Harnessing SLAs for Customer Excellence

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Origin 63
June 19,2023
4 minute read

SLA Management: Improve Customer Support with Service Level Agreements

HubSpot's Service Hub is a robust solution for customer relationship management, offering various features to enhance customer service. Among these features is SLA automation, which aids teams in efficiently tracking and managing customer requests in a timely manner. 

By automating the process of tracking SLAs, however, customer service teams can set and meet expectations of service excellence, at least in terms of responsiveness. 

With HubSpot's SLA tools, organizations can streamline customer service operations, ensuring timely and satisfactory responses to customer requests. It's a valuable tool for optimizing customer experiences and strengthening relationships by meeting customer expectations and ensuring that the first hurdle of service is met: Being heard and acknowledged.

 

With HubSpot's SLA tools, organizations can streamline customer service operations, ensuring timely and satisfactory responses to customer requests. It's a valuable tool for optimizing customer experiences and strengthening relationships by meeting customer expectations and ensuring that the first hurdle of service is met: Being heard and acknowledged.

 

What is an SLA?

 

An SLA, or Service-Level Agreement, is a contractual agreement that defines service expectations between providers and customers, ensuring quality and accountability. SLA guidelines establish clear response times, resolution targets, and metrics, holding providers responsible. 

HubSpot SLA automation automates the prioritization and resolution of customer tickets, enabling efficient handling and timely responses. It allows customization of service targets, assigning priority levels based on request types, and accurate tracking of resolution times. 

The adherence to SLAs streamlines customer service, enhances efficiency, and helps businesses meet targets, resulting in increased customer satisfaction and retention.

 

There are three types of SLAs (Service-level Agreements):

 

Customer-based SLA: This type of SLA is specific to individual customers or customer groups. It outlines the agreed-upon service levels, response times, and performance metrics tailored to meet the unique needs of each customer. 

 

How to achieve in HubSpot: SLAs can actually be set based on the priority of the customer within HubSpot. Therefore, when a ticket is created from a specific customer, we can automatically set it to “High priority” and apply a more aggressive SLA.

 

Service-based SLA: This SLA focuses on specific services provided by the service provider. It defines the quality, availability, and performance standards of the service and sets targets for response times, uptime, and other service-related metrics. 

 

How to achieve in HubSpot: SLAs currently apply at the “Inbox” level; by separating inboxes by the service, we can set different SLAs for each service to enable the correct targets for agents.

 

Multi-level SLA: A multi-level SLA incorporates elements of both customer-based and service-based SLAs. It recognizes that different customers may have different service requirements and defines various service levels based on customer segments or tiers. This type of SLA allows for flexibility in accommodating different customer needs while still maintaining standardized service levels."

 

How to achieve in HubSpot: This type of SLA can be achieved with a couple different workarounds. First, like the Customer-based SLA, we can utilize automation to apply a priority based on the customer tier or segment. This, however, is a blanket target based on priority. If you need more flexibility, HubSpot tools such as Timerman, can support advanced SLA automation around more complex cases. 
Need more help to determine the best way to apply for an SLA? Origin 63 is happy to advise you on that. 

 

The Advantages of Utilizing HubSpot's SLA Automation

 

Utilizing HubSpot's SLA automation in your business can yield a multitude of advantages for both your customer service team and your customers. By harnessing the advanced features and integrations offered by HubSpot, you can optimize your operations and enhance your customer experience. 

In this section, we will delve into some of the benefits that come with utilizing HubSpot's SLA automation.

 

Improved customer satisfaction: SLA automation helps businesses meet their service level commitments consistently, ensuring timely resolution of customer issues. This leads to increased customer satisfaction and loyalty.

 

Efficient resource allocation: HubSpot's SLA automation allows businesses to allocate their resources effectively. By setting predefined response and resolution times, businesses can prioritize and manage their customer support tickets, ensuring that the right resources are assigned to address them promptly.

 

Streamlined workflows: SLA automation simplifies and streamlines workflows by automating the assignment and routing of customer support tickets based on predefined SLA rules. This eliminates the need for manual intervention and reduces the risk of human error, improving overall efficiency.

 

Enhanced accountability: With SLA automation, businesses can track and measure their performance against predefined SLA targets. This provides a clear accountability framework, enabling teams to monitor their progress and take corrective actions if necessary. It also facilitates better communication between teams, as everyone has visibility into SLA metrics and performance.

 

Data-driven decision-making: HubSpot's SLA automation generates valuable data and analytics regarding ticket response and resolution times, team performance, and overall customer satisfaction. This data can be used to identify bottlenecks, optimize workflows, and make data-driven decisions to improve customer service operations.

 

Proactive alerts and notifications: SLA automation in HubSpot can trigger automated alerts and notifications when SLA targets are at risk of being breached. This enables teams to take immediate action, ensuring timely resolution and preventing any potential customer dissatisfaction.

 

Scalability and growth: As businesses expand and handle a larger customer base, SLA automation helps maintain consistency and quality in customer service operations. It provides a scalable framework for managing increased ticket volumes while ensuring adherence to service level commitments.

 

Optimizing Customer Experiences and Driving Success in Customer Support

 

Utilizing HubSpot's SLA automation within your customer service operations offers numerous advantages for both your team and your customers. By leveraging this powerful tool, businesses can improve customer satisfaction, streamline workflows, allocate resources efficiently, enhance accountability, make data-driven decisions, and proactively address customer needs. 

The automation features of HubSpot's SLA enable businesses to meet their service level commitments consistently, ensuring timely resolution of customer issues and fostering loyalty. Furthermore, the scalability and growth potential of SLA automation empower businesses to maintain high-quality customer service even as they expand their operations. Overall, HubSpot's SLA automation is a valuable asset for optimizing customer experiences and driving success in customer support.

 

Ready to elevate your customer support by implementing HubSpot's SLA automation?

 

Origin 63, a trusted HubSpot Solutions Partner, is here to guide you to success. As a distinguished HubSpot diamond agency, we'll overcome challenges together. Our team ensures a seamless platform launch and empowers your team to fully adopt HubSpot. Contact Origin 63 for a tailored consultation today. Get in touch with a HubSpot expert and unlock the full potential of your customer support capabilities.

 

Why go O63
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  • Core focus is 100% dedicated to professional HubSpot solutions
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