Service SLA and ITSM

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New Contributor

 How can I set deadlines automaticaly based on the creation date of a ticket depending on the ticket service type, priority, customer and schedule (Work days only).

 We need to provide our team visibility of our SLAs for each customer to guarantee the closure time of the tickets to meet the deadlines set by contract.

 

 I tried to do that using workflows, but I feel like I don't have enough tools in the Tickets Workflow to build something like that, maybe I'm just trying to do it the wrong way...

 

Do you guys have any clue of how can I manage to build that?

Thank you very much!

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Accepted Solutions
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Solution
Esteemed Contributor | Elite Partner

Hi @Raythien 

I'm not sure if this will help - but you can set an SLA for how long a ticket can stay in a particular pipeline stage.

Do this by enrolling all tickets into a workflow where the enrollment criteria is the ticket must have the selected pipeline stage. 

You can then build out the escalation actions - emails, tasks, text messages, slacks etc.

And then set an unenrollment criteria of the ticket being in any other pipeline stage.

 

The way HubSpot workflows run, is they always check the unenrollment criteria before executing the action.

 

So if the escalation path is that after 8 hours a task must be created for a manager. But the ticket has already been resolved, the task will never be created.

Daryn Smith
Chief Strategy Officer
Huble Digital

View solution in original post

12 Replies 12
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Esteemed Contributor | Elite Partner

@PedroRodrigues currently there are no SLA management tools for tickets. Using workflows as you have done is the closest you will get to this.

 

We are considering building an SLA tool whereby you can setup an SLA and then link it to a company or contact record. And then have a CRM extension to notify the agent/team of the SLA relevant to the customer is question, as well as notify them when they SLA will be breached.

 

We are assessing the demand for a SLA tool like this - would you be prepared to contribute to the development costs of such a tool?

Daryn Smith
Chief Strategy Officer
Huble Digital
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Occasional Contributor

This is the one feature that is preventing us from transitioning over from Zendesk.  Please create some knowledge base articles to provide a workaround using workflows, and add this feature of SLA's for different customers types, who doesnt manage their customers by type or service level segmentation. 🙂

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Occasional Contributor

It's a MUST HAVE the SLA tool. We need to know if a ticket is inside the SLA or no so that we can work with the team to prioritize this ticket. Also this will be important to create a dashboard were we can see how many ticket had their SLA impacted. I've tried with workflow but it's not the same, and if a ticket have more than one stage, the time the ticket stood on the stage 1 it's not added to the next stage.

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Regular Contributor

Following this thread. Figuring out the best way to handle SLAs in HubSpot Tickets is a pain point for me right now. Would love some insight and or updates.

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Esteemed Contributor | Elite Partner

@Brittany-RG if your customers all have a very similar SLA, you can use workflows and put the amount of days/minutes as a delay. And then use a smart supression list to unenroll the ticket from the escalation. 

 

Supression lists always run before the next step in a workflow.

 

If clients have different SLA's, you can create a pipeline for each SLA type and follow above steps.

 

We are about to launch our Customer Portal for your customers to be able to track the status of their tickets. And phase 2 of this will be an SLA tool.

Daryn Smith
Chief Strategy Officer
Huble Digital
0 Upvotes
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Occasional Contributor

Hey Daryn can you share more about the customer portal and do you know if there's a beta? We just transitioned to Hubspot and are having a number of challenges around SLA measurement (in particular, the fact that there is no concept of office hours/weekends). A customer portal where people can see their submitted tickets would be great.

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Regular Contributor

Thanks for the reply @darynsmith . That is helpful and much appreciated. Though, our biggest struggle now is that we use business hours for SLAs and I am not seeing and control for that.

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Regular Visitor

My organization just switched to HubSpot for sales and marketing, and we would like to switch for service desk as well. However, without being able to configure SLAs, this is not possible. Hopefully this will be available in the near future.

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Solution
Esteemed Contributor | Elite Partner

Hi @Raythien 

I'm not sure if this will help - but you can set an SLA for how long a ticket can stay in a particular pipeline stage.

Do this by enrolling all tickets into a workflow where the enrollment criteria is the ticket must have the selected pipeline stage. 

You can then build out the escalation actions - emails, tasks, text messages, slacks etc.

And then set an unenrollment criteria of the ticket being in any other pipeline stage.

 

The way HubSpot workflows run, is they always check the unenrollment criteria before executing the action.

 

So if the escalation path is that after 8 hours a task must be created for a manager. But the ticket has already been resolved, the task will never be created.

Daryn Smith
Chief Strategy Officer
Huble Digital

View solution in original post

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Regular Visitor

Thank you Daryn.

 

As was already written by some of the other users, the fact that there are no operating hours prevents this from being effective. If our service desk is open from 9 AM - 5 PM, we get a ticket at 6 PM, and our escalation rules are set to run after four hours, the ticket should not escalate 10 PM, but rather at 1 PM the next day.

Please let me know if there's a workaround for this.

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New Member

@darynsmith do you have any update on the customer portal? Is it available / will it be available soon? If yes when?

0 Upvotes
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Esteemed Contributor | Elite Partner

Hi @MatWeb - yes the Customer Service Ticket Portal is available, you can install it and test it here: https://ecosystem.hubspot.com/marketplace/apps/customer-success/ticketing/customer-ticket-portal-220...

Daryn Smith
Chief Strategy Officer
Huble Digital