Profil

stuartbalcombe
(He/him)
Participant | Partenaire solutions
Membre depuis ‎juin 9, 2022
  • Solutions
    5
  • Réponses
    14
  • Mentions J'aime ajoutées
    3
  • Mentions J'aime obtenues
    68
  • Idées
    0

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Stuart Balcombe

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

Activité

MBrugger le Juin 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. Lire la suite
0 Mention J'aime
1 Réponse
Participant | Partenaire solutions
Avril 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...Lire la suite
Résolues
EMcGrath le Août 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 Lire la suite
2 Mentions J'aime
5 Réponses
Participant | Partenaire solutions
Avril 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...Lire la suite
Résolues
OliviaB le Novembre 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 Lire la suite
58 Mentions J'aime
82 Réponses
Participant | Partenaire solutions
Janvier 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...Lire la suite
Résolues
OliviaB le Novembre 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 Lire la suite
58 Mentions J'aime
82 Réponses
Participant | Partenaire solutions
Janvier 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...Lire la suite
Rickey33Payne1 le Novembre 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 Lire la suite
1 Mention J'aime
12 Réponses
Participant | Partenaire solutions
Décembre 12, 2022
Thanks for tagging me @kvlschaefer ! This is a great question @Rickey33Payne1 and one which needs some interesting workarounds to make work effect...Lire la suite
GabrielSkelly le Décembre 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 Lire la suite
7 Mentions J'aime
20 Réponses
Participant | Partenaire solutions
Octobre 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 ...Lire la suite
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