During these sessions, we explore Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more!
Please view the comments below for specific resources and recordings from previous sessions.
HubSpot Advanced CRM Small Group Coaching (August 18, 2023)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (February 8, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (February 21, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (March 14, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those who could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (March 20, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (April 4, 2024)
Hi Community! During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!).
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Coaching (April 17, 2024)
During this session, we explored Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more!
For those who could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (May 2, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those who could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (June 13, 2024)
Hi Community! During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those who could not attend, here is a link to the recording.
Resources referenced in the session:
For those who could not come to the event here is the link to the session: 
Webinar Recap Advanced CRM
For those of you who could not come to the event here is the link to the session 360503ee-0622-45a0-9600-fd93e336075e (1)?
During this session, we explored Professional+ tools that can assist in enhancing and managing a more organized database, refining user permissions, leveraging calculated properties, deduplicating records, and more!
For those of you who could not come to the event here is the link to the session!
HubSpot Advanced CRM Small Group Coaching (Jun 26, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (July 16, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Resources referenced in the session:
For those who could not come to the event here is the link to the session: Webinar Recap Advanced CRM
During the session, attendees got to ask experienced Customer Success Managers their questions and discover how Professional+ tools can help them tidy up their database, manage user permissions, create calculated properties, and more!
HubSpot Advanced CRM Small Group Coaching (July 31st, 2024)
During this session, attendees had the opportunity to learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create teams (and their importance!), create calculated properties that do the math for you (and more!).
For those that could not attend, here is a link to the recording.
HubSpot Advanced CRM Small Group Coaching (August 14th, 2024)
During this session, attendees had the opportunity to learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create teams (and their importance!), create calculated properties that do the math for you (and more!).
For those who could not attend, here is a link to the recording.
HubSpot Advanced CRM Small Group Coaching (August 27th, 2024)
During the session, attendees had the opportunity to ask questions to seasoned Customer Success Managers and learn more about how the Professional+ tools they have access to can help them optimize and maintain a cleaner database, improve their user permissions, create calculated properties that do the math for you (and more!)
For those that could not attend, here is a link to the recording.
Feel free to check out past recordings listed here since HubSpot was having loading issues for the second half of our meeting.
Resources referenced in the session:
HubSpot Advanced CRM Small Group Coaching (August 27th, 2024)
Another lovely call with an engaged group of HubSpot customers. We covered;
If you want to listen back, here is a link to the video of our call.
Links to resources shared during our call;
