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stuartbalcombe
(He/him)
Participante | Partner
Miembro desde ‎jun 9, 2022
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    5
  • Respuestas
    14
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Stuart Balcombe

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

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MBrugger en Junio 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. Leer más
0 Me gusta
1 Respuestas
Participante | Partner
Abril 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...Leer más
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EMcGrath en Agosto 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 Leer más
2 Me gusta
5 Respuestas
Participante | Partner
Abril 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...Leer más
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OliviaB en Noviembre 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 Leer más
58 Me gusta
82 Respuestas
Participante | Partner
Enero 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...Leer más
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OliviaB en Noviembre 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 Leer más
58 Me gusta
82 Respuestas
Participante | Partner
Enero 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...Leer más
Rickey33Payne1 en Noviembre 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 Leer más
1 Me gusta
12 Respuestas
Participante | Partner
Diciembre 12, 2022
Thanks for tagging me @kvlschaefer ! This is a great question @Rickey33Payne1 and one which needs some interesting workarounds to make work effect...Leer más
GabrielSkelly en Diciembre 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 Leer más
7 Me gusta
20 Respuestas
Participante | Partner
Octubre 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 ...Leer más
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