Using Hubspot for Account Mgt

[andyh]

Hi,

We have been using HubSpot for managing our New deals pipeline.  

We would like to expand our use of the Hubspot plaform for Account Mgt. Very simply I want the tool to do the following:

• Here are our clients 
• This is what products / services they currently have
• This is the cross-selling / upselling opportunity target for the next 12-18 months.
• This is when I last spoke with them

How do I do this??

Thank you in advance.

Andy

[Josh · Accepted solution]

Hi Andy,

There are likely multiple ways to accomplish this, but here's an outline of my favorite approach for this.

Use the Service Hub and create a pipeline for current customers. You can customize the stages of the pipeline to match where that customer is in their lifecycle. For example, onboarding, renewal, upsell/cross-sell, etc. You can also add custom properties to track the other data points. For example, I would create a property using a multiple checkbox property type which allows an account manager to identify the cross-sell and upsell opps. I would probably do the same for current products/services. It can also track last activity either automatically with logged conversations or you could also create a date property if there is a specific date you want to track, such as renewal date or quarterly review date.

I hope this helps!

Josh

[andyh]

Josh,

Thats awesome, thank you.

Andy