{description=Unboxing the All-New Customer Success Workspace!!What is it?A brand-new dedicated workspace designed to help customer success managers drive their book of business and increase retention. This workspace reminds CSMs of their daily tasks, allows them to create custom views of their most important segments to prioritize outreach, and helps them monitor activities from their key accounts. Now, customer success managers in HubSpot can start to see the information they need all in one place.Why does it matter?Customer success managers don't have dedicated tooling or a home inside of HubSpot. Instead, they spend a lot of time bouncing around, hunting for the information that they need to do their jobs. The customer success workspace will provide a dedicated home base and starting point for CSMs in HubSpot. The workspace will keep CSMs organized and focused, allowing them to address the needs of more of their customers.How does it work?Customers can find the new workspace under Service --> Customer Success. The workspace is customized to the user who is viewing the workspace. Admins can decide whether to base the workspace off of HubSpot's company object or a custom object, as well as decide which properties should be used to indicate account ownership and renewal date.The workspace includes:Summary page with the reps tasks, daily schedule and key reports (only single object reports) pinned by an admin.Portfolio view where users can see both team and private views tracking key segments.Pipeline tab showing all deal and ticket pipelinesActivity feed showing the most recent activities taken by contacts associated with companies owned by the userWe've also introduced a new permission Customer success workspace that'll allow users to set-up, edit and manage the customer success workspace and customer health scores. Other users with access to a Service Hub Pro or Enterprise seat will be able to use the workspace and customer health score functionality. Super admins will now be able to grant this permission to CS leaders.Who gets it?Any user with a Service Hub Pro or Enterprise seat can access the customer success workspace., id=13534947359}

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Unboxing the All-New Customer Success Workspace!!What is it?A brand-new dedicated workspace designed to help customer success managers drive their book of business and increase retention. This workspace reminds CSMs of their daily tasks, allows them to create custom views of their most important segments to prioritize outreach, and helps them monitor activities from their key accounts. Now, customer success managers in HubSpot can start to see the information they need all in one place.Why does it matter?Customer success managers don't have dedicated tooling or a home inside of HubSpot. Instead, they spend a lot of time bouncing around, hunting for the information that they need to do their jobs. The customer success workspace will provide a dedicated home base and starting point for CSMs in HubSpot. The workspace will keep CSMs organized and focused, allowing them to address the needs of more of their customers.How does it work?Customers can find the new workspace under Service --> Customer Success. The workspace is customized to the user who is viewing the workspace. Admins can decide whether to base the workspace off of HubSpot's company object or a custom object, as well as decide which properties should be used to indicate account ownership and renewal date.The workspace includes:Summary page with the reps tasks, daily schedule and key reports (only single object reports) pinned by an admin.Portfolio view where users can see both team and private views tracking key segments.Pipeline tab showing all deal and ticket pipelinesActivity feed showing the most recent activities taken by contacts associated with companies owned by the userWe've also introduced a new permission Customer success workspace that'll allow users to set-up, edit and manage the customer success workspace and customer health scores. Other users with access to a Service Hub Pro or Enterprise seat will be able to use the workspace and customer health score functionality. Super admins will now be able to grant this permission to CS leaders.Who gets it?Any user with a Service Hub Pro or Enterprise seat can access the customer success workspace.