HubSpot Updates: Connect HubSpot Tickets to Microsoft Teams and Sync Replies

The Update Algorithm By Sidekick Strategies

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محتوای ارائه شده توسط George B. Thomas and Sidekick Strategies. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط George B. Thomas and Sidekick Strategies یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

No Limit Leadership

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81: From Nothing to a Billion: The Leadership Playbook They Don’t Teach You w/ Harry L Allen 36:51

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36:51

Traditional banks often lack personalized service, and local businesses struggle to find true partnership in financial institutions. Meanwhile, higher education faces scrutiny over relevance and ROI in a world where information is nearly free. Harry Allen helped launch Studio Bank to blend technology with high-touch service, fueled by community investment. At Belmont, he's applying the same entrepreneurial mindset to modernize university operations and embed practical learning experiences, like a one-of-a-kind partnership with Dolly Parton, into academia. In this episode, Harry L. Allen, co-founder of Studio Bank and now CFO at Belmont University, unpacks the bold vision behind launching a community-first bank in a city dominated by financial giants. He shares the leadership lessons that shaped his journey, how to lead through crisis, and why mentorship is the key to filling today's leadership vacuum. Key Takeaways Leveraging both financial and social capital creates a unique, community-first banking model. High-tech doesn't mean low-touch, Studio Bank fused innovation with personal relationships. Leadership means showing up, especially during crisis. Universities must shift from being information hubs to delivering real-world experience. Succession and mentorship are vital to cultivating the next generation of leaders. Chapters 00:00 Introduction to Harry L. Allen 01:49 The Birth of Studio Bank 04:29 Leveraging Technology in Community Banking 07:25 The Courage to Start a New Venture 10:37 Leadership Challenges in High Growth 13:02 Leading Through Crisis: The COVID Experience 17:55 Transitioning from Banking to Education 21:16 The Role of Leadership in Higher Education 25:16 Adapting to Challenges in Higher Education 30:04 The Leadership Vacuum in Society 33:17 Advice for Emerging Leaders 35:21 The American Dream and Community Impact No Limit Leadership is the go-to podcast for growth-minded executives, middle managers, and team leaders who want more than surface-level leadership advice. Hosted by executive coach and former Special Forces commander Sean Patton, this show dives deep into modern leadership, self-leadership, and the real-world strategies that build high-performing teams. Whether you're focused on leadership development, building a coaching culture, improving leadership communication, or strengthening team accountability, each episode equips you with actionable insights to unlock leadership potential across your organization. From designing onboarding systems that retain talent to asking better questions that drive clarity and impact, No Limit Leadership helps you lead yourself first so you can lead others better. If you're ready to create a culture of ownership, resilience, and results, this leadership podcast is for you.…

حدود یک سال پیش 10:32

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HubSpot Help Desk: Enhanced Collaboration and Efficiency for Support Teams

This briefing document reviews two sources related to HubSpot's help desk tool, focusing on its features, recent updates, and benefits for support teams.

Source 1: Overview of the help desk workspace (September 26, 2024)

This source provides a comprehensive overview of HubSpot's help desk workspace, highlighting its capabilities and functionalities. Key takeaways include:

Centralized Support: The help desk serves as a unified workspace for managing customer support tickets, consolidating interactions from various channels like email, chat, phone, forms, WhatsApp, and Facebook Messenger. This allows support agents to handle all inquiries within a single interface.
Collaboration and Access Control: While the full feature set is available to Super Admins and users with Service Hub seats, users with Service or Sales Access can still view and collaborate on tickets within the workspace. This promotes teamwork and ensures that relevant information is accessible to those who need it. However, access control features allow administrators to manage ticket visibility and ensure data security.
Channel Integration and Ticket Management: Users can connect different communication channels to the help desk, streamlining ticket creation from various sources. The platform also offers robust ticket management features, including default and custom views, team organization, and right sidebar customization for efficient workflow organization.
Automation and Efficiency: HubSpot's help desk aims to optimize agent productivity by automating tasks and providing tools for streamlined workflows. Key features include automated ticket routing based on agent skills, customizable working hours and availability status, and the ability to set SLA goals to ensure timely ticket resolution.

Source 2: Product Update - Connect HubSpot tickets to Microsoft Teams and sync replies (October 7, 2024)

This source announces a significant product update that integrates HubSpot's help desk with Microsoft Teams, focusing on enhancing team collaboration and ticket resolution efficiency. Key takeaways include:

Seamless Microsoft Teams Integration: The update enables connecting HubSpot tickets to specific Microsoft Teams channels and synchronizing replies between the two platforms. This integration allows support teams to collaborate effectively within their preferred communication environment.
Streamlined Collaboration and Faster Resolution: Previously, ticket notifications in Microsoft Teams were limited. The enhanced integration allows for real-time collaboration on tickets directly within Teams, improving communication and speeding up issue resolution.
Bi-directional Sync and At-mentions: The update enables bi-directional synchronization of ticket comments and replies between HubSpot and Microsoft Teams, including @mentions. This ensures that all team members stay informed about ticket updates and can easily loop in relevant colleagues.

Quotes:

"Support teams want real-time connectedness and collaboration with other internal stakeholders to resolve tickets quickly and efficiently."
"Now, you can easily configure a connection between HubSpot's help desk tool and Microsoft Teams with informative, out-of-the-box notifications about new tickets to specific channels (without needing to set up workflows), an embedded action to update tickets from Teams, and the ability to sync ticket comments with MS Teams threads replies for better collaboration and better customer service."

