If your CS team is piecing together their day from three different views, there's a better way to set up HubSpot.
Customer success teams typically juggle a handful of different views just to get a clear picture of their day.
HubSpot's Customer Success Workspace is built to bring all of that into one place. It's also one of the more configurable workspaces in HubSpot, which means it can look meaningfully different depending on how your team defines customers, tracks projects, and measures revenue.
In this video, you'll learn how to:
- Configure the core setup: your customer object, how customers are flagged, and how projects and revenue are tracked
- Build out multiple workspaces for teams that manage their work differently
- Customize each tab with the right owner properties, renewal dates, pipelines, and default views for your team
⏱️ *Jump to a timestamp:*
00:00 Introduction
00:55 Navigate to the Customer Success Workspace in HubSpot
01:52 Customer Success Objects in HubSpot
03:35 Create Customer Success Workspaces in HubSpot
04:53 Customer Success Projects in HubSpot
05:38 Revenue Processes in HubSpot Customer Success Workspace
06:30 HubSpot Customer Success Workspace Customization
07:03 Customer Success Workspace in Action
🧡 *About HubSpot Hacks*
HubSpot Hacks is the most popular unofficial YouTube series for HubSpot tutorials, tips, how-to’s, and demos. It’s hosted by the HubSpot experts at Simple Strat, a leading HubSpot consulting firm that helps small and mid-market B2B companies simplify growth by aligning their team’s, tools, and data to unleash HubSpot’s full potential.
â„ą _This channel and content are independent of HubSpot, Inc., and is not authorized by, endorsed by, sponsored by, affiliated with, or otherwise approved by HubSpot, Inc._
_The content, information, data and contact and company details shared in this video are fake and for demo purposes only. No public personal information has been shared as a result of this video._
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