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stuartbalcombe
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Membro desde ‎jun 9, 2022
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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 on Junho 30, 2022
Average Days to Onboard Report
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. Leia mais
Responder Idéia Dashboards & Reports
0 avaliações positivas
1 Respostas
stuartbalcombe
Participante | Parceiro
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...Leia mais
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EMcGrath on Agosto 22, 2023
Managing New Business, Renewal, and Expansion in Hubspot
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 Leia mais
Responder Discussão Sales
2 avaliações positivas
5 Respostas
stuartbalcombe
Participante | Parceiro
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...Leia mais
Solucionado
OliviaB on Novembro 30, 2020
How to create a 'Today's date' date property.
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 Leia mais
Responder Discussão CRM
58 avaliações positivas
82 Respostas
stuartbalcombe
Participante | Parceiro
Janeiro 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...Leia mais
Solucionado
OliviaB on Novembro 30, 2020
How to create a 'Today's date' date property.
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 Leia mais
Responder Discussão CRM
58 avaliações positivas
82 Respostas
stuartbalcombe
Participante | Parceiro
Janeiro 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...Leia mais
Rickey33Payne1 on Novembro 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 Leia mais
Responder Discussão
1 avaliações positivas
12 Respostas
stuartbalcombe
Participante | Parceiro
Dezembro 12, 2022
Thanks for tagging me @kvlschaefer ! This is a great question @Rickey33Payne1 and one which needs some interesting workarounds to make work effect...Leia mais
GabrielSkelly on Dezembro 29, 2017
How to Use HS for Customer Success - CSM
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 Leia mais
Responder Discussão
7 avaliações positivas
20 Respostas
stuartbalcombe
Participante | Parceiro
Outubro 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 ...Leia mais
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