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tillyvs21
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Member since ‎Nov 25, 2020
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Tilly Smallwood

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tillyvs21 on December 14, 2022
Using Hubspot for Subscription account management/customer success
We currently use hubspot across our subscription sales and account management/customer success teams. We have a sales, onboarding and account management pipelines, that are all created once they've gone through each pipeline. However, we use the ori read more
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tillyvs21
Participant
December 14, 2022
Reply to How to Use HS for Customer Success - CSM
We've used different pipelines for onboarding, and one more generally for account management, and even for 'churn risks' at one point. But we find th...read more
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tillyvs21 on May 20, 2022
Colour formatting / Conditional formatting on reports and lists
It would be great to make hubspot more visual either in Deal lists or in reports so that you can have colours for different fields to provide visual queues based on certain criteria.
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10 upvotes
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tillyvs21
Participant
January 14, 2022
Reply to Conversion rate reporting
Hi Karsten, That's really helpful. I think perhaps what's been throwing me off when looking at that (as i had tried it) is that it only includes ...read more
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tillyvs21 on January 14, 2022
Handling leads compared to Salesforce
I previously used Salesforce and found their lead funnel easier to manage than updating lead statuses as you also had a visual kanban. I'm considering using a Lead Pipeline but would this be overkill or it it something that people do?
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tillyvs21
Participant
January 14, 2022
Reply to Conversion rate reporting
Hi Karsten, Thanks for your response. I am aware of the funnel, what I want is just a simple opp (deal) to sale conversion value regardless of an...read more
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