalty.

As customer expectations continue to evolve, staying ahead of the curve with these advanced support solutions will be crucial for sustained business success.

Need help mastering the AI tools in Help Desk to transform the cost center that is customer support into a revenue generator that helps reconvert customers by delighting them? Book a meeting with the experts at Bluleadz to discuss Service Hub tools.