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stuartbalcombe
(He/him)
Teilnehmer/-in | Partner
Mitglied seit ‎Jun 9, 2022
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    5
  • Antworten
    14
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Stuart Balcombe

Growth and product nerd going down the HubSpot rabbit hole. Product Marketing at Arrows.to

Aktivität

MBrugger on Juni 30, 2022
It would be great to have a function similar to Average Days to Sale for an onboarding pipeline. I learned that you cannot use custom properties to acheive this and it is crucial for our Customer Success team as a metric that defines our efficiency. Beitrag ansehen
Teilnehmer/-in | Partner
April 09, 2024
Hi @MBrugger - this is absolutely possible if you're using a HubSpot ticket pipeline for onboarding. I recorded this video which shows how to ca...Beitrag ansehen
Gelöst
EMcGrath on August 22, 2023
We currently only track net new business opportunities in Hubspot. We'd like to track Renewal and Expansion as well, as those are currently managed by our CS and Finance team externally. What are some best practices that you've put in place while Beitrag ansehen
2 Likes
5 Antworten
Teilnehmer/-in | Partner
April 08, 2024
Hey - Here are a few ways I'd think about setting things up if you’re trying to use HubSpot as your source of truth for tracking new business, renewa...Beitrag ansehen
Gelöst
OliviaB on November 30, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
58 Likes
82 Antworten
Teilnehmer/-in | Partner
Januar 23, 2023
[Updated Solution - January 2023] How to dynamically set a Today’s Date property without Ops Hub. We’ll create 2 properties and 2 workflows to wo...Beitrag ansehen
Gelöst
OliviaB on November 30, 2020
I recently discovered this smart way to create and maintain a 'Today's date' property using workflows. This can then be used in reporting, workflows and lists. To do this you can follow these steps: 1) Create a custom date field property Beitrag ansehen
58 Likes
82 Antworten
Teilnehmer/-in | Partner
Januar 23, 2023
[Updated Solution - January 2023] How to dynamically set a Today’s Date property without Ops Hub. We’ll create 2 properties and 2 workflows to wo...Beitrag ansehen
Rickey33Payne1 on November 30, 2022
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 Beitrag ansehen
1 Likes
12 Antworten
Teilnehmer/-in | Partner
Dezember 12, 2022
Thanks for tagging me @kvlschaefer ! This is a great question @Rickey33Payne1 and one which needs some interesting workarounds to make work effect...Beitrag ansehen
GabrielSkelly on Dezember 29, 2017
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 Beitrag ansehen
7 Likes
20 Antworten
Teilnehmer/-in | Partner
Oktober 24, 2022
Hey @GabrielSkelly the good news is it's totally possible to run customers success in HubSpot with a little configuration. Below I've outlined the ...Beitrag ansehen
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