How to create 360-degree view of customer accounts in HubSpot скачать в хорошем качестве

How to create 360-degree view of customer accounts in HubSpot

One downside of trying to use HubSpot for customer success is you need to do some configuration to get setup to enable your team. The good news…it’s not as hard as you might think to give your team what they need to get a complete picture of their accounts and make their customers successful. Here’s how to centralize account data by being intentional about how you use HubSpot company records: 1. Add a saved section in the left sidebar for your most important customer success information: → Renewal Date → Next QBR Date → Customer Health Score → CSM 2. Add another section in the left sidebar for high level information about onboarding: → Onboarding Specialist (who was responsible) → Onboarding Plan URL → Onboarding Status (Complete, In Progress, Failed) 3. Add a pinned note that includes a high level account summary and answers these 3 questions: → What do they do? → What are their goals/success metrics? → What notable context must everyone know? 4. Associate “contacts” who have been engaged from this account. Associate “deals” for each commercial activity in the lifecycle. → Initial sales → Renewals → Upgrades, expansions, contractions 5. Associate “tickets” that have been created for this account. → Onboarding → Support Bringing all your account data together in one place not only makes it easier for everyone who interacts with the customer to quickly gain context and be better prepared to make them successful… …but it also enables improvements to internal workflows and reporting that allow your team to focus their time on their highest leverage work. Signup for the playbook 👉 https://arrows.to/resources/hubspot-c... ---------- 🔴 Subscribe for more content on YouTube:    / @arrows-hq   If you'd like to learn more, start for free or schedule a demo: https://arrows.to 🤓 Check out more onboarding content from Arrows Happy Customers Newsletter: https://arrows.to/newsletter LinkedIn:   / arrows-to