I would love to connect with other Hubspot users who have their CSMs working in Hubspot - not Support, but CSMs (driving usage, value, renewals). CS seems to be a new audience for Hubspot. The CSM workspace is fairly new, and I haven’t found much help from available resources. My team of Scale CSMs just got access. Let me know if any other CSM folks want to chat about how you’re finding success.
Hi @JeniferL
Great topic — the CSM workspace is still pretty new, and a lot of teams are figuring it out in real time.
I’d love to loop in a few Community members who’ve been working with CSMs in HubSpot (outside of Support) and have hands-on experience with the CSM workspace.
@Bryantworks @Mike_Eastwood @karstenkoehler — hope you’re all having a great week! Have you seen teams successfully adopt the CSM workspace for usage, value realization, and renewals? Any early best practices, pitfalls, or ways Scale CSMs are getting value from it would be really helpful to share here.
Would be great to get a conversation going among CS folks using HubSpot in this way.
Victor
I’d be happy to help facilitate a user group for CSM leaders so we can connect on ways we’re finding success with Hubspot.
I’d love to be a part of this, I was a CSM prior to my current role, and still impkenting CSM functionality on behjalf of my clients.
It’s a tough one, as depending on indsutry, service, product or service, it all varies. I worked a custom API integration from our SaaS system previously to manage usage and activiation, and then created our own account management dashboard and health score pipelines for our CS team, with internal notifications and alerts for our CSM team.
Happy to answer questions!