topic Re: Using tickets without helpdesk to manage Customer Service in Tips, Tricks & Best Practices

Using tickets without helpdesk to manage Customer Service

TMessi — Thu, 09 Jan 2025 13:30:42 GMT

Hello everyone,

We are already using Hubspot for internal ticketing purposes, and a mix of inboxes & tickets for customer touchpoints, and we are now looking to have all customer touchpoints = ticket.

We have seen we could use the Helpdesk function, but we would like to see if we can streamline our processes without moving up our subscription price. Has anyone in the community managed to set up an efficient pipeline & ticketing systems in Hubspot, and would be willing to do a demo?

Thanks a lot!

Re: Using tickets without helpdesk to manage Customer Service

Jaycee_Lewis — Thu, 09 Jan 2025 21:09:52 GMT

Hey, @TMessi 👋 Thanks for your post. If you don't get a reply here, you might check out the Solutions Provider guide to see if someone there has a suggestion or can do a consultation with you.

Best,

Jaycee

Re: Using tickets without helpdesk to manage Customer Service

FarioConsulting — Tue, 14 Jan 2025 11:10:53 GMT

Hi,

You could create a centralized conversations inbox for managing customer queries from various channels. Once you connect the relevant channels, you can create and manage support tickets directly from these interactions.

Hope this helps!

Cheers,
Harsh

Fario Consulting