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.
Adi Jagannathan, the CEO and co-founder of OpenFlow, joins the show to talk about OpenFlow's journey from being a CRM software and industry agnostic firm to deeply specializing in the cannabis and dispensary industry. Adi shares the challenges he faced while operating agnostically, the evolution...
Published 12/06/23
Lara Triozzi and Terri-Lynne Anderson, CEO and Sales Manager at Market Launcher respectively, join the show to talk about prospecting and lead generation. With both perspectives, we get to talk about both the broad evolution of B2B prospecting and the cyclical nature of how sellers must change...
Published 11/29/23