Customer Service Manager

Learning Path

To successfully manage a customer service team, you need to have the proper systems in place: enter Service Hub. By the end of this learning path, you’ll be able to streamline communications by setting up an all-in-one help desk, help customers help themselves by creating knowledge base articles, and turn happy customers into growth by creating customer feedback surveys.

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Learning Path Details

Estimated time to complete

1 day

Experience

Beginner

This path is for:

  • Customer service managers who are interested in implementing Service Hub Professional or Enterprise.
  • Those interested in customer service automation, self-service, collecting and analyzing feedback, and/or conducting health checks.

learning-path-map

 

What will you be able to do?

Here are just a few things you will be able to do after completing this learning path

leads (1)

Set up your help desk using HubSpot.

 

 

robot

Create a customer service chatbot in HubSpot.

customer-health-check

Conduct customer health checks using HubSpot.

Learning Path Curriculum

Our expertly picked education to turn you into a first-rate Customer Service Manager

  • The Service Hub Software Certification demonstrates your ability to execute an inbound service strategy using HubSpot's Service Hub. This certification course consists of six lessons that discuss customer journey mapping, and HubSpot tools such as help desk, knowledge base, and customer feedback. To showcase your knowledge, you'll be assessed through practical exercises and quizzes at the end of each lesson. At the end of the final lesson, you'll take a 60 question, multiple-choice exam to earn your certification.

    7 lessons, 24 videos (2:00 hours)

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  • In May 2018, Unific made the decision to move their entire services organization over to HubSpot’s Service Hub. This blog post recaps their results and how they've built a powerful help desk with HubSpot.

    5 min read

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  • In this lesson, you'll learn how to create both a chatbot strategy and a chatbot in HubSpot.

    1 lesson, 3 videos (28 min)

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  • In this lesson, learn how to use HubSpot video with knowledge base articles and support tickets to take your customer service experience to the next level. Then learn how to use video to add force to your flywheel by resolving cases faster and boosting overall customer satisfaction.

    1 lesson, 5 videos (8 min)

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  • Automation plays a huge role in an effective inbound strategy because it allows you to get tailored content in front of your leads at the right time. It can also help with internal processes and aligning your marketing and sales teams. In this lesson, you'll learn about the importance of automation and take your basic workflows knowledge to the next level by learning how to apply the tool across all three hubs.

    1 lesson, 6 videos (15 min)

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  • In this lesson, you’ll learn how workflows can be used to delight your customers. First, we’ll cover the importance of delighting and growing your customers. Then, we’ll go through three ways to use workflows to delight customers.

    1 lesson, 4 videos (13 min)

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  • If you hope to retain, up-sell, and cross-sell better, you need to create 5 to 10- minute pockets during the day where we proactively, and unexpectedly, show our customers we care.  The first step to doing this is having something to reach out about. Enter, health checks.

    7 min read

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  • Please take 3 minutes to provide your valuable feedback on the Customer Service Manager Learning Path.

    Take 3 Minute Survey

Download Your Learning Path Checklist

Keep track of your progress as you complete each step on your path to a successful career in customer service management.

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