Unlock the Power of HubSpot for Customer Success: Health Scores & CS Workspace Demo

In this tactical session from the Happy Customers Festival, Colette King, the Product Lead for HubSpot's Service Hub, walks you through the essential tools for optimizing customer success in HubSpot: the new customer health score feature and and the customer success workspace.
Learn practical steps to manage and enhance the customer journey from onboarding through the entire lifecycle, ensuring a seamless and proactive customer success strategy.
Key Takeaways:
👉 Customer Success Workspace: Centralize your CS operations with a personalized workspace that integrates calendars, reports, tasks, CRM data, and pipelines.
0:07 - Introduction to the Customer Success Workspace
👉 Health Scores: Track and manage customer health throughout their lifecycle using data-driven health scores on the company record, powered by existing CRM data.
0:50 - Introduction to Health Scores
👉 Data Integration: Score company properties, associated contact properties, deal properties, ticket properties, and custom object properties. Incorporate events such as phone calls and webinar registrations.
2:20 - Data integration and scoring properties
👉 Customization: Use lists to identify customers, set scoring ranges, and manage properties with ease. Adjust scores dynamically based on various customer interactions.
5:10 - Customizing health scores and setting ranges
👉 Automation & Workflows: Create workflows to update CSM sentiment, alert managers, and trigger notifications based on health score changes. Build lists to engage high-health-score customers for case studies or references.
7:16 - Creating workflows and automations
👉 Future Enhancements: Get a sneak peek into upcoming features, including detailed visualizations of health scores, historical trends, and event history tables.
8:54 - Preview of future enhancements
This session is perfect for customer success or revops professionals looking to leverage HubSpot for their customer success operations, ensuring efficient, data-driven, and proactive management of customer accounts.
Featuring:
Colette King: Product Lead for Customer Success at HubSpot
Optimize your HubSpot setup for better customer retention and growth. Watch now to transform your customer success strategy!
#HubSpot #CustomerSuccess #HealthScores #CSWorkspace #RevOps #ServiceHub #CRM #Automation #CustomerRetention #SaaS #customersupport

[@BOBMUSIC2011]

Hey guys! What's the latest with the Health Score update? You mention that it was coming to public beta in late July but it seems that it's still unavailable? Any updates on when the CS workspace will be released in full? Thank you so much!

[@Arrows-HQ]

Looks like it's available in public beta now! You would need to be on HubSpot Service Hub Pro or Enterprise in order to participate in the beta though.

[@BOBMUSIC2011]

@@Arrows-HQ Yeh I’m using the CS workspace beta but the health score bit isn’t available until the full release! Unclear when that is

[@Arrows-HQ]

@@BOBMUSIC2011 the health scores should be available in public beta now too! You should be able to search for "Company Health Score Builder" in HubSpot's product updates and find it there.