Introduction & HubSpot for Customer Success Teams

[roisinkirby]

Hi 👋

Welcome to the HubSpot community! We are thrilled to have you here!❤️

We want you to know that this community has been created with you in mind to build professional connections, explore new ideas, access video tutorials, discover alternative solutions, and stay updated on events, product updates, and much more. 🎉

The best way to start is by learning about our community and how to participate in forums and events. You can also explore how to rank up in the community with our gamification model - but one step at a time, right? 😁  

We've prepared these guides to help you get started on your HubSpot community member journey. Please take a moment to review these tips below.

🖐5 tips for getting started on the Community

🤝 HubSpot Community Guidelines

💫 HubSpot Community Member Journey

The HubSpot community is mainly dedicated to all things related to HubSpot products. However, if you're looking to connect with professionals from other areas, like founders, marketers, and more, the best place to go is connect.com. There, you’ll find events for these groups and plenty of opportunities to network with people in your field. 

We can't say this enough, but we are thrilled that you have joined this space, and we look forward to seeing you in the forums.

Thanks,

HubSpot Community team 

[MiaSrebrnjak]

Hi @PMainaKibutha,

welcome to the Community, we're glad you joined! 👋

Cheers
Mia, Community Team 

[KSilguero]

Hello everyone! 

My name is Kristina and I reside in Houston, Texas. Go Stros! 😀 I’m a Marketing Specialist for a tax consulting firm. I’m excited to start using HubSpot and looking forward to learning all the useful information this platform offers and successfully apply it to my professional role. Please feel free to share any suggestions you may have on resources or tips you think would be insightful. 

For funsies here are a few fun facts about myself: I enjoy traveling and trying out local foods. I have two fur babies who I adore dearly, a cat named Cloud and a dalmatian named Khipp. Lastly, I'm a huge Harry Potter fan (#TeamGryffindor). 😀

-Kris

[TitiCuisset]

Hi @KSilguero 

Welcome to the community and to HubSpot we're glad to have you here!!

I enjoy travelling too and team hufflepuff here 😉 

We hope your enjoy your community experience!

Best

Tiphaine

[AWang8]

Hi! I'm an admissions professional hoping to learn more about digital marketing, including email and social media.  Looking forward to making connections and learning from you all. 

[MiaSrebrnjak]

Hi @AWang8,

welcome to the Community, we're very happy to have you here! 🙂 

Cheers
Mia, Community Team 

[Hauneg]

Hi, Guys!

I'm completely new to this, so I apologize in advance if I'm posting this in the wrong community.

I made the huge decision to finally let go of my self limiting beliefs and milk the opportunities that comes with the internet.

Being a graduate of Mass Communication, I decided to register for digital marketing to gain modern and digital knowledge and skills of selling to the appropriate audience via the digital media.

Looking forward to learning a lot and meeting new people.

[DianaGomez]

Hi @Hauneg,

Welcome aboard! It's great to have you here, and we appreciate you introducing yourself. Don't worry, you're in the right place. It's wonderful to hear about your decision to venture into the world of digital marketing and embrace the opportunities that come with it.

I would like to suggest some resources to help you kick off your learning journey.

• The ultimate introduction to digital marketing: what it is, how to do it well, and where it’s heading.
• Digital Marketing Training

Looking forward to seeing you grow and connect with new people in the community.

If you have any questions or need assistance along the way, feel free to reach out. 🙂

Best regards,
Diana

[KHartley2]

Hi 

My name is Kevin I live in Auckland New Zealand I am a business owner, I have a House Washing company I want to learn everything about marketing and apply it to my business and expand unfortunately I am not terribly computer literate so I jined Hubspot to learn everything I could, I could of paid someone to do the work for me but decided to give it a crack myself. What is that saying You can give a man a fish and he can eat for a day You can teach a man to fish and he can eat for ever,or something along those lines.

I have read a lot of the Hubspot articles very helpful but I am all over the place, it seams they are little over my head, not sure where I should be starting or along which lines I should be going, starting from scratch, I have been trying to set up my website but got to the stage where I am stuck, I am hopeing to learn a lot from Hubspot and the members of this community.

[BérangèreL]

Hi @KHartley2,

Thank you for your introduction and welcome to the Community!

We are excited to have you here 🙂

I'd like to share this article "Get Started" that might be useful!

Also, if you have any questions or if you need advice or best practices on a particular topic, please don't hesitate to create a new post in the Marketing Forum here. We will be glad to help you!

Looking forward to seeing you around the Community!

