In HubSpot, how do you ensure CSMs can effectively pass upgrade opportunities to Sales, and that Sales can alert CSMs about potential renewal issues or upsell opportunities? Looking for examples of workflows or processes that facilitate this communication.
Hey @tmjoyce, thank you for posting in our Community!
To enhance collaboration between CSMs and Sales in HubSpot regarding upgrades and renewals, consider using custom deal properties to track opportunities, setting up automated task notifications for CSMs when Sales identifies potential upsells, and scheduling regular sync meetings for open communication. Shared dashboards can also keep both teams aligned on key metrics. Encouraging the use of internal notes on deals will foster ongoing collaboration.
