Small Group Coaching: Advanced CRM

May 22, 6:00 – 6:50 PM (UTC)

Customer Success

2:00 PM Eastern Time (US & Canada) - Learn how your HubSpot Professional tools can keep your customer platform connected, customized, and under control so you can be confident in your setup and make smarter decisions as you scale.

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About this event

“According to IBM, the ROI of a CRM software system, when properly implemented, can exceed 245%.”

During this interactive session designed for Super Admins, you’ll learn how HubSpot's Professional tools can keep your customer platform connected, customized, and under control, so you can be confident in your setup and make smarter decisions as you scale.

We will cover the following topics in the session:

  • Record Customizations
  • Calculated Properties
  • Duplication Management
  • User Management and Audit


A HubSpot expert will walk you through how these tools will help your business scale with step-by-step instructions and live demos.

Host

  • Diana Acevedo

    HubSpot

    Customer Success Manager

When

When

Thursday, May 22, 2025
6:00 PM – 6:50 PM (UTC)

Agenda

Record Customizations
Calculated Properties
Duplicate Management
User Management and Audit
Q&A

Organizers

  • Ashley Massicott

    HubSpot

    Customer Success Manager, HubSpot

  • Diana Acevedo

    HubSpot

    Customer Success Manager

  • Guillaume Landel

    HubSpot

    Customer Success Manager

  • Salomé Darme

    HubSpot

    Customer Success Manager

  • Vanessa Muñoz

    HubSpot

    Customer Success Manager

  • Annabella Tock

    HubSpot

    Customer Success Manager

  • Shivani Thapa

    HubSpot

    Customer Success Manager

  • Juan Quiroz

    HubSpot

    Senior Customer Success Manager

  • Shona Hughes

    Hubspot

    Customer Success Manager

  • Carlos Pedraza

    HubSpot

    Customer Success Manager

  • Clare Wetmore

    HubSpot

    Customer Success Manager

  • Renéa Prell

    HubSpot

    Senior Customer Success Manager

  • Kerby Billy

    HubSpot

    Customer Success Manager

  • Jennifer Pinto

    HubSpot

    Customer Success Manager

  • Hannah Schoeneman

    HubSpot

    Customer Success Manager