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tillyvs21
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Membre depuis ‎nov. 25, 2020
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tillyvs21 le Décembre 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 Lire la suite
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1 Réponse
GabrielSkelly le Décembre 29, 2017
How to Use HS for Customer Success - CSM
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 noti Lire la suite
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7 Mentions J'aime
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tillyvs21
Participant
Décembre 14, 2022
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...Lire la suite
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tillyvs21 le Mai 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.
Répondre Discussion Settings
5 Mentions J'aime
2 Réponses
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tillyvs21 le Janvier 13, 2022
Conversion rate reporting
I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
Répondre Discussion Reports
3 Mentions J'aime
7 Réponses
tillyvs21
Participant
Janvier 14, 2022
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 ...Lire la suite
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tillyvs21 le Janvier 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?
Répondre Discussion best practices Professional
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1 Réponse
Résolues
tillyvs21 le Janvier 13, 2022
Conversion rate reporting
I'm looking to add conversion rates to my dashboard as this is a KPI in my company. I can't seem to find a way to calculate this property in a report? Is there anyway around this or any integrated software that I can use?
Répondre Discussion Reports
3 Mentions J'aime
7 Réponses
tillyvs21
Participant
Janvier 14, 2022
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 ...Lire la suite
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