Tips, Tricks & Best Practices

SComeau
Top Contributor

Sales and Service Seat?

SOLVE

Hello,

Can someone tell me if my CSM's will need both a Sales and a Service Hub Seat? We are now moving them over to Service Hub with the expansion of the Customer Success Workspace. It seems redundant to have to pay for both, do they need both?  I haven't had a response from my CSM from HubSpot yet. 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sales and Service Seat?

SOLVE

Hi @SComeau,

 

What exactly are going to be the tasks of your CSMs? For the customer success workspace, a Service Hub Seat is going to be sufficient: "Any user with a Service Hub Pro or Enterprise seat can access the customer success workspace. "

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Sales and Service Seat?

SOLVE

Hi @SComeau,

 

What exactly are going to be the tasks of your CSMs? For the customer success workspace, a Service Hub Seat is going to be sufficient: "Any user with a Service Hub Pro or Enterprise seat can access the customer success workspace. "

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes