Customer Success Team Resources

sarahchapman
by: HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Coaching

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.

29 Comments
sarahchapman
HubSpot Employee
HubSpot Employee

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:

sarahchapman
HubSpot Employee
HubSpot Employee

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:

sarahchapman
HubSpot Employee
HubSpot Employee

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!)

sarahchapman
HubSpot Employee
HubSpot Employee

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:

sarahchapman
HubSpot Employee
HubSpot Employee

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:

sarahchapman
HubSpot Employee
HubSpot Employee

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:

sarahchapman
HubSpot Employee
HubSpot Employee

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:

sarahchapman
HubSpot Employee
HubSpot Employee

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:

ebartholomew
HubSpot Employee
HubSpot Employee

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:

cvanness
HubSpot Employee
HubSpot Employee

Advanced CRM Workshop - May 27

For those who could not come to the event here is the link to the session: 🎥 Webinar Recap Advanced CRM 

 

cvanness
HubSpot Employee
HubSpot Employee

Hubspot CRM Small Group coaching (May 14, 2024)

For those of you who could not come to the event here is the link to the session https://share.vidyard.com/watch/r1opPABapLbvQpvkGNTmVD?

04218
HubSpot Employee
HubSpot Employee

Hubspot CRM Small Group coaching (June 19, 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 of you who could not come to the event here is the link to the session!

cvanness
HubSpot Employee
HubSpot Employee

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:

egallagher
HubSpot Employee
HubSpot Employee

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:

LSilvaVillanu
HubSpot Employee
HubSpot Employee

Hubspot CRM Small Group coaching (July 25, 2024)

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!

 

 

MGonzálezdelC
HubSpot Employee
HubSpot Employee

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. 

mescalero
HubSpot Employee
HubSpot Employee

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. 

egallagher
HubSpot Employee
HubSpot Employee

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:

joerr
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (August 27th, 2024)

 

Another lovely call with an engaged group of HubSpot customers. We covered;

  • Record customisation (left/right sidebar and the middle section) for all objects.
  • Calculation properties (conditional calculation and introducing more advanced functions).
  • Duplicate management (standard Professional level features, Operations Hub possibilities and tips for managing more complex duplicate management necessitated by historic CRM merge activity).
  • Custom and multiple association (setup and use cases)
  • User management (efficient user management)

 

If you want to listen back, here is a link to the video of our call.

 

Links to resources shared during our call;

 

 

 

JGomes77
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (October 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!)

JGomes77
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (October 24, 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:

JGomes77
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (October 30, 2024)

 

Another lovely call with an engaged group of HubSpot customers. We covered;

  • Record customization (left/right sidebar and the middle section) for all objects.
  • Calculation properties (conditional calculation and introducing more advanced functions).
  • Duplicate management (standard Professional level features, Operations Hub possibilities and tips for managing more complex duplicate management necessitated by historic CRM merge activity).
  • Custom and multiple association (setup and use cases)
  • User management (efficient user management)

 

If you want to listen back, here is a link to the video of our call.

 

Links to resources shared during our call;

 

 

 

AMassicott6
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (November 6, 2024)

 

In this session, we covered;

  • Record customization (left/right sidebar and the middle section) for all objects.
  • Calculation properties (conditional calculation and introducing more advanced functions).
  • Duplicate management (standard Professional level features, Operations possibilities Hub and tips for managing more complex duplicate management needed by historical CRM merge activity).
  • Custom and multiple association (setup and use cases)
  • User management (efficient user management)

 

If you want to listen back, here is a link to the video of our call. 

 

Links to resources shared during our call;

 

AMassicott6
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (November 13, 2024)

 

In this session, we covered;

  • Record customization (left/right sidebar and the middle section) for all objects.
  • Calculation properties (conditional calculation and introducing more advanced functions).
  • Duplicate management (standard Professional level features, Operations possibilities Hub and tips for managing more complex duplicate management needed by historical CRM merge activity).
  • Custom and multiple association (setup and use cases)
  • User management (efficient user management)

 

If you want to listen back, here is alink to the video of our call. 

 

Links to resources shared during our call;

 

AMassicott6
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (November 19, 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!)

 

If you want to listen back, here is a link to the video of our call. 

 

Links to resources shared during our call;

 

mescalero
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (November 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!)

 

If you want to listen back, here is a link to the video of our call. 

 

Links to resources shared during our call;

 

mescalero
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (November 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!)

 

If you want to listen back, here is a link to the video of our call. 

 

Links to resources shared during our call;

 

mescalero
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (December 17, 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!)

 

If you want to listen back, here is a link to the video of our call. 

 

Links to resources shared during our call;

 

DAcevedo11
HubSpot Employee
HubSpot Employee

HubSpot Advanced CRM Small Group Coaching (December 23, 2024)

 

In this session, we covered;

  • Record customization (left/right sidebar and the middle section) for all objects.
  • Calculation properties (conditional calculation and introducing more advanced functions).
  • Duplicate management (standard Professional level features, Operations possibilities Hub and tips for managing more complex duplicate management needed by historical CRM merge activity).
  • Custom and multiple association (setup and use cases)
  • User management (efficient user management)

 

If you want to listen back, here is a link to the video of our call.  

 

Links to resources shared during our call;