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Tips, Tricks & Best Practices

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Solved

Honorable on June 29, 2021

Hubspot onboarding, sequences and workflows

Hi there. I am de/reconstructing our customer onboarding process and would like to borrow (steal?) from the Hubspot playbook. 🙂 The biggest area I am having trouble wrapping my head around is using workflows vs. sequences in the onboarding p read more

Reply Sequences Service Tickets Workflows

1 upvote

5 Replies

Accepted Solution

DanielZarick

Contributor

June 09, 2022 01:00

Hey @Honorable ! This is super interesting problem, and it's very common from companies we talk to (we obsess over customer onboarding). Have yo...read more

Solved

DennisHart on November 08, 2019

Tie Sequences to closed sales

I've been using sequences and I'm getting great open rates, etc., but I can't figure out a way to track influenced on closing deals. Seems strange that a platform with so much focus on attribution and funnel marketing is missing this important featu read more

Reply Outside Sales Sales Reporting Sequences

0 upvote

2 Replies

Accepted Solution

MFrankJohnson

Thought Leader

November 08, 2019 14:09

Identifying previously sequenced customers versus customers NEVER sequenced might be a little tricky in a report. However, here are the raw list crit...read more

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is there a service level for ticket status?