How to Use Hubspot as a Customer Success Software?

Investing in Customer Success Software like HubSpot can be one of the most remarkable decisions you make in your customer success journey. 

Companies use Customer Success Software to streamline customer success operations, foster relationships with customers, monitor key performance indicators, and identify potential issues and opportunities. 

Currently, HubSpot is one of the most preferred software in Customer Success as it provides high-level automation and personalization opportunities that enable customer success teams to effectively engage with customers.

HubSpot is also one of the most frequently used CRM software that helps in monitoring leads and their current statuses, automating workflows, creating templates, and managing and summarizing meetings. 

Download these slides from Hadas Rahamim, Head of Customer Success and Business Operations at Exceed.ai, where she shares the advantage of using HubSpot for Customer Success. 

Hadas created a HubSpot pipeline for each stage of the customer journey to achieve visibility and transparency for herself and their executives. HubSpot, according to Hadas, provides the opportunity to define what is required, as well as the regional automation you would like to put in place.

How can you fully leverage HubSpot for Customer Success? What are the advantages of utilizing HubSpot?  Download these slides or this video to learn more.