
HubSpot: Project / Incentive Compliance Tracking
Project
HubSpot - here's how we use Tickets to track a company's compliance / performance after the incentive has been awarded.
In HubSpot, we've customized the system to track incentive agreements and we measure how a company performed against expectations. Tickets are used to track and manage customer issues, support requests, and other types of customer inquiries. When a customer contacts a business with a question or issue, the business can create a ticket in HubSpot to track the progress of the issue and ensure that it is resolved in a timely manner.
Here are the key features of tickets in HubSpot:
-
Creation: Tickets can be created manually by a user, or they can be automatically created when a customer submits a form or sends an email to a designated support email address.
-
Properties: Tickets have properties that allow users to track important information such as the status of the ticket, the customer's contact information, and any associated tasks or notes.
-
Workflows: HubSpot's workflow automation tools can be used to automate ticket management processes, such as assigning tickets to specific users or teams, sending email notifications when a ticket is updated, or changing the status of a ticket based on certain criteria.
-
Reporting: HubSpot's reporting tools allow users to analyze and visualize data related to tickets over time, such as the number of tickets created, the average response time, and the average resolution time.
-
Integration: HubSpot integrates with a variety of other tools, including customer service and support software, to provide a more comprehensive solution for managing customer inquiries and support requests.
Overall, tickets in HubSpot provide a centralized system for managing customer issues and support requests, allowing businesses to track the status of each issue and ensure that they are resolved in a timely manner.
Watch this video to see how HubSpot tracks Incentives, Incentive Approvals, and Compliance.
Related Videos
- Sites and Buildings - properties on market, properties you own, lease, or manage.
- Manage RFP's - never miss a deadline, know when to say no, report on RFP's.
- Capital Campaigns and Investors - one simple tip will generate more leads.
- Who's on your website? Identify Prospects on your website.
- Let HubSpot find the data - auto populate Company Records for you.
- Project Tracking - HubSpot helps you win.
- Better BRE starts with a better system
- BRE - your daily use of HubSpot
- Custom Surveys (new)
- Searchable Knowledge Base - for RFP's, SEO and a better User Experience
- HubSpot Pipelines and Advanced Reports - never "run" another report again
- Incentives - tracking performance after you write the check
- Grants - get funded and cash checks
- Grants - reporting back (time, expense, result)
- HubSpot Magic - why we're always in the right place at the right time and how you can do this too!
- Requires online demonstration