Is anyone using Hubspot as their customer success software tool? If so, how did you set it up? I am looking to set it up using Hubspot's deal functionality. We have deals for sales and once they become a customer, we move to a new deal for Onboarding and then afterwards another deal flow for Customer Success. Has anyone…
Hello, I know eventually, we will need to move to a CS specific platform but for now we are using HubSpot. I really need to pick someones brain who is using hubspot for journey, health, engagement etc. I don't think HS excels in this arena, so who has it dialed in the best they can for CS. Thanks Derek
Hello GGR community, I'm looking to connect and have conversations with individuals who have been involved in setting up ChurnZero or similar technology from the start. I'm interested in learning things that went well? things you would have done differently? Areas that should have been prioritized. If you or someone you…
Hi Folks, I'm evaluating CS platforms for our start-up and so far it looks like core functionality among Catalyst, Totango, and Involve.ai is reasonably consistent. Can anybody vouch in favor of (or not in favor) of any of the three? I'd love to have a clear winner or otherwise eliminate one. For context:* We're a CS team…
Hello Community! Anyone using a text integration with HubSpot? What were you deciding factors? I see there is a handful in the HubSpot marketplace and on the surface it seems the differences are......cost. As our platform is a dashboard with a mobile app component, we plan to use SMS a lot. Thanks
Looking for insights from folks with experience who have run Gainsight and Totango in mid to enterprise space. I hear many organizations go back and forth with technology decisions in the CS Platform space and I am very interested in hearing PoV from those folks with that experience. Of course I have the mindset that…
Our friends at the Customer Success consultancy Growth Molecules are doing some research around technology priorities in Customer Success. Won't you participate in this very quick survey around technology priorities to get a copy of the results and see what your peers are investing in, and why?…
I am looking to find anyone that has experience with PlanHat, SmartKarrot, or Custify. Would love to hear about your experiences. Thanks, Renée
Hi GGR network! I'm posting something unique here. Not looking for advice or best practices in CS. This time, I am reaching out to see if anyone can introduce me to anyone in leadership at Workday. I have several mutual enterprise level common customers with Workday, and Adaptive Shield, where I head the CS initiative. We…
Hi GGR community! Long time observer, first time poster. This ones a bit of a legal conundrum, We are a SaaS company working with typically risk-averse clients (healthcare, banks etc) who are very strict on third-party infosecurity. Any CS tooling we've used thus far has been in-house built or on-premise solutions, but…
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