Customer Success Team Resources

AmberSpencer
by: HubSpot Employee
HubSpot Employee

Maximize Your CSM Efficiency with the Customer Success Workspace

As a Customer Success Manager (CSM), you juggle multiple tasks daily, from tracking renewals to staying on top of customer health. This can now be done in HubSpot's Customer Success Workspace: your one-stop hub to streamline workflows, boost productivity, and elevate customer experiences.

Please note: Some features are currently in BETA and continuously evolving!

Stay Organized, Stay Proactive

The Customer Success Workspace brings all your customer data and interactions into one place. No more tab hopping! You can:

  • Track Activies like emails, calls, notes, and meetings.
  • Prioritize accounts, assign tasks and view tickets
  • Manage renewals with visibility into contract timelines and renewal status.

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Key Features That Drive Productivity

Why It Matters for CSMs

  • Enhances Organization: A unified view of customer data and activities means less time switching tools.
  • Boosts Efficiency: Streamlined workflows free up time for meaningful customer interactions.
  • Enables Proactive Engagement: Data-driven decisions help you offer personalized support when it matters most.
  • Drives Customer Success: Build stronger relationships, improve retention, and maximize lifetime value.

Pro Tip: Custom Health Scores Are a Game-Changer

Want to get ahead? Use customizable health scores to focus on what matters most to your customers and your business. Set it up to measure the right signals and get actionable insights fast.

🔗 Get Started: