How are others tracking customer health on deals/renewals?

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Regular Contributor

We've created automatic renewals when deals are closed/won, but we'd now like to indicate the "health" of those renewal deals somewhere on the deals.  Does anyone have a best practice like a custom field for Renewal Likelihood: At Risk, Moderate, High or Red/Yellow/Green, etc.   Also looking to add "Relationship management" notes or tasks to update on a regular basis throughout the renewal year.  I'd love to hear what others are doing as we haven't yet set up our processes yet.  Please advise.  Thanks! 

1 Reply
Top Contributor | Platinum Partner

Hi @annieseattle ,

 

What software subscription(s) do you have? For us, managing and monitoring customer loyalty is really taken to another level with the addition of Service Pro

 

You can deploy survey's, monitor net promoter score, set satisfaction goals, set up a ticketing system. It's awesome! 

 

If you're not bought-in to Service Pro, one consideration I'd make for tracking customer health is to update record data on the company record and not the deal record as deal records are best utilized by sales teams working on closing deals in real time, and there can be multiple deals assigned to one company or one contact. The company record acts as more of an underlying database of information. 

 

Cheers, 

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