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The Playbook for Running Customer Success in HubSpot

The Playbook for Running Customer Success in HubSpot

FromAgency Unfiltered


The Playbook for Running Customer Success in HubSpot

FromAgency Unfiltered

ratings:
Length:
42 minutes
Released:
Jan 4, 2023
Format:
Podcast episode

Description

Stuart Balcombe, Product Marketer at Arrows, joins the podcast to discuss how organizations can run customer success functions in HubSpot and why it can be so valuable in delivering a connected customer experience. Stuart highlights the benefits of using HubSpot for customer success, including ease of process creation, cross-org visibility of data and the customer journey, efficiencies and opportunities automation, and more. We discuss customer-facing plans, what they are, their importance in driving action, and orienting the customer journey, and how organizations can build their own. We then spend time diving in tactically to the configuration of HubSpot for customer success. How to set up your company, contact, deal, and ticket objects, how to customize and structure your contact timeline, how to facilitate the customer success handoff from sales, how to structure onboarding flows, how to manage renewals, and how to automate repetitive work.
Released:
Jan 4, 2023
Format:
Podcast episode

Titles in the series (100)

[NEW EPISODES EVERY WEDNESDAY] Agency Unfiltered is a weekly podcast that features interviews with agency owners around agency operations and agency growth. Nobody knows how to scale agencies better than those that are doing it, and they're happy to share an unfiltered look into what has worked—and what hasn't. Hosted by Kevin Dunn.