I am new to Hubspot and am looking on how to use the software for Customer Success. I manage the sales process post sale. Thi…

Thank you for your reply. Will the lifecycle stages or pipeline generate tasks or have them as part of the stage? Can you add…

Hi @GabrielSkelly Will the lifecycle stages or pipeline generate tasks or have them as part of the stage? Can you add custom…

Hey Gabe - I’m with a small business, in the midst of setting up HubSpot for our Customer Success managers as well, so I’ll b…

What we are doing now is changing owner of the company or person. Then assigning a workflow that has tasks. Then the CS perso…

I have been building out a workflow with auto emails from the marketing side to follow up with a survey and then a video to g…

Hi @edjusten is the customer hub ready? Best

+1 , Is HubSpot Customer Success ready and ISO27001 ready for us to use for everything post-sale?

I have this exact same need to the Tee… I have completed the Sales cyclye and now I need to start the Client Success program…

Hi @GabrielSkelly I’m going to ammend my answer here based on some new knowledge I’ve aquired recently. As it turns out, you…

How to Use HS for Customer Success - CSM

lindsaylane September 26, 2019, 8:52pm 11

Hi there,

I’m trying to understand if I can use Hubspot for my Customer Success program post sale. Is there functionality to do so today?

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