[October Workshop Replay] How To Run Customer Success In HubSpot
In this Arrows live workshop Stuart and Shareil walk through what to consider when you're configuring HubSpot for onboarding and customer success along with tactical steps to improve your sales to CS handoffs.
00:00 — Introductions to Stuart & Shareil
01:24 – Why run Customer Success in your CRM
06:22 — How to configure HubSpot for Customer Success
11:17 — A workflow for better handoffs from Sales to Customer Success
30:00 — Building reports for customer success in HubSpot
42:01 – Q&A
---
🔴 Subscribe for more content on YouTube: [ / @arrows-hq ]( / @arrows-hq )
If you'd like to learn more, start for free or schedule a demo: [https://arrows.to](https://arrows.to/)
🤓 Check out more onboarding content from Arrows
Happy Customers Newsletter: [https://arrows.to/newsletter](https://arrows.to/newsletter)
LinkedIn: [ / arrows-to ]( / arrows-to )