How to Use HS for Customer Success - CSM

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Occasional Contributor

I am new to Hubspot and am looking on how to use the software for Customer Success. I manage the sales process post sale. This is training and onboarding, suport, contacts, 100% of renewals. I need to set up a pipeline and task progression with notifications and templates.

 

How do you do this?

 

Thank you!

 

-Gabe

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HubSpot Employee

Hi @GabrielSkelly While the CRM is set up mainly to support the sales process, it can be adapted for use to track customer success. You can use email tracking to handle customer service issues, create custom properties to mark training milestones,  and adapt the lifecycle stages or create custom pipleines to track onboarding.  

 

The good news however is that HubSpot will introduce a Customer Hub to help track customer success, later this year. You can sign up to get notified when the beta is released here.

 

Thank you,

Ed Justen 

 

 

 

 

 

 


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Occasional Contributor

Thank you for your reply. Will the lifecycle stages or pipeline generate tasks or have them as part of the stage? Can you add customers in bulk to the lifecycle or pipeline?

 

Looking to track onboarding per customer org, with a series of tasks and email templates for different stages. I also need to have a bucket of customers in a renewal stage and tracking on them.

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HubSpot Employee

Hi @GabrielSkelly 

 

Will the lifecycle stages or pipeline generate tasks or have them as part of the stage? Can you add customers in bulk to the lifecycle or pipeline?

 

At this time, no. All tasks need to be added manually. Piplines are related to deals, so a pipeline is added when a deal is created. 

 

 I also need to have a bucket of customers in a renewal stage and tracking on them. 

 

You can most likely set up a deal pipeline to manage renewals; you can create a saved filter to view them seperate from your other deals. 

 

Thank you,

Ed Justen

 

 

 

 


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Occasional Contributor

Hey Gabe - I'm with a small business, in the midst of setting up HubSpot for our Customer Success managers as well, so I'll be following this thread! I actually just came to the community board for the first time looking for info on this specific topic. 

 

Ed - Thanks for the information you provided! I shared with our Customer Success team and found it to be super helpful. I can't wait for the new Customer Hub to make its debut. Smiley Happy

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Occasional Contributor

What we are doing now is changing owner of the company or person. Then assigning a workflow that has tasks. Then the CS person will get notified. However you can't easily template emails or special tasks in this way. We are tracking renewals and process in a google doc as well. You can put a custom tag on an acct and run a custom report but each of these items costs extra. Let me know what you find and do for process.

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Occasional Contributor

I have been building out a workflow with auto emails from the marketing side to follow up with a survey and then a video to get people back into the system. This Workflow also assigns my team tasks to the person who owns the customer. It needs to be assigned to a specific key contact at the customer acct.

 

The survey is external and captures nps as well as a bunch of other data points I want.

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New Contributor

Hi @edjusten is the customer hub ready?

Best

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Occasional Contributor

+1 , Is HubSpot Customer Success ready and ISO27001 ready for us to use for everything post-sale?

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New Member

I have this exact same need to the Tee...

I have completed the Sales cyclye and now I need to start the Client Success program and track it.

I am hoping i dont have to go out of HubSpot to do this?

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Occasional Contributor

Hi there,

I'm trying to understand if I can use Hubspot for my Customer Success program post sale.  Is there functionality to do so today? 

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HubSpot Employee

Hi @GabrielSkelly  I'm going to ammend my answer here based on some new knowledge I've aquired recently.

 

As it turns out, you can enroll a contact into a workflow based on pipeline and/or deal stage of a deal associated with the contact. Once enrolled, the workflow tool can assign tasks and send internal emails/sms messages. 

 

Your best bet is to set an enrollment criteria of a specific pipeline and a specific deal stage, then set your actions accordingly. Keep in mind you are enrolling a contact in the workflow based on these conditions; you are not enrolling a deal into the workflow. 

 

I hope this helps. 

 

Ed Justen


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Occasional Contributor

Is there a way to set an external email with a template? These are not deals they are customers that are sold on the product and we are doing both initial onboarding and follow up through annual renewals.

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HubSpot Employee

Hi @GabrielSkelly Granted, your renewals and onboarding tasks are not "deals" per se, but you will have to bend the tool a bit here and create a deal pipeline that mimics your renewal or onboarding procedures. Once these are in place, you can then build your workflows as needed. 

 

Perhaps @Phil_Vallender could chime in with a bit more insight?

 

Thank you,

Ed Justen


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Occasional Contributor

Would a new workflow be best for renewals at the 3 months out mark if I want to have trackable tasks?

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HubSpot Employee

@GabrielSkelly Three months is always a good benchmark to start the renewal process. If you are on a 12 month cycle though, the email thread may get a bit tedious.  Especially if you've been communicating with the customer throughout the previous nine months. Sounds like a good opportunity for A/B testing on some customers. 

 

Thank you,

Ed Justen


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Occasional Contributor

Having some difficulty with the workflows to manage onboarding. If a sales rep assigns the owner of the company to the wrong CS member and adds the workflow the only option seems to be to reassign the owner of the company and assign a cloned workflow. It would be nice to have more options around that. Trying to figure out how to set a trigger around a specific date for the renew process. Maybe I can use a workflow to move a close date from the company into something that triggers 9 months out?

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HubSpot Employee

Hi @GabrielSkelly  You can always enroll any contact associated with deal where Close date is Known, then set the next action after a 273 day delay (roughly nine months). 

 

Ed Justen


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