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.
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.
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