Proactive, Post-Sale Order Management | HubSpot Admin HUG | 01.09.2024

A great customer experience doesn't stop at Closed Won.

HubSpot admins have found some creative ways to manage post-sale activity using Tickets and Deals, but it always seems to be missing some key functionality that other specialized software could offer.

Not anymore.

Join us as we explore how Chris Carolan and Selim Maalouf, Co-founders at Conveying Your Message, are combining HubSpot CMS with the CRM to create a customer portal that provides the kind of customer experience that we're accustomed to in the consumer space.

- Why are Customer Facing Teams Getting Crushed?

- Why Line Items are not the solution

- The Upcoming "Customer Order" Object and "Deliverable" Custom Object

- Bringing it all together in HubSpot CMS

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Видео Proactive, Post-Sale Order Management | HubSpot Admin HUG | 01.09.2024 канала HubSpot Admin HUG