HubSpot is now making it easier for customer success managers (CSMs) to manage their daily tasks, create custom views and monitor activities for their key accounts. To increase retention and productivity, CSMs will now have all the information they need in one place.
CSMs spend a lot of time bouncing around and hunting for information they need to keep up with their clients. The customer success workspace provides a dedicated home base for CSMs in their HubSpot portal, keeping them organized and focused.
The workspace is customized to the user who is viewing the workspace.
The workspace includes:
To improve this feature, HubSpot has also introduced a new permission Customer success workspace that'll allow users to set up, edit and manage the customer success workspace and customer health scores. Other users with access to a Service Hub Pro or Enterprise seat will be able to use the workspace and customer health score functionality. Super admins will be able to grant this permission to CS leaders.
Any user with a Service Hub Pro or Enterprise seat.