Top 3 powerful ways of using Hubspot fro the early stage B2B SaaS

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dai-tokyo
Participant

Hi! What is your top 3 powerful ways of using Hubspot fro the early stage B2B SaaS?

We are getting $1000-3000 MRR potential leads recently - it is time to take off!

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Josh
Solution
Recognized Expert | Platinum Partner

Hi @dai-tokyo,

 

This is a great question with so many probable answers! In my experience with B2B SaaS, my top 3 would be:

  • Spend time to customize the system so it works really well for your business...but at the same time don't try to over customize to where it just becomes cumbersome. I would spend time on setting up the system to gather the right properties across objects, set up products to be used as line items in quotes, track deal details accordingly, etc.
  • Use the Service Hub to support your CS team. Track touchpoints and software usage, set up reminders for check-ins and renewals, populate the knowledge base for easy answers, etc.
  • Set up automation/nurturing. Even after a demo a decision can take some time. Use the software to help support a healthy touch-point cadence throughout that time. However, remember that you should think about adding whatever value you can at each touch-point...it's not meant to just be noise.

Looking forward to seeing some of the other responses that come through! Thanks for the ping @PamCotton!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post

3 Replies 3
PamCotton
Community Manager

Hello @dai-tokyo , great question, I will add some top experts to share their thoughts, @Josh @Krystina @himanshurauthan any recommendations to @dai-tokyo?

 

Thank you,

Pam

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dai-tokyo
Participant

Wow - thank you very much! Domo arigato 🇯🇵🍣

Josh
Solution
Recognized Expert | Platinum Partner

Hi @dai-tokyo,

 

This is a great question with so many probable answers! In my experience with B2B SaaS, my top 3 would be:

  • Spend time to customize the system so it works really well for your business...but at the same time don't try to over customize to where it just becomes cumbersome. I would spend time on setting up the system to gather the right properties across objects, set up products to be used as line items in quotes, track deal details accordingly, etc.
  • Use the Service Hub to support your CS team. Track touchpoints and software usage, set up reminders for check-ins and renewals, populate the knowledge base for easy answers, etc.
  • Set up automation/nurturing. Even after a demo a decision can take some time. Use the software to help support a healthy touch-point cadence throughout that time. However, remember that you should think about adding whatever value you can at each touch-point...it's not meant to just be noise.

Looking forward to seeing some of the other responses that come through! Thanks for the ping @PamCotton!




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

View solution in original post