💬 RevOps Discussions

Smanstey
Contributor

HubSpot for Customer Success

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?

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Jnix284
Most Valuable Member | Elite Partner
Most Valuable Member | Elite Partner

HubSpot for Customer Success

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.

 


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Jennifer Nixon - Delivery Lead at Aptitude 8

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Jonas_De_Mets
Top Contributor

HubSpot for Customer Success

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:

https://arrows.to/resources/choosing-the-right-hubspot-object-for-customer-onboarding

Hope this helps!

Best regards,
Jonas De Mets
HubSpot Revenue Operations & Co-Founder @ Koalify 

Jonas De Mets
RevOps & Co-Founder @ Koalify

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