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Liana24
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Member since ‎Mar 27, 2022
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Liana Cuta

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Destin on January 23, 2023
First "big" actions inbound
Hello everybody, I am new in this community and I am so happy to discover you. I am just hired like Managing Director of Sales in Fintech company. We are two societies like that in the local market but our competitor is most visible than us since 5 read more
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6 upvotes
2 Replies
Liana24
Participant
January 25, 2023
Hello, Congrats for the new job! I think I'll need more details in order to give you proper advice but it's always good to start with creating/ refre...read more
Capo on December 20, 2022
Introduction & HubSpot for Customer Success Teams
Hi @ All! John Caponigro, aka Capo, from Waymark here. I lead our Customer Success Team and am looking forward to diving more into Hubspot to add efficiencies to our process and achieving calm scale, with greater customer satisfaction, for read more
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0 upvote
2 Replies
Liana24
Participant
December 21, 2022
Hello @Capo , I would say KB with video content (which I see you already do) and using the CS Surveys from HS - NPS, CSAT etc. We use this kin...read more
Rickey33Payne1 on November 30, 2022
Best Practices for Account Management/Customer Success pipelines
Our Account Manager/Customer Success team has to maximize our customer's use of our services. Unlike a typical sales pipeline, this pipeline doesn't end once the customer agrees/pays or the service/product has been delivered. Any best practices read more
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0 upvote
6 Replies
Liana24
Participant
December 07, 2022
Hello, Usually we have 2 pipelines, one for sales and one for customer success and we use a WF to connect them and we use an alignment dashboard rep...read more
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