Have a great day!

Best,
Bérangère

[AlexandraMarta]

Hi everyone! I'm Alexandra, marketing automation expert at Logarithmic Solutions, a marketing automation agency based in Romania. I've been a HubSpot user for more than 5 year now, but because there's always room for growth especially in our field of work, I'm more than happy to be part of such a supportive community. Thank you!

[kvlschaefer]

Hi @AlexandraMarta,

Welcome to the Community!

Thank you for this introduction 🙂

We hope you enjoy your experience here!

Best,

Kristen

[BStallard]

Hi All

My name is Brett and i am an internal sales manager for Clevertouch UK/Sahara AV (part of the Boxlight Group) who distribute and manufacture Clevertouch Interactive screens and also distribute audio visual.

I have been using Hubspot for approx 12-18mths now but still feel we are not using it the fullest potential as some of the systems we use dont "talk" to it. 

Could really do with some tips on what are the best reports to run. We have a deals page and have a quotes page as well the normal contacts and companies pages but stil not sure what more we need to be doing to get the most out it. 

Any help would be greatly appreciated.

Regards

Brett

[danmoyle]

Thanks as always for thinking of me @kvlschaefer 🙌

Welcome to community @BStallard! Great question. I'd start with the reports under Analytics Tools > Sales Analytics. There are a ton of reports there for coaching reps, forecasting, and more. I really like the calls and meetings reports, broken down by teams and reps. 

I'd also look at the "Measuring Business Success with Funnel Reports in HubSpot" and "Selling Smarter With Pipeline Reports" lessons in Academy. They're great resources for inspiration. 

From there, it depends on what you're asking and working to measure. Before building custom reports, I'd look through the ~150-200 standard reports in the reporting tool, and decide how to build a dashboard that tells my data story. 

Side note if you're interested. We put together an on-demand free course on this. You're welcome to sign up here: HubSpot Reporting Essentials 

Cheers! 

[kvlschaefer]

Hi @BStallard,

Thank you for this introduction! 

This is a great question about the reporting tool 🙂 

I would like to invite our subject matter experts to see if they have any recommendations.

Hi @AdamLPW, @Josh, @danmoyle, @Dan1, @ChrisoKlepke - Do you have any tips for @BStallard?

Thank you!

Best,

Kristen

[VVero7]

I am Veronica, I am learning content creation in hubspot, I'm very excited to be a member of the study group. Thank you 

[DianaGomez]

Hi @VVero7, welcome to the Community 😊

¡Happy learning!

Best,

Diana

[Capo]

Hi @ All!

John Caponigro, aka Capo, from Waymark here.  I lead our Customer Success Team and am looking forward to diving more into Hubspot to add efficiencies to our process and achieving calm scale, with greater customer satisfaction, for all of our team members in 2023.

For any seasoned customer success teams using Hubspot, what is the biggest advantage you see gained for your team by using Hubspot now? & Why?

Thanks everyone!

[Liana24]

Hello @Capo, 

I would say KB with video content (which I see you already do) and using the CS Surveys from HS - NPS, CSAT etc.  We use this kind of suveys for our clients so we can identify the promoters and to create dedicated campaigns for them (education/refferal etc.) to keep them engaged with the help of marketing dep.  (exclusive webinars, events invitations, other dedicated educational materials, templates that can use within their company - based on their pain points).

Also, based on your startegy & objectives, you can use Workflows to create some ongoing customer nurturing campaigns - works great for engagement, renewal, upsell/crossell. 

Hope these ideas will help. If you need to discuss more about one topic or another, let me know. I'll be happy to help. 

Thanks, 

Liana 

[MiaSrebrnjak]

Hi @Capo,

this is a great question, thank you for posting!

I wanted to tag a couple of other Community members to see if they'd like to share their experiences: 

hi @JWharton, @stuartbalcombe, @Liana24, @Rickey33Payne1, do you have any thoughts on this topic? Thank you!

I also wanted to share the following Community threads where you can find some advice & experiences from other users:

• Best Practices for Account Management/Customer Success pipelines,
• this great Community article by @stuartbalcombe: Using HubSpot for Customer Success

Cheers
Mia, Community Team

[Mgupta53]

Looking forward to learning about SEO marketing for my newly opened media agency where I help women entrepreneurs grow their businesses with digital advertising. 

[MiaSrebrnjak]

Hi @Mgupta53, 

Welcome to the Community! We're happy to have you here! 🙂 

Thank you for the introduction. 

Cheers
Mia, Community Team