Hi @JenBerenguer ,
Great points!!
I used to head up a CS team back in 2017 and 2018 for another software company and we were big HubSpot Sales and Marketing users. I set up a renewals pipeline, which worked well with customer quarterly reviews, to make sure we didn’t miss a beat.
This post is a little dated but the workflows I put together still apply:
I hope this helps a few people.
Kind Regards,
Dan Currin
Co-Founder
OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps