Using HubSpot as Customer Success Software
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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 done something like this and how did you do it?
How did you add things to track customer health, products they use, or their VIP/Non-VIP status?
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 done something like this and how did you do it?
How did you add things to track customer health, products they use, or their VIP/Non-VIP status?