CRM

EMidbøe
Member

Customer health score

SOLVE

Hi, does anyone know how to create some good metrics for customer success without getting integrations?

Creating scores based on support tickets, last transaction date and when in last contact? Etc?


1 Accepted solution
Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Customer health score

SOLVE

Hi @APulikkal 

 

After over a thousand hours of coding and many late nights we came up with a fully automated HubSpot Portal Audit – Portal-iQ.

 

I'm not usre if this is what you are looking for but I'm happy to jump on Zoom to discuss what you are looking for to see if we can help.

 

Feel free to send me your Meeting Link if you'd like to meet.

 

Thank you

Mike

View solution in original post

10 Replies 10
JHenry70
Member

Customer health score

SOLVE

Welcome to the community!

"It sounds like you're trying to create a customer health score using basic data like support tickets and last transaction dates, which is a great start! These metrics can give a clear picture of customer engagement without needing complex integrations. Much like how Starbucks tracks customer preferences and visits to improve their experience, you can use similar data to keep customers happy and loyal. Simple, yet effective methods like these can help build strong customer relationships, just like Starbucks does with its personalized service.

0 Upvotes
Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Customer health score

SOLVE

Hi @EMidbøe 

 

We've been working on a HubSpot Scorecard to help customers get the most out of HubSpot.

 

It would be really helpful to meet on Zoom and learn more about what you are looking for.

 

The Scorecard has been designed for our Agency... but, we may look to share it with other organisations in the future (if there's demand).

 

If you'd like to meet feel free to send me a private message.

 

Cheers

Mike

 

p.s. thank you for the tag @sharonlicari 

APulikkal
Member

Customer health score

SOLVE

@Mike_Eastwood Hi Mike, I know this is an old post and I am trying my luck. Are you still open to sharing ideas? This is our current project to get better visibility into customer health.

 

Mike_Eastwood
Solution
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Customer health score

SOLVE

Hi @APulikkal 

 

After over a thousand hours of coding and many late nights we came up with a fully automated HubSpot Portal Audit – Portal-iQ.

 

I'm not usre if this is what you are looking for but I'm happy to jump on Zoom to discuss what you are looking for to see if we can help.

 

Feel free to send me your Meeting Link if you'd like to meet.

 

Thank you

Mike

CharlesGelinas
Participant

Customer health score

SOLVE

Hello Mike,
Taking a chance with an old post, but are you still around to show me what you did? I've been hitting my head on the wall for too long now. My email is charles@v2cloud.com and I can be booked here: https://calendly.com/charles-363/60min

Thanks
Charles

0 Upvotes
VedParvez
Member

Customer health score

SOLVE

Hey, Mike!

I would love to know more. My email address is vedika@rocketlane.com and my calendly link is - https://calendly.com/vedika-rocketlane/30min

Please let suggest an alternate time if needed.

Looking forward!

Mike_Eastwood
Key Advisor | Gold Partner
Key Advisor | Gold Partner

Customer health score

SOLVE

Thank you @VedParvez 

 

I just booked a time in your calendar. Looking foward to showing you how Portal-iQ generates 108 pages of report from your HubSpot Portal.

 

Thanks again

Mike

 

p.s. I love the "wall of love" on your website

0 Upvotes
DianaGomez
Community Manager
Community Manager

Customer health score

SOLVE

Hi @Mike_Eastwood 😊

 

Thanks for sharing and helping the user and future ones with the same question!

 

Best,

Diana


¿Sabías que la Comunidad está disponible en Español?
¡Participa hoy en conversaciones en el idioma de tu preferencia,cambiando el idioma en tus configuraciones!

Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Upvotes
Josh
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Customer health score

SOLVE

Hi @EMidbøe,

 

This is a good question. The usage of interactions, number of tickets, etc. is really difficult to gauge customer happiness on because there is no context and it is very subjective. You could build a report and scoring model from this, but it may not give you accurate scores. The best way to get accurate scores in my opinion is through NPS surveys/scores, customer happiness surveys, or a more objective point modeling system. 

 

I hope this helps!

 

Josh

 

Thanks for the ping @sharonlicari 




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

sharonlicari
Community Manager
Community Manager

Customer health score

SOLVE

Hey @EMidbøe 

 

Welcome to the Community!

 

This is a really nice question. I've found a couple of resources that can help you:

 

Customer Success Benchmarks and Metrics You Should Be Measuring [Infographic]

The Beginner's Guide to Building a Successful Customer Success Program

How to Use HS for Customer Success - CSM

22 Quick Wins To Find Early Success With HubSpot

 

I'm curious to know what our experts have in mind about this.

 

Hey @Josh @karstenkoehler @Mike_Eastwood what would you advise in this case to @EMidbøe?

 

Thanks

Sharon 


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !