Hey all - I am aware that some people use Custom Objects to display customer insights for Customer Success. Is there anyone around who has some notes / guidelines on doing this and how I can set it up for our team?
Hi @Smanstey,
What kind of custom objects are you looking to create for the Customer Success team?
Some information might be captured as custom properties on the company level as well.
In my experience Arrows has some good content on using HubSpot for Customer Success:
Hope this helps!
Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify
Hi @Smanstey it would be helpful to understand what type of customer success data you’re trying to capture to determine if a custom object would be best or if a CRM card might be a better option.
Hi @Smanstey
We’ve done quite a bit of research over the last year compiling best practices for setting up HubSpot for use with customer success teams and the only time where we’ve seen custom objects being used is for handling onboarding with the new custom Projects object. It obviously depends on what kind of data you are tracking, but one can already do a huge amount with custom properties.
All the research we’ve collected has gone into this HubSpot for CS ebook that you might find useful - HubSpot is powerful, and very customizable, so there’s a lot of things you can do even with just the basic starter and pro plans. The new(ish) Customer Success Workspace is fantastic as well, that’s worth looking into.