Conclusion:

HubSpot's help desk provides a comprehensive platform for managing customer support operations, offering tools for efficient ticket management, team collaboration, and automation. The recent integration with Microsoft Teams further enhances these capabilities, enabling seamless communication and collaboration within a familiar environment. This update significantly improves support teams' efficiency and ability to deliver timely and effective customer service.

47 قسمت

#Tech #Business #Marketing #George B. Thomas #Sidekick Strategies

HubSpot Updates: Connect HubSpot Tickets to Microsoft Teams and Sync Replies

The Update Algorithm By Sidekick Strategies

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

HubSpot Help Desk: Enhanced Collaboration and Efficiency for Support Teams

This briefing document reviews two sources related to HubSpot's help desk tool, focusing on its features, recent updates, and benefits for support teams.

Source 1: Overview of the help desk workspace (September 26, 2024)

This source provides a comprehensive overview of HubSpot's help desk workspace, highlighting its capabilities and functionalities. Key takeaways include:

Centralized Support: The help desk serves as a unified workspace for managing customer support tickets, consolidating interactions from various channels like email, chat, phone, forms, WhatsApp, and Facebook Messenger. This allows support agents to handle all inquiries within a single interface.
Collaboration and Access Control: While the full feature set is available to Super Admins and users with Service Hub seats, users with Service or Sales Access can still view and collaborate on tickets within the workspace. This promotes teamwork and ensures that relevant information is accessible to those who need it. However, access control features allow administrators to manage ticket visibility and ensure data security.
Channel Integration and Ticket Management: Users can connect different communication channels to the help desk, streamlining ticket creation from various sources. The platform also offers robust ticket management features, including default and custom views, team organization, and right sidebar customization for efficient workflow organization.
Automation and Efficiency: HubSpot's help desk aims to optimize agent productivity by automating tasks and providing tools for streamlined workflows. Key features include automated ticket routing based on agent skills, customizable working hours and availability status, and the ability to set SLA goals to ensure timely ticket resolution.

Source 2: Product Update - Connect HubSpot tickets to Microsoft Teams and sync replies (October 7, 2024)

Seamless Microsoft Teams Integration: The update enables connecting HubSpot tickets to specific Microsoft Teams channels and synchronizing replies between the two platforms. This integration allows support teams to collaborate effectively within their preferred communication environment.
Streamlined Collaboration and Faster Resolution: Previously, ticket notifications in Microsoft Teams were limited. The enhanced integration allows for real-time collaboration on tickets directly within Teams, improving communication and speeding up issue resolution.
Bi-directional Sync and At-mentions: The update enables bi-directional synchronization of ticket comments and replies between HubSpot and Microsoft Teams, including @mentions. This ensures that all team members stay informed about ticket updates and can easily loop in relevant colleagues.

Quotes:

"Support teams want real-time connectedness and collaboration with other internal stakeholders to resolve tickets quickly and efficiently."
"Now, you can easily configure a connection between HubSpot's help desk tool and Microsoft Teams with informative, out-of-the-box notifications about new tickets to specific channels (without needing to set up workflows), an embedded action to update tickets from Teams, and the ability to sync ticket comments with MS Teams threads replies for better collaboration and better customer service."

Conclusion:

47 قسمت

#Tech #Business #Marketing #George B. Thomas #Sidekick Strategies

همه قسمت ها

40 weeks پیش6:10

6:10

HubSpot Meeting Rotations Update Source: HubSpot Product Update, October 7, 2024 Topic: New Meeting Rotations Feature for Scheduling Pages Key Themes: Improved Round Robin Scheduling: This update introduces Meeting Rotations, providing more control and flexibility over round robin scheduling in HubSpot. Automation and Efficiency: Meeting Rotations automate member updates and streamline scheduling page management, saving time and reducing manual effort. Fair and Strategic Meeting Distribution: The update enables even distribution of meetings amongst team members or weighted distribution based on specific criteria, ensuring fairness and allowing for strategic assignment. Most Important Ideas/Facts: Meeting Rotation Functionality: Users can create Meeting Rotations by navigating to Settings > Tools > Meetings > Meeting Rotations. Dynamic Membership: Rotations can be populated based on teams or groups of individuals. Any changes made to the team or group automatically update the rotation. Distribution Logic: Users can choose between even distribution of meetings or a weighted distribution. This allows for assigning different meeting loads based on factors like experience level or performance. Scheduling Page Integration: Meeting Rotations are integrated with scheduling pages. When a visitor accesses the page, they will only see the availability of the next rep in the rotation, determined by the chosen distribution logic. Automated Updates: Changes made to a Meeting Rotation automatically reflect on all scheduling pages using that rotation. User Requirements: To be booked through a scheduling page's meeting rotation, reps must have: Calendar connected to HubSpot Scheduling pages turned on Sales Hub Pro+ seat "Available" toggle turned on in the Meeting Rotation settings. Key Quotes: "Instead of prioritizing showing the most availability on a scheduling page before assigning a meeting, round robin scheduling pages will now offer the option of distributing the meeting assignments evenly between rotation members or assigning meetings based on a weighted rotation." "This way, teams can choose to give onboarding reps fewer meetings, assign the most meetings to the best sales reps, or give every rep an equal number of meetings." "Using a meeting rotation to populate your scheduling page members can save time. Round-robin members can be populated based on a team or a group of individuals through a meeting rotation. When any changes are made to the Meeting Rotation, those changes are reflected in all scheduling pages that use that meeting rotation." Target Audience: This update is relevant to HubSpot users in Sales Pro, Sales Enterprise, Service Pro, and Service Enterprise tiers who utilize scheduling pages and round-robin meeting distribution.…

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