プロフィール

stuartbalcombe
(He/him)
参加者 | Solutions Partner
コミュニティー参加日: ‎6 9, 2022
  • ベストアンサー数
    5
  • 件の返信
    14
  • いいね!した数
    3
  • いいね!獲得数
    68
  • ご意見・ご提案
    0

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Stuart Balcombe

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

アクティビティ

MBrugger 6月 30日, 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. 続きを読む
0 いいね!
1 コメント
参加者 | Solutions Partner
4月 09日, 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...続きを読む
解決済み
EMcGrath 8月 22日, 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 続きを読む
2 いいね!
5 コメント
参加者 | Solutions Partner
4月 08日, 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...続きを読む
解決済み
OliviaB 11月 30日, 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 続きを読む
58 いいね!
82 コメント
参加者 | Solutions Partner
1月 23日, 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...続きを読む
解決済み
OliviaB 11月 30日, 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 続きを読む
58 いいね!
82 コメント
参加者 | Solutions Partner
1月 23日, 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...続きを読む
Rickey33Payne1 11月 30日, 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 続きを読む
1 いいね!
12 コメント
参加者 | Solutions Partner
12月 12日, 2022
Thanks for tagging me @kvlschaefer ! This is a great question @Rickey33Payne1 and one which needs some interesting workarounds to make work effect...続きを読む
GabrielSkelly 12月 29日, 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 続きを読む
7 いいね!
20 コメント
参加者 | Solutions Partner
10月 24日, 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 ...続きを読む
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