How to setup HubSpot CRM for PLG + Sales
In this quick video, I’ll show you how to use HubSpot pipelines and workflows to serve up product qualified prospects to your sales team.
You’ll see:
– A self-serve pipeline to track product activity
– A workflow for enriching self-serve deals with product data
– A workflow for looping in the sales team for product qualified deals
Get the complete guide to running onboarding and CS in HubSpot: https://arrows.to/resources/hubspot-c...
We're covering how, and why HubSpot isn’t just a great tool for marketing and sales but onboarding and ongoing customer success as well. The walkthrough is split into 7 focused chapters, so even if you have less than an hour to spare you can dive into the topics that are of most interest to you.
1️⃣ Day 1 Setup: HubSpot for Onboarding & CS
2️⃣ Part 2: Handoffs - Sales → Onboarding
3️⃣ Part 3: Using product data in HubSpot
4️⃣ Part 4: Success Plans & Playbooks
🚧 Coming Soon - Part 5: Workflows & Automations
🚧 Coming Soon - Part 6: Internal Playbooks & Tasks
🚧 Coming Soon - Part 7: Reporting